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Products
Sales
Centralize your customer data and close more deals.
Marketing
Grow traffic, convert more visitors, and run campaigns at scale.
CPQ
Solve Product Configurations and Quotes Easily
Budgeting
Control Costs and Increase
Partner
Close Collaboration between Companies and Partners
Service
Omnichannel Customer Service and Automated Field Service
Project
Manage Your Projects in a Comprehensive Way
BI Analysis
Insightful CRM Data Analysis
Mobile App
Mobile in Hand, Point the World
Platform
The World's Most Trusted Cloud Application Development Platform
Integration
CloudCC Platform Integrations
Industries
Pricing
Learning
Login
Pricing
- CRM
- Partner
- Service
- Budgeting
- Nonprofits
+1 801-997-0088
Yearly Monthly
PROFESSIONAL
$ 15
/user/month
Everything in BASIC +
Lead Scoring
Workflow
Multiple Record Types
Mass Email
Custom Dashboard
ENTERPRISE
$ 30
/user/month
Everything in PROFESSIONAL +
Progress Management
Case Management
Product Quotation Order Management
Verification Rules
ULTIMATE
$ 45
/user/month
Everything in ENTERPRISE +
Custom Approval
Diverse Charts
Dynamic Page Layout
Custom Objects, Buttons, Apps
Professional Services Automation
See our complete feature comparison
CRM Features
Professional
$ 15
/user/month
Enterprise
$ 30
/user/month
Ultimate
$ 45
/user/month
SALES FORCE AUTOMATION
Leads
Accounts
Contacts
20 fields 10 fields 30 fields
Opportunity
Pool
Visiting check-in (app)
Business card scanning (App)
Rules for lead scoring
30 fields 10 fields 20 fields
Leads auto-assignment
Lead conversion
Auto-recycle of leads
Account 360-degree view
Contact relation net
Opportunity stage and possibilities
Opportunity registration approval
Opportunities duplicate-checking
Sales forecast
Kanban of opportunity stage
Opportunity funnel
Stage advancement diagram
SALES PROCESS MANAGEMENT
Workflow rules
Approval flow
Email notification
Validation rules (per object)
5 5 10
CONTRACT AND RECEIVABLES
Contracts
E-contract integration
Receivables
INVENTORY AND TRANSACTION
Product
Price books
Order
Invoice
Online payment
Payments
Supplier
Purchase order
Template printing and sending
TARGET MANAGEMENT
Target model
Accounts/Products/Personnel Target
Customized assessment indicators
Target performance
SOCIAL MEDIA MARKETING
Social channel binding (Facebook, Twitter, LinkedIn)
Multi-channel publishing
Insert form
Image gallery
Scheduled post
Publish calendar
Twitter message
Facebook page @mentions
Facebook visitor post
Twitter timeline
Twitter like
Twitter@metions
Search Twitter keyword
Twitter user search
Session data monitoring
Interactive data monitoring
Audience analysis
Post analysis
Interaction analysis
Lead form
Submit form and notify by email
Submit form and email follow-up
Share form link
Share form code
Share form QR code
Share form on social media
Form integrates sharing to Mailchimp
Form data analysis
Form data export
LEAD CULTIVATION
Lead scoring
Lead assignment
Visitor tracking
Visitor details
Appointment scheduling
Schedule reminder
Campaigns
Employee referral
Marketing channel
ROI analysis
Email template
Mass emailing
Email tracking
Export to Mailchimp
Email scoring
Link email with opportunities
Group message
SMS linked to opportunities
CUSTOMER SERVICE
Web to Case
Email to Case
Case assignment rules
Case escalation rules
Generate solution
TEAM COLLABORATION
Events/Tasks/Log a call
Calendar
CCChat
Follow record
Feed tracking
0 5 10
Groups
Internal IM
Account/Opportunity group chat
BI DATA ANALYSIS
Report templates
Custom report
Report subscription
Report export
Report generates chart
Object view generates chart
Percentage chart
Comparison chart
Trend chart
Map
Chart export
Dashboard for large screen
PERSONALIZATION
Custom applications
10 5 25
Custom menu
