NOTE: Purchase of onboarding services is required. Onboarding services start at $1595
Why are onboarding services required? The simple answer is without initial onboarding services, your chance of success with any CRM tool is significantly reduced. Many other CRM companies will tell you that no services are needed and unfortunately, by the time you realize you need onboarding help you are already committed to a term-based software subscription. We offer GetONBoard – fixed cost services packages to get you up and running quickly and affordably. GetONBoard services start at only $1595 and can be paid in 12 equal monthly payments.
User Licenses for Marketing, Sales, and Customer Service
Each user will need a license to use Power-CRM. For Marketing, Sales & Customer Service users, select a license
for each user based on the features and capabilities needed.
CONTACT MANAGEMENT
Light Users-
Account & Contact Management
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Activities
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Outlook & Mobile Apps
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Email Templates
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Basic Dashboards
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Document Management
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Standard Power-CRM integrations with Microsoft Teams, Word, Excel, OneDrive, OneNote, SharePoint, Power BI & Microsoft Forms
PRO SALES & CUSTOMER SERVICE
Marketing, Sales, Service-
Everything in Contact Management Plus:
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Sales Lead/Prospect Management
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Customer Account Management
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Opportunities & Forecasting
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Pre-built, Best-Practice Sales Processes
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Competitor Tracking & Analysis
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Email Templates
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Customer Service Case/Ticket Management
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Queues
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Customer Portal
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Library of Dashboards & Reports
PREMIUM
Includes InsideView Insights-
Min. 5 Users/Licenses Required
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Annual Subscription
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Everything in Pro plus:
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InsideView Insights Sales & Marketing Intelligence (a $150 per user/month value)
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Access the largest & most accurate B2B database right inside Power-CRM
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Tap into tens of millions of company and decision-maker profiles globally
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Verified Business Email & Phone Numbers
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One-click updating of existing Account & Contact records with over 80 data points
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Find and add new contacts to Accounts
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Build lists of target prospects with over 80 data points to filter on and add them to Power-CRM with 1-click
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Add prospects, customers, competitors and suppliers to watchlists and receive weekly updates to stay informed
ELITE
Advanced Telephony Integration-
Min. 5 Users/Licenses Required
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Annual Subscription
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Everything in Premium plus:
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Advanced Integration with Microsoft Teams Phone
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Record calls (individually or set to record all calls)
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Voice to text transcription
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Sentiment analysis
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Keyword tracking
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Analyze Calls by individual sellers or the sales team
Add User Licenses for the Project Management Module
License options for Project Team Members and Project Managers. Includes the required Power-CRM Contact Management/Pro user license.
Project Team Member
Users who are assigned project tasks-
Includes a Power-CRM Contact Management license
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Participate as a team member in projects
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View Projects
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Manage Project Tasks
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Team Member based Reports & Dashboards
Project Manager
Users who manage projects-
Includes a Power-CRM Pro license
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Everything in Project Team Member plus:
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Create Projects
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Assign Team Members
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Planning & Scheduling
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Manage Timelines & Budgets
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Approve/Reject Time Sheets
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Full Reports & Dashboards
Marketing Automation Application (per company)
The Marketing Automation application is licensed per company and pricing is based on the features needed.
Each marketing user requires a Pro or higher user license.
BASIC
Core Marketing Features-
Unlimited Contacts
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10,000 Emails Per Year Included
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Advanced Targeting
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Email Marketing
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Management of Unsubscribes & Bounces
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GDPR Compliance
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70+ Email Templates
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Spam Testing
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Campaign Performance Reporting
PRO
Step Up Your Marketing to the Next Level-
Everything in Basic plus:
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25,000 Emails Per Year Included
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Campaign Automation
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Integrated Web Forms
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Integrated Landing Pages
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SMS Marketing
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Lead (Prospect Contact) Scoring
PREMIUM
All the Marketing Automation Tools You Need-
Everything in Pro plus:
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50,000 Emails Per Year Included
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Predictive Email Sending
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Marketing Shared Inbox for Reply Management
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Subscription Management
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Event Registration Management
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Integration with Teams Live Events & Teams Webinars
Add Email Send Capacity (credits) to Any Subscription Level
For implementation services see our Onboarding Services packages/pricing
Optional & Add-On Solutions
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QuickBooks Integration $120 Per User/Year
Full Power-CRM QuickBooks integration. Annual subscription CLICK HERE FOR MORE INFO.
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Maplytics Advanced Mapping for Power-CRM $15 per user/year
Advanced mapping functionality for Power-CRM. Annual Subscription. Minimum 5 users required. CLICK HERE FOR MORE INFO
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Attach2 Power-CRM $50 per month for up to 25 users
Automatically moves document attachments to lower-cost storage (SharePoint, Dropbox or Azure Blob Storage
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Sandbox/Development Environment $40 per month
Non-production environment for testing/development
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Onboarding Services CLICK HERE
See our onboarding services
