Experience the power of simplicity with any of our fully customizable CRM editions.

Professional
$49 / Month
Per User. Billed Annually
Schedule a Demo

Included in all plans…

  • Account & Contact Management
  • Bulk Email
  • Tasks & Calendar
  • Sales Forecasting
  • Pipeline Management
  • Price Quotations
  • Profile Based Record Layouts
  • Email Integration
  • Mobile App
  • Daily Backups
  • Free Phone Support
  • And More
Best Value
Accelerator
$59 / Month
Per User. Billed Annually
Schedule a Demo

Everything in Professional Plus…

  • Workflow Automation
  • Custom Modules
  • Pipeline Board Views
  • Project Management
  • Helpdesk Management
  • Calculated Custom Fields
  • Advanced Audit Log
  • API & Webhook Access
  • And More
Enterprise
$69 / Month
Per User. Billed Annually
Schedule a Demo

Everything in Accelerator Plus…

  • Advanced Custom Fields
  • Custom Record Types
  • Workflow Date Triggers
  • Automatic Email Sync
  • Data Archive
  • Up to 1 million records
  • And More

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Compare Plans

A plan for every company, no matter the industry or size – tailored solutions for your unique needs.

Professional
$49 / Month
Per User. Billed Annually
Schedule a Demo
Best Value
Accelerator
$59 / Month
Per User. Billed Annually
Schedule a Demo
Enterprise
$69 / Month
Per User. Billed Annually
Schedule a Demo
Manage & Build Customer Relationships
75%
100%
100%
Account & Contact Management
Lead Management
Task & Event Management
Calendar Management
Relationship Linking
Account & Contact Merge
Project Management
Help Desk Management
Sell More Efficiently
100%
100%
100%
Mobile Apps (Andriod & iOS)
Sales Pipeline Management
Products & Pricebook
Price Quotations
Site Visits
Activity Feed
Pipeline Board View (Kanban)
Communicate Effectively
50%
90%
100%
Email Integration
Automatic Email Sync
Mass Emailing
500/Day
500/Day
500/Day
Email Templates
Email Tracking
Customizable Email Signatures
Scheduled Outbound Email
Word Processor & Mail Merge
Marketing Campaigns
$
$
$
Product Customization
50%
75%
100%
Profile Based Security
Profile Based Screen Layouts
Custom User Groups
Custom User Types
Custom Fields
300/Module
300/Module
300/Module
Custom Views
Custom Account Types
Custom Contact Roles
Custom Contact Types
Custom Lead Stages
Custom Activity Types
Custom Relationships
Custom Sales Stages
Custom Price Levels
Custom Modules
Custom Advanced Fields
Custom Item Fields
Custom Calculated Fields
Custom Record Types
Global Fields
Automate Business Processes
50%
75%
100%
Workflow Automation
10/Rules
20/Rules
Workflow Automation - Date Triggers
Action Plans
10/Plans
Unlimited
List Actions
Group Edit
Reminders
Data Export Tool
Data Importer
Records Per Import
50,000
50,000
50,000
Lead Web Forms
Support Web Forms
Mobile Voice Notes
Integrations & API
50%
90%
100%
Outlook Integration
Outlook Calendar Sync
Outlook Contact Sync
Gmail Integration
Google Calendar Sync
Sakari SMS Integration
Zapier Integration
Adobe Sign Integration
API Access
$
$
$
Configurable Web Hooks
Reporting & Analytics
50%
90%
100%
Customizable Reports
Customizable Dashboards
Report Scheduling & Emailing
Export to Excel
Advanced & Excel Reports
Audit Log
Data Archive
Support & Professional Services
100%
100%
100%
US Based Phone Support
Email & Knowledge Base Support
Professional Services
$
$
$
API & Integration Support
$
$
$
Data & File Storage
50%
75%
100%
Record Limit
100,000
250,000
1,000,000
File Storage
10 GB
50 GB
200 GB
File Attachment Size Limit
20 MB
20 MB
20 MB
Database Backups
7 Days
7 Days
7 Days

Clarity Engage

  • Automated drip sequences
  • One-time broadcasts
  • Newsletters
  • Drag-and-drop email builder
  • Email templates
  • Create audiences from your CRM contacts
  • Trigger emails to leads in your pipeline
  • Click tracking & notifications
Marketing Calculator
$

/ Month