Customized homepage
Custom objects
100 50 5
Custom fields (per object)
20 100 200
Field tracking (per object)
5 10
Sharing rules (per object)
50 20 5
Custom buttons
Custom page layout
Record type (per object)
Page layout assignment
Master-detail entry
Dynamic layout rules
Custom list view
Multilingual workbench
DOCUMENT LIBRARY
Document library
Upload files (per file)
50MB 20MB 100MB
File version
Folder sharing
DOCUMENT STORAGE
Free file storage/organization
2GB 5GB 512MB
Free file storage/user
1GB 1GB 512MB
Extra file storage
$45/year/5GB $45/year/5GB $45/year/5GB
DATA MANAGEMENT
Free data storage/organization
1 million records (2GB) 5 million records (10GB) 100,000 records (200MB)
Free data space/user
20MB 20MB 20MB
Extra data storage
$280/year/100MB $280/year/100MB
Import data (per time)
20000 1000 10000
Full data export
1 time/month 2 times/month 2 times/month
SECURITY MANAGEMENT
Custom roles
200 10 100
Profile
Control the IP and time of access to the system
Public group
Permission set
Queue
20 50 10
Territory management
Log of system key operations
Log of system key configurations
INTEGRATION & PLUG-IN
Microsoft exchange
Mailchimp email
QuickBooks
Dropbox
Vonage SMS
DocuSign E-contract
Twitter/Facebook/LinkedIn
Easemob IM customer service
AWS call center
WeChat/Alipay/PayPal/Visa
DEVELOPER TOOL
Custom components
Classes
Scheduled classes
Triggers
Timed jobs
API interface
PROPOSALS & FORECAST
SOW & Proposals
Project Templates
Pipeline Projects
Revenue Forecast
Resource Requests
PROJECT MANAGEMENT
Gantt chart
Resource Utilization Chart
Schedules & Availability
Project members
Project Heath
Cost Management
Margins / Profitability
Issues & Risks
EXECUTION & DELIVERY
Tasks & Checklists
Task Dependency
Timesheets
Expense Reimbursement
Task Kanban
Time Off
PEOPLE & WORKFORCE
Recruiting & Staffing
Bill Rate & Cost Rate
Project Rate Card
Skills & Certifications
Working hours
Holiday Schedules & PTO
Performance & Utilization
BILLING & INVOICING
Approval flow
Fix Fee / Milestone / T & E
Billing & Invoicing
Vendor Invoice
Invoice Documents & Email
Collection / Payment
Hide Features & Add-ons
Yearly Monthly
PROFESSIONAL
$ 15
/user/month
Show All Features
SALES FORCE AUTOMATION
Leads
Accounts
Contacts
10 fields
Opportunity
Pool
Visiting check-in (app)
Business card scanning (App)
Rules for lead scoring
10 fields
Leads auto-assignment
Lead conversion
Auto-recycle of leads
Account 360-degree view
Contact relation net
Opportunity stage and possibilities
Opportunity registration approval
Opportunities duplicate-checking
Sales forecast
Kanban of opportunity stage
Opportunity funnel
Stage advancement diagram
SALES PROCESS MANAGEMENT
Workflow rules
Approval flow
Email notification
Validation rules (per object)
5
CONTRACT AND RECEIVABLES
Contracts
E-contract integration
Receivables
INVENTORY AND TRANSACTION
Product
Price books
Order
Invoice
Online payment
Payments
Supplier
Purchase order
Template printing and sending
TARGET MANAGEMENT
Target model
Accounts/Products/Personnel Target
Customized assessment indicators
Target performance
SOCIAL MEDIA MARKETING
Social channel binding (Facebook, Twitter, LinkedIn)
Multi-channel publishing
Insert form
Image gallery
Scheduled post
Publish calendar
Twitter message
Facebook page @mentions
Facebook visitor post
Twitter timeline
Twitter like
Twitter@metions
Search Twitter keyword
Twitter user search
Session data monitoring
Interactive data monitoring
Audience analysis
Post analysis
Interaction analysis
Lead form
Submit form and notify by email
Submit form and email follow-up
Share form link
Share form code
Share form QR code
Share form on social media
Form integrates sharing to Mailchimp
Form data analysis
Form data export
LEAD CULTIVATION
Lead scoring
Lead assignment
Visitor tracking
Visitor details
