User Licenses for Marketing, Sales, and Customer Support
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.
CORE
Light Users-
Account & Contact Management
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Activities
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Outlook & Mobile Apps
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Basic Dashboards
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Document Management
PRO
Marketing, Sales, Service-
Everything in Core 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-
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-
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
Add licensing for the Project Management module to any Pro or higher level end user license to obtain
project management features. Requires a Pro or higher base user license.
Project Team Member
Users who are assigned project tasks-
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-
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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Email Marketing
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70+ Email Templates
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Automatic Unsubscribe Management
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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
PREMIUM
Advanced Telephony Integration-
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
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
