

Editions: Contact Management to Customizable CRM Software
The editions below range from personal planning and productivity to robust CRM solutions for business planning, team collaboration, sales automation and all points in between.
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Essentials
$12 user / mo*
* when billed annually
$29 user / mo*
* billed annually
Our timeless planning system, plus features for additional sales effectiveness…
$49 user / mo
* when billed annually. 4 Users & Minimum setup fee required

All-in-One PlannerContacts, Calendar, Tasks, and Notes in a single app

SyncSynchronize your data with popular platforms Google, Outlook/Exchange/365, or iOS.

PlanningDiscover your Mission, Achieve your Goals. Plan your day and your week.

Mobile AppsAndroid or IOS, smartphone or tablet. Works even without an internet connection.
Who Uses Essentials?Get started for FREE!
View more details about Essentials
All features found in Essentials are included in Professional.

Sales ManagementTrack each sale opportunity, generate quotes with products, and create pipeline reports.

Organizations/AccountsTrack Contacts and Organizations independently for better management of accounts

Email IntegrationBCC to Note feature from any email client.

Process AutomationSales Process workflow and action plan templates for automating repetitive tasks.

Project ManagementManage tasks grouped into projects, perfect for completing post-sale requirements or small internal projects.

Marketing AutomationBuild Lead lists, send email campaigns, custom webform, autoresponders. Great for increasing lead flow to sales.

CustomizationUnlimited custom fields and page layouts.

Access ControlEnsure that your team members are accessing only the appropriate data through user roles and permissions.