Accounts

Free Trial

Projects

SSL

Storage

Domains

Free

£0

Free For 1 Admin & Additional User

No Minimums or Payment SIgn-Up

Any SharePortals Template

Up to 500 Records Per Record Type

Stage / Pipeline Management

1 Default Dashboard & Charts

Outlook App 

Online Support

Standard

£10

Monthly Per User

5 User Min, Annual Commitment

All in Basic Plus:

Unlimited Custom Record Types

Unlimited Records

Unlimited Dashboards

3rd Party Integrations

Basic Migration Assistance

Professional

£25

Monthly Per User

5 User Min, Annual Commitment

All in Standard Plus:

Migration & Implementation Support

Phone Support

Account Management

User Training

Office 365 Value-Add Training

Over 20 users? Contact us to discuss pricing tier options.



Core Features

Add New Records, e.g Contacts

Create Custom Records

Create Record Relationships

Custom Fields

Record Import

Record Export

Send Email

Import Email & Attachments

Manage Documents

Document Templates

Manage Tasks

Note / Call Log Management

System Templates e.g CRM

Mobile Access

Dashboard

System / Personal Dashboards

Chart Widget

List Widget

External Content Widget

Office 365 Calendar Widget

Tasks Widget

Security

Application Permissions

Record Permissions

User Groups

Users Per Group

Microsoft Single Sign On

Integrations

Mailchimp

Xero

Outlook Add-In

Contact Types

Create New Contacts

Manage Contacts

Search Contacts

Attach Files

Save Emails / Attachments

Create Related Record

Services

Online Support

Advisor Led Product Tour

Implementation Support

Migration Support

Phone Support

Office 365 Value-Add Training

Account Management

Value Add From Office 365

Storage

API Access

Power Automate Connectors

Power BI Reporting 

Data Retention Policies

Data Audit Searches

GDPR Dashboard 

Free

£0

Free For 2 Users


500

N

N

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y


1

Y

Y

Y

Y

Y


Y

Y

Y

Y

Y


N

N


1

Y

Y

Y

Y

Y

Y


Y

Y

N

N

N

N

N


1TB+

Y

400+

Y

Y

Y

Y

Standard

£10

Monthly Per User


30,000,000

2000

12

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y


Unlimited

Y

Y

Y

Y

Y


Y

Y

Y

Y

Y


Y

Y


2000

Y

Y

Y

Y

Y

Y


Y

Y

N

Basic

N

N

N


1TB+

Y

400+

Y

Y

Y

Y

Professional

£25

Monthly Per User


30,000,000

2000

12

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y


Unlimited

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y


Y

Y


2000

Y

Y

Y

Y

Y

Y


Y

Y

Y

Y

Y

Y

Y


1TB+

Y

400+

Y

Y

Y

Y