CRM

• View (Own), Create, Edit. Customers
• View (Own), Create, Edit. Contacts
• View (Global), Delete. Leads
• View (Own), Create, Edit. Tasks
• View (Global). Email Templates
• View (Own), Create, Edit. Estimates & Invoices
• View (Global). Knowledge Base
• View Timesheets Report. Reports
• Access to CRM knowledge base and email support. Support

• Includes everything from the Basic Plan, plus
• View (Own), View (Global), Create, Edit, Delete. Contracts & Credit Notes
• View (Own), View (Global), Create, Edit, Delete. Projects
• View (Own), View (Global), Create, Edit, Delete. Payments & Expenses
• View (Global). Bulk PDF Export
• View (Own), View (Global), Create, Edit, Delete. Proposals
• View (Global), Create, Edit, Delete. Landing Pages
• View (Global), Create, Edit, Delete (limited to own department). Staff
• Access to MA - Dashboard, Segments, Campaigns. Marketing Automation
• Priority email support and chat support. Support

• Includes everything from the Standard and Professional Plan, plus
• View (Global), Create, Edit, Delete. Staff Roles & HR Management
• View (Global), Edit. Settings
• View (Global), Create, Edit, Delete. Whiteboard & Multi-Page Web to Lead
• View, Create, Delete. Zoom Meeting Manager
• Full access to all features including Chat, Image Generator, Audio Transcription, Audio Translation. PrediX
• Full access to all CRM reports. Reports
• Ability to request custom features and integrations. Customization
• On-site training sessions for staff (up to 2 sessions per year). Training
• 24/7 phone support, dedicated account manager. Support

Fully branded CRM system hosted on your own domain with custom features tailored to your specific operations.