Likelihood to Recommend
Feature Rating Comparison
Customer data management / contact management
Integration with email client (e.g., Outlook or Gmail)
Quote & order management
Channel / partner relationship management
Call center management
Help desk management
Billing and invoicing management
API for custom integration
Single sign-on capability
Role-based user permissions
- Drip marketing
- Great customer service, Heather and Danielle were phenomenal!
- Relatively easy to use, learn and personalize.
- Some random logouts but way less compared to others.
- Becomes a little cluttered as it has all products, services and order management.
- The synching did not always work well, especially for people on the road in remote areas.
- Offline handling needs to be easier and faster.
- Very complex CRM.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Return on Investment
- It has overall increased sales productivity.
- Has reduced lead time for customer and made the deliveries faster and more efficient.
- Good ROI on our international team.
- Very good to track records and faster sales success when discipline is followed.
Premium Consulting/Integration Services—
Entry-level set up fee?—
1CRM Editions & Modules
Additional Pricing Details—
Premium Consulting/Integration Services
Entry-level set up fee?
* Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.
PlanPlus Editions & Modules
|PlanPlus Online Planner Edition||$69.991|
|PlanPlus Online Professional Edition||$34.992|
|PlanPlus Online Business Edition||$199.993|
- Per User per Month
- per 5 users/per month