Account & Contact Management
Activities
Outlook App
Mobile App
Basic Dashboards
Document Management*
Microsoft Excel Integration
Document Templates (Excel & Word)
Best for light users who don't need Marketing, Sales or Customer Service features
Everything in Core plus:
Sales
Leads/Prospects
Opportunities
Forecasting
Competitors
Power-Sales Processes
Sales Email Templates
Power-Sales Analysis - Full Library of Sales Reports & Dashboards**
Customer Service:
Cases/Tickets
Customer Service Email Templates
Queues
Service Level Agreements (SLA)
Best for Marketing, Sales & Customer Service users
Everything in Professional plus:
InsideView Insights Sales & Marketing Intelligence (a $150 per user/month value)
Access the largest & most accurate B2B database right inside Power-CRM
Tap into tens of millions of company and decision-maker profiles globally
Verified Business Email & Phone Numbers
One-click updating of existing Account & Contact records with over 80 data points
Find and add new contacts to Accounts
Build lists of target prospects with over 80 data points to filter on and add them to Power-CRM with 1-click
Add prospects, customers, competitors and suppliers to watchlists and receive weekly updates to stay informed
Best for Marketing & Sales users
Everything in Premium plus:
Advanced Integration with Microsoft Teams
Best for Marketing & Sales users
Full Power-CRM QuickBooks integration. Annual subscription CLICK HERE FOR MORE INFO.
Advanced mapping functionality for Power-CRM. Annual Subscription. Minimum 5 users required. CLICK HERE FOR MORE INFO
Automatically moves document attachments to lower-cost storage (SharePoint, Dropbox or Azure Blob Storage
Non-production environment for testing/development
See our onboarding services
Power-CRM is the Microsoft-powered CRM solution for small and medium-sized businesses (SMB). Get your teams working together on one platform for Marketing, Sales, Customer Service & Project Management.
Five Greentree Centre
525 Route 73 North
Suite 104
Marlton, NJ 08053
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