Monthly rates
A plan for each consulting firms
The most popular
Solo-preneur
The basic tool to help you get startedFeatures
- Marketing management
- Sales management
- Document management
- Task management
- Appointment management
- Reporting
Simple
Automate the management of your officeFeatures
- Time management
- Project management
- Support management
- Website synchronization.
-
-
Professional
Manage all the processes of your officeSimple +
- Client satisfaction
- Check in Check out
- Automatisations
- Financial management
-
Business
More features and firm supportProfessional +
- Synch with email
- Partner space
- More storage
- 5 hours of support
-
+49€ per additional user per month.
1 user free of charge
Per month for 2 users
+ 49 € /per additional user per month
Per month for 2 users
+75 € per additional user per month
Per month for 2 users
+ 99 € per additional user per month
Monthly rates
A plan for each consulting firms
The most popular
Solo-preneur
The basic tool to help you get startedFeatures
- Marketing management
- Sales management
- Document management
- Task management
- Appointment management
- Reporting
Simple
Automate the management of your officeFeatures
- Time management
- Project management
- Support management
- Website synchronization.
-
-
Professional
Manage all the processes of your officeSimple +
- Client satisfaction
- Check in Check out
- Automatisations
- Financial management
-
Business
More features and firm supportProfessional +
- Synch with email
- Partner space
- More storage
- 5 hours of support
-
+49€ per additional user per month.
1 user free of charge
Per month for 2 users
+ 49 € /per additional user per month
Per month for 2 users
+75 € per additional user per month
Per month for 2 users
+ 99 € per additional user per month
Professional service
Implementation
Guidance to help you succeed
Required starting from the Simple plan
Starting from 1980 €
Training
User and administrator training for the CRM
3 hours in total
399 €
Time-saving support
assistance
3 hours in total
107€ per hour
Development
Custom developments
3 hours in total
699 € per day
Extranet
Partner portal
9€ per partner per month
Professional service
Implementation
Guidance to help you succeed
Required starting from the Simple plan
Starting from 1980 €
Training
User and administrator training for the CRM
3 hours in total
399 €
Time-saving support
assistance
3 hours in total
107€ per hour
Development
Custom developments
3 hours in total
699 € per day
Extranet
Partner portal
9€ per partner per month
Compare the 4 offers
Solo-preneur
Simple
Professional
Business
Marketing management
| Customized Segmentations | ✔ | ✔ | ✔ | ✔ |
| Marketing campaigns follow-up | ✔ | ✔ | ✔ | ✔ |
| Campaign analysis | ✔ | ✔ | ✔ |
| Synchronization with Sendinblue | ✔ | ✔ | ✔ | ✔ |
Commercial management
| Contact forms | ✔ | ✔ | ✔ |
| Flow management | ✔ | ✔ | ✔ |
| Needs analysis assessment | ✔ | ✔ |
| Customized Segmentations | ✔ | ✔ | ✔ | ✔ |
| Access to all fields | ✔ | ✔ |
| Centralization of contacts | ✔ | ✔ | ✔ | ✔ |
| Lead score | ✔ | ✔ | ✔ | ✔ |
| Kanban view (Stages) | ✔ | ✔ | ✔ | ✔ |
| History of activities | ✔ | ✔ | ✔ | ✔ |
| Customer relationship level | ✔ | ✔ | ✔ |
