difference in features of cloud package
free
Free VS CRM+
Users 12
Storage 5GB
CRM limitations
Pipelines 1
Template file size 2 Mb
Emails from CRM 1 000 / Month
Resource booking for appointments in CRM 24
Max number of leads, deals, contacts or companies included in CRM analytics reports 100,000
Business Card scanner 100/Month
Searchable in CRM with filters (max number)
Leads 10,000
Deals 10,000
Contacts 10,000
Companies 10,000
Not available
Tunnels
Sales Center
Recurring deals
Recurring invoices
Required fields by stage
Document generator
Convert quote to deal and invoice
Duplicate search and merge
Restore from recycle bin
CRM access log
Change history
Automatic dialer
Sales plan
CRM analytics
Webhooks for rules/triggers
Business process automation in CRM
crm+
CRM+ vs standard
Users 6
Storage 50GB
CRM limitations
Pipelines 10
Template file size 2 Mb
Emails from CRM 35 000 / Month
Resource booking for appointments in CRM 24
Max number of leads, deals, contacts or companies included in CRM analytics reports 100,000
Business Card scanner 100/Month
Searchable in CRM with filters (max number)
Leads 100,000
Deals 100,000
Contacts 100,000
Companies 100,000
Standard
standard vs professional
Users 50
Storage 100GB
CRM limitations
Pipelines 10
Template file size 2 Mb
Emails from CRM 50 000 / Month
AI Scoring No
Resource booking for appointments in CRM 24
Max number of leads, deals, contacts or companies included in CRM analytics reports 100,000
Business Card scanner 100/Month
Searchable in CRM with filters (max number)
Leads 200,000
Deals 200,000
Contacts 200,000
Companies 200,000
Our projects
what's the cost?
For large scale implementations we prefer the following process
1. Detailed needs analysis (Scoping)
2. Implementation proposal
3. Project plan with implementation and payment dates.
For less complex implementations
1. Detailed needs analysis (Scoping)
2. Implementation proposal
Invoice for 5 or 10 hours to use for the implementation.
Our consulting rate is R650 (Ex VAT) per hour and bulk packages at R600 (Ex VAT) are payable upfront.
Our projects
How is it calculated?
Factors that will affect your implementation cost.
Data importing
Configurable dashboards
Setup of custom data fields
Setup CRM Forms to collect additional data
Dashboard, management and operational reports that are needed.
Workflows and how complex they are.
Setup document templates
Admin and user training
Travelling
.