- Basic
- Premium
| Module Tracking | Basic | Premium |
| Module Tracking | ||
| Lead Management | ||
| Lead Form | ||
| Lead Distribution | ||
| Lead Category | ||
| Contacts | ||
| Lead Followups | ||
| Meeting Schedule | ||
| Lead Dashboard | ||
| Campaign Leads | ||
| Followup Reminders | ||
| Activities | ||
| Forecast based on Territories | ||
| Feeds | ||
| Document Library | ||
| Calendar Booking | ||
| Import Leads | ||
| Lead Summary Details | ||
| Lead by Source | ||
| Advance Filters | ||
| Lead Transfer | ||
| Recurring Activities | ||
| Social Feeds | ||
| Lead Timeline | ||
| Sales Management | ||
| Sale Accounts | ||
| Deals | ||
| Vouchers / Coupon Codes | ||
| Multiple currancy | ||
| Configurable Tax Structure | ||
| Payments | ||
| Installments | ||
| Credit | ||
| Debit | ||
| Payment Modes | ||
| Discount structure | ||
| Sales Graphs | ||
| Dashboard | ||
| Kit | ||
| CRM Analytics | ||
| All Standard Reports | ||
| Cusome-made reports | ||
| Schedule Reports | ||
| Module wise Dashboard | ||
| User based Dashboard | ||
| Chart & KPI | ||
| Campaign Management | ||
| Campaign Types | ||
| Mass Emails | ||
| Whatsapp Integration | ||
| Custom Email Template | ||
| Campaign Performance Analysis | ||
| Campaign ROI | ||
| User Based Caampaign ROI | ||
| Autoresponder | ||
| Schedule Mass Mail | ||
| Subscriber Mail | ||
| Landing Pages Configuraion | ||
| Pixel configuration | ||
| Lead Form Integration | ||
| Campaign | ||
| Web Counters | ||
| Subscriber Form | ||
| Subscribers Management | ||
| Customer Support | ||
| Ticket System | ||
| Security Management | ||
| Profile | ||
| Roles | ||
| Field Level Security | ||
| Audit Logs | ||
| Data Encryption | ||
| GDPR Compliance | ||
| Multiple Centre Accessbility | ||
| SSL Cerficate | ||
| Data validation with Regular Expression | ||
| Security Algorithams | ||
| Process Management | ||
| Workflow Rules | ||
| Schedule Task | ||
| Task | ||
| Reminders | ||
| Task Reminders | ||
| Email Notification | ||
| Record Owner, Record Creator, Record Owner's Manager | ||
| Using Email field from the Module & Related Modules | ||
| Filed Update | ||
| Delete | ||
| Field Update | ||
| Create Record | ||
| Assign Record Owner | ||
| Mail Transfer | ||
| SMTP/IMAP Mail | ||
| Email Insight | ||
| Organisation Email | ||
| General Meeting | ||
| Personal Settings | ||
| Company Logo and Theme | ||
| Business Hours | ||
| Portals | ||
| Centre | ||
| Tax | Customization Available | Customization Available |