| | |
THIRD PARTIES | PROFESSIONAL | ENTERPRISE |
| Third management | | |
| Third party groups (Customers, Prospects, Suppliers, etc) | | |
| Contact management | | |
| Multiple locations per third party | | |
| Third party time line actions | | |
| Custom tab third | | |
| Scoring Third Party | | |
| Competition analysis | | |
| Zones by third party and by locations | | |
TASKS | PROFESSIONAL | ENTERPRISE |
| Task management | | |
| Task actions log | | |
| Multiple types of tasks | | |
| Approval control for completion of tasks | | |
| Automatic closing of tasks | | |
| Configuration of confidentiality of tasks by type | | |
| Configuring notifications for actions in tasks | | |
| Configuration of icons by type of tasks | | |
| Priority handling by task | | |
| Subtask management | | |
| Activity Record | | |
| Customizable application forms and answer | | |
| Automatic task creation | | |
LEADS | PROFESSIONAL | ENTERPRISE |
| Management opportunities | | |
| Customizable process sales | | |
| Steps by sale process | | |
| Reasons for states of opportunity | | |
| Custom tab opportunities | | |
| Scoring opportunities | | |
| Automatic creation of opportunities | | |
| Events in opportunities | | |
| Creation of opportunities from the mail | | |
QUOTES | PROFESSIONAL | ENTERPRISE |
| Registration of sales quotes | | |
| Quotes send by e-mail | | |
| Management products and services | | |
| Quick price checking | | |
| Conditions by product or service | | |
| Standard PDF Format | | |
| History of emails sent by quote | | |
| Association of quotes with business opportunities | | |
| Consultation and approval of quotes online | | |
| Multiple price lists | | |
| Consecutive billing administration | | |
ADDITIONAL MANAGEMENT | PROFESSIONAL | ENTERPRISE |
| Record conversations with contacts | | |
| Record and track goals | | |
| Management working groups | | |
| Mass reassignment of tasks and opportunities | | |
| Show of workload per employee | | |
| Time line collaborator | | |
| Email-Marketing Templates | | |
| Marketing Campaign management | | |
EMAIL | PROFESSIONAL | ENTERPRISE |
| Corporate email integration | | |
| Email templates | | |
AVAILABILITY | PROFESSIONAL | ENTERPRISE |
| Web management | | |
| Multiple languages (Spanish and English) | | |
| Android (Smartphone and Tablet) | | |
| iOS (iPhone and iPad) | | |
| Online predefined reports | | |
| Online reports to Excel | | |
| PivotTables online | | |
| Reports on mobile devices | | |
| Online customized reports | N/A | N/A |
LEASE | PROFESSIONAL | ENTERPRISE |
| Standard functionality per module | | |
| Licensing monthly payment | Minimum 20 users | |
| Licensing annual payment | | |
| SaaS (Giitic Cloud) – Shared | | |
| SaaS (Giitic Cloud) – Standalone | N/A | N/A |
| On Premise (Customer Infrastructure) | N/A | Minimum 10 users |
| Limit on number of assets | 10.000 Assets | No asset limit |
| Portal usage limit | 5.000 user | No user limit |
INTEGRATIONS | PROFESSIONAL | ENTERPRISE |
| Standard import and export of files | | |
| Standard: Quickbooks, SAP, OpenBravo, Siigo, Helisa, Softland, World Office, Siesa, DHS Total. | | |
WARRANTY | PROFESSIONAL | ENTERPRISE |
| Hours per month data analyst per module | 0 Hours | 5 Hours |
| Web portal for customers | | |
| Free online training (7x24 and video tutorials) | | |
| Standard SLA service | | |
| Service levels Particular SLA | N/A | N/A |
| Hourly consulting | N/A | N/A |
| Email | N/A | |
| WhatsApp | N/A | |
| Phone | N/A | |
SOFTWARE CUSTOMIZATION | PROFESSIONAL | ENTERPRISE |
| Test environment for SaaS license (Quality and test environment) | N/A | |
| Development license per module | N/A | |
| Annual consulting hours package | N/A | N/A |
| Custom REST services for data import and export | N/A | N/A |
| Customization project | N/A | N/A |
ADVANCED SECURITY | PROFESSIONAL | ENTERPRISE |
| Password controls | | |
| Users Profile | | |
| Two-factor authentication | | |
| Audit Logs | N/A | |
| IP control access | N/A | |
| Access control by time | N/A | |
| LDAP Integration | N/A | |
| Control in data visualization | N/A | |
| Specific security policies | N/A | N/A |
ENTERPRISE FUNCTIONALITY | PROFESSIONAL | ENTERPRISE |
| Multiple languages (Spanish and English) | | |
| Multiple currencies | | |
| Workflows / Internal BPM | N/A | |
| Webhooks | N/A | |
OTHER SERVICES | PROFESSIONAL | ENTERPRISE |
| Installation of dedicated / own servers | N/A | |
| Independent server administration | N/A | N/A |
