! This article is only relevant if you have one of our older pricing plans GO, MOVE or BOOST. If you have one of our newer plans (SMART, GROW, FLOW) the distribution of the features is different. Find more information here.


CRM


Managing contacts & companies
✔️
✔️✔️
Segments
✔️
✔️✔️
Tags
✔️
✔️✔️
Mailing (+ integrations)
✔️
✔️✔️
Adding of files to and accessing files of contact & companies
✔️
✔️✔️
Limited CRM access✔️✔️
Limited deal access✔️✔️

Deals & Quotations


GO
Follow-up of deals✔️✔️✔️
Multiple sales pipelines

✔️
✔️
Deal phases ✔️✔️✔️
Deal forecast✔️✔️✔️
Create & send quotations✔️✔️✔️
Multiple quotations per deal✔️✔️✔️
CloudSign✔️✔️✔️
Quotation templates✔️✔️✔️
Scheduled actions (link a call, task or meeting) ✔️
✔️✔️
Quotations expiry & reminders 

✔️
✔️
Orders, order confirmations & delivery notes✔️✔️
Deal automation (follow-up actions)✔️✔️
Margin and markup on quotations✔️✔️

Calendar


GO
Dashboard✔️✔️✔️
Calls✔️✔️✔️
Tasks✔️✔️✔️
Meetings✔️✔️✔️
Calendar integrations✔️✔️✔️
Lead capture Booster✔️
✔️
✔️
Restrict calendar access
✔️
✔️
Coloured availability bars✔️

Projects


GO
Project management with phases✔️✔️
Budget management✔️✔️
Profit calculations✔️✔️
Project planning✔️

Invoices


GO
Make & send invoices✔️✔️✔️
Bulk actions on invoices✔️✔️✔️
Invoicecloud✔️✔️✔️
Multi-currency✔️✔️✔️
QR codes
✔️
✔️
✔️
Partial payments✔️✔️✔️
Advance invoices✔️✔️✔️
Adding of files to and accessing files of invoices✔️✔️✔️
Credit notes✔️✔️✔️
Invoice settings: thank you message, ledger accounts,...✔️✔️✔️
Send (manual) reminders✔️✔️✔️
Send (automatic) reminders✔️✔️
Subscriptions✔️✔️
Invoice unbilled time✔️✔️
Financial Forecast✔️

Work orders & shared inbox


GO
Work orders
✔️✔️
Shared inbox

✔️

Products


GO
Stock✔️✔️✔️
Pricelists
✔️✔️
Supplier
✔️✔️
Unit cost
✔️✔️

Time tracking


GO
Track time
✔️✔️
Weekly time tracking
✔️✔️
Prepaid billing

✔️
✔️

User management


GO
Adding, deactivating and deleting users✔️✔️✔️
Admin rights✔️✔️✔️
User rights✔️✔️✔️
Teams✔️✔️
Daily HR report ✔️
Individual HR report


✔️
Holiday management  ✔️
Closing days ✔️
Week schedule✔️
Lunch break✔️

Settings & General


GO
Import contacts/companies/products✔️✔️✔️
Export✔️✔️✔️
Global search✔️✔️✔️
Document templates✔️✔️✔️
Email templates✔️✔️✔️
Custom fields✔️✔️✔️
PO number✔️✔️✔️
Recycle bin✔️✔️✔️
Discounts✔️✔️✔️
Activity/Notes✔️✔️✔️
Insights✔️✔️✔️
Alternative email addresses
✔️✔️✔️
MFA
✔️
✔️
✔️
MFA enforcement


✔️
Multiple company entities✔️
Priority support via in-app chat✔️