*billed annually

CloudCC Free Edition 3 Users for Free - Terms of Use

CloudCC CRM is a customer relationship management service provided by CloudCC.com (hereinafter referred to as "CloudCC") for you or your organization (hereinafter referred to as "you" or "yours"). Depending on the size of your enterprise and the specific business processes, CloudCC offers five editions which are Free, Essential, Professional, Enterprise and Unlimited for you to choose and purchase. Among them, the Free edition provides 3 users free service. By using the CloudCC Free Edition 3 Users for Free Program, you accept the following terms. If you do not agree to these terms, please do not continue to apply for the CloudCC Free Edition 3 Users for Free Program in any way.

1. Primary contact information

In order to apply for the CloudCC Free Edition 3 Users for Free Program, the user should fill in and maintain the valid information of the “primary contact”, including the valid email address and telephone number of the main contact, after the successful registration. If the user does not set the "primary contact", CloudCC will, by default, consider the first user who registered the CloudCC account license as the primary contact for your organization. CloudCC will send important notices such as free program changes or free service termination to your organization's primary contacts. The email notification is the only notification method and no information will not be informed by other ways. For any loss of data caused by the service termination due to the lack of valid contact method of primary contact which has not been filled by users, CloudCC will not be responsible.

2. Edition Upgrade

The order of the edition upgrade is Free, Essential, Professional, Enterprise and Unlimited. The upgrade of CloudCC must apply the above order, and it’s irreversible.

3. Add License

After purchased the CloudCC Free Edition 3 users for free account license, if the user wants to subscribe other edition, you can upgrade your edition online.

4. Data management

Users who use the CloudCC Free Edition 3 Users for Free Program must export their data in advance under any circumstances, and CloudCC does not provide data export services.

5. Intellectual Property Protection

The User confirms and commits that the intellectual property rights of all software and platform products under this Agreement are owned by CloudCC. Except as stated in this Agreement, this Agreement does not grant any intellectual property rights of the Software or Products to users. The CloudCC intellectual property rights may not be infringed in any way by any user.
At the same time, all the components of the software or product account information, code, etc. are valuable business secrets and confidential information, users must not disclose to any third party in any way.

The final interpretation of this agreement belongs to CloudCC.com. Under all circumstances, CloudCC reserves the right to reclaim your or your organization's access to the CloudCC Free Edition 3 Users for Free Program and to terminate this Program and relevant services. We will ensure, within reasonable limits, to give notice to the email address of the primary contact you provided to us, at least 30 days before the termination.

By pressing the AGREE button you confirm that you HAVE read and agreed to “CloudCC Free Edition 3 Users for Free - Terms of Use” and you accept these terms completely.

Detailed Features

ESSENTIAL
Es
PROFESSIONAL
Pr
ENTERPRISE
En
UNLIMITED
Un
Pay Per User
Pay Per User
Pay Per User
Pay Per User
$4.9
$19
$39
$79
Billed Annually
Billed Annually
Billed Annually
Billed Annually

Marketing Management

Campaigns
 
 
 
 
Multiple Campaign Channels
_
 
 
 
Campaign & Channel QR Code
_
 
 
 
Staff Solicitation
_
 
 
 
Campaign Members
 
 
 
 
Check-in
_
_
 
 
Inviter Reminders
_
_
 
 
Campaign ROI Analysis
 
 
 
 
Campaign Channel ROI Analysis
_
 
 
 
Campaign Hierarchies
 
 
 
 

Sales Automation

Lead Management
Leads
 
 
 
 
Web to Lead Forms
 
 
 
 
HTML Email Tracking
 
 
 
 
Lead Assignment
 
 
 
 
Lead Scoring
 
 
 
 
Lead Duplicate Detection
 
 
 
 
Lead Conversion
 
 
 
 
Lead Conversion in Mobile App
 
 
 
 
Account & Contact Management
360-Degree View of Account
 
 
 
 
Accounts and Parent Accounts
 
 
 
