- Sales Target Tracker
- PSA
- Budgeting for Nonprofit
- Faculty Lifecycle Management
- Profit & Cash Flow Forecast based on Opportunity
BUDGETING
$ 15
/user/month
Feature List
Standard
$ 15
/user/month
Account Information
Account Address
Account Members
Contact Relation Net
Opportunity Information
Contact Role
Opportunity products
Opportunities team
Competitors
Estimates
Campaign Information
Sales Rep Solicitation
Campaign Members
Campaign Register
Campaign ROI analysis
Estimates
Contract Information
Integrated with docusign
Budget
Estimated Income
Estimated Costs and Expenses
Estimated Gross Profit
Estimated Gross Profit Rate
Budgeted Income
Budgeted Costs and Expenses
Budgeted Gross Profit
Budgeted Gross Profit Rate
Estimates Information
Budget Information
Final Accounts Information
Estimated Gross Profit
Estimated Gross Profit Rate
Budgeted Gross Profit
Budgeted Gross Profit Rate
Class E Final Gross Profit
Class E Final Gross Profit Rate
Class B Final Gross Profit
Class B Final Gross Profit Rate
Class T Final Gross Profit
Class T Final Gross Profit Rate
Class P Final Gross Profit
Class P Final Gross Profit Rate
Final Net Profit
Final Net Profit Rate
Expenses and Expense Items
Expense Reimbursement
Record External Fee
External Fee Item
External Fee Approval
Project plan
Project members
Project Milestones
Project task
Timesheets
Gantt chart
Project Budget and Project Cost
Receivables
Events/Tasks/Log a call
Calendar
CCChat
Follow record
Feed tracking
Reference CRM Version
Groups
Internal IM
Report templates
Custom Report
Report subscription
Report export
Report generates chart
Object view generates chart
Percentage Indicator
Comparison
Trend Monitor
Map
Chart Export
Instrument Panel Large Screen
Custom applications
Reference CRM Version
Custom menu
Customized homepage
Custom objects
Reference CRM Version
Custom fields (per object)
Reference CRM Version
Field tracking (per object)
Reference CRM Version
Sharing rules (per object)
Reference CRM Version
Custom Button
Reference CRM Version
Custom page layout
Record type (per object)
Page layout assignment
Master-detail Input
Dynamic Layout Rules
Custom list view
Multilingual workbench
Reference CRM Version
Document library
Upload files (per file)
Reference CRM Version
File version
Folder sharing
Free file storage/organization
Reference CRM Version
Free file storage/user
Reference CRM Version
Extra file storage
$45/year/5GB
Free data storage/organization
Reference CRM Version
Free data space/user
Reference CRM Version
Extra data storage
Reference CRM Version
Import data (per time)
Reference CRM Version
Full data export
Reference CRM Version
Custom roles
Reference CRM Version
Profile
Public group
Permission set
Queue
Reference CRM Version
Territory management
Control the IP and time of access to the system
CSP Policy Header
Password Policy
SAML Single Sign On
Field Encryption
Log of system key operations
Log of system key configurations
Microsoft Exchange
Mailchimp email
QuickBooks
Dropbox
Vontage SMS
DocuSign E-contract
Twitter/Facebook/LinkedIn
Easemob IM customer service
AWS call center
Twitter/Facebook/LinkedIn
WeChat/Alipay/PayPal/Visa
Custom components
Custom Page
Classes
Scheduled classes
Triggers
Timed jobs
API interface
Try it for free and enjoy a different experience!
Questions? Welcome to call: +1 802-455-8111
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