| | |
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 |