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Functional development
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Basic functionality
| Starter | Business | ||||
|---|---|---|---|---|---|
| Number of selectable products | 5 | 25 | |||
| General | |||||
| Maximum number of users | 50 | Unlimited | |||
| Permissions | |||||
| User groups | |||||
| User subgroups | — | ||||
| Date format selection | |||||
| Currency selection in account | |||||
| Timezone selection | |||||
| Working days | |||||
| Custom logo in interface | — | ||||
| Custom subdomain | |||||
| User permissions | |||||
| Company structure (group and subgroup creation) | |||||
| Rights to create entities/cards in module | |||||
| Rights to view entities/cards in module | |||||
| Rights to edit entities/cards in module | |||||
| Rights to delete entities/cards in module | |||||
| Administrator rights | |||||
| Company account owner rights | |||||
| Additional access control | |||||
| Number of administrators | Unlimited | Unlimited | |||
| Email permissions | |||||
| Document generation rights | |||||
| Get started | Get started | ||||
CRM
| Starter | Business | ||||
|---|---|---|---|---|---|
| Integration with all platform products | |||||
| Manage contacts and companies | |||||
| Manage leads and deals | |||||
| Manage contacts and organizations | |||||
| Comments in cards / mentions | |||||
| Number of sales pipelines | 5 | Unlimited | |||
| Customizable sales pipelines | |||||
| Pipeline visibility for users | — | ||||
| Deal, contact, and organization history | |||||
| Custom fields and field groups | |||||
| Number of custom fields | 100 | 300 | |||
| Important fields | — | ||||
| Mandatory field completion | — | ||||
| Permissions for custom fields | — | ||||
| Fields displayed in specific pipelines | — | ||||
| Field editing restriction | — | ||||
| Field visibility for users | — | ||||
| Super formula fields | — | ||||
| Filtering and searching by fields | |||||
| Duplicate check and restriction on creation | |||||
| Data import | |||||
| File storage in cards | |||||
| Document generation | |||||
| Generate any document | |||||
| Number of templates | 10 | Unlimited | |||
| Document creation permissions | |||||
| Select modules where documents are generated | |||||
| Tasks and activities | |||||
| Timeline board by task deadlines | |||||
| Activity board for quick tasks by activity types | |||||
| Classic board and list view with customizable statuses | |||||
| Ability to create custom boards and task lists | |||||
| Stage customization and color selection | |||||
| Drag & Drop on board | |||||
| Real-time board updates | |||||
| Quick tasks / activities | |||||
| Creating custom quick task types | |||||
| Task date selection | |||||
| Time selection | |||||
| Assignee selection | |||||
| Task description | |||||
| Advanced settings | |||||
| Planned time | |||||
| Task board selection | |||||
| Responsible selection | |||||
| Task start date | |||||
| Task end date | |||||
| Subtasks | |||||
| File attachments | |||||
| Task comments | |||||
| Task delegation to subordinates | |||||
| Calendar view | |||||
| Gantt chart for tasks and projects | — | ||||
| Search | |||||
| Filter | |||||
| Board switching | |||||
| Task count | |||||
| Display related projects, deals, and other entities in cards | |||||
| Advanced notifications | |||||
| Popup notifications | |||||
| Notification sound | |||||
| Enable/disable sound and popup notifications | |||||
| Notification types | |||||
| Upcoming task reminder with customizable notification time | |||||
| Overdue task notification | |||||
| Overdue task notifications for users with user selection | |||||
| New task notification | |||||
| New card notifications when assigned as responsible (in each module) | |||||
| Responsible person change notification | |||||
| New incoming email notification | |||||
| New note notification | |||||
| New chat message notification | |||||
| New comment notification in a task | |||||
| Automation | |||||
| Task Automation | — | ||||
| Field Condition Selection | — | ||||
| Task Timing Selection | — | ||||
| Assignee selection | — | ||||
| Task Deadline | — | ||||
| Standard Activity Automation | — | ||||