| Business opportunity management | ✔ | ✔ |
| Business objectives | ✔ | ✔ |
| Income planning | ✔ | ✔ | ✔ |
| Quotation management | ✔ | ✔ | ✔ | ✔ |
| Sharing rules | ✔ | ✔ | ✔ |
| Business analysis (Reporting) | ✔ | ✔ | ✔ | ✔ |
Administrative management
| Management of tasks and appointments | ✔ | ✔ | ✔ | ✔ |
| Automation of the appointment process | ✔ | ✔ | ✔ |
| File importation | ✔ | ✔ |
| Scheduled email sending | ✔ | ✔ |
| Project scheduling engine | ✔ | ✔ |
| Time sheet management | ✔ | ✔ | ✔ |
| Check in and check out system | ✔ |
| Management of consultants’ schedules | ✔ | ✔ | ✔ |
| Calendar synchronization | ✔ | ✔ | ✔ |
| Management of consultants | ✔ | ✔ | ✔ | ✔ |
| Document management | ✔ | ✔ | ✔ | ✔ |
| Assessments and questionnaires | 3 | ∞ | ∞ |
| Reporting and analysis | ✔ | ✔ | ✔ | ✔ |
Document management
| Needs analysis report | ✔ | ✔ | ✔ |
| Quotations and business proposals | ✔ | ✔ | ✔ | ✔ |
| Invoices | ✔ | ✔ | ✔ | ✔ |
| Contracts | ✔ | ✔ | ✔ |
Financial management
| Invoice editing and generation | ✔ | ✔ | ✔ | ✔ |
| Follow-up on unpaid bills | ✔ | ✔ | ✔ | ✔ |
| Billing methods | ✔ | ✔ | ✔ | ✔ |
| Accounting export | ✔ | ✔ |
| Expense management | ✔ | ✔ |
| Funder management | ✔ | ✔ |
| Financing calendar | ✔ | ✔ |
| Financial analysis | ✔ | ✔ | ✔ |
Management consulting
| Project management | ✔ | ✔ | ✔ |
| Time sheet management | ✔ | ✔ | ✔ |
| Check-in and check-out system | ✔ |
Customer satisfaction
| Pre-project assessment | ✔ | ✔ |
| Gathering customer expectations | ✔ | ✔ |
| Real-time evaluation | ✔ | ✔ | ✔ |
| Complaints and feedback | ✔ | ✔ |
| Project quality measurement | ✔ | ✔ |
Integrations
| WordPress | ✔ | ✔ | ✔ |
| Sendinblue | ✔ | ✔ | ✔ | ✔ |
| Outlook | ✔ | ✔ | ✔ |
| Calendly | ✔ | ✔ |
| HelloSign | ✔ | ✔ | ✔ |
| Docusign | ✔ | ✔ | ✔ |
| Stripe | ✔ | ✔ | ✔ |
| Email inbox (IMAP) | ✔ |
| Woocommerce | ✔ |
Reporting
| Number of leads generated per month. | ✔ | ✔ | ✔ | ✔ |
| Revenue | ✔ | ✔ | ✔ | ✔ |
| Conversion rate | ✔ | ✔ | ✔ | ✔ |
| ROI rate | ✔ | ✔ | ✔ |
| Objective and percentage of achievement | ✔ | ✔ |
| Ongoing business proposals | ✔ | ✔ | ✔ |
| Satisfaction rate | ✔ | ✔ | ✔ |
| Retention rate | ✔ | ✔ | ✔ |
| Number of projects completed | ✔ | ✔ | ✔ |
| Number of hours completed | ✔ | ✔ | ✔ |
| Financial analysis | ✔ | ✔ | ✔ |
Storage
| Record quota | 50,000 /User | 50,000 /User | 100.000 /User | 150.000 /User |
| Additional data | 4€ per 100K segment | 4€ per 100K segment | 4€ per 100K segment |
| Files | 100 Mb/ User | 200 MB /User | 300 Mb /Utilisateur |
| Additional storage | 5€ / GB / month | 5€ / GB / month | 5€ / GB / month |
Customization
| Objects | 10 | 30 | 50 |
| Tab color | ✔ | ✔ | ✔ |
| Page templates | 10 | 30 | 50 |
| Fields | 50 | 300 | ∞ |
| Applications | 2 | 6 | 10 |
| Exporting data | ✔ | ✔ | ✔ | ✔ |
| Roles and profiles | ✔ | ✔ | ✔ |
| Logo | ✔ | ✔ | ✔ |
| Profile configuration | ✔ | ✔ | ✔ | ✔ |
Customer Support
| Support Email | 2 business days | 2 business days | 1 business day |
| Assigned Support Engineer | Option Support Premium | Option Support Premium | Option Support Premium |
To compare the offers, please open the same link on a computer.
