Smart pricing for growing businesses

Start your risk free 30 days free trial. Get full set of features with any plan you choose.

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Upgrade or downgrade plan at any time.

What you get.

Stacks of features built in to one fully integrated platform to help you run and grow your business.
  • Contacts
  • Unlimited contacts*
  • Email validation
  • Duplicate detection
  • Contact enrichment (transforms an email into a complete profile)
  • File storage and uploads
  • Unlimited file uploads*
  • Supports many file types including CAD, word, spreadsheet, powerpoint and PDF.
  • Built in file viewer and conversion
  • Supports device cameras
  • Connects to Google drive, Drop box and more
  • Upload files to projects or attach to documents
  • Integrated email and messaging
  • Built in message center
  • Send unlimited emails*
  • Unlimited inbound replies
  • Open, click, reply tracking
  • Duplicate detection
  • Built in attachments and file sharing
  • Automatically attach PDF coppies of documents
  • Live Chat
  • Works with Invoices, Proposals, Job Sheets, Shipping documents.
  • Chat notifications
  • Chat to email
  • File sharing
  • Works on mobile
  • Email Automation
  • Transactional email automation engine
  • Send single of multiple delayed emails
  • Stops on customer or agent action
  • Attach documnet PDF copy
  • Built in CTA (call-to-action) button
  • Automatic proposal follows
  • Automatic late payment reminders
  • Automatic job updates
  • Automatic shipping notifications
  • Automatic form submission welcome
  • Create, edit your own custom emails
  • Email annoucements (campaign)
  • Announcements, Marketing email engine
  • Custom branding set-up (colors and logo)
  • Automated sending to group, board members
  • Send customer announcements, promotions, coupons and seasonal mails
  • Tracks opens, clicks
  • Automated unsubscribes
  • Applications (Documents)
  • Inbound lead (CRM)
  • Quotations / Estimates
  • Proposals
  • Invoices
  • Credit Notes
  • Deposits
  • Sales Orders
  • Job, Production sheets
  • Inbound Shipping
  • Outbound Packing slips, shipping
  • Survey, Testimonials (Nett promoter)
  • Support Tickets
  • Documents
  • Multiple templates
  • Custom branding set-up (colors and logo)
  • Automatic Sales Tax
  • Multi-currency
  • Item level discounts
  • Coupon codes
  • Quick add items from product catalog
  • Live customer version (portal)
  • Built in Live Chat
  • File attachments and sharing
  • Automatic PDF creation
  • Automatic one click sending
  • Live tracking (received, opened, click)
  • Easy customer acceptance and decline of proposals and deals
  • Easy customer online payment (Stripe, Braintree account required)
  • Collect customer billing, shipping address
  • Works on mobile
  • Internal notes and comments
  • Automatically convert, copy documents with one click
  • Product catalog, price book
  • Unlimited Parts, products, services or shipping prices
  • Automatic Sales Tax
  • Add variants by mulitple size, color, weight etc
  • Product photos
  • Cost RRP based pricing and markups
  • Request quantity option
  • Coupon codes
  • Unlimited Coupon, discount codes
  • Set valid dates
  • Perecentage, amount off
  • Limit number of redeems
  • Easily distribute via email announcements

Not ready for a the free trial? Have questions?

Talk to our sales team and get the answers you need.
Get in touch at [email protected]
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