Manage Company information, quick view interactions and see all associated Contacts
Features
Read all the features and benefits
Click each module feature to find out more
CRM
Easy management of all your Company, Contact and their history
Companies
Contact
Custom Fields
Segmentation
Search & Filter
Deal Pipelines
Companies
Contact
Manage Contacts information, quick view interactions and see all associated Companies
Custom Fields
Create your own fields to capture key information and use in Automations
Segmentation
Segment all your Contacts and Companies to allow/restrict visibility and Automations
Search & Filter
Just press ‘F’ to search or filter your Contacts and Companies within modules and actions
Deal Pipelines
Monitor your sales activities with quick view Forecast summaries and status’
OFFICE
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Quotes
Invoices
Expenses
Detailed Proposals
Online Accept
Online Dig Signature
Subscription Billing
Quotes
Create Quotes for fixed, variable, dynamic, one-off or subscription products and services with optional tax choices and online approval.
Invoices
Manage Contacts information, quick view interactions and see all associated Companies
Expenses
Create your own fields to capture key information and use in Automations
Detailed Proposals
Segment all your Contacts and Companies to allow/restrict visibility and Automations
Online Accept
Quickly find your Contacts and Companies within modules and actions
Online Dig Signature
Monitor your sales activities with quick view Forecast summaries and status’
Subscription Billing
Monitor your sales activities with quick view Forecast summaries and status’
FILES
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Folders Generator
Share Documents
Request Documents
Auth / Restrict User
Shared Folders
File Transfers
Folders Generator
Manage Company information, quick view interactions and see all associated Contacts
Share Documents
Manage Contacts information, quick view interactions and see all associated Companies
Request Documents
Create your own fields to capture key information and use in Automations
Auth / Restrict User
Segment all your Contacts and Companies to allow/restrict visibility and Automations
Shared Folders
Quickly find your Contacts and Companies within modules and actions
File Transfers
Monitor your sales activities with quick view Forecast summaries and status’
FORMS
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Custom Fields
Designer
Embed in Portal
Pre-fill
Embed in Websites
Unique URL Link
QR Code Generator
Conditional Fields
Kick Off Generators
Appointment Generator
Custom Fields
Manage Company information, quick view interactions and see all associated Contacts
Designer
Manage Contacts information, quick view interactions and see all associated Companies
Embed in Portal
Create your own fields to capture key information and use in Automations
Pre-fill
Segment all your Contacts and Companies to allow/restrict visibility and Automations
Embed in Websites
Quickly find your Contacts and Companies within modules and actions
Unique URL Link
Monitor your sales activities with quick view Forecast summaries and status’
QR Code Generator
Monitor your sales activities with quick view Forecast summaries and status’
Conditional Fields
Monitor your sales activities with quick view Forecast summaries and status’
Kick Off Generators
Monitor your sales activities with quick view Forecast summaries and status’
Appointment Generator
Monitor your sales activities with quick view Forecast summaries and status’
CONTENT
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Dashboards
Portal Pages
External Pages
Announcements
Timed Pop-ups
Content Block Editors
Embed External Video
Host Video
Template Content Blocks
Dashboards
Manage Company information, quick view interactions and see all associated Contacts
Portal Pages
Manage Contacts information, quick view interactions and see all associated Companies
External Pages
Create your own fields to capture key information and use in Automations
Announcements
Segment all your Contacts and Companies to allow/restrict visibility and Automations
Timed Pop-ups
Quickly find your Contacts and Companies within modules and actions
Content Block Editors
Monitor your sales activities with quick view Forecast summaries and status’
Embed External Video
Monitor your sales activities with quick view Forecast summaries and status’
Host Video
Monitor your sales activities with quick view Forecast summaries and status’
Template Content Blocks
Monitor your sales activities with quick view Forecast summaries and status’
CALENDAR
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Office365 Integration
Google Integration
Appointments Free
Appointments Chargeable
View By User
Availability Settings
Notifications
Follow Ups
Office365 Integration
Manage Company information, quick view interactions and see all associated Contacts
Google Integration
Manage Contacts information, quick view interactions and see all associated Companies
Appointments Free
Create your own fields to capture key information and use in Automations
Appointments Chargeable
Segment all your Contacts and Companies to allow/restrict visibility and Automations
View By User
Quickly find your Contacts and Companies within modules and actions
Availability Settings
Monitor your sales activities with quick view Forecast summaries and status’
Notifications
Monitor your sales activities with quick view Forecast summaries and status’
Follow Ups
Monitor your sales activities with quick view Forecast summaries and status’
CUSTOMER SUPPORT
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Ticket Support System
Assign Agents
Assign Status
Work Request
Ticket Support System
Manage Company information, quick view interactions and see all associated Contacts
Assign Agents
Manage Contacts information, quick view interactions and see all associated Companies
Assign Status
Create your own fields to capture key information and use in Automations
Work Request
Create your own fields to capture key information and use in Automations
DOCUMENTS
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Creator
E-Sig & Audit Trial
Generator
Document Field Merge
Creator
Manage Company information, quick view interactions and see all associated Contacts
E-Sig & Audit Trial
Manage Contacts information, quick view interactions and see all associated Companies
Generator
Create your own fields to capture key information and use in Automations
Document Field Merge
Segment all your Contacts and Companies to allow/restrict visibility and Automations
PROJECTS
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Project Management
Task Management
Timer Management
Project Management
Manage Company information, quick view interactions and see all associated Contacts
Task Management
Manage Contacts information, quick view interactions and see all associated Companies
Timer Management
Create your own fields to capture key information and use in Automations
MESSAGING
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Team Chat Messaging
Client Chat Messaging
Team Chat Messaging
Manage Company information, quick view interactions and see all associated Contacts
Client Chat Messaging
Manage Contacts information, quick view interactions and see all associated Companies
Monthly Licence
Users:
2
Users:
3-10
Users:
11-30
Users:
31-100
Users:
101-250
Modules Included
Any 5
Any 6
Any 7
Any 8
Any 9
CRM
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Branded Portal
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Office
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Files
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Calendar
Documents
Marketing
Forms
Messaging
Projects
Support Desk
Content
£59
£159
£359
£999
£TSF
Additional Modules
£10 per month / per user
Addons per month
L.M.S
$100
AUTOMATIONS
$100
EXTRA STORAGE
$100
ONBOARDING
$20
HOSTING VIDEO
$20
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