Flexible, no hidden costs, and ROI positive.
Choose the perfect plan for your business.
Contact Manager
$25 per user/month- Manage contacts and companies
- Send personalized group emails
- Create and customize reports
- Email drip campaigns and follow-ups
- Mail Merge: mail, labels, fax
- Export lists and views into excel
- Share data
- Email tracking
- File Gen – Create Word documents
Team
$55 per user/month- Everything in Contact Manager plus:
- Email tracking & team sharing
- Track sales opportunities
- Quote generator – Excel quotes
- Automate workflows by sales stages
- User permissions and administration
- Global assignment of records to reps
- Advanced inline filtering of records
- Parent-child hierarchy for companies
| Onboarding Services | Small Business* Up to 5 users | Express | Standard | Standard + |
| Implementation Hours | 1 hour per user | 4 Hours | 8 Hours | 12 Hours |
| Installation, Consulting & Training | $0 | $995 | $1,995 | $2,995 |
| * Includes Online & Email Support Only. Training is Online Start-Right Training | ||||
| Rate for additional Hours: $250/Hour |