| Field Condition Selection | — | ||||
| Task Timing Selection | — | ||||
| Assignee selection | — | ||||
| Task Deadline | — | ||||
| Task Type Selection | — | ||||
| Stage Change Automation in Board/Pipeline | — | ||||
| Field Condition Selection | — | ||||
| Status Change Timing Selection | — | ||||
| User Selection | — | ||||
| Status Change Pipeline/Board Selection | |||||
| Email Automation | — | ||||
| Field Condition Selection | — | ||||
| Email Send Timing Selection | — | ||||
| Sender Selection | — | ||||
| Messaging Automation | — | ||||
| Field Condition Selection | — | ||||
| Message Send Timing Selection | — | ||||
| Sender Selection | — | ||||
| Related Card Creation Automation | — | ||||
| Field Condition Selection | — | ||||
| Card Creation Timing Selection | — | ||||
| Responsible Selection | — | ||||
| API Access | — | ||||
| Corporate Multi-Chat | |||||
| Individual Chat | |||||
| Group Chat | |||||
| File Transfer | |||||
| WhatsApp Integration (Wazzap) | |||||
| Telegram Integration (Wazzap) | |||||
| Twilio Integration (Wazzap) | |||||
| Facebook Integration | |||||
| Whatsapp Integration (Wazzap) | |||||
| Instagram Integration (Wazzap) | |||||
| Analytics | |||||
| Sales Dashboard | |||||
| Sales Plan | |||||
| Sales Traffic Light | — | ||||
| User Sales Ranking | |||||
| Top 5 Sales Leaders | |||||
| Sales Funnel Conversion | |||||
| Status Overview | |||||
| Leads, Tasks, and Activities Metrics | |||||
| Reports | |||||
| General User Report | |||||
| General Group Report | |||||
| General Rating Report | |||||
| General Deal Report | |||||
| General Tasks and Activities Report | |||||
| General Call Report | |||||
| General Email Report | |||||
| General Document Report | |||||
| General Comment Report | |||||
| General Field Report | |||||
| Comparative User Report | |||||
| Comparative Group Report | |||||
| Comparative Rating Report | |||||
| Comparative Daily Report | |||||
| Comparative Weekly Report | |||||
| Comparative Monthly Report | |||||
| Comparative Quarterly Report | |||||
| Comparative Yearly Report | |||||
| Product and Service Reports | — | ||||
| Product and Service Reports by User | — | ||||
| Customer Reports | — | ||||
| Visit Reports | |||||
| Get started | Get started | ||||
Projects and Tasks
| Starter | Business | ||||
|---|---|---|---|---|---|
| Project Count | 50 | Unlimited | |||
| Board and Project List | |||||
| Real-time Updates | |||||
| Gantt Chart for Tasks and Projects | — | ||||
| Calendar | |||||
| Unique Project Board and Task List | |||||
| Adding Participants with Assigned Permissions | |||||
| Custom Fields | |||||
| Budget Tracking for All Projects on Board | |||||
| Project Count Tracking | |||||
| Task Count Display in Cards | |||||
| Project Participant Display in Cards | |||||
| Project Start and End Date Display | |||||
| Team Collaboration | |||||
| Document Storage | |||||
| Notes with File Attachment | |||||
| Email Communication Display | |||||
| Email Sending Capability | |||||
| Call Display | |||||
| Note Display | |||||
| Chat Display | |||||
| Stage Changes and Pipeline Transfers | |||||
| Stage Customization and Color Selection | |||||
| Related Entities Display in Cards | |||||
| Create Entity in Another Module | |||||
| Project Templates | |||||
| Advanced search and filter for projects | |||||
| Document generation | |||||
| Tasks | |||||
| Timeboard for task deadlines | |||||
| Quick task display by activity types | |||||
| Classic task board with customizable statuses | |||||
| Ability to create custom task boards | |||||
| Stage Customization and Color Selection | |||||
| Task calendar | |||||
| Task Gantt chart | — | ||||
| Drag and drop on board | |||||
| Advanced search and filter for tasks | |||||
| Board switching | |||||
| Task count | |||||
| Displaying related project, deal, and other entities in card | |||||
| Task start date | |||||
| Task end date | |||||
| Subtasks | |||||
| Assign responsible person | |||||
| Delegate tasks to subordinates | |||||
| Task description | |||||
| File attachments | |||||
| Task comments | |||||
| Estimated time | |||||
| Select task board | |||||
| Fine tuning | |||||
| Project Reports | |||||
| User-based Project Reports | |||||
