Flexible solutions that grow with your business

NO CREDIT CARD NEEDED
 

Standard

 

Plus

 

Pro

 

Addons

 
CRM & ACCOUNT        
Active Customer/Contact Records 250 1000 5000 Unlimited
Customer/User Event Tracking Armatic Armatic Armatic  
Customizable Filters & Views Armatic Armatic Armatic  
Custom Fields Armatic Armatic Armatic  
Import Customers/Prospects Armatic Armatic Armatic  
Customer/Invoice Notes Armatic Armatic Armatic  
Additional Contacts Management Armatic Armatic Armatic  
Customer Activity Timeline Armatic Armatic Armatic  
Customer & Prospect Management Armatic Armatic Armatic  
Customer Health Scoring Armatic Armatic Armatic  
Task Management Armatic Armatic Armatic  
Accounting, Sales & Support User Licenses Armatic Armatic Armatic  
Reporting & Dashboards Armatic Armatic Armatic  
Phone/Email/Chat support Armatic Armatic Armatic  
Customizable User Roles/Access Armatic Armatic Armatic  
CSV Export   Armatic Armatic  
Custom Field Mapping     Armatic  
Prospects       Sales Module
Employees       Employees Module
BILLING & PAYMENTS
Unlimited Invoice Creation/Sync Armatic Armatic Armatic  
Two-way Payment Sync Armatic Armatic Armatic  
Integrated Payment Options Armatic Armatic Armatic  
Invoice Activity Timeline Armatic Armatic Armatic  
Import Invoices Armatic Armatic Armatic  
Track Payments, Credit Memos, Refunds Armatic Armatic Armatic  
Realtime Performance Dashboard Armatic Armatic Armatic  
Coupon Manager       Billing Module
Late Fee Manager       Billing Module
Payment Plans Armatic Armatic Armatic  
Save Payment Information Armatic Armatic Armatic  
Estimates/Progress Billing       Billing Module
Subscription Billing       Billing Module
Subscription Signup Pages       Billing Module
Automatic Payment Rules/Schedules       Billing Module
Payment Processing Limit $50,000/mo $100,000/mo $200,000/mo Unlimited
Customer Statements   Armatic Armatic  
Interactive Customer Portal     Armatic  
Custom Invoice Templates     Armatic  
COMMUNICATION
Integrated Team Email & User Email Armatic Armatic Armatic  
Email Open Tracking Armatic Armatic Armatic  
Two Way Communication Logs Armatic Armatic Armatic  
Trigger Internal Communications Armatic Armatic Armatic  
Customizable Delivery Windows Armatic Armatic Armatic  
Rodust HTML Template Editor Armatic Armatic Armatic  
Unlimited Workflows/ Playbooks Armatic Armatic Armatic  
SMS Communication $0.02/SMS 25 SMS/User Included 50 SMS/User Included  
VOIP with Call Recording $0.02/Min 25 Min/User Included 50 Min/User Included  
Mail Invoices/Letters $1.25/Letter $1.25/Letter $1.25/Letter $1.25/Letter
G-Suite (Google Apps) Integration Armatic Armatic Armatic  
Microsoft Exchange Integration Armatic Armatic Armatic  
Customer SMTP Connection        
Custom Phone Number     Armatic  
Customer Net Promoter Scoring (NPS)       Customer Success Module
Employee Net Promoter Scoring (eNPS)       Employee Module
NPS Response Management       Customer Success/Employee Module
PROPOSALS, DOCUMENTS & ESIGNATURES
Proposal Templates/Manager       Sales/Employee Module
Generate Quotes       Sales Module
Electronically Sign Documents       Sales/Employee Module
Auto Start Billing on Signature       Sales Module
Require Payment Information to Sign       Sales Module
Unlimited Document Templates       Sales/Employee Module
Document Management       Sales/Employee Module
Document Sharing       Sales/Employee Module
Custom eSign Branding       Sales/Employee Module
INTEGRATIONS
Automatic Accounting Sync Armatic Armatic Armatic Armatic
QuickBooks Online Armatic Armatic Armatic Armatic
QuickBooks Desktop Armatic Armatic Armatic Armatic
Xero Armatic Armatic Armatic Armatic
Sage One Armatic Armatic Armatic Armatic
Freshbooks Armatic Armatic Armatic Armatic
Stripe Armatic Armatic Armatic Armatic
Recurrly Armatic Armatic Armatic Armatic
Netsuite       ERP Upgrade
Sage Live       ERP Upgrade
Intacct       ERP Upgrade
API Access       API Upgrade