Know What Features You Get With Each CloudCC

Account Information

Account Address

Account Members

Contact Relation Net

Opportunity Information

Contact Role

Opportunity products

Opportunities team

Competitors

Estimates

Campaign Information

Sales Rep Solicitation

Campaign Members

Campaign Register

Campaign ROI analysis

Estimates

Contract Information

Integrated with docusign

Budget

Estimated Income

Estimated Costs and Expenses

Estimated Gross Profit

Estimated Gross Profit Rate

Budgeted Income

Budgeted Costs and Expenses

Budgeted Gross Profit

Budgeted Gross Profit Rate

Estimates Information

Budget Information

Final Accounts Information

Estimated Gross Profit

Estimated Gross Profit Rate

Budgeted Gross Profit

Budgeted Gross Profit Rate

Class E Final Gross Profit

Class E Final Gross Profit Rate

Class B Final Gross Profit

Class B Final Gross Profit Rate

Class T Final Gross Profit

Class T Final Gross Profit Rate

Class P Final Gross Profit

Class P Final Gross Profit Rate

Final Net Profit

Final Net Profit Rate

Expenses and Expense Items

Expense Reimbursement

Record External Fee

External Fee Item

External Fee Approval

Project plan

Project members

Project Milestones

Project task

Timesheets

Gantt chart

Project Budget and Project Cost

Receivables

Events/Tasks/Log a call

Calendar

CCChat

Follow record

Feed tracking

Reference CRM Version

Groups

Internal IM

Report templates

Custom Report

Report subscription

Report export

Report generates chart

Object view generates chart

Percentage Indicator

Comparison

Trend Monitor

Map

Chart Export

Instrument Panel Large Screen

Custom applications

Reference CRM Version

Custom menu

Customized homepage

Custom objects

Reference CRM Version

Custom fields (per object)

Reference CRM Version

Field tracking (per object)

Reference CRM Version

Sharing rules (per object)

Reference CRM Version

Custom Button

Reference CRM Version

Custom page layout

Record type (per object)

Page layout assignment

Master-detail Input

Dynamic Layout Rules

Custom list view

Multilingual workbench

Reference CRM Version

Document library

Upload files (per file)

Reference CRM Version

File version

Folder sharing

Free file storage/organization

Reference CRM Version

Free file storage/user

Reference CRM Version

Extra file storage

$45/year/5GB

Free data storage/organization

Reference CRM Version

Free data space/user

Reference CRM Version

Extra data storage

Reference CRM Version

Import data (per time)

Reference CRM Version

Full data export

Reference CRM Version

Custom roles

Reference CRM Version

Profile

Public group

Permission set

Queue

Reference CRM Version

Territory management

Control the IP and time of access to the system

CSP Policy Header

Password Policy

SAML Single Sign On

Field Encryption

Log of system key operations

Log of system key configurations

Microsoft Exchange

Mailchimp email

QuickBooks

Dropbox

Vontage SMS

DocuSign E-contract

Twitter/Facebook/LinkedIn

Easemob IM customer service

AWS call center

Twitter/Facebook/LinkedIn

WeChat/Alipay/PayPal/Visa

Custom components

Custom Page

Classes

Scheduled classes

Triggers

Timed jobs

API interface