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


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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)✔️
✔️✔️
Orders, order confirmations & delivery notes✔️✔️
Deal automation (follow-up actions)✔️✔️
Margin and markup on quotations✔️✔️

Calendar


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Dashboard✔️✔️✔️
Calls✔️✔️✔️
Tasks✔️✔️✔️
Meetings✔️✔️✔️
Calendar integrations✔️✔️✔️
Restrict calendar access
✔️
✔️
Coloured availability bars✔️

Projects


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Project management with phases✔️✔️
Cross-projects timeline✔️✔️
Budget management✔️✔️
Profit calculations✔️✔️
Project planning✔️
CloudProject✔️

Invoices


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Make & send invoices✔️✔️✔️
Bulk actions on invoices✔️✔️✔️
Invoicecloud✔️✔️✔️
Multi-currency✔️✔️✔️
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


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Work orders
✔️✔️
Support tickets

✔️

Products


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Stock✔️✔️✔️
Pricelists
✔️✔️
Supplier
✔️✔️
Purchase price
✔️✔️

Time tracking


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Track time
✔️✔️
Weekly time tracking
✔️✔️

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


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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.