| Customer Reports | — | ||||
| Advanced Notifications | |||||
| Popup Notifications | |||||
| Notification Sound | |||||
| Enable/Disable Sound and Popup Notifications | |||||
| Task Reminder with Custom Notification Time | |||||
| Overdue Task Notification | |||||
| Overdue Task User Notifications with User Selection | |||||
| New Task Notification | |||||
| New Card Notification with Responsible User | |||||
| Responsible Change Notification | |||||
| New Incoming Email Notification | |||||
| New Note Notification | |||||
| New Chat Message Notification | |||||
| New Comment Notification in Task | |||||
| Automation | |||||
| Task Automation | — | ||||
| Field Conditions Selection | — | ||||
| Task Assignment Time Selection | — | ||||
| Task Assignee Selection | — | ||||
| Task Deadline | — | ||||
| Automation for Standard Activities | — | ||||
| Field Conditions Selection | — | ||||
| Task Assignment Time Selection | — | ||||
| Task Assignee Selection | — | ||||
| Task Deadline | — | ||||
| Task Type Selection | — | ||||
| Stage Change Automation in Board/Pipeline | — | ||||
| Field Conditions Selection | — | ||||
| Status Change Time Selection | — | ||||
| With Which User Selection | — | ||||
| Status Change Pipeline/Board Selection | — | ||||
| Email Broadcast Automation | — | ||||
| Field Conditions Selection | — | ||||
| Email Send Time Selection | — | ||||
| Sender Selection | — | ||||
| Message Automation in Messengers | — | ||||
| Field Conditions Selection | — | ||||
| Message Send Time Selection | — | ||||
| Sender Selection | — | ||||
| Email Template Creation | — | ||||
| File attachments | — | ||||
| Related Card Creation Automation | — | ||||
| Field Conditions Selection | — | ||||
| Card Creation Time Selection | — | ||||
| Responsible Selection | — | ||||
| API Access | — | ||||
| Webhooks | — | ||||
| Corporate Multi-Chat | |||||
| Individual Chat | |||||
| Group Chat | |||||
| File Sharing | |||||
| Whatsapp Integration | |||||
| Telegram Integration | |||||
| Twilio Integration | |||||
| Facebook Integration | |||||
| Whatsapp Integration | |||||
| Instagram Integration | |||||
| Get started | Get started | ||||
Warehouse and Products
| Starter | Business | |
|---|---|---|
| Link with all platform products | ||
| Products and services without stock | ||
| Products and services with stock | ||
| Product reservation | ||
| Available stock count | 3 | Unlimited |
| Categories and subcategories of products and services | ||
| Filters and search | ||
| Product and service card | ||
| Photo gallery | ||
| Product price variations | ||
| File storage | ||
| Orders section | ||
| Create order for customer | ||
| Order statuses | ||
| All customer orders | ||
| Filters and search | ||
| Shipping section | — | |
| Shipping statuses | — | |
| Shipping list for warehouse worker | — | |
| Barcode and QR codes | — | |
| Product and service reports | ||
| Product and service reports by users | ||
| Customer reports | ||
| Get started | Get started |
Suppliers & Contractors
| Starter | Business | ||||
|---|---|---|---|---|---|
| Connection with all platform products | |||||
| Contact and company management | |||||
| Order and delivery management | |||||
| Comments in cards | |||||
| Lists and boards for order management | 5 | 25 | |||
| Custom statuses | |||||
| Order, delivery, contact, and organization history | |||||
| Custom fields and groups | |||||
| User fields quantity | 100 | 300 | |||
| Important fields | — | ||||
| Required field completion | — | ||||
| Custom field permissions | — | ||||
| Fields in specific funnels | — | ||||
| Field editing restrictions | — | ||||
| Field visibility for users | — | ||||
| Super fields formulas | — | ||||
| Field filtering and search | |||||
| Duplicate check on creation | |||||
| Data import | |||||
| File storage in cards | |||||
| Document generation | |||||
| Generation of any document | |||||
| Templates quantity | 10 | Unlimited | |||
| Permissions for document creation | |||||
| Selection of modules for document generation | |||||
| Tasks and activities | |||||
| Task timeboard | |||||
| Activity board displaying quick tasks by activity type | |||||
| Classic board and list displaying tasks with customizable statuses | |||||
