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CloudCC CRM helps small businesses do more with less.
STANDARD
$ 8
/user/month
Feature List
Standard
$ 8
/user/month
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
Try it for free and enjoy a different experience!
Questions? Welcome to call: +1 801-997-0088