! This article is only relevant if you have one of our older pricing plans GO, MOVE or BOOST. If you have one of our newer plans (SMART, GROW, FLOW) the distribution of the features is different. Find more information here.
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 | ✔️ | ✔️ | ✔️️ |
| Multiple sales pipelines | ❌ | ✔️ | ✔️ |
| Deal phases | ✔️ | ✔️ | ✔️ |
| 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 | ✔️ | ✔️ | ✔️ |
| Lead capture Booster | ✔️ | ✔️ | ✔️ |
| Restrict calendar access | ❌ | ✔️ | ✔️ |
Projects
| GO | |||
| Project management with phases | ❌ | ✔️ | ✔️️ |
| Budget management | ❌ | ✔️ | ✔️ |
| Profit calculations | ❌ | ✔️ | ✔️ |
Planning
| GO | |||
| Planning | ❌ | ❌ | ✔️️ |
| Coloured availability bars | ❌ | ❌ | ✔️ |
Invoices
| GO | |||
| Make & send invoices | ✔️ | ✔️ | ✔️️ |
| Bulk actions on invoices | ✔️ | ✔️ | ✔️ |
| E-invoicing (Peppol) | ✔️ | ✔️ | ✔️ |
| Expense management (incoming invoices, incoming credit notes and receipts) | ✔️ | ✔️ | ✔️ |
| 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 | ❌ | ✔️ | ✔️ |
| Manage currency exchange rates for subscriptions | ❌ | ✔️ | ✔️ |
| Invoice unbilled time | ❌ | ✔️ | ✔️ |
| Financial Forecast | ❌ | ❌ | ✔️ |
Work orders & shared inbox
| GO | |||
| Work orders | ❌ | ✔️ | ✔️️ |
| Shared inbox | ❌ | ❌ | ✔️ |
Products
Time tracking
| GO | |||
| Track time | ❌ | ✔️ | ✔️️ |
| Weekly time tracking | ❌ | ✔️ | ✔️ |
| Prepaid billing | ❌ | ✔️ | ✔️ |
User management
| GO | |||
| Adding, deactivating and deleting users | ✔️ | ✔️ | ✔️️ |
| Admin rights | ✔️ | ✔️ | ✔️ |
| User rights | ✔️ | ✔️ | ✔️ |
| Teams | ❌ | ✔️ | ✔️ |
| Daily HR report | ❌ | ️❌ | ✔️ |
| Individual 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 | ✔️ | ✔️ | ✔️ |
| MFA | ✔️ | ✔️ | ✔️ |
| MFA enforcement | ❌ | ❌ | ✔️ |
| Multiple company entities | ❌ | ❌ | ✔️ |
| Priority support via in-app chat | ❌ | ❌ | ✔️ |
Insights Booster
You can also add a Booster on top of your package: the Insights Booster.
Alongside the existing features of the Insights module included in every account and the advantages the module brings, you’ll be able to enrich your Insights even further thanks to our Insights Booster.
With the Booster you gain advanced reporting capabilities that boost your efficiency and create alignment on KPIs. The Insights Booster offers you these four key functionalities:
- Share your reports internally amongst colleagues
- Visualise your data with conditional formatting
- Customise your metrics by adding formulas to your reports
- Compare your data across time and track performance
Read all about the Booster and adding it to your package here.