You can choose from 5 user plans based on different roles in your company. Find the correct plans to base your application on.
5 user plans
For those who need basic CRM.
- Contacts
- Calendar
- Email
- Mobile CRM
- Segmentation
- Reporting
For the marketing professional. Includes the standard CRM feature set.
- Campaign management
- Campaign tracking
- Email templates
- Forms
- Chat
For the salesperson. Includes the standard CRM feature set.
- Forecasting
- Pipeline management
- Quote management
- Chat
For handling incoming inquiries. Includes the standard CRM feature set.
- Tickets
- Prioritizing
- Knowledgebase
- Chat
Complete CRM
For those who need everything. Includes all 4 feature sets.
Available add-on subscriptions
How does user plans affect my app?
A customer can choose 1 of the following billing periods for their CRM solution:
- once a month
- every 3 months
- every 6 months
- annually
The contract period is for 12 months. After the first 12 months, they are automatically renewed for another billing period, according to their choice.
A customer can combine plans that best fit their needs. They can also add or change user plans later on.
You should keep this flexibility in mind when integrating with specific features and deciding your pricing model.