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Product Comparison Guide

The following table details the three available products and the features included with each of the separate versions of ClearCRM.




General Features

Professional

Workgroup

Enterprise

Appointment Calendar
Account Management
Contact Management
Task Management
Issue Management
Lead Management
Globally Accessibile in Web Browser
Appointment Calendar
Task Calendar
Group Calendar
 


Business Process Management

Professional

Workgroup

Enterprise

Workflow Automation
Workflow Customization
Configurable Steps
Configurable Business Rules
Supports Your Business Process


Lead Management

Professional

Workgroup

Enterprise

Territory Management
Import Leads From Email
 
 
Import Leads from XML POST
 
Import Leads From Files
 
Assign Leads by Territory
Assign Leads Round-Robin
Assign Leads by Value
Assign Leads with Business Rule
Custom Quotes
 
 
Website Statistics Analysis
 
 
Automated Lead Distribution
Automated Lead Capture
Auto Response Email
 
 


Campaign Management

Professional

Workgroup

Enterprise

Email Marketing
 
Marketing Analytics
 
 
Email Campaigns
 
 
Mail Merge Lists
 
Google Campaigns
 
 
Yahoo/Overture Campaigns
 
 
Generates Mailing Lists
 


Sales Management

Professional

Workgroup

Enterprise

Sales Management
Opportunity Management
Customizable Leads Process
Customizable Sales Process
Customizable Opportunity Process
Activity Management
Sales & Marketing Collateral
 
Sales Analytics
 
 
Global Forecasting
 
 


Resources

Professional

Workgroup

Enterprise

Resource Management
Document Management
Asset Management
 
 
Contract Management
 
 


Products

Professional

Workgroup

Enterprise

Product Catalog
 
 
Product Knowledge
 
Product Information
 


Reporting and Analytics

Professional

Workgroup

Enterprise

Packaged Reports
Custom Reporting
Analytics and Forecasting
 
 
Excel Reports
Forecast Reports
 
 
KnowledgeBase
 
 
Dashboards
 
 


SMTP/POP3 Mail Server

Professional

Workgroup

Enterprise

Internal Email Accounts
 
 
Search Saved Email
 
Archive Email
 
 


Database Management

Professional

Workgroup

Enterprise

Stores Data in Your Database
Customizeable Fields
Unlimited Fields
Import
Export
 
 


User Communications

Professional

Workgroup

Enterprise

Instant Messenging
 
 
Notifications
Alerts
 
Sends and Receives Email


Synchronizations

Professional

Workgroup

Enterprise

Synchronizes Microsoft Outlook
 
Synchronizes Mobile Devices
 
 
Sync4J Connector
 
 
Synchronizes External Databases
 


Enterprise Integration

Professional

Workgroup

Enterprise

Partner Portal Toolkit
 
 
Web Services API
 
 
XML API
 
 
SOAP API
 
 
Connects to QuickBooks
 
 
Connects to External Databases
 
Connects to External Applications
 
Synchronizes Outlook
 


Customize User Interface

Professional

Workgroup

Enterprise

Customizeable HTML Templates
User Selectable Schemes
 
User Selectable Skins
 
Modify Labels, Names, Logos ...


Security

Professional

Workgroup

Enterprise

User Passwords
Group Controls
User and Group Permissions


Customer Support

Professional

Workgroup

Enterprise

Customer Creates Issues
 
Customer Creates Tasks
 
Customer Support Tickets
 
Automated Ticket Assignment
 
 



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