CRM
Managing contacts & companies | ✔️ | ✔️ | ✔️️ |
Segments | ✔️ | ✔️ | ✔️ |
Tags | ✔️ | ✔️ | ✔️ |
Mailing (+ integrations) | ✔️ | ✔️ | ✔️ |
Adding of files to and accessing files of contact & companies | ✔️ | ️✔️ | ✔️ |
Limited CRM access | ❌ | ✔️ | ✔️ |
Limited deal access | ❌ | ✔️ | ✔️ |
Deals & Quotations
GO | |||
Follow-up of deals | ✔️ | ✔️ | ✔️️ |
Deal phases (sales pipeline) | ✔️ | ✔️ | ✔️ |
Deal forecast | ✔️ | ✔️ | ✔️ |
Create & send quotations | ✔️ | ✔️ | ✔️ |
Multiple quotations per deal | ✔️ | ️✔️ | ✔️ |
CloudSign | ✔️ | ✔️ | ✔️ |
Quotation templates | ✔️ | ✔️ | ✔️ |
Scheduled actions (link a call, task or meeting) | ✔️ | ✔️ | ✔️ |
Quotations expiry & reminders | ❌ | ✔️ | ✔️ |
Orders, order confirmations & delivery notes | ❌ | ✔️ | ✔️ |
Deal automation (follow-up actions) | ❌ | ✔️ | ✔️ |
Margin and markup on quotations | ❌ | ✔️ | ✔️ |
Calendar
GO | |||
Dashboard | ✔️ | ✔️ | ✔️️ |
Calls | ✔️ | ✔️ | ✔️ |
Tasks | ✔️ | ✔️ | ✔️ |
Meetings
| ✔️ | ️✔️ | ✔️ |
Calendar integrations | ✔️ | ✔️ | ✔️ |
Customer Meeting add-on | ✔️ | ✔️ | ✔️ |
Restrict calendar access | ❌ | ✔️ | ✔️ |
Coloured availability bars | ❌ | ❌ | ✔️ |
Projects
GO | |||
Project management with phases | ❌ | ✔️ | ✔️️ |
Budget management | ❌ | ✔️ | ✔️ |
Profit calculations | ❌ | ✔️ | ✔️ |
Project planning | ❌ | ❌ | ✔️ |
Invoices
GO | |||
Make & send invoices | ✔️ | ✔️ | ✔️️ |
Bulk actions on invoices | ✔️ | ✔️ | ✔️ |
Invoicecloud | ✔️ | ✔️ | ✔️ |
Multi-currency | ✔️ | ✔️ | ✔️ |
QR codes | ✔️ | ✔️ | ✔️ |
Partial payments | ✔️ | ️✔️ | ✔️ |
Advance invoices | ✔️ | ✔️ | ✔️ |
Adding of files to and accessing files of invoices | ✔️ | ✔️ | ✔️ |
Credit notes | ✔️ | ✔️ | ✔️ |
Invoice settings: thank you message, ledger accounts,... | ✔️ | ✔️ | ✔️ |
Send (manual) reminders | ✔️ | ✔️ | ✔️ |
Send (automatic) reminders | ❌ | ✔️ | ✔️ |
Subscriptions | ❌ | ✔️ | ✔️ |
Invoice unbilled time | ❌ | ✔️ | ✔️ |
Financial Forecast | ❌ | ❌ | ✔️ |
Work orders & tickets
GO | |||
Work orders | ❌ | ✔️ | ✔️️ |
Support tickets | ❌ | ❌ | ✔️ |
Products
GO | |||
Stock | ✔️ | ✔️ | ✔️️ |
Pricelists | ❌ | ✔️ | ✔️ |
Supplier | ❌ | ✔️ | ✔️ |
Purchase price | ❌ | ✔️ | ✔️ |
Time tracking
GO | |||
Track time | ❌ | ✔️ | ✔️️ |
Weekly time tracking | ❌ | ✔️ | ✔️ |
Prepaid billing | ❌ | ✔️ | ✔️ |
HR
GO | |||
Adding, deactivating and deleting users | ✔️ | ✔️ | ✔️️ |
Admin rights | ✔️ | ✔️ | ✔️ |
User rights | ✔️ | ✔️ | ✔️ |
Teams | ❌ | ✔️ | ✔️ |
Daily HR report | ❌ | ️❌ | ✔️ |
Holiday management
| ❌ | ❌ | ✔️ |
Closing days | ❌ | ❌ | ✔️ |
Week schedule | ❌ | ❌ | ✔️ |
Lunch break | ❌ | ❌ | ✔️ |
Settings & General
GO | |||
Import contacts/companies/products | ✔️ | ✔️ | ✔️️ |
Export | ✔️ | ✔️ | ✔️ |
Global search | ✔️ | ✔️ | ✔️ |
Document templates | ✔️ | ✔️ | ✔️ |
Email templates | ✔️ | ️✔️ | ✔️ |
Custom fields | ✔️ | ✔️ | ✔️ |
PO number | ✔️ | ✔️ | ✔️ |
Recycle bin | ✔️ | ✔️ | ✔️ |
Discounts | ✔️ | ✔️ | ✔️ |
Activity/Notes | ✔️ | ✔️ | ✔️ |
Insights | ✔️ | ✔️ | ✔️ |
Alternative email addresses | ✔️ | ✔️ | ✔️ |
Multiple company entities | ❌ | ❌ | ✔️ |
Priority support via in-app chat | ❌ | ❌ | ✔️ |
Do you want to know more about the pricing of each package? Have a look at this page for more info.