Compare Plans

Contacts & Companies

The core module everybody uses. Allows you to work with contacts, and companies, track communications, and plan follow-ups.

	Free $0	Basic $20 / month / user	Professional $27 / month / user	Enterprise $40 / month / user
	Unlimited users Unlimited contacts Outlook Addin, apps for web and mobile	Pay per user Unlimited contacts Outlook Addin, apps for web and mobile	Pay per user Unlimited contacts Outlook Addin, apps for web and mobile	Pay per user Unlimited contacts Outlook Addin, apps for web and mobile
Contacts
AI Powered: Sender Signature Recognition
Import of contacts from Microsoft 365
Import of contacts from Emails / Contacts Suggestion
Sync of contacts with Outlook (manual)
Sync of contacts with Outlook (automatic)
Sync of contacts with Microsoft 365 (automatic)
Companies
Journal
Documents
Document Versioning
Add-in for Word
Add-in for Excel
Tasks
AI Powered: Task Suggestions from Emails
Reminders
Recurrent Tasks
Subtasks
Synchronization with Outlook Tasks
Calendar
Synchronization with Outlook Calendar	1 calendar	up to 3 calendars	up to 5 calendars	unlimited
Emails
Saving emails from Outlook (manual)
Saving emails from Microsoft 365 (manual)
Saving emails from Outlook (automatic)
Saving emails from Microsoft 365 (automatic)
Force Email Saving
AI Powered: Task Suggestions from Emails
AI Powered: Email Tone Recognition
AI Powered: Email Summary Generation
Convert Email to Contact
AI Powered: Sender Signature Recognition
Convert Email to Task
Synchronization with your Mobile Address Book (Android)
Caller identifier (iOS)
Duplicity Checker
Next Step & Last Activity Customization
Integrations
Microsoft Teams
SharePoint (create a folder in SharePoint when you create a company)
Power BI Connector
Power BI Activity Dashboard
Gravatar.com (people’s photos)
Logobox (company logos)
VIES / ARES / ORSR
Zapier
Make
Click to Call
3CX Server Component
PBX TAPI

Sales

Additional module for all who want to keep deals and business opportunities well organized.

	Free $0	Basic + $10 / month / user	Professional + $13 / month / user	Enterprise + $20 / month / user
Deals
Convert Email to Deal
AI Powered: Sender Signature Recognition
Bookkeeping (Invoices, Quotes, and Orders)
Goods and Inventories
Discount Lists
Goals
Automatically calculate Est. Revenue from Quotations
Notification about expiring deals
Integrations
SharePoint (create a folder in SharePoint when you create a deal)
Power BI Sales Executive Dashboard
Power BI CFO Dashboard
Power BI Activity Dashboard
WordPress (create deals from CF7)
Leady

Projects

Additional module for companies that need to keep track of deliveries or internal projects, including timesheets and resource planning.

	Free $0	Basic + $10 / month / user	Professional + $13 / month / user	Enterprise + $20 / month / user
Projects
Convert Email to Project
Convert Deals to Projects
Teams
Subprojects
Timesheets
Resource and Planning
Salaries
Bonuses
Automatically calculate Revenue from Invoices
Automatically calculate Costs from Timesheets
Automatically calculate Hours from Timesheets
Automatically calculate Other Costs from product purchase prices
Use hours reported in deal time sheets to calculate project fields Actual Hours and Actual People Costs
Notifications about expiring projects
Integrations
SharePoint (create a folder in SharePoint when you create a project)
Power BI Activity Dashboard

Marketing

An in-built email marketing tool for efficient campaigns.

	Free $0	Basic + $25 / month	Professional + $72 / month	Enterprise + $288 / month
Professional Email Campaigns	1k emails / month	10k emails / month (extendable)	50k emails / month (extendable)	300k emails / month (extendable)
Standard Templates
Template Builder
Substitute Symbols
Click Tracking
Link Checker
SPAM score
Mail headers customization
Custom DNS settings – basic (DKIM, DMARC, SPF)
Advanced Statistics
Google Analytics Integrations
Scheduled Delivery
Smart Delivery (AI based delivery)
Agency web access for designers
Heatmaps
Advanced DNS customization (tracking certificates, domain alignment)
Multi domain / Multi brand account
Remove Branding
Word Mail Merge
Print Labels
Print Envelopes
Customer Categorization

Customizations and additional features

All of the following features are included in the module Contacts & Companies (based on the selected plan).

	Free	Basic	Professional	Enterprise
Views
Standard Views
User Views	1 per module	up to 3 per module	up to 5 per module	Unlimited
Shared Views			up to 5 per module	Unlimited
Lists
Filters
Groups
Row Summary
Conditional Formatting
Compact Lists
Filters
Groups
Row Summary
Board / Kanban
Filters
Group by Custom Fields
Summary
Export to Excel
Import from Excel / CSV
Print
Customizations
Multiple Currencies	1 currency	1 currency	up to 5 currencies	unlimited
History Tracking
Private Items
Types	1 per module	3 per module	5 per module	unlimited
Form Designer	1 form per module	3 forms per module	5 forms per module	unlimited
Basic Workflow	1 per module	3 per module	5 per module	unlimited
Advanced Workflows			5 per module	unlimited
Workflow Rules for Advanced Workflows
Workflow Actions for Advanced Workflows
Group-level actions
Custom Fields	up to 10 fields	up to 30 fields	up to 50 fields	unlimited
Important Fields		up to 3 per module	up to 5 per module	unlimited
Mandatory Fields		up to 3 per module	up to 5 per module	unlimited
Unique Fields
Read Only fields
Word / PDF templates
FREE Templates
Custom Templates			at additional cost	at additional cost
Security
Office 365 authorization
Domain authorization
SSL encryption
User roles	all admins	predefined list
Module permissions
Field permissions
GDPR compliance
Auto-lock
Cloud	200 MB for emails and documents	10 GB for emails and documents	25 GB for emails and documents	50 GB for emails and documents
On Premise Installation
Ability to Store Documents and Emails on HDD (for On Premise)
API for your own Development
eWay-Gate
Integrations
Pohoda (at additional price)
Sync interval			1 per hour	customizable
Filter Sync
Field Mapping
QuickBooks (at additional price)

Support and Additional Services

All of the following features are included in the module Contacts & Companies (based on the selected plan).