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Billed monthly
Billed annually
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Best Value | ||||
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| PLANS |
CRM
Base Foundation for entire platform. Foundation
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Sales
Most Popular! Extension
(Includes CRM)
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Projects
Extension
(Includes CRM)
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Support
Extension
(Includes CRM)
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Complete
Everything
(Includes CRM)
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| Manage leads, customers, contacts, suppliers & tasks | Energize your business with advanced CRM | Manage projects from start-to-finish | Efficiently and effectively support customers | Oversee and run the entire business from one place | |
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| PRICING |
$5 $6
USD / month / user
paid annually month-to-month |
$ 21
USD / month / user
paid annually month-to-month |
$ 21
USD / month / user
paid annually month-to-month |
$ 8
USD / month / user
paid annually month-to-month |
$ 41
USD / month / user
paid annually month-to-month |
| Start Free Trial | Start Free Trial | Start Free Trial | Start Free Trial | Start Free Trial | |
| IDEAL FOR | Any business with customers | Sales and Marketing Teams | Project Teams | Customer Support Teams | Senior Management, or Users With Multiple Roles |
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| TOP FEATURES | Offers essential CRM features, such as:
Leads and Lead Nurturing, Full Contact History, Task Management, Interaction Tracking, Collaboration, Workflow Automation, and more... |
Includes everything in CRM, plus:
Opportunities, Estimates, Sales Quotes, Social CRM, Sales Pipelines, Sales Forecasting, Revenue Analysis, Sales Dashboard, Invoicing & Billing, Time Tracking, Expenses, Email Campaigns, Adv Workflow Automation, Website & Landing Page Builder, and more... |
Includes everything in CRM, plus:
Project & Stage Templates, Time / Budget / Resource Management, Billing, Adv Workflow Automation, Visual Workbench for Projects, Workspace Collaboration Bridge, and more... |
Includes everything in CRM, plus:
Email Ticketing System, Client Portal, Adv Workflow Automation, Knowledge Database, and more... |
Combines all into one seamless solution.
CRM, Sales, Projects, and Support |
| See More Details See Less Details | |||||
| Users | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Storage |
2 GB per User |
5 GB per User |
5 GB per User |
5 GB per User |
5 GB per User |
| Support |
Free for 14 Days |
Included | Included | Included | Included |
| Bespoke Development | Not Available | Available | Available | Available | Available |
| Training & Onboarding Services | Available | Available | Available | Available | Available |
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Core Features
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| Personal To-Do List |
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| Tasks and Task Management |
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| Task and Accountability Management |
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| Multiple Task "Stopwatch" Timers |
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| Time Tracking with Approval Management |
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| Tracking and Reporting Billable /
Non-Billable Time |
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| Automated Timesheet Posting to Invoice |
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| Configurable Workflow Rules |
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| Update Streams |
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| Calendars |
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| Appointment Scheduling |
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| Alerts and Reminders |
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| Notifications |
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| Drop-box for Email, Tasks, and To-Dos |
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| Email Integration |
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| What's New List |
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| Event Resources Management |
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| Work in English, French, or Spanish |
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| Mobile App |
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| External User Portal |
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| System Support, Help and Documentation |
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CRM Features
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| Contacts |
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| Customers |
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| Leads |
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| Suppliers |
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| Lead Capturing |
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| Leads Import |
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| Lead Qualification |
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| Lead Nurturing |
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| Lead Profiling |
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| One Click Lead to Customer Conversion |
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| Contact Recording & Planned Follow-up |
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| Customer Profiling |
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| Pipeline Management |
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| Contact Roles Identification |
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Advanced Sales Tools
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Limited | Limited |
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| Web-to-Lead Forms |
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| Web-to-Opportunity Forms |
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| Lead Capture from Email |
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| Opportunity Tracking |
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| Opportunity Nurturing |
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| Sales Pipelines |
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| Sales Forecasting |
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| Revenue Analysis |
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| One Click Opportunity to Project Conversion |
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| Email Sequences |
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| Multiple Estimate Management |
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| Sales Quotes |
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| Sales Orders |
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| Invoicing |
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| Pricebooks |
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| Products & Services Catalog |
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| Customer Pricing |
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| Social Scout |
