Contact Management (CRM) - Pricing and Options

Feature Overview

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.

CRM Pricing

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:

  • Unlimited contacts and relationship links
  • Up to 10,000 contacts FREE
  • List builder
  • Company manager
  • Easy import/export
  • Automatic catastrophic daily database backup
  • More...

CRM Integration

The CRM automatically integrates into other Toolkit modules. The website tools, email, and other tools all work seamlessly with the contact management tools.

Imports

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.

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