Base
The essentials for sales management.
Includes:
100,000 Contacts
100GB Database Size
Advanced Contact & Task Management
Microsoft Outlook Integration
Most Popular
For Sales Leaders
AI-powered insights to guide sales teams.
Everything in Base, plus:
Sales Intelligence Reports
Advanced Pipeline & Case Management
Activity Tracking
Revenue & Activity Targets
For Financial Advisors
Build long-lasting client relationships.
Everything in Base, plus:
Advanced Account Management
Activity Tracking
Target Setting
Reporting & Analytics
On-Premise
Deployed and housed on your own web server.
Includes:
Advanced Contact & Task Management
Activity Tracking
Advanced Pipeline & Case Management
Basic Dashboards & Reporting
Trusted by 120,000 teams worldwide
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Core Features
Contact Management
Multiple Contact Entry Types
Interaction History
Customizable Interface
Customizable Fields & Lists
Customizable Sales & Service Processes
Opportunity Management
Task Management
Lead Handling
Collaboration & Teamwork
Calendar & Appointments
Email Campaigns
Customer Service Cases
Revenue Types
Notification Center
Customizable Notifications
Mobile Notifications
Permissions & Access by User / Role
Permissions & Access by Record Type
AI Data Capture
Product & Record Categorization
Favorite Lists
Custom Searches
Build & Save Searches
Emails
Notes
Call Logs
Action Plans
Documents
Data Import/Export
Platform
Mobile Application
Open API
In-House Support
Email Integration
App Marketplace
(Limited)
Data Centers
Data Security & Surveillance
Data Encryption
Automated Back-Ups
Automated Updates
Expanded Data Storage (100GB+)
Data Centers
Data Security & Surveillance
Data Encryption
Automated Back-Ups
Automated Updates
Expanded Data Storage (100GB+)
Expanded Contact Storage (10K+)
Sales Team
Activity Tracking
Advanced Pipeline Management
Revenue & Activity Target Setting
(Activities only)
Advanced Case/Service Plan Management
Pre-Built Sales Processes
AI-Powered Playbooks
Reporting & Analytics
Basic Dashboards
Interaction History Reporting
Notes Reporting
Consolidated Timeline Activity Reporting
Pipeline Reporting
Sales Intelligence (Pre-Built Dashboards)
Activity Reporting
Contacts Management Reporting
Accounts Management Reporting
Upcoming Reviews
Leads Reporting
Sales Targets Reporting
Sales Management Reporting
Sales Overview Reporting
Sales Rep Reporting
Sales Forecasting Reporting
AI-Driven Leading Indicators Dashboard
Custom Data Visualization Tool
Additional Services
Database Upgrades
Data Migration
Data Import/Export
Training
Implementation & Configuration
Sandbox Environments
Integration Solutions
Customization Assurance
Additional purchase required
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