Function;Basic;Standart;Professional;Enterprise
Users — maximum number of employees working in the system;5;50;100;250
Drive — cloud storage for files linked to CRM (documents, emails, etc.);24 GB;100 GB;1,024 GB;3 TB
Leads — initial inquiries that start the customer journey;✘;✔;✔;✔
Deals — sales management: stages, amounts, statuses, forecasts;✔;✔;✔;✔
Contacts & Companies — directory of clients, partners, and organizations;✔;✔;✔;✔
Quotations — create and send quotes to customers from CRM;✘;✔;✔;✔
Invoices — issue and manage invoices directly from CRM;✔;✔;✔;✔
Convert leads to contact, company, deal — turn a lead into a full client and deal;✘;✔;✔;✔
Convert deals to quotation — auto-generate a quote from a deal;✘;✔;✔;✔
Convert deals to invoice — one-click invoice from a deal;✔;✔;✔;✔
Convert quotations to deal & invoice — quick handling of quote responses;✘;✔;✔;✔
Product catalog — items and services with prices and attributes;✔;✔;✔;✔
Catalog access permissions — restrict product access by roles;✘;✔;✔;✔
Services in catalog — add services alongside products;✔;✔;✔;✔
Sales tunnels — automatically move deals between pipelines;✔;✔;✔;✔
Custom fields — your own fields in client/deal cards, etc.;✔;✔;✔;✔
Required fields by stage — make fields mandatory depending on deal stage;✔;✔;✔;✔
Field visibility by role — show/hide fields for different employees;✘;✘;✔;✔
Contact Center — single place to connect channels (email, telephony, messengers);✔;✔;✔;✔
Telephony + call recording — IP telephony integration, record & store calls;✔;✔;✔;✔
Mail — send/receive emails linked to CRM;✔;✔;✔;✔
CRM forms — build web forms to capture leads from the site;✔;✔;✔;✔
Customer timeline — centralized history: calls, emails, tasks, deals;✔;✔;✔;✔
Multi-Activities — create several activities (calls, emails, tasks) at once;✔;✔;✔;✔
Tasks with co-assignees — assign multiple performers to a task;✘;✔;✔;✔
Video calls, Zoom — Zoom integration, start calls from CRM;✘;✔;✔;✔
Cold/warm calling — mass calling from CRM by script or manually;✔;✔;✔;✔
Comments & other activities — notes, meetings, reminders in CRM;✔;✔;✔;✔
CoPilot in CRM — AI assistance for cards, data entry, and wording;✔;✔;✔;✔
Sales scripts & AI speech analytics — transcription, analysis, and prompts;✔;✔;✔;✔
Call transcription & auto-fill — auto-analyze calls and fill CRM fields;✔;✔;✔;✔
CRM Documents — templates for contracts, acts, quotes with auto-fill;✔;✔;✔;✔
CRM Documents permissions — control who can view/edit documents;✔;✔;✔;✔
Push CRM — notifications about CRM events (new lead, comment, etc.);✔;✔;✔;✔
Free slots in CRM — auto-pick meeting/call time with a client;✔;✔;✔;✔
Custom pipeline stages — build unique stages for different funnels;✔;✔;✔;✔
Permissions to change pipeline stages — control who can move deal stages;✔;✔;✔;✔
Communication history (timeline) — full event log per client/deal;✔;✔;✔;✔
CRM Recycle Bin — deleted CRM entities with restore option;✔;✔;✔;✔
Restore from Recycle Bin — recover accidentally removed leads/deals, etc.;✔;✔;✔;✔
Recurring deals — auto-repeating deals (subscriptions, recurring services);✔;✔;✔;✔
Recurring invoices — automatically issue invoices on schedule;✘;✔;✔;✔
Smart details (auto-fill by tax/bank ID) — auto-complete company details;✔;✔;✔;✔
Duplicate check on creation — prevent duplicate clients, companies, deals;✔;✔;✔;✔
Duplicate control wizard — centralized tool to find & merge duplicates;✘;✔;✔;✔
Resource booking (service CRM) — book equipment, people, rooms in a deal;✔;✔;✔;✔
Zoom integration — auto-create meetings, keep links in CRM, bind to events;✘;✔;✔;✔
Google Map in Contact/Company address — show client address on the map;✔;✔;✔;✔
Google Map in custom field — embed a map in a custom field (e.g., location);✔;✔;✔;✔
Visit tracker (meeting audio note) — record and store offline meetings;✘;✔;✔;✔
Observers in deal — add employees to watch deal progress;✘;✔;✔;✔
In-card chat — built-in messenger inside a specific lead/deal;✘;✔;✔;✔
CRM form templates — quickly build forms with pre-sets and auto-fill;✘;✔;✔;✔
Employee access log in CRM — who viewed/changed a card and when;✘;✔;✔;✔
CRM analytics — ready reports and charts by funnels, deals, clients, efficiency;✔;✔;✔;✔
Sales automation — robots for stage changes, auto emails, tasks, etc.;✔;✔;✔;✔
Robots & triggers — automatic actions on conditions: incoming email, stage, due date;✔;✔;✔;✔
Business Processes — advanced automation with blocks and branching;✘;✘;✔;✔
Smart Processes — create custom entities (bookings, repairs, tenders) with flexible fields/stages;✘;✘;✔;✔
Visual robots editor — drag-and-drop interface to build/edit robots;✘;✘;✔;✔
Smart scenarios — ready-made automated flows for deals, contacts, leads;✔;✔;✔;✔
Robots debugger in CRM deals — track and debug robot execution step-by-step;✔;✔;✔;✔
CRM Payments & Delivery — built-in payment and delivery in deals (e-shop link);✔;✔;✔;✔
Inventory management — stock, reserve, receipt, and shipment in CRM;✔;✔;✔;✔
Warehouses — directory of warehouses for allocation and accounting;✘;✘;✘;✘
CRM integration (inventory) — link stock control with deal/order/product cards;✔;✔;✔;✔
Write-off methods (FIFO & Average) — choose cost accounting method;✔;✔;✔;✔
Gross profit & profitability report — analyze margin by deals and products;✔;✔;✔;✔
Inventory permissions — rights for transfers, write-offs, warehouse access;✘;✔;✔;✔
Role-based permissions in CRM — configure access by roles and business logic;✔;✔;✔;✔
Data import/export & integrations — universal data exchange mechanisms;✘;✘;✘;✘
Import data from .csv — load from Excel/other CRMs in CSV;✔;✔;✔;✔
Migration from other CRMs — transfer clients, deals, and history;✔;✔;✔;✔
Import contacts from vCard, CSV, Gmail, Outlook, etc.;✔;✔;✔;✔
Export contacts to CSV, Excel, Outlook — download your client base;✔;✔;✔;✔