Appointment scheduling
Schedule reminder
Campaigns
Employee referral
Marketing channel
ROI analysis
Email template
Mass emailing
Email tracking
Export to Mailchimp
Email scoring
Link email with opportunities
Group message
SMS linked to opportunities
CUSTOMER SERVICE
Web to Case
Email to Case
Case assignment rules
Case escalation rules
Generate solution
TEAM COLLABORATION
Events/Tasks/Log a call
Calendar
CCChat
Follow record
Feed tracking
0
Groups
Internal IM
Account/Opportunity group chat
BI DATA ANALYSIS
Report templates
Custom report
Report subscription
Report export
Report generates chart
Object view generates chart
Percentage chart
Comparison chart
Trend chart
Map
Chart export
Dashboard for large screen
PERSONALIZATION
Custom applications
5
Custom menu
Customized homepage
Custom objects
5
Custom fields (per object)
20
Field tracking (per object)
Sharing rules (per object)
5
Custom buttons
Custom page layout
Record type (per object)
Page layout assignment
Master-detail entry
Dynamic layout rules
Custom list view
Multilingual workbench
DOCUMENT LIBRARY
Document library
Upload files (per file)
20MB
File version
Folder sharing
DOCUMENT STORAGE
Free file storage/organization
512MB
Free file storage/user
512MB
Extra file storage
$45/year/5GB
DATA MANAGEMENT
Free data storage/organization
100,000 records (200MB)
Free data space/user
20MB
Extra data storage
Import data (per time)
1000
Full data export
1 time/month
SECURITY MANAGEMENT
Custom roles
10
Profile
Control the IP and time of access to the system
Public group
Permission set
Queue
10
Territory management
Log of system key operations
Log of system key configurations
INTEGRATION & PLUG-IN
Microsoft exchange
Mailchimp email
QuickBooks
Dropbox
Vonage SMS
DocuSign E-contract
Twitter/Facebook/LinkedIn
Easemob IM customer service
AWS call center
WeChat/Alipay/PayPal/Visa
DEVELOPER TOOL
Custom components
Classes
Scheduled classes
Triggers
Timed jobs
API interface
PROPOSALS & FORECAST
SOW & Proposals
Project Templates
Pipeline Projects
Revenue Forecast
Resource Requests
PROJECT MANAGEMENT
Gantt chart
Resource Utilization Chart
Schedules & Availability
Project members
Project Heath
Cost Management
Margins / Profitability
Issues & Risks
EXECUTION & DELIVERY
Tasks & Checklists
Task Dependency
Timesheets
Expense Reimbursement
Task Kanban
Time Off
PEOPLE & WORKFORCE
Recruiting & Staffing
Bill Rate & Cost Rate
Project Rate Card
Skills & Certifications
Working hours
Holiday Schedules & PTO
Performance & Utilization
BILLING & INVOICING
Approval flow
Fix Fee / Milestone / T & E
Billing & Invoicing
Vendor Invoice
Invoice Documents & Email
Collection / Payment
ENTERPRISE
$ 30
/user/month
Show All Features
SALES FORCE AUTOMATION
Leads
Accounts
Contacts
20 fields
Opportunity
Pool
Visiting check-in (app)
Business card scanning (App)
Rules for lead scoring
20 fields
Leads auto-assignment
Lead conversion
Auto-recycle of leads
Account 360-degree view
Contact relation net
Opportunity stage and possibilities
Opportunity registration approval
Opportunities duplicate-checking
Sales forecast
Kanban of opportunity stage
Opportunity funnel
Stage advancement diagram
SALES PROCESS MANAGEMENT
Workflow rules
Approval flow
Email notification
Validation rules (per object)
5
CONTRACT AND RECEIVABLES
Contracts
E-contract integration
Receivables
INVENTORY AND TRANSACTION
Product
Price books
Order
Invoice
Online payment
Payments
Supplier
Purchase order
Template printing and sending
TARGET MANAGEMENT
Target model
Accounts/Products/Personnel Target
Customized assessment indicators
Target performance
SOCIAL MEDIA MARKETING
Social channel binding (Facebook, Twitter, LinkedIn)
Multi-channel publishing
Insert form
Image gallery
Scheduled post
Publish calendar
Twitter message
Facebook page @mentions
Facebook visitor post
