| FREE (up to 10,000 records) | |
| Secure Online Access Anywhere | |
| Unlimited User Access | |
| Role-based Security | |
| Store Unlimited Contacts | |
| Track Customer Notes, Comments, and History | |
| Capture Website Leads | |
| Track ECommerce Sales | |
| Track Company Relationships | |
| Unlimited Attributes | |
| Relationship Connections | |
| CSV Import and Export | |
| Build Campaign Lists | |
| Integrates with Email Tool | |
| 3rd Party Integration | |
| Daily Data Backup | |
| Free Email Support |
Account creation takes less than two minutes. Once your account is created, you have full access to the CRM.
FREE is affordable! The CRM is central to our business tools. Most professionals and small businesses manage under 10,000 records.
| Record Count | Price |
| 1-10,000 | FREE |
| each additional 10,000 | $25 |
Access includes:
The CRM automatically integrates into other Toolkit modules. The website tools, email, and other tools all work seamlessly with the contact management tools.
Setting up your contacts should be easy. Our list import tool allows you to upload a CSV file and assign the column headers to the CRM fields. It can be done within minutes.