Know What Features You Get With Each CloudCC

Leads

Accounts

Contacts

Opportunity

Pool

Visiting check-in (app)

Business card scanning (App)

Rules for lead scoring

5 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

Workflow rules

Approval flow

Email notification

Validation rules (per object)

Contracts

E-contract integration

Receivables

Product

Price books

Order

Invoice

Online payment

Payments

Supplier

Purchase order

Template printing and sending

Target model

Accounts/Products/Personnel Target

Customized assessment indicators

Target performance

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 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

Web to Case

Email to Case

Case assignment rules

Case escalation rules

Generate solution

Events/Tasks/Log a call

Calendar

CCChat

0

Follow record

Feed tracking

Groups

Internal IM

Account/Opportunity group chat

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

Custom applications

0

Custom menu

Customized homepage

Custom objects

2

Custom fields (per object)

5

Field tracking (per object)

0

Sharing rules (per object)

2

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

Upload files (per file)

File version

Folder sharing

Free file storage/organization

Free file storage/user

Extra file storage

Free data storage/organization

50,000 records （100MB)

Free data space/user

20MB

Extra data storage

Import data (per time)

200

Full data export

Custom roles

5

Profile

Control the IP and time of access to the system

Public group

Permission set

Queue

5

Territory management

Log of system key operations

Log of system key configurations

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

Custom components

Classes

Scheduled classes

Triggers

Timed jobs

API interface