| | |
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 | | |
| Time 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 | $ | $ |
INTEGRATIONS | PROFESSIONAL | ENTERPRISE |
| Import / Export by files | $ | $ |
| Standard: Quickbooks, SAP, OpenBravo, Siigo, Helisa, Softland, World Office, Siesa, DHS Total. | $ | $ |
| REST services | $ | $ |
WARRANTY | PROFESSIONAL | ENTERPRISE |
| Email | | |
| Customer Portal | | |
| Skype | | |
| Phone | | |
ADVANCED SECURITY | PROFESSIONAL | ENTERPRISE |
| Audit Logs | | |
| Password controls | | |
| IP control access | | |
| Access control by time | | |
| Users Profile | | |
| LDAP Integration | | |
| Two-factor authentication | | |
| Control in data visualization | | |
| Specific security policies | | $ |
ENTERPRISE FUNCTIONALITY | PROFESSIONAL | ENTERPRISE |
| Workflows | | |
| Multiple currencies | | |
| Webhooks | | |
OTHER SERVICES | PROFESSIONAL | ENTERPRISE |
| Standard SLA service | | |
| Service levels Particular SLA | | |
| Custom developments | | |
| Installation of dedicated / own servers | | |
| Maximum modules per company | 2 | Unlimited |
| Shared production environment | | |
| Shared server management | | |
| Independent server administration | Not available | Additional cost |
| Independent production environment | Not available | Additional cost |
| Testing environment | Not available | Additional cost |