 
Account Transfer
 
 
 
 
Account Teams
 
 
 
 
Contacts
 
 
 
 
Contact AI
 
 
 
 
Opportunity Management
Opportunities
 
 
 
 
Sales Strategy
 
 
 
 
Sales Funnel
 
 
 
 
Custom Opportunity Process
 
 
 
 
Opportunity Genius
 
 
 
 
Conflict Opportunities Analysis
 
 
 
 
Opportunity Groups
 
 
 
 
Opportunity Products
_
 
 
 
Contact Roles on Opportunities
 
 
 
 
Quote & Contract Management
Quotes and Quote Line Items
_
 
 
 
Quote Printing
_
 
 
 
Contracts
_
 
 
 
Receivables
_
 
 
 
Payments
_
 
 
 
Invoices
_
 
 
 
Product Management
Products
_
 
 
 
Price Books
_
 
 
 
Sales Activities
Check-in (in Mobile App)
 
 
 
 
Visit and Check-in
 
 
 
 
Events and Tasks
 
 
 
 
Work Briefing
 
 
 
 
Case & Solution Management
Cases
_
 
 
 
Web to Case Forms
_
 
 
 
Case Escalation
_
 
 
 
Case Assignment
_
 
 
 
Solutions
_
 
 
 

COLLABORATION

CCChat
 
 
 
 
Document Library
 
 
 
 

Sales ANALYTICS

Sales Homepage
 
 
 
 
Forecasts
_
 
 
 
Sales Kanban Dashboards
 
 
 
 
Sales Commitment
_
 
 
 

Mobile App

Mobile App for iOS and Android
 
 
 
 
H5 Access
 
 
 
 

PaaS Level I

Reports and Dashboards
 
 
 
 
Mass Message and Email
 
 
 
 
Email Templates
 
 
 
 
Merge Email
 
 
 
 
Field Tracking
 
 
 
 
Data Duplication Detection and Merge
 
 
 
 
Global Search
 
 
 
 
Quick Create
 
 
 
 
Homepage Components
 
 
 
 
Homepage Components Assignment
 
 
 
 
Homepage Layouts and Assignment
 
 
 
 
User Interface Settings
 
 
 
 
Manage Users
 
 
 
 
Role Hierarchies
 
 
 
 
Profiles and Permission Sets
 
 
 
 
Data Import and Export
 
 
 
 
Data Validation Rules
 
 
 
 
Page Layouts and Assignment
 
 
 
 
Search Layouts
 
 
 
 
Record Types
 
 
 
 
Multi-Language
 
 
 
 
Multi-Currency
 
 
 
 
Multi-Time Zone
 
 
 
 

Paas Level II

Create Menus
 
 
 
 
Create Objects
_
 
 
 
Create Tabs
_
 
 
 
Create Fields (per object)
_
 
 
 
Create Custom Buttons and Links
_
 
 
 
Workflow and Approval Process
_
 
 
 
Territory Management
_
 
 
 
Sharing Rules
 
 
 
 

Paas Level III

Class
_
_
 
 
Triggers
_
_
 
 
Scheduled Class
_
_
 
 
Scheduled Jobs
_
 
 
 
Pages
_
 
 
 
Sites
_
 
 
 
Custom Settings
_
 
 
 
Custom Components
_
 
 
 
Web Service API
_
 
 
 
Developer Sandbox
_
_
_
 

Additional Supports

Partner Portal
_
_
$
$
24/7 Toll-Free Support
$
$
$
 
Unlimited Online Training
$
$
$
 

Storage

Data Storage (Minimum of 1GB/Org)
20MB/User
20MB/User
20MB/User
120MB/User
File Storage (Minimum of 5GB/Org)
1GB/User
1GB/User
1GB/User
1GB/User

Add-ons and Integrations

Quickbooks
 
 
 
 
Dropbox
 
 
 
 
Zapier
 
 
 
 
...
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—————    FREE EDITION    —————

3 FREE USERS

Get started for free to run your small business.