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General Features
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| Basic CRM
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| Customer Portal
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| Attach/Link Documents
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| Custom Fields
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1
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5
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Unlimited
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| Daily Call List
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| Drip Marketing
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| Workflow Rules
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Functionality
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| Activity Tracking
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| Capture Leads via website
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| Scheduled Reports
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| Email Linking
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| Reports Designer
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| Activity History
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Past 7 days
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Past 90 days
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Unlimited
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| Remove Duplicates Wizard
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| Relationship Tracking
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Invoices
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| Create and Send Invoices
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| Template Customization
coming
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| Accepting Online Payments
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Campaigns
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| Create and Send Campaigns
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| Campaign Integration
coming
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| Reusable Campaign Templates
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Tracking Customer Issues
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| Capturing Issue via Web / Email
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Document Manager
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| Sharing Documents
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| Syncing Documents
coming
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| Change History
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Past 15 days
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Past 3 months
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| Document Versions
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Team Calendar
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| Basic Features
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| Calendar with Drag and Drop
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| Scheduling Meetings
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| Recurrence
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External Interfaces
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| Dymo Label Printer
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| Rest/Soap API
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| MS Outlook Synchronization
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| Google Synchronization
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Limits
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| Maximum contacts
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unlimited
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unlimited
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unlimited
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