| Ability to create custom boards and task lists | |||||
| Ability to configure stages and stage colors | |||||
| Drag and drop on board | |||||
| Real-time board update | |||||
| Quick task/Activity creation | |||||
| Create quick task types/activities | |||||
| Select task date | |||||
| Time selection | |||||
| Responsible selection | |||||
| Description | |||||
| Quick tasks | |||||
| Fine tuning | |||||
| Planned time | |||||
| Task board selection | |||||
| Responsible selection | |||||
| Task start date | |||||
| Task end date | |||||
| Subtasks | |||||
| File attachments | |||||
| Task description | |||||
| Task comments | |||||
| Delegating tasks to subordinates | |||||
| Calendar view | |||||
| Gantt tasks and projects | — | ||||
| Search | |||||
| Filter | |||||
| Board switch | |||||
| Task count | |||||
| Display of related project, deal, and other entities in cards | |||||
| Advanced notifications | |||||
| Pop-up notifications | |||||
| Notification sound | |||||
| Enable/disable sound and pop-up notifications | |||||
| Notification types | |||||
| Reminder for upcoming task with customizable notification time | |||||
| Notification for overdue task | |||||
| Notifications for overdue tasks of users with user selection | |||||
| Notification for new task | |||||
| Notification for new card where the user is responsible. In every module. | |||||
| Notification for responsible change | |||||
| Notification for new email/incoming mail | |||||
| Notification for new note | |||||
| Notification for new message in chat | |||||
| Notification for new comment in task | |||||
| Automation | |||||
| Task Automation | — | ||||
| Field Condition Selection | — | ||||
| Task Due Date Selection | — | ||||
| Task Assignee Selection | — | ||||
| Task Due Date | — | ||||
| Standard Activity Automation | — | ||||
| Field Condition Selection | — | ||||
| Task Due Date Selection | — | ||||
| Task Assignee Selection | — | ||||
| Task Due Date | — | ||||
| Task Type Selection | — | ||||
| Pipeline Stage Change Automation | — | ||||
| Field Condition Selection | — | ||||
| Status Change Selection | — | ||||
| User Selection | — | ||||
| Pipeline/Board Status Change Selection | — | ||||
| Email Automation | — | ||||
| Field Condition Selection | — | ||||
| Email Send Trigger Selection | — | ||||
| Sender Selection | — | ||||
| Messenger Automation | — | ||||
| Field Condition Selection | — | ||||
| Messenger Send Trigger Selection | — | ||||
| Sender Selection | — | ||||
| Email Template Creation | — | ||||
| File attachments | — | ||||
| Related Card Creation Automation | — | ||||
| Field Condition Selection | — | ||||
| Card Creation Time Selection | — | ||||
| Responsible selection | — | ||||
| API Access | — | ||||
| Webhooks | — | ||||
| Corporate Multichat | |||||
| Individual Chat | |||||
| Group Chat | |||||
| Video Calls with Colleagues and Voice Calls | |||||
| File Sharing | |||||
| Threads | |||||
| Integration with Whatsapp | |||||
| Integration with Telegram | |||||
| Integration with Facebook | |||||
| Integration with Twilio | |||||
| Integration with Instagram | |||||
| Analytics | |||||
| Dashboard | |||||
| Goals | |||||
| User Activity Ranking | |||||
| Top 5 Leaders | |||||
| Status Overview | |||||
| Status Indicators | |||||
| Reports | |||||
| General User Report | |||||
| General Group Report | |||||
| General Rating Report | |||||
| General Orders/Deliveries Report | |||||
| General Tasks and Activities Report | |||||
| General Calls Report | |||||
| General Email Report | |||||
| General Documents Report | |||||
| General Comments Report | |||||
| General Fields Report | |||||
| Comparative User Report | |||||
| Comparative Group Report | |||||
| Comparative Rating Report | |||||
| Comparative Report by Days | |||||
| Comparative Report by Weeks | |||||
| Comparative Report by Months | |||||
| Comparative Report by Quarters | |||||
| Comparative Report by Years | |||||
| Get started | Get started | ||||
Meeting Scheduler
| Starter | Business | |
|---|---|---|
| Connection with all platform products | ||
| Client registration by specialists | ||
| Calendar view by specialists | ||
| Client registration for event/location | ||
