CompanyHub CRM Pricing

Productivity

• Import & Export: Capture leads from website Integrate with 100’s of apps using Zappier, Import wizard, Export, API.
• Email Automation: 2-Way Email Sync, Bulk Mail, Unlimited Email Tracking - even from Gmail, Email Templates, Email Scheduling, Remind if no reply.
• Organize: Lead & Contact Management, Deal Pipeline, Custom Fields, Group/Segment Data, Saved Filters, Customize Columns, Control who can see which fields.

Insights

• Productivity + Reporting; Dashboards & 20+ Standard Reports; Custom Reports - even on custom fields; Various Types of Charts; Export Reports.

Automation

• Insights + Customize for any Industry; Track things like Payments, Courses, Properties, etc; Using Custom Tables; Custom Apps; Create Custom Apps like Expense Manager, Education Management etc. with just drag-drop; Reporting on Custom Tables/Apps; Quotation & Inventory; Create Professional Looking Quotes in 1 Click; Inventory Products & Pricelists; Automate your processes (Coming soon..); Scheduled Alerts/Actions; Bulk Changes/Actions; Create Custom Logic (without any code!) to automate any business process; Automated Mails/Alerts; Automatically Create Tasks/Other Records; Rules Based Data Access Control.

Funnel Standard

• 15 deals a month
• Unlimited number of Contacts
• One User
• Free 14 days Trial (with no commitments)
• Email Templates
• One Form

Funnel Pro Plan

• Free 14 days Trial (with no commitments)
• Premium Support
• Email Templates
• Unlimited number of Contacts
• Unlimited number of Deals
• 5 Users
• Unlimited Forms

Funnel Additional User

• Add another user in your Funnel CRM

Salesmate GROWTH

• All Starter Plan features
• Team inbox – New
• Product / Services management – New
• Goal management
• Recurring activities
• Email scheduling
• Smart email reminders
• Email metrics
• Number of workflows 25
• Number of emails (workflow) 500/user/day
• Date based workflows
• Custom reports
• Custom dashboard
• Email analytics
• Email template usage analytics
• File storage 5 GB/ User
• Security roles Custom Roles

Salesmate Starter

• Contact management
• Company management
• Deal management
• Multiple pipeline management
• Activity management
• Notes & follow-up activities
• Calendar sync
• Custom fields
• Dependency fields
• Custom views
• Custom layout
• Custom module names
• Custom pipelines & stages
• Custom deal win probability
• Deal board (pipeline) view
• Custom activity types
• Merge records
• Clone records
• Search
• Filters
• Add files
• Add & pin notes
• Notifications
• Multi currency
• User mentions
• Email SMTP & Bcc forwarding
• Integration via IMAP
• Email full sync
• Email tracking
• Bulk emails
• Email templates
• Email storage
• Built-in call
• Text Messaging
• Workflow management - 10
• Number of emails (workflow) 250/user/day
• Standard reports
• Standard dashboard
• Cross module reports
• Chart & grid reports
• Activity insights
• Deal insights
• Sales insights
• Sales pipeline
• Sales funnel
• Chrome Extension
• Call log reports
• Mobile Apps
• File storage 2 GB/ User
• Migration from other CRMs
• Security roles – Fixed Roles

Salesmate Trial

• All features - Trial for 15 days