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Empowering Simplicity, Inspiring Innovation as Your CXM/CRM Provider

Choose the plan that fits your business needs.

Free

Free Forever

0/mo
  • 200 Records per module
  • User and Collaboration *
  • Storage (Max 2GB) *
  • CRM
  • Sales
  • Email Marketing *
  • ERP Essentials *
  • Contact & Account Linking
  • Basic Reports
  • Dashboard *
  • Data Backups *
  • Standard Support *
  • Basic - Training Included *

Starter

Paid Plan for Small Teams

1,099/mo
  • 700 Records per module
  • User and Collaboration *
  • Storage (Max 2GB) *
  • CRM
  • Sales
  • Email Marketing *
  • ERP Essentials *
  • Contact & Account Linking
  • Basic Reports
  • Dashboard *
  • Data Backups *
  • Standard Support *
  • Basic - Training Included *
Recommended

Professional

Let's Talk - Free limited seats available

  • Unlimited Records per module
  • All Starter features
  • User and Collaboration *
  • Storage (Max 10GB) *
  • Marketing
  • Help Desk
  • Standard Analytics & Insights
  • Workflow Automation
  • Single Sign-On (SSO)
  • Pipeline and Customization
  • Email Marketing *
  • Lead Generations
  • Advance Reports
  • Dashboard - Enabled Custom Dashboard
  • Document Branding
  • Standard Support *
  • Account Manager
  • Basic - Training Included *
  • Audits Trail
  • Basic Compliance

Business

Let's Talk

  • All Professional features
  • Unlimited User and Collaboration *
  • Unlimited emails *
  • Storage (Unlimited) *
  • Premium Reporting, Analytics & Insights
  • Unlimited Workflows
  • Single Sign-On (SSO)
  • Premium Support *
  • Dedicated Account Manager
  • Personalized online/offline trainings
  • Compliance - Industry-specific regulations

* Features marked with an asterisk are included in all plans -See Detailed Plan Comparison

* Learn more about our Beta Program (Limited seats available)

Detailed Plan Comparison

Compare all features across our plans

Users & Collaboration

Manage team members and collaborate effectively across your organization

FeatureFreeStarterProfessionalBusiness
Number of users
Maximum team members allowed on your plan
3 Seats (Maximum)3 Seats (Maximum)7 Seats (Maximum)Unlimited - Billed per user
Team management
Create, organize, and manage multiple teams with flexible team structures and permissions
2 Teams (Maximum)2 Teams (Maximum)5 Teams (Maximum)Unlimited
Team collaboration tools
Activities Tracking, Notes, Calender, Email and file sharing
Role-based permissions
Control access levels for different team roles
Advanced user management
Bulk user operations and detailed activity logs

CRM & ERP Features

Comprehensive business management tools to streamline your operations

FeatureFreeStarterProfessionalBusiness
Basic CRM features
Contact, Account, Customer, Lead, Deal and Task Management
200 Records per/module (Maximum)700 Records per/module (Maximum)UnlimitedUnlimited
Contact & Account Linking
Ensures every record — Lead, Deal, Quote, SO, PO, and Invoice — is connected to the right person and organization.
Sales
Quote, Sales Order, and Invoice Management
200 Records per/module (Maximum)700 Records per/module (Maximum)UnlimitedUnlimited
Workflow Automation
Custom workflows to automate routine tasks
  • Maximum of 10 Workflows
  • 5 from Templates and 5 Custom
  • Subject to Trigger Limits
Unlimited Workflows
ERP Essentials
Product, Purchase Order Deal-Linked Workflow (Quote → Sales → Purchase → Invoice)
200 Records per/module (Maximum)700 Records per/module (Maximum)UnlimitedUnlimited
Marketing
Campaign Management, Email Marketing, Campaign Sequencing
Help Desk
Ticketing, Case Management and SLA Tracking
Pipeline and Customization
Custom Pipeline, Customization
Document Branding
Customize Quote, Sales Order, Purchase Order, and Invoice with your logo and theme
Email Marketing
Digital communication channel that uses targeted messages to engage audiences, nurture relationships, promote products, and drive business growth.
100 emails /per month100 emails /per month500 emails /per monthUnlimited emails/day for free
Lead Generation
Generate Leads, Run Campaign Sequence
5 Credits /per month

Storage & Data

Secure data storage with flexible capacity options for your business needs

FeatureFreeStarterProfessionalBusiness
Storage capacity
Total cloud storage space for files and documents
2GB (Maximum)2GB (Maximum)10GB (Maximum)Unlimited
Data export
Export your data in various formats
Data import
Import your data from various sources
  • Subject to record limits
  • Subject to record limits
Data backup
Automated backups with point-in-time recovery

Analytics & Reporting

Powerful insights and reporting tools to make data-driven decisions

FeatureFreeStarterProfessionalBusiness
Reports
Pre-built reports for common business metrics
Basic Reports OnlyBasic Reports Only
  • Advance Reports
  • Advance Reports
Advanced analytics
Deep-dive analytics with custom metrics
  • Data-analysis Capability
  • Customize Charts
  • Graph and Visualization
  • Data-analysis Capability
  • Customize Charts
  • Graph and Visualization
Custom dashboards
Build personalized dashboards with widgets
Real-time reporting
Live data updates and instant notifications
Predictive analytics
AI-powered forecasting and trend analysis

Support & Security

Enterprise-grade security and dedicated support to keep your business running smoothly

FeatureFreeStarterProfessionalBusiness
Email support
Support via email with standard response time
Priority support
Faster response times for urgent issues
24/7 phone & chat
Round-the-clock support via phone and live chat
Dedicated account manager
Personal account representative for your team
Advanced security
Enhanced encryption and security protocols
Single Sign-On (SSO)
Enterprise-grade security to keep your business running smoothly
  • Google
  • Standard Login
  • Google
  • Standard Login
  • Google
  • Standard Login
  • Google
  • Microsoft + SAML
  • Azure AD
Compliance certifications
SOC 2, GDPR, HIPAA compliance included
  • Audit Trail Reporting
  • Change History
  • Activity Logs
  • Advance access controls reports

Still have questions? Our team is here to help.

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