Lite version with limited features. Great for startups, non-profits, or teams with limited budgets.

For unlimited users

Features

• Manual email saving
• Convert email to contact, task, deal
• Synchronization with Outlook calendar (1 calendar)
• User Views (1 per module)
• Workflows - Basic (1 per module)
• Custom fields (10 in total)
• Custom forms (1 per module)
• Zapier
• PowerBI
• WordPress
• Online resources
• Community support
• 200 MB for your documents and emails

$216 per User per Year

$15 ($540) per User billed 3 Years

Starting edition for small teams that need basic customizations and live support.

Features

• Includes features of Free plan, plus
• Caller identification (iOS, Android)
• Task reminders
• Synchronization with Outlook calendar (3 calendars)
• Row summaries
• User views (3 per module)
• Workflows - Basic (3 per module)
• Custom fields (30 in total)
• Custom forms (3 per module)
• Basic permissions
• Important fields (3 per module)
• Mandatory fields (3 per module)
• Live Support
  • Email
  • Helpdesk
• 10 GB for your documents and emails

$288 per User per Year

$20 ($720) per User billed 3 Years

Advanced plan for teams that need professional CRM and phone support.

Features

• Includes features of Basic plan, plus
• Automatic email saving
• Recurrent tasks
• Synchronization with Outlook calendar (5 calendars)
• Synchronization with Outlook contacts
• Duplicity checker
• Conditional formatting
• Shared views (5 per module)
• User views (5 per module)
• Workflows - Basic or Advanced (5 per module)
• Workflow rules and actions
• Custom fields (50 in total)
• Custom forms (5 per module)
• User groups and module permissions
• Important fields (5 per module)
• Mandatory fields (5 per module)
• API
• 3CX
• QuickBooks
• Phone support ("Book a call")
• 25 GB for your documents and emails (extendable)

$432 per User per Year

$30 ($1080) per User billed 3 Years

Ultimate plan for those who want all features without compromises.

Features

• Includes features of Professional plan, plus
• Force automatic email saving for all team members
• Subtasks
• Synchronization with Outlook calendar (unlimited)
• Add-ins for Word and Excel
• Document versioning
• Private items
• Shared views (unlimited)
• User views (unlimited)
• Workflows - Basic or Advanced (unlimited)
• Workflow group-level actions
• Custom fields (unlimited)
• Field level permissions
• Custom forms (unlimited)
• Important fields (unlimited)
• Mandatory fields (unlimited)
• Unique fields (unlimited)
• Currencies (unlimited)
• eWay-Gate
• PBX TAPI
• Phone support ("Call any time")
• 50 GB for your documents and emails (extendable)