Twitter timeline
Twitter like
Twitter@metions
Search Twitter keyword
Twitter user search
Session data monitoring
Interactive data monitoring
Audience analysis
Post analysis
Interaction analysis
Lead form
Submit form and notify by email
Submit form and email follow-up
Share form link
Share form code
Share form QR code
Share form on social media
Form integrates sharing to Mailchimp
Form data analysis
Form data export
LEAD CULTIVATION
Lead scoring
Lead assignment
Visitor tracking
Visitor details
Appointment scheduling
Schedule reminder
Campaigns
Employee referral
Marketing channel
ROI analysis
Email template
Mass emailing
Email tracking
Export to Mailchimp
Email scoring
Link email with opportunities
Group message
SMS linked to opportunities
CUSTOMER SERVICE
Web to Case
Email to Case
Case assignment rules
Case escalation rules
Generate solution
TEAM COLLABORATION
Events/Tasks/Log a call
Calendar
CCChat
Follow record
Feed tracking
5
Groups
Internal IM
Account/Opportunity group chat
BI DATA ANALYSIS
Report templates
Custom report
Report subscription
Report export
Report generates chart
Object view generates chart
Percentage chart
Comparison chart
Trend chart
Map
Chart export
Dashboard for large screen
PERSONALIZATION
Custom applications
10
Custom menu
Customized homepage
Custom objects
50
Custom fields (per object)
100
Field tracking (per object)
5
Sharing rules (per object)
20
Custom buttons
Custom page layout
Record type (per object)
Page layout assignment
Master-detail entry
Dynamic layout rules
Custom list view
Multilingual workbench
DOCUMENT LIBRARY
Document library
Upload files (per file)
50MB
File version
Folder sharing
DOCUMENT STORAGE
Free file storage/organization
2GB
Free file storage/user
1GB
Extra file storage
$45/year/5GB
DATA MANAGEMENT
Free data storage/organization
1 million records (2GB)
Free data space/user
20MB
Extra data storage
$280/year/100MB
Import data (per time)
10000
Full data export
2 times/month
SECURITY MANAGEMENT
Custom roles
100
Profile
Control the IP and time of access to the system
Public group
Permission set
Queue
20
Territory management
Log of system key operations
Log of system key configurations
INTEGRATION & PLUG-IN
Microsoft exchange
Mailchimp email
QuickBooks
Dropbox
Vonage SMS
DocuSign E-contract
Twitter/Facebook/LinkedIn
Easemob IM customer service
AWS call center
WeChat/Alipay/PayPal/Visa
DEVELOPER TOOL
Custom components
Classes
Scheduled classes
Triggers
Timed jobs
API interface
PROPOSALS & FORECAST
SOW & Proposals
Project Templates
Pipeline Projects
Revenue Forecast
Resource Requests
PROJECT MANAGEMENT
Gantt chart
Resource Utilization Chart
Schedules & Availability
Project members
Project Heath
Cost Management
Margins / Profitability
Issues & Risks
EXECUTION & DELIVERY
Tasks & Checklists
Task Dependency
Timesheets
Expense Reimbursement
Task Kanban
Time Off
PEOPLE & WORKFORCE
Recruiting & Staffing
Bill Rate & Cost Rate
Project Rate Card
Skills & Certifications
Working hours
Holiday Schedules & PTO
Performance & Utilization
BILLING & INVOICING
Approval flow
Fix Fee / Milestone / T & E
Billing & Invoicing
Vendor Invoice
Invoice Documents & Email
Collection / Payment
ULTIMATE
$ 45
/user/month
Show All Features
SALES FORCE AUTOMATION
Leads
Accounts
Contacts
30 fields
Opportunity
Pool
Visiting check-in (app)
Business card scanning (App)
Rules for lead scoring
30 fields
Leads auto-assignment
Lead conversion
Auto-recycle of leads
Account 360-degree view
Contact relation net
Opportunity stage and possibilities
Opportunity registration approval
Opportunities duplicate-checking
Sales forecast
Kanban of opportunity stage
Opportunity funnel
Stage advancement diagram
SALES PROCESS MANAGEMENT
Workflow rules
Approval flow
Email notification
Validation rules (per object)
10
CONTRACT AND RECEIVABLES
