! 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 | ✔️ | ✔️ | ✔️ |
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
GO | |||
Stock | ✔️ | ✔️ | ✔️️ |
Pricelists | ❌ |
✔️ | ✔️ |
Supplier | ❌ |
✔️ | ✔️ |
Unit cost | ❌ |
✔️ | ✔️ |
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 | ❌ | ❌ | ✔️ |