00 00 00

Monthly rates

A plan for each consulting firms

The most popular

+49€ per additional user per month.

1 user free of charge

Per month for 2 users
+ 49 € /per additional user per month

Per month for 2 users
+75 € per additional user per month

Per month for 2 users
+ 99 € per additional user per month

Monthly rates

A plan for each consulting firms

The most popular

+49€ per additional user per month.

1 user free of charge

Per month for 2 users
+ 49 € /per additional user per month

Per month for 2 users
+75 € per additional user per month

Per month for 2 users
+ 99 € per additional user per month

Professional service

Implementation
Guidance to help you succeed

Required starting from the Simple plan

Starting from 1980 €

Training
User and administrator training for the CRM

3 hours in total

399 €

Time-saving support
assistance

3 hours in total

107€ per hour

Development
Custom developments

3 hours in total

699 € per day

Extranet

Partner portal
9€ per partner per month

Professional service

Implementation
Guidance to help you succeed

Required starting from the Simple plan

Starting from 1980 €

Training
User and administrator training for the CRM

3 hours in total

399 €

Time-saving support
assistance

3 hours in total

107€ per hour

Development
Custom developments

3 hours in total

699 € per day

Extranet

Partner portal
9€ per partner per month

Compare the 4 offers

Solo-preneur

Simple

Professional

Business

Marketing management

Customized Segmentations
Marketing campaigns follow-up
Campaign analysis
Synchronization with Sendinblue

Commercial management

Contact forms
Flow management
Needs analysis assessment
Customized Segmentations
Access to all fields
Centralization of contacts
Lead score
Kanban view (Stages)
History of activities
Customer relationship level
Business opportunity management
Business objectives
Income planning
Quotation management
Sharing rules
Business analysis (Reporting)

Administrative management

Management of tasks and appointments
Automation of the appointment process
File importation
Scheduled email sending
Project scheduling engine
Time sheet management
Check in and check out system
Management of consultants’ schedules
Calendar synchronization
Management of consultants
Document management
Assessments and questionnaires 3
Reporting and analysis

Document management

Needs analysis report
Quotations and business proposals
Invoices
Contracts

Financial management

Invoice editing and generation
Follow-up on unpaid bills
Billing methods
Accounting export
Expense management
Funder management
Financing calendar
Financial analysis

Management consulting

Project management
Time sheet management
Check-in and check-out system

Customer satisfaction

Pre-project assessment
Gathering customer expectations
Real-time evaluation
Complaints and feedback
Project quality measurement

Integrations

WordPress
Sendinblue
Outlook
Calendly
HelloSign
Docusign
Stripe
Email inbox (IMAP)
Woocommerce

Reporting

Number of leads generated per month.
Revenue
Conversion rate
ROI rate
Objective and percentage of achievement
Ongoing business proposals
Satisfaction rate
Retention rate
Number of projects completed
Number of hours completed
Financial analysis

Storage

Record quota 50,000 /User 50,000 /User 100.000 /User 150.000 /User
Additional data 4€ per 100K segment 4€ per 100K segment 4€ per 100K segment
Files 100 Mb/ User 200 MB /User 300 Mb /Utilisateur
Additional storage 5€ / GB / month 5€ / GB / month 5€ / GB / month

Customization

Objects 10 30 50
Tab color
Page templates 10 30 50
Fields 50 300
Applications 2 6 10
Exporting data
Roles and profiles
Logo
Profile configuration

Customer Support

Support Email 2 business days 2 business days 1 business day
Assigned Support Engineer Option Support Premium Option Support Premium Option Support Premium

To compare the offers, please open the same link on a computer.