R0,00
Shopping Cart

Team Users Annually

back to previous page

From R450.00 PM

A one-time sign-up fee of R 17,500.00 will be included in your cart for project & limited user accounts. In the event a power user is added to the cart, a one-time sign-up fee of R 35,000.00 will replace the initial R 17,500.00 sign-up fee.

Feature List
Integrations
Features: Project Only Team User- Limited Team User- Power User
Private Domain Private Domain Private Domain
No of Contacts In Customer Base Unlimited Unlimited Unlimited
Storage Unlimited Unlimited Unlimited
Custom Fields Unlimited Unlimited Unlimited
Sales Opportunities Unlimited Unlimited Unlimited
No of Quotations Unlimited Unlimited Unlimited
Mobile Usage Mobi Site Mobi Site Mobi Site
Record Limits Unlimited Unlimited Unlimited
User Level: Project Only User Team User- Limited Team User- Power User
Your Contacts:
Generic Information √ √ √
Activity History √ √ √
Demographics √ √ √
Classification & Market Segments √ √ √
Multiple Locations and Addresses √ √ √
Geo Tagging Google Maps √ √ √
Intermediary Contacts (Main Relationships) X √ √
Custom Fields √ √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Calendar:
Basic Calender √ √ √
Calendar Integrations (Office 365, iCloud, Google Calendar) √ √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Leads:
Automated Lead importing via Mailbox Portal (Facebook, Linkedin, Website, etc) X √ √
Lead Basket (for team to pull and work on) X √ √
Leads managed in opportunity pipeline automatically X √ √
Leads Follow Up in Calling Cyles X √ √
Lead network management (Unique Feature) X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Quotes:
Various Industry Type Quoting
Itemized Quoting X √ √
Schedule Quoting - Monthly X X √
Schedule Quoting - Weekly X X √
Service Quoting X √ √
Pre-Defined Quoting X √ √
Multiple Quote Cover Pages X √ √
Multiple Quote T&C’s X √ √
Marketing Source Tracking (On Quote Level) X √ √
Outstanding Quotes List (Quote Status Settings) X √ √
Quote Follow-Up's in Calling Cycles & Tasks X √ √
Quote Convert to Draft Invoice (Xero Accounting) X √ √
Quote Convert to Sales Order (Cin7 Inventory) X √ √
Product Management X √ √
Pricelist Management X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Calling Cycles:
Your Automated Personal Assistant X √ √
Calling Cycles Schedule List X √ √
Customer Activity Logging X √ √
Opportunity Creation X √ √
Multiple Opportunity Management X √ √
Next Calling Cycles Date Scheduling X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Projects:
Projects Templates √ √ √
Projects √ √ √
Tasks (list and Kanban Cards) √ √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Opportunities:
Opportunity Kanban Card Viewer X √ √
Client Type Opportunity Pipeline X √ √
Activity Type Opportunity Pipeline X √ √
Opportunity List (Excel Export) X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Sales Orders:
Sales Order Creation X √ √
Sales Order Listing X √ √
Shipping & Due Date Listings X √ √
Sales Order Notes X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Files:
Store Your Files in Dropbox X √ √
Folder Listing in Dropbox per Customer X √ √
Accessed Directly from Contact Profile X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Reports:
Full Reporting √ √ √
Calling Cycles √ √ √
Contact Detail Lists √ √ √
Quoting Reports X √ √
Management Reporting X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Self Eveluation:
Your Self Evaluation Dashboard X √ √
Activity Type Flow Dashboard X √ √
New Contacts Created X √ √
Ratio Dashboards X √ √
Quotation Dashboard X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Training:
Video Based System Training √ √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Integration:
Google Calendar √ √ √
iCloud √ √ √
Microsoft Outlook 365 √ √ √
Google Maps √ √ √
Dropbox X √ √
Xero Accounting X √ √
Cin7 Inventory X √ √
Drip eCRM X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Your Administration of the System:
Contact Administration X √ √
Contact Transfer Management X √ √
Product & Price list Setups X √ √
Quote Admin X √ √
Demographics X √ √
Type Setups X √ √
Sales Order Administration X √ √
Stock Admin X √ √
Marketing Source Setup X √ √
User Team Setups X √ √
User Administration X √ √
Sales Order Mail Groups X √ √
Multiple Company X X √
Multiple Branches X √ √
Multiple Department Levels X √ √
Multiple Sales Team Setups X √ √
User Level: Project Only User Team User- Limited Team User- Power User
Team Coaching & Management Features:
Activity Management X √ √
Calendar Management & Sharing √ √ √
Contact Service Level Management X √ √
Lead Management X √ √
Quote & Closing Ratio Management X √ √
Opportunity Management X √ √
Sales Order Management & Administration X X √
Sales Game (KPI Management) X X √
Project Management √ √ √
User Level: Project Only User Team User- Limited Team User- Power User
Integrations:
Google Calendar √ √ √
iCloud √ √ √
Microsoft Outlook √ √ √
Google Maps √ √ √
Dropbox X √ √
Drip (eCRM) Integration X X √
Cin7 Inventory X X √
Xero Accounting X X √
User Level: Project Only User Team User- Limited Team User- Power User
√ Score 26 93 101

Frequently Asked Questions

Success Begins Here

Call Us

Need More Users?

Complete the below form