| Calendar view by event/location | ||
| Scheduled visits | ||
| Passed visits | ||
| Visit statuses | ||
| Deal and calendar registration | ||
| Create deals in visit calendar | ||
| Work hours setup | ||
| Calendar permissions | ||
| Schedule management | ||
| Automatic reminders | ||
| Visit reports | ||
| API access | ||
| Get started | Get started |
Hiring
| Starter | Business | ||||
|---|---|---|---|---|---|
| Link to all platform products | |||||
| Management of candidate and employee contacts | |||||
| Management of candidate and employee cards | |||||
| Comments in cards | |||||
| Number of lists and boards for managing hiring | 5 | 25 | |||
| Customizable lists and boards | |||||
| Hide lists and boards for users | — | ||||
| Card, contact, and organization history | |||||
| Customizable fields and field groups | |||||
| Number of custom fields | 100 | 300 | |||
| Important fields | — | ||||
| Required fields | — | ||||
| Permissions for custom fields | — | ||||
| Fields visible in specific lists and boards | — | ||||
| Prevent field editing | — | ||||
| Hide fields for users | — | ||||
| Super formula fields | — | ||||
| Field filtering and search | |||||
| Check and prevent duplicates upon creation | |||||
| Duplicate control | |||||
| Data import | |||||
| File storage in cards | |||||
| Document generation | |||||
| Generation of any document | |||||
| Number of templates | 10 | Unlimited | |||
| Permissions for document creation | |||||
| Selection of modules where documents are generated | |||||
| Tasks and activities | |||||
| Timeboard by task deadlines | |||||
| Activity board displaying quick tasks by activity types | |||||
| Classic board and list displaying tasks with customizable statuses | |||||
| Ability to create custom boards and task lists | |||||
| Ability to set up stages and choose stage colors | |||||
| Drag and drop on board | |||||
| Real-time board update | |||||
| Quick task/activity creation | |||||
| Creating quick task/activity types | |||||
| Task date selection | |||||
| Time selection | |||||
| Responsible selection | |||||
| Description | |||||
| Quick tasks | |||||
| Fine-tune settings | |||||
| Planned time | |||||
| Task board selection | |||||
| Responsible selection again | |||||
| Task start date | |||||
| Task end date | |||||
| Subtasks | |||||
| File attachments | |||||
| Task description | |||||
| Task comments | |||||
| Delegate tasks to subordinates | |||||
| Calendar view | |||||
| Task and project Gantt | — | ||||
| Search | |||||
| Filter | |||||
| Board switching | |||||
| Task count display | |||||
| Related entities display in cards | |||||
| Advanced notifications | |||||
| Popup notifications | |||||
| Notification sound | |||||
| Enable/disable sound and popup notifications | |||||
| Notification types | |||||
| Task reminder with customizable time notification | |||||
| Overdue task notification | |||||
| Overdue tasks notification with user selection | |||||
| New task notification | |||||
| New card notification where user is responsible | |||||
| Responsible change notification | |||||
| New email/incoming message notification | |||||
| New note notification | |||||
| New chat message notification | |||||
| New task comment notification | |||||
| Automation | |||||
| Task Automation | — | ||||
| Field Condition Selection | — | ||||
| Task Assignment Time Selection | — | ||||
| Task Assignee Selection | — | ||||
| Task Deadline | — | ||||
| Activity Type Automation | — | ||||
| Field Condition Selection | — | ||||
| Task Assignment Time Selection | — | ||||
| Task Assignee Selection | — | ||||
| Task Deadline | — | ||||
| Task Type Selection | — | ||||
| Stage Change Automation | — | ||||
| Field Condition Selection | — | ||||
| Status Change Time Selection | — | ||||
| User Selection for Status Change | — | ||||
| Pipeline/Board Selection for Status Change | — | ||||
| Email Campaign Automation | — | ||||
| Field Condition Selection | — | ||||
| Email Send Time Selection | — | ||||
| Sender Selection | — | ||||
| Messenger Message Automation | — | ||||
| Field Condition Selection | — | ||||
| Message Send Time Selection | — | ||||
| Sender Selection | — | ||||
| Email Template Creation | — | ||||
