Editions: Planning to CRM

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 Professional Business
Users
Number of users
User message board
User roles
Data curtaining
Min. 1
Min. 1
Min. 4
Major areas & features
Alerts & reminders
Daily & weekly planning
Task management
Calendaring
Contacts
Organizations
Opportunities / pipeline
Process automation
Project management
Lead management
Marketing center
Full email center
Document center
Territory engine
1 process
3rd Party Sync / Mobile App
3rd party sync (Office 365, Exchange, Google)
iOS / Android app
Customization
Custom views / reports
Custom fields
Custom layouts
3 / type
5 / type
5 / type
10 / type




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