MONTHLY PRICING

A plan for every consulting firm

Standard

€99 excl. tax/month
with annual commitment

2 users
+€49 / user / month

Marketing management
Sales management
Document management
Task management
Appointment management
Reporting

Popular

Professional

€149 excl. tax/month
with annual commitment

2 users
+€75 / user / month

All the benefits of the Standard plan, plus:

Time management
Project management
Support management
Sync with website

Enterprise

€249 excl. tax/month
with annual commitment

2 users
+€99 / user / month

All the benefits of the Professional plan, plus:

Customer satisfaction
Check-in Check-out
Automations
Financial management

Professional Services

Implementation
Support to help you succeed

Required starting from the Simple plan

Starting from €2,780

Training
User and administrator CRM training

3 hours in total

€399

Support
Assistance to help you save time

3 heures au total

€107 / hour

Development
Custom developments

3 heures au total

€699 / day

Extranet

Partner Portal
€9 per partner per month

Compare the 3 plans

Standard

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Professional

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Entreprise

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Marketing Management

Personalized Segmentation	✔	✔	✔
Marketing Campaign Tracking	✔	✔	✔
Campaign Analysis	✔	✔	✔
Synchronization with Sendiblue	✔	✔	✔

Sales Management

Contact Form	✔	✔	✔
Queue Management	✔	✔	✔
Needs Analysis Report		✔	✔
Personalized Segmentations	✔	✔	✔
Access to all fields		✔	✔
Contact Centralization	✔	✔	✔
Lead Score	✔	✔	✔
Kanban View (Stages)	✔	✔	✔
Activity History	✔	✔	✔
Customer Relationship Level	✔	✔	✔
Sales Opportunity Management		✔	✔
Sales Objectives		✔	✔
Revenue Planning	✔	✔	✔
Quote Management	✔	✔	✔
Sharing Rules	✔	✔	✔
Sales Analysis (Reporting)	✔	✔	✔

Administrative Management

Task and Appointment Management	✔	✔	✔
Automated Appointment Scheduling	✔	✔	✔
File Import		✔	✔
Email Send Scheduling		✔	✔
Project Planning Engine		✔	✔
Timesheet Management	✔	✔	✔
Check-in and Check-out System			✔
Consultant Schedule Management	✔	✔	✔
Calendar Synchronization	✔	✔	✔
Consultant management	✔	✔	✔
Document management	✔	✔	✔
Evaluations and questionnaires	3	∞	∞
Reporting and analysis	✔	✔	✔

Document Management

Needs analysis report	✔	✔	✔
Quotes and sales proposals	✔	✔	✔
Invoices	✔	✔	✔
Contracts	✔	✔	✔

Financial Management

Invoice creation and processing	✔	✔	✔
Unpaid invoice tracking	✔	✔	✔
Billing methods	✔	✔	✔
Accounting export		✔	✔
Expense report management		✔	✔
Funder management		✔	✔
Funding schedule		✔	✔
Financial analysis	✔	✔	✔

Consulting Management

Project management	✔	✔	✔
Timesheet management	✔	✔	✔
Check-in and Check-out system			✔

Customer Satisfaction

Pre-project evaluation		✔	✔
Gathering client expectations		✔	✔
Immediate feedback	✔	✔	✔
Complaints and Appraisals		✔	✔
Measuring project quality		✔	✔

Integrations

WordPress	✔	✔	✔
Sendinblue	✔	✔	✔
Outlook	✔	✔	✔
Calendly		✔	✔
HelloSign	✔	✔	✔
Docusign	✔	✔	✔
Stripe	✔	✔	✔
Mailbox (IMAP)			✔
Woocommerce			✔

Reporting

Leads generated per month	✔	✔	✔
Revenue	✔	✔	✔
Conversion rate	✔	✔	✔
ROI rate	✔	✔	✔
Objective and percentage achieved		✔	✔
Ongoing sales proposals	✔	✔	✔
Satisfaction rate	✔	✔	✔
Retention rate	✔	✔	✔
Number of completed projects	✔	✔	✔
Number of hours worked	✔	✔	✔
Financial analysis	✔	✔	✔

Storage

Record count quota	50.000 / user	100.000 / user	150.000 / user
Additional Data	€18 / 100K block	€18 / 100K block	€18 / 100K block
Files	100 MB / user	200 MB / user	300 MB / user
Additional storage	€23 / GB / month	€23 / GB / month	€23 / GB / month

Customization

Objects	10	30	50
Tab color	✔	✔	✔
Page templates	10	30	50
Fields	50	300	∞
Applications	2	6	10
Data export	✔	✔	✔
Roles and Profiles	✔	✔	✔
Logo	✔	✔	✔
Profile settings	✔	✔	✔

Customer Support

Email Support	2 business days	2 business days	1 business days
Ingénieur Support attitré	Premium Support Option	Premium Support Option	Premium Support Option

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