Module / Functionality

Standard Version

Advanced Version

Companies / Contacts / Communications (Activities & Notes)

YES

YES

Graphical Diary

YES

YES

Integration to Word / Excel and email

YES

YES

Workflow, Multi-currency, Multi-lingual

YES

YES

Built-in Reporting and Report Editor for users

YES

YES

Dashboard Reports

YES

YES

Leads, Sales Opportunity Management, Quotes, Orders

YES

YES

Lead routing from website enquiry to Leads area

YES

YES

Full system administration, ability to fully configure, add new views, entities and integrations to external systems

YES

YES

Solo – (disconnected option for mobile synchronisation)

YES

YES

Marketing Lists, Mailers and email shots

YES

YES

Campaign Management, Multi- step campaigns

NO

YES

Outbound Calling – (High Volume Telemarketing)

NO

YES

Customer Care Cases / SLA’s / Knowledge Base

NO

YES

Web Self-Service Module – A toolkit licence to enable you to customise the integration with your website for customer self-service, partner collaboration or anonymous visitor information requests

NO

YES
(Incl.)

Combined CTI / PDA Licence - CTI (telephony switch integration – screen popping etc). The PDA element provides Wireless access using a PDA with Microsoft Windows Pocket PC. Available in min pack of 5 licences.

£300
per user

YES
(Incl.)

Advanced Email Marketing
This is separately available Add-on Module that you can purchase. Sophisticated tool integrated with the Campaign Management area to deliver HTML and Text email creation, tracking of results including distinct hits, bounce backs etc, configurable surveys and micro-site landing zones for specific promotions.

Requires you to have the Advanced Version in order to integrate to Campaign Management