A plan for every
consulting firm
Monthly prices with extranet: Standard, Professional, and Enterprise.
Standard
- ✔ Marketing management
- ✔ Sales management
- ✔ Document management
- ✔ Task management
- ✔ Appointment management
- ✔ Reporting
Professional
- Everything in Standard, plus:
- ✔ Time management
- ✔ Project management
- ✔ Support management
- ✔ Website sync
Enterprise
- Everything in Pro, plus:
- ✔ Customer satisfaction
- ✔ Check-in / Check-out
- ✔ Automations
- ✔ Financial management
Professional Services & Extranet
Complementary solutions to boost your productivity.
Implementation
Comprehensive support to configure your CRM.
Required starting from the Standard plan.
Training
User and administrator training to master the tool. (3 hours total)
Support
Dedicated technical assistance to save you time every day.
Development
Need custom features? We handle your specific developments and connectors.
Extranet
A dedicated collaborator portal to connect your partners and customers.
Pricing designed for your growth
Maximum performance, controlled investment. Compare our offers below.
| Features |
Standard
€99
|
Professional
€149
|
Enterprise
€249
|
|---|---|---|---|
| Marketing Management | |||
| Custom Segmentation | ✔ | ✔ | ✔ |
| Marketing Campaign Tracking | ✔ | ✔ | ✔ |
| Campaign Analysis | ✔ | ✔ | ✔ |
| Sync with Sendinblue | ✔ | ✔ | ✔ |
| Sales Management | |||
| Contact Form | ✔ | ✔ | ✔ |
| Queue Management | ✔ | ✔ | ✔ |
| Needs Analysis Assessment | — | ✔ | ✔ |
| Custom Segmentations | ✔ | ✔ | ✔ |
| Access to All Fields | — | ✔ | ✔ |
| Contact Centralization | ✔ | ✔ | ✔ |
| Lead Score | ✔ | ✔ | ✔ |
| Kanban View (Stages) | ✔ | ✔ | ✔ |
| Activity History | ✔ | ✔ | ✔ |
| Client Relationship Level | ✔ | ✔ | ✔ |
| Sales Opportunity Management | — | ✔ | ✔ |
| Sales Objectives | — | ✔ | ✔ |
| Revenue Planning | ✔ | ✔ | ✔ |
| Quote Management | ✔ | ✔ | ✔ |
| Sharing Rules | ✔ | ✔ | ✔ |
| Sales Analysis (Reporting) | ✔ | ✔ | ✔ |
| Administrative Management | |||
| Task & Appointment Management | ✔ | ✔ | ✔ |
| Automated Appointment Booking | ✔ | ✔ | ✔ |
| File Import | — | ✔ | ✔ |
| Email Scheduling | — | ✔ | ✔ |
| Project Planning Engine | — | ✔ | ✔ |
| Timesheet Management | ✔ | ✔ | ✔ |
| Check-in & Check-out System | — | — | ✔ |
| Consultant Schedule Management | ✔ | ✔ | ✔ |
| Calendar Synchronization | ✔ | ✔ | ✔ |
| Consultant Management | ✔ | ✔ | ✔ |
| Document Management | ✔ | ✔ | ✔ |
| Evaluations & Questionnaires | 3 | Unlimited | Unlimited |
| Reporting & Analysis | ✔ | ✔ | ✔ |
| Document Management | |||
| Needs Analysis Summary | ✔ | ✔ | ✔ |
| Quotes & Sales Proposals | ✔ | ✔ | ✔ |
| Invoices | ✔ | ✔ | ✔ |
| Contracts | ✔ | ✔ | ✔ |
| Financial Management | |||
| Invoice Generation | ✔ | ✔ | ✔ |
| Payment Tracking | ✔ | ✔ | ✔ |
| Billing Methods | ✔ | ✔ | ✔ |
| Accounting Export | — | ✔ | ✔ |
| Expense Management | — | ✔ | ✔ |
| Funder Management | — | ✔ | ✔ |
| Funding Schedule | — | ✔ | ✔ |
| Financial Analysis | ✔ | ✔ | ✔ |
| Consulting Management | |||
| Project Management | ✔ | ✔ | ✔ |
| Timesheet Management | ✔ | ✔ | ✔ |
| Check-in & Check-out System | — | — | ✔ |
| Client Satisfaction | |||
| Pre-project Evaluation | — | ✔ | ✔ |
| Client Expectations Collection | — | ✔ | ✔ |
| Immediate Evaluation | ✔ | ✔ | ✔ |
| Complaints & Feedback | — | ✔ | ✔ |
| Project Quality Measurement | — | ✔ | ✔ |
| Integrations | |||
| WordPress | ✔ | ✔ | ✔ |
| Sendinblue | ✔ | ✔ | ✔ |
| Outlook | ✔ | ✔ | ✔ |
| Calendly | — | ✔ | ✔ |
| HelloSign | ✔ | ✔ | ✔ |
| Docusign | ✔ | ✔ | ✔ |
| Stripe | ✔ | ✔ | ✔ |
| Mailbox (IMAP) | — | — | ✔ |
| WooCommerce | — | — | ✔ |
| Reporting | |||
| Leads Generated per Month | ✔ | ✔ | ✔ |
| Revenue | ✔ | ✔ | ✔ |
| Conversion Rate | ✔ | ✔ | ✔ |
| ROI Rate | ✔ | ✔ | ✔ |
| Objective & Achievement Percentage | — | ✔ | ✔ |
| Ongoing Sales Proposals | ✔ | ✔ | ✔ |
| Satisfaction Rate | ✔ | ✔ | ✔ |
| Retention Rate | ✔ | ✔ | ✔ |
| Number of Projects Completed | ✔ | ✔ | ✔ |
| Total Hours Worked | ✔ | ✔ | ✔ |
| Financial Analysis | ✔ | ✔ | ✔ |
| Storage | |||
| Record Count Quota | 50K | 100K | 150K |
| Extra Data (100K) | €18 | €18 | €18 |
| Files (per user) | 100 MB | 200 MB | 300 MB |
| Extra Storage (1GB) | €23 | €23 | €23 |
| Customization | |||
| Objects | 10 | 30 | 50 |
| Tab Colors | ✔ | ✔ | ✔ |
| Page Layouts | 10 | 30 | 50 |
| Fields | 50 | 300 | Unlimited |
| Applications | 2 | 6 | 10 |
| Data Export | ✔ | ✔ | ✔ |
| Roles & Profiles | ✔ | ✔ | ✔ |
| Logo | ✔ | ✔ | ✔ |
| Profile Setup | ✔ | ✔ | ✔ |
| Customer Support | |||
| Email Support | 2 days | 2 days | 1 day |
| Dedicated Support Engineer | Premium Support Option | Premium Support Option | Premium Support Option |