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
License options for Project Team Members and Project Managers. Includes the required Power-CRM Core/Pro user license.
Project Team Member
Users who are assigned project tasks-
Includes a Power-CRM Core 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
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