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| Work With Multiple Currencies |
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| Flexible Taxation Setup | Unlimited | Unlimited | Unlimited | Unlimited | |
| Define Allowable Countries |
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Project Management
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| Projects |
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| Project Templates |
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| Stage Templates |
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| Auto Scheduling |
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| Invoicing Management |
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| Stages and Tasks Dependencies |
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| Recurring Tasks and Stages |
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| Visual Time Line |
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| Visual WorkBench for Projects |
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| Resource Management |
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| Project Amendments Management |
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| Internal and External Project Roles |
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| Online Client Sign-off |
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| Budgets |
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| Budget vs. Actuals Tracking |
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Email Campaigns
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| Bring your own SMTP |
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| Email Credit (One time) | 100 | 100 | |||
| Additional Email Credits | Available | Available | |||
| Static and Dynamic Email Lists |
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| Opt Out Tracking |
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| Configurable Email Templates |
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| Email Click-through and Tracking Analytics |
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| Automatic CSS Inlining |
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| Rich Content / Text Only Email Versions |
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| Campaign Analytic Reports |
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Customer Support Management
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| Customer Cases / Issues |
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| Support Knowledge Base |
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| SLA Management |
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| Email-based Support Tickets Automation |
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| Cases / Tickets Dashboard |
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| Social Scout |
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| External User Portal |
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Reports & Dashboards
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Limited |
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| Top-down Snapshot Views |
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| Leads Dashboards |
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| Sales Dashboards |
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| Projects Dashboards |
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| Support Dashboards |
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| Standard Reports |
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| Custom Report Builder |
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| Export Reports to Excel / CSV |
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| Export Reports to Presentation-Ready PDF |
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Customization
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Limited |
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| Extra Fields throughout all Details Pages |
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| Extra Data Objects (Custom Database Tables) |
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| Personal Email Templates |
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| Use Own SMTP Server for System Emails |
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Integrations
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Limited |
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| Accounting | Limited |
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| API |
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Website Development Platform
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| Dashboard |
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| eCommerce Module |
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| Connect to Your Merchant Service |
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| Connect to Your Shipping Service |
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| Setup Discounts for Individuals and Wholesalers |
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| Shoppers Database |
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| Use as Ecommerce or Product Catalog |
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| Connect Your Websites to HubSpot |
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| Build Unlimited Websites/Landing Pages/Microsites |
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| Reliable and Secure Web Hosting | Available | Available | Available | ||
| Connect websites to Projects in BlueCamroo |
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| Build a Customer Database |
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| Connect Web-to-Lead Forms to BlueCamroo |
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| Connect Web-To-Opportunity Forms to BlueCamroo |
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| Google Analytics |
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| Setup Multiple Languages |
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| Help Documentation |
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| Workflow Guides |
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| Basic Support |
Free for 14 Days Additional Support
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| Context Sensitive Help |
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| Help Videos |
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| User Guide |
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| Included with any extension | |||||
| PLANS | CRM | Sales | Projects | Support | Complete |
|
Foundation
|
Extension
(Includes CRM)
|
Extension
(Includes CRM)
|
Extension
(Includes CRM)
|
Everything
(Includes CRM)
|
|
| Effectively manage your contacts, leads, and customers. | Boost your teams with advanced sales & marketing tools. | Manage your projects from start-to-finish. | Effectively and efficiently support your customer. | Oversee and run your entire business from one place. | |
| PRICING |
Free
Up to 4 Users
Additional Users $5 $6
USD / month / user paid annually month-to-month |
$ 21
USD / month / user
paid annually month-to-month |
$ 21
USD / month / user
paid annually month-to-month |
$ 8
USD / month / user
paid annually month-to-month |
$ 41
USD / month / user
paid annually month-to-month |