|
Product Comparison Guide
The following table details the three available products and the features included with each
of the separate versions of ClearCRM.
General Features |
Professional |
Workgroup |
Enterprise |
Appointment Calendar |
|
|
|
Account Management |
|
|
|
Contact Management |
|
|
|
Task Management |
|
|
|
Issue Management |
|
|
|
Lead Management |
|
|
|
Globally Accessibile in Web Browser |
|
|
|
Appointment Calendar |
|
|
|
Task Calendar |
|
|
|
Group Calendar |
|
|
|
Business Process Management |
Professional |
Workgroup |
Enterprise |
Workflow Automation |
|
|
|
Workflow Customization |
|
|
|
Configurable Steps |
|
|
|
Configurable Business Rules |
|
|
|
Supports Your Business Process |
|
|
|
Lead Management |
Professional |
Workgroup |
Enterprise |
Territory Management |
|
|
|
Import Leads From Email |
|
|
|
Import Leads from XML POST |
|
|
|
Import Leads From Files |
|
|
|
Assign Leads by Territory |
|
|
|
Assign Leads Round-Robin |
|
|
|
Assign Leads by Value |
|
|
|
Assign Leads with Business Rule |
|
|
|
Custom Quotes |
|
|
|
Website Statistics Analysis |
|
|
|
Automated Lead Distribution |
|
|
|
Automated Lead Capture |
|
|
|
Auto Response Email |
|
|
|
Campaign Management |
Professional |
Workgroup |
Enterprise |
Email Marketing |
|
|
|
Marketing Analytics |
|
|
|
Email Campaigns |
|
|
|
Mail Merge Lists |
|
|
|
Google Campaigns |
|
|
|
Yahoo/Overture Campaigns |
|
|
|
Generates Mailing Lists |
|
|
|
Sales Management |
Professional |
Workgroup |
Enterprise |
Sales Management |
|
|
|
Opportunity Management |
|
|
|
Customizable Leads Process |
|
|
|
Customizable Sales Process |
|
|
|
Customizable Opportunity Process |
|
|
|
Activity Management |
|
|
|
Sales & Marketing Collateral |
|
|
|
Sales Analytics |
|
|
|
Global Forecasting |
|
|
|
Resources |
Professional |
Workgroup |
Enterprise |
Resource Management |
|
|
|
Document Management |
|
|
|
Asset Management |
|
|
|
Contract Management |
|
|
|
Products |
Professional |
Workgroup |
Enterprise |
Product Catalog |
|
|
|
Product Knowledge |
|
|
|
Product Information |
|
|
|
Reporting and Analytics |
Professional |
Workgroup |
Enterprise |
Packaged Reports |
|
|
|
Custom Reporting |
|
|
|
Analytics and Forecasting |
|
|
|
Excel Reports |
|
|
|
Forecast Reports |
|
|
|
KnowledgeBase |
|
|
|
Dashboards |
|
|
|
SMTP/POP3 Mail Server |
Professional |
Workgroup |
Enterprise |
Internal Email Accounts |
|
|
|
Search Saved Email |
|
|
|
Archive Email |
|
|
|
Database Management |
Professional |
Workgroup |
Enterprise |
Stores Data in Your Database |
|
|
|
Customizeable Fields |
|
|
|
Unlimited Fields |
|
|
|
Import |
|
|
|
Export |
|
|
|
User Communications |
Professional |
Workgroup |
Enterprise |
Instant Messenging |
|
|
|
Notifications |
|
|
|
Alerts |
|
|
|
Sends and Receives Email |
|
|
|
Synchronizations |
Professional |
Workgroup |
Enterprise |
Synchronizes Microsoft Outlook |
|
|
|
Synchronizes Mobile Devices |
|
|
|
Sync4J Connector |
|
|
|
Synchronizes External Databases |
|
|
|
Enterprise Integration |
Professional |
Workgroup |
Enterprise |
Partner Portal Toolkit |
|
|
|
Web Services API |
|
|
|
XML API |
|
|
|
SOAP API |
|
|
|
Connects to QuickBooks |
|
|
|
Connects to External Databases |
|
|
|
Connects to External Applications |
|
|
|
Synchronizes Outlook |
|
|
|
Customize User Interface |
Professional |
Workgroup |
Enterprise |
Customizeable HTML Templates |
|
|
|
User Selectable Schemes |
|
|
|
User Selectable Skins |
|
|
|
Modify Labels, Names, Logos ... |
|
|
|
Security |
Professional |
Workgroup |
Enterprise |
User Passwords |
|
|
|
Group Controls |
|
|
|
User and Group Permissions |
|
|
|
Customer Support |
Professional |
Workgroup |
Enterprise |
Customer Creates Issues |
|
|
|
Customer Creates Tasks |
|
|
|
Customer Support Tickets |
|
|
|
Automated Ticket Assignment |
|
|
|
|
|
More Links
Contact us for help and product info
Questions?
Site Map
|
