Economy
$
55
/ user /month
Recommended
Business
$
80
/ user /month
Enterprise
$
105
/ user /month
Economy
$55/user/ month
- iOS/Android/Tablet/iPad Compatible on Mobile/Desktop CRM + Ordering App
- Unlimited Sales Orders, Purchase Orders, Customers, Companies, Locations, Contacts, Deals, Credit Information
- Unlimited Units of Measurements, Batches, Custom Fields and Multiple Warehouses for Van Sales Apply Unlimited Price Levels / Lists
- Additional Admin / Desktop User Licenses with Security/Privacy Built-in
- CSV Data Import and Export
- QuickBooks Desktop/Online Integration and Migration Clients
Business
$80/user/month
- All Economy Plans included
- Mobile and Desktop CRM + Ordering App
- Complete CRM with Calendar Integration, Deal Pipeline, Task Management, Email and Phone Integration
- Unlimited Custom Fields and Tables
- Dashboard, Analytics and Custom Reporting
- Apply Trade Promotions
- Add Admin / Desktop User Licenses with Security/Privacy Built-in
- CRM / ERP / B2B eCommerce API Integrations/Migrations in Less Time
- Retail Merchandising Surveys and Survey Desktop Analytics"
Enterprise
$105/user /month
- Unlimited Support Plan
- All Economy Plans Included
- All Business Plans Included
- Route Tracking and Planning of Mobile Sales
- Back-order Management
- Manager Workflow Approvals
- Large Scale Customizations
- White labeling and Co-branding
Economy
Recommended
Business
Enterprise
Economy
$50/user/ month
- iOS/Android/Tablet/iPad Compatible on Mobile/Desktop CRM + Ordering App
- Unlimited Sales Orders, Purchase Orders, Customers, Companies, Locations, Contacts, Deals, Credit Information
- Unlimited Units of Measurements, Batches, Custom Fields and Multiple Warehouses for Van Sales Apply Unlimited Price Levels / Lists
- Additional Admin / Desktop User Licenses with Security/Privacy Built-in
- CSV Data Import and Export
- QuickBooks Desktop/Online Integration and Migration Clients
Business
$75/user/month
- All Economy Plans included
- Mobile and Desktop CRM + Ordering App
- Complete CRM with Calendar Integration, Deal Pipeline, Task Management, Email and Phone Integration
- Unlimited Custom Fields and Tables
- Dashboard, Analytics and Custom Reporting
- Apply Trade Promotions
- Add Admin / Desktop User Licenses with Security/Privacy Built-in
- CRM / ERP / B2B eCommerce API Integrations/Migrations in Less Time
- Retail Merchandising Surveys and Survey Desktop Analytics"
Enterprise
$100/user /month
- Unlimited Support Plan
- All Economy Plans Included
- All Business Plans Included
- Route Tracking and Planning of Mobile Sales
- Back-order Management
- Manager Workflow Approvals
- Large Scale Customizations
- White labeling and Co-branding
Economy | Business | Entereprise | |
POS style mobile ordering with filtering by Category, Sub-category and Brand | ✓ | ✓ | ✓ |
Unlimited SKU's/items, customers, orders | ✓ | ✓ | ✓ |
Units of Measure support | ✓ | ✓ | ✓ |
Price Lists/Price Levels support | ✓ | ✓ | ✓ |
Support All Transaction Types (Invoices/Estimates/Quotes/Sales Orders/Credit Memos/Returns) | ✓ | ✓ | ✓ |
Custom Catalog Support with Ability to Sequence Items/Categories in Any Order | ✓ | ✓ | ✓ |
Custom Fields Support with Custom Field Order Display | ✓ | ✓ | ✓ |
Past Purchase/Cost History per Item Data Support | ✓ | ✓ | ✓ |
Recommendation of Similar Items Support | ✓ | ✓ | ✓ |
Order History with Advanced Filtering (to pull A/R reports) | ✓ | ✓ | ✓ |
Edit and Reorder Past Orders Support | ✓ | ✓ | ✓ |
Generate Order PDF Ad-hoc | ✓ | ✓ | ✓ |
Send Email Confirmation to Customer/Head Office | ✓ | ✓ | ✓ |
SendEmail Confirmation to Customer on Order Status Change (e.g. On Delivery) | ✓ | ✓ | ✓ |
Real-time Inventory Visibility | ✓ | ✓ | ✓ |
Add Notes on Order and Line Items | ✓ | ✓ | ✓ |
Change Billing/Shipping Locations | ✓ | ✓ | ✓ |
Set Delivery Date, Payment Terms and more | ✓ | ✓ | ✓ |
Take Signature, Barcode Scan and Collect Images to Add to Order | ✓ | ✓ | ✓ |
Save Order to Draft | ✓ | ✓ | ✓ |
Collect Payments via Payment Gateway Support | ✓ | ✓ | ✓ |
Custom Tablet and iPad View | ✓ | ✓ | ✓ |
Fully Offline Mobile App | ✓ | ✓ | ✓ |
Multi-lingual and Multi-currency | ✓ | ✓ | ✓ |
Flag Warnings on Rule Violations in Cart | ✓ | ✓ | ✓ |
Submit for Workflow Approval | ✓ | ✓ | ✓ |
Submit for Workflow ApprovalWhitelabel Logos and Branding | ✓ | ✓ | ✓ |
Accounting | |||
Invoice Edit/Add/Delete Generation | ✓ | ✓ | ✓ |
Order Management | ✓ | ✓ | ✓ |
Financial Reporting including A/R, A/P, Balance Sheets, Chart of Accounts | ✓ | ✓ | ✓ |
Payments | ✓ | ✓ | ✓ |