Contracts
E-contract integration
Receivables
INVENTORY AND TRANSACTION
Product
Price books
Order
Invoice
Online payment
Payments
Supplier
Purchase order
Template printing and sending
TARGET MANAGEMENT
Target model
Accounts/Products/Personnel Target
Customized assessment indicators
Target performance
SOCIAL MEDIA MARKETING
Social channel binding (Facebook, Twitter, LinkedIn)
Multi-channel publishing
Insert form
Image gallery
Scheduled post
Publish calendar
Twitter message
Facebook page @mentions
Facebook visitor post
Twitter timeline
Twitter like
Twitter@metions
Search Twitter keyword
Twitter user search
Session data monitoring
Interactive data monitoring
Audience analysis
Post analysis
Interaction analysis
Lead form
Submit form and notify by email
Submit form and email follow-up
Share form link
Share form code
Share form QR code
Share form on social media
Form integrates sharing to Mailchimp
Form data analysis
Form data export
LEAD CULTIVATION
Lead scoring
Lead assignment
Visitor tracking
Visitor details
Appointment scheduling
Schedule reminder
Campaigns
Employee referral
Marketing channel
ROI analysis
Email template
Mass emailing
Email tracking
Export to Mailchimp
Email scoring
Link email with opportunities
Group message
SMS linked to opportunities
CUSTOMER SERVICE
Web to Case
Email to Case
Case assignment rules
Case escalation rules
Generate solution
TEAM COLLABORATION
Events/Tasks/Log a call
Calendar
CCChat
Follow record
Feed tracking
10
Groups
Internal IM
Account/Opportunity group chat
BI DATA ANALYSIS
Report templates
Custom report
Report subscription
Report export
Report generates chart
Object view generates chart
Percentage chart
Comparison chart
Trend chart
Map
Chart export
Dashboard for large screen
PERSONALIZATION
Custom applications
25
Custom menu
Customized homepage
Custom objects
100
Custom fields (per object)
200
Field tracking (per object)
10
Sharing rules (per object)
50
Custom buttons
Custom page layout
Record type (per object)
Page layout assignment
Master-detail entry
Dynamic layout rules
Custom list view
Multilingual workbench
DOCUMENT LIBRARY
Document library
Upload files (per file)
100MB
File version
Folder sharing
DOCUMENT STORAGE
Free file storage/organization
5GB
Free file storage/user
1GB
Extra file storage
$45/year/5GB
DATA MANAGEMENT
Free data storage/organization
5 million records (10GB)
Free data space/user
20MB
Extra data storage
$280/year/100MB
Import data (per time)
20000
Full data export
2 times/month
SECURITY MANAGEMENT
Custom roles
200
Profile
Control the IP and time of access to the system
Public group
Permission set
Queue
50
Territory management
Log of system key operations
Log of system key configurations
INTEGRATION & PLUG-IN
Microsoft exchange
Mailchimp email
QuickBooks
Dropbox
Vonage SMS
DocuSign E-contract
Twitter/Facebook/LinkedIn
Easemob IM customer service
AWS call center
WeChat/Alipay/PayPal/Visa
DEVELOPER TOOL
Custom components
Classes
Scheduled classes
Triggers
Timed jobs
API interface
PROPOSALS & FORECAST
SOW & Proposals
Project Templates
Pipeline Projects
Revenue Forecast
Resource Requests
PROJECT MANAGEMENT
Gantt chart
Resource Utilization Chart
Schedules & Availability
Project members
Project Heath
Cost Management
Margins / Profitability
Issues & Risks
EXECUTION & DELIVERY
Tasks & Checklists
Task Dependency
Timesheets
Expense Reimbursement
Task Kanban
Time Off
PEOPLE & WORKFORCE
Recruiting & Staffing
Bill Rate & Cost Rate
Project Rate Card
Skills & Certifications
Working hours
Holiday Schedules & PTO
Performance & Utilization
BILLING & INVOICING
Approval flow
Fix Fee / Milestone / T & E
Billing & Invoicing
Vendor Invoice
Invoice Documents & Email
Collection / Payment
Try it for free and enjoy a different experience!
Questions? Welcome to call: +1 801-997-0088