General Features
Basic Plan
Standard Panel
Advanced Panel
-
task/meeting/reminder management
-
event management
-
reports
-
meeting reminders
-
calendar (personal/shared)
-
calendar view and activity management
-
mentions and comments
-
follow-up reminders
-
knowledge base
-
data import and export
-
labels
-
referral management
-
document management and archiving
-
email templates
-
customer knowledge base
-
custom report creation
-
meeting scheduler
-
smart reminders
-
dashboard/widget creation
-
2-way email integration
-
pdf template design
-
multi-channel reminders
-
advanced search
-
smart and automatic reminders
-
task reminders via email/sms/whatsapp/telegram
-
text scheduling
-
advanced report builder
-
Survey module
-
ai-powered sales assistant
-
business process implementationContact UsContact Us
-
Storage space1 GB3 GB5 GB
Marketing
-
mobile version
-
file attachments
-
updates section
-
recycle bin
-
assign reps to new leads
-
send bulk email
-
web-to-lead
-
automated message sending
-
email inbox
-
active email syncs (per user)
-
mention users
-
send and receive texts
-
update a lead status
-
automated sms
-
marketing automation
-
automated email marketing
-
email tracking & automations
-
mass email tracking
-
automatic call logging
-
call recording
-
campaign management
-
automated whatsapp marketing
-
automated telegram marketing
-
marketing process implementationContact usContact us
Sales
-
customer management
-
Organization and contact management
-
deal management
-
invoice management
-
proforma management
-
customer payment tracking
-
price book definition
-
online payment
-
collection tracking
-
pipeline views
-
call and follow-up management
-
sales order management
-
sales forecasting
-
sales funnel design
-
sales commission calculation
-
custom sales processesContact usContact us
Support
-
support contract management
-
warranty management
-
sla
-
two-way communication via portal
-
customer club implementation
-
after-sales service process implementationContact usContact us
Purchase and Inventory
-
product and service management
-
supplier records
-
purchase order management
-
inventory control
-
automated procurement notifications
-
procurement process implementationContact usContact us
Projects
-
project management
-
task management
-
project notifications
-
project phase management
-
gantt chart
-
project process implementationContact usContact us
Customization
-
custom fields
-
workflow creation
-
web form creation
-
form builder
-
merge fields
-
mandatory fields
-
dynamic list building (smart views)
-
pipeline-specific fields
-
merge duplicate data
-
notification customization
-
approval process
-
module builder
-
formula column
-
api access
-
webhooks
User and Access Management
-
organizational chart
-
groups
-
custom permission sets
-
roles and permissions
-
user access customization
-
department management
Integrations
-
sms panel integration
-
email server integration
-
whatsapp integration
-
telegram integration
-
payment gateway integration
-
web form integration
-
google sso
-
google calendar integration
-
google drive integration
-
dropbox integration
-
active directory integration
-
voip integration