| File attachments | — | ||||
| Related Card Creation Automation | — | ||||
| Field Condition Selection | — | ||||
| Card Creation Time Selection | — | ||||
| Responsible selection | — | ||||
| API Access | — | ||||
| Webhooks | — | ||||
| Corporate multi-chat | |||||
| Individual chat | |||||
| Group chat | |||||
| Video calls with colleagues and voice calls | |||||
| File transfer | |||||
| Threads | |||||
| Integration with Whatsapp | |||||
| Integration with Telegram | |||||
| Integration with Facebook | |||||
| Integration with Twilio | |||||
| Integration with Instagram | |||||
| Analytics | |||||
| Dashboard | |||||
| Goals | |||||
| User activity rankings | |||||
| Top 5 leaders | |||||
| Status overview | |||||
| Status metrics | |||||
| Reports | |||||
| User report | |||||
| Group report | |||||
| Rank report | |||||
| Order/delivery report | |||||
| Task and activity report | |||||
| Call report | |||||
| Email report | |||||
| Document report | |||||
| Comment report | |||||
| Field report | |||||
| Comparative user report | |||||
| Comparative group report | |||||
| Comparative rank report | |||||
| Comparative day report | |||||
| Comparative week report | |||||
| Comparative month report | |||||
| Comparative quarter report | |||||
| Comparative year report | |||||
| Get started | Get started | ||||
Rental Management
| Starter | Business | |
|---|---|---|
| Link to all platform products | ||
| Rental object | ||
| Rental calendar and reservations | ||
| Rental object availability statuses | ||
| Rental reservation | ||
| Available warehouses | 3 | Unlimited |
| Categories and subcategories of rental objects | ||
| Filters and search | ||
| Rental object card | ||
| Rental calendar and reservation | ||
| Photo gallery | ||
| Rental price variations | — | |
| Orders section | ||
| Create order for client | ||
| Order statuses | ||
| All client orders | ||
| Filters and search | ||
| Shipping section | — | |
| Shipping statuses | — | |
| Shipping list for rental object issuance | — | |
| Barcodes and QR codes | — | |
| Reporting and analytics | ||
| Get started | Get started |
Email and Corporate Messenger
| Starter | Business | ||||
|---|---|---|---|---|---|
| Integration with all platform products | |||||
| Email service | |||||
| Email management interface | |||||
| Email collaboration | |||||
| IMAP and API mailbox integration | |||||
| Full two-way folder and email synchronization | |||||
| Send and receive emails from cards | |||||
| Email history in cards | |||||
| Automatic contact and lead creation from emails | |||||
| Manual contact and lead creation from emails | |||||
| Create tasks from emails | |||||
| Signature template | |||||
| Mailbox permissions | |||||
| Personal mailboxes | |||||
| Email newsletter | — | ||||
| HTML emails | — | ||||
| Corporate multi-chat | |||||
| Individual chat | |||||
| Group chat | |||||
| File transfer | |||||
| WhatsApp integration (Wazzap) | |||||
| Telegram integration (Wazzap) | |||||
| Twilio integration (Wazzap) | |||||
| Facebook integration | |||||
| Whatsapp integration (Wazzap) | |||||
| Instagram integration (Wazzap) | |||||
| Get started | Get started | ||||
Support
| Starter | Business | |
|---|---|---|
| Standard email support | ||
| Standard chat support (on the site, TG, Whatsapp) | ||
| Priority support | $10/hour | $10/hour |
| Custom employee training | $20/hour | $20/hour |
| Online admin training | $20/hour | $20/hour |
| Partner connection | ||
| Implementation and setup | $30/hour | $30/hour |
| Training articles, FAQ / Help online center | ||
| Webinars | ||
| Restore from backup | On request | On request |
| Custom feature development | $30/hour | $30/hour |
| Get started | Get started |
Limits
| Starter | Business | |
|---|---|---|
| Maximum number of users | up to 50 | up to 1000 |
| Number of functional products to choose from | 5 | 25 |
| Data storage per user | 1000 MB per user | 3000 MB per user |
| Number of open cards per account | 1000 per user | 3000 per user |
| Number of contact and company cards per account | 2000 per user | 5000 per user |
| Number of synced mailboxes per user | 3 | 10 |
| Number of custom fields per functional product | 100 | 300 |
| Get started | Get started |
