Standard
Edition For individuals and small teams
Free
- No user or time limit
- Unlimited Upgrades
- Free e-mail support
Professional
Edition For startups and growing teams
$5 /user/month
- 10% discount on yearly payment
- Free phone support and training
- 30-day free trial, no credit card
Enterprise
Edition
For power users
$18 /user/month
- 10% discount on yearly payment
- Free phone support and training
- 30-day free trial, no credit card
Common Features
Feature |
Standard Edition |
Professional Edition |
Enterprise Edition |
Limits
|
Free Document Storage
|
5 GB
|
20 GB
|
100 GB
|
Support
|
- Email Support (5-business days)
|
- Email Support (1-business day)
- Emergency Phone Support (24 hrs)
|
- Email Support (1-business day)
- Phone Support (9AM-5PM EDT weekdays)
- Emergency Phone Support (24 hrs)
|
Upgrades
|
Free
|
Free
|
Free
|
Mobile Access
|
|
|
|
Customer Portal
|
|
|
|
Changing Logo and Branding
|
|
|
|
Contact Manager Features
Feature |
Standard Edition |
Professional Edition |
Enterprise Edition |
General Features
|
Basic CRM
|
|
|
|
Customer Portal
|
|
|
|
Attach/Link Documents
|
|
|
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Custom Fields
|
1
|
5
|
Unlimited
|
Daily Call List
|
|
|
|
Drip Marketing
|
|
|
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Workflow Rules
|
|
|
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Functionality
|
Activity Tracking
|
|
|
|
Capture Leads via website
|
|
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Scheduled Reports
|
|
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Email Linking
|
|
|
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Reports Designer
|
|
|
|
Activity History
|
Past 7 days
|
Past 90 days
|
Unlimited
|
Remove Duplicates Wizard
|
|
|
|
Relationship Tracking
|
|
|
|
Invoices
|
Create and Send Invoices
|
|
|
|
Template Customization
coming
|
|
|
|
Accepting Online Payments
|
|
|
|
Campaigns
|
Create and Send Campaigns
|
|
|
|
Campaign Integration
coming
|
|
|
|
Reusable Campaign Templates
|
|
|
|
Tracking Customer Issues
|
Capturing Issue via Web / Email
|
|
|
|
Document Manager
|
Sharing Documents
|
|
|
|
Syncing Documents
coming
|
|
|
|
Change History
|
Past 15 days
|
Past 3 months
|
|
Document Versions
|
|
|
|
Team Calendar
|
Basic Features
|
|
|
|
Calendar with Drag and Drop
|
|
|
|
Scheduling Meetings
|
|
|
|
Recurrence
|
|
|
|
External Interfaces
|
Dymo Label Printer
|
|
|
|
Rest/Soap API
|
|
|
|
MS Outlook Synchronization
|
|
|
|
Google Synchronization
|
|
|
|
Limits
|
Maximum contacts
|
1,000
|
10,000
|
100,000
|
Timekeeping Software Features
Feature |
Standard Edition |
Professional Edition |
Enterprise Edition |
General Features
|
Managing Multiple Projects
|
|
|
|
Projects
|
50
|
500
|
Unlimited
|
Reports Sharing
|
|
|
|
Scheduled Reports
|
|
|
|
Reports Designer
|
|
|
|
Custom Fields
|
|
|
|
Change History
|
Past 15 days
|
Past 3 months
|
Unlimited
|
Approvals
|
|
Manual Only
|
Manual & Automated with Workflow
|
Time Tracking
|
Weekly/Daily Timesheet
|
|
|
|
Timesheet Proxy
|
|
|
|
Tracking Project Time
|
|
|
|
Bi-Weekly, Semi-Monthly and Monthly Timesheet
|
|
|
|
Tracking Missing Timesheets
|
|
|
|
Creating Timesheet Rules
|
|
|
|
Managing DCAA Compliance
|
|
|
|
Expense Tracking
|
Foreign Currency
|
|
|
|
Mileage Calculation
|
|
|
|
Attaching Documents & Receipts
|
|
|
|
Tracking Reimbursements
|
|
|
|
Time Off Tracking
|
Capturing Time Off
|
|
|
|
Managing Vacations and Leaves
|
|
|
|
Time Off Calendar
|
|
|
|
Managing Time Off Accruals
|
|
|
|
Tracking Customer Issues
|
Capturing Issue via Web / Email
|
|
|
|
Interfaces
|
QuickBooks Addin
|
|
|
|
Sage-50 Interface
|
|
|
|
Rest/Soap API
|
|
|
|
Issue Tracker Features
Feature |
Standard Edition |
Professional Edition |
Enterprise Edition |
Capturing Issues via web
|
|
|
|
Add Notes
|
|
|
|
Capturing Issues via Email
|
|
|
|
Customer Ticket Tracking
|
|
|
|
Color Coding
|
|
|
|
Project Templates
|
|
|
|
Scheduled Reports
|
|
|
|
Documents Attachment
|
|
|
|
Creating Knowledge Base
coming
|
|
|
|
Issues Templates
|
|
|
|
Reports Designer
|
|
|
|
Notification Rules
|
|
|
|
Escalation Rules
|
|
|
|
Custom Fields
|
1
|
5
|
Unlimited
|
Administrative Capabilities
Feature |
Standard Edition |
Professional Edition |
Enterprise Edition |
Delegated Authentication
|
|
|
|
Manage Applications
|
|
|
|
Manage Email Templates
|
|
|
|
Roles and Privileges
|
|
|
|
SMS Messaging
|
|
|
|
Customization and Programming Interface
Feature |
Standard Edition |
Professional Edition |
Enterprise Edition |
Profiles
|
|
|
|
Site Customization
|
|
|
|
Rest/Soap Api
|
|
|
|