The document compares the features of various CRM software products across categories like ease of use, sales force automation, data management, productivity, workflow, marketing automation, and target management. It lists whether each feature is available in the basic or premium versions of the different softwares using Yes, No, Add-On responses. There are over 50 products and 200 features compared in a large table spanning multiple pages.
The Unexpected Website Formulas of The Conversion Scientist™Brian Massey
Here are 18 unexpected formulas that you can put to use on your website for more sales, more leads and more subscribers. From the Amazon Marketing Best Seller "Your Customer Creation Equation" by Brian Massey
Avoiding Disaster: What a Successful Website Redesign Looks LikeBrian Massey
Brian Massey, founder of Conversion Sciences (www.ConversionSciences.com), discusses the perils of doing a website redesign and how to end up with a site that performs better in the end. We explore case studies of redesigns that have soared and those who have crashed. You’ll leave with practical advice on how to assess your existing site to decide if a redesign is even needed. This webinar was hosted by UserTesting.com.
The Unexpected Website Formulas of The Conversion Scientist™Brian Massey
Here are 18 unexpected formulas that you can put to use on your website for more sales, more leads and more subscribers. From the Amazon Marketing Best Seller "Your Customer Creation Equation" by Brian Massey
Avoiding Disaster: What a Successful Website Redesign Looks LikeBrian Massey
Brian Massey, founder of Conversion Sciences (www.ConversionSciences.com), discusses the perils of doing a website redesign and how to end up with a site that performs better in the end. We explore case studies of redesigns that have soared and those who have crashed. You’ll leave with practical advice on how to assess your existing site to decide if a redesign is even needed. This webinar was hosted by UserTesting.com.
Evolution of the Knowledge Broker: Trading Your Content For RevenueChristopher Ward
Evolution of the Knowledge Broker is a new look at documentation and the people who create it. Knowledge Brokers understand that Content is the most pivotal asset for a company's continued success
Web Design Diploma Level 3 - Adams AcademyAdams Academy
Web designers/developers are employed across all industry sectors from finance and retail to public organisations. They may be employed directly by IT consultancies, software houses, web design agencies or work in an organisation’s IT department. With so much demand it is no wonder that Web Designing is such a popular subject and you can learn it too with this Web Design Diploma Level 3.
See more: https://bit.ly/2Jap7ip
Need to make a BIG impact, in not a lot of time? Lucky for you, you can significantly improve your AdWords results in JUST 20 minutes per week and we'll show you how!
Join the webinar to learn:
-How just 20 minutes per week can positively affect your AdWords Performance
-Tips & Tricks perfect for even the busiest business owner
-5 actionable tips to turn "Oops," to "YES!" in AdWords
-Real examples so you can walk away and start implementing in your account today.
[Elite Camp 2016] Johnathan Dane - The PPC Thermometer - Why You Should Care ...CXL
Managing millions in PPC ad spend allows for some interesting results. Knowing which combination of PPC placements, offers, ads and more that work best, will help you get the right people into the right parts of your conversion funnel. Plateauing your PPC performance is a fairytale, and Johnathan will show you how to keep getting more and more ROI from your PPC efforts.
Opticon 2015-The Power of Empathy in Driving ConversionOptimizely
Featuring speakers from FunnyBizz, Elevated
Rachman Blake, Co-Founder, FunnyBizz
Keith Lovgren, Director of Conversion Rate Optimization, Elevated
Talia Wolf, CEO and Founder, Conversioner
Moderated by: Cara Harshman, Content Marketing Manager, Optimizely
Do your digital experiences convey your unique value proposition? What about creating customer delight with humor and wit? Learn how to cut through the noise and create meaningful audience connections that drive conversions.
The WWW world is huge and information available out there is all context based. The context is what we look for and what we search.
When it comes to “resumes” (people profile), the context varies based on the Skills, Experience, Qualifications, Summary of Achievements, Designations, Recommendation, Social Media Data.. etc.. the data available out there is a OCEAN.
I did this when I was working on a research product. I loved every tool that I used to create this. I really want to see these context with a database as a backend. I know Oracle is bought this company called "Inxight"
Your Help Desk evaluation is not complete until you checkout the
comparison between the different editions of ServiceDesk Plus and the price.
Here is a list prepared based on customer queries.
Which One Is The Best Work Management Tool - Quickscrum Or AsanaMrugesh_Panchal
The criteria for a work management tool are simple enough, the best tool is the one that fits perfectly with the needs of your project, helps you achieve your project goals effectively and does not reduce your budget.
Increase conversion by Andy CrestodinaAnton Shulke
we examine top mistakes made by web-pros when designing client websites, which factors hurt conversion, and what you can do to get better results.
Dive into visitor psychology, ideas that can significantly impact engagement, and watch Andy review sites submitted in real-time, based on his wealth of experience in content and design.
From Search to Transaction: How to Master the Customer ExperienceBotify
When it comes to purchases, two things are critical: driving visitors to your website and ensuring a positive experience once they’re there. In this joint webinar, Petra Kis-Herczegh, SEO Solutions Consultant at Botify is joined by Hamish Bones of customer experience optimisation experts, AB Tasty. Learn how to create the most relevant, optimised journey from discovery through to transaction.
Evolution of the Knowledge Broker: Trading Your Content For RevenueChristopher Ward
Evolution of the Knowledge Broker is a new look at documentation and the people who create it. Knowledge Brokers understand that Content is the most pivotal asset for a company's continued success
Web Design Diploma Level 3 - Adams AcademyAdams Academy
Web designers/developers are employed across all industry sectors from finance and retail to public organisations. They may be employed directly by IT consultancies, software houses, web design agencies or work in an organisation’s IT department. With so much demand it is no wonder that Web Designing is such a popular subject and you can learn it too with this Web Design Diploma Level 3.
See more: https://bit.ly/2Jap7ip
Need to make a BIG impact, in not a lot of time? Lucky for you, you can significantly improve your AdWords results in JUST 20 minutes per week and we'll show you how!
Join the webinar to learn:
-How just 20 minutes per week can positively affect your AdWords Performance
-Tips & Tricks perfect for even the busiest business owner
-5 actionable tips to turn "Oops," to "YES!" in AdWords
-Real examples so you can walk away and start implementing in your account today.
[Elite Camp 2016] Johnathan Dane - The PPC Thermometer - Why You Should Care ...CXL
Managing millions in PPC ad spend allows for some interesting results. Knowing which combination of PPC placements, offers, ads and more that work best, will help you get the right people into the right parts of your conversion funnel. Plateauing your PPC performance is a fairytale, and Johnathan will show you how to keep getting more and more ROI from your PPC efforts.
Opticon 2015-The Power of Empathy in Driving ConversionOptimizely
Featuring speakers from FunnyBizz, Elevated
Rachman Blake, Co-Founder, FunnyBizz
Keith Lovgren, Director of Conversion Rate Optimization, Elevated
Talia Wolf, CEO and Founder, Conversioner
Moderated by: Cara Harshman, Content Marketing Manager, Optimizely
Do your digital experiences convey your unique value proposition? What about creating customer delight with humor and wit? Learn how to cut through the noise and create meaningful audience connections that drive conversions.
The WWW world is huge and information available out there is all context based. The context is what we look for and what we search.
When it comes to “resumes” (people profile), the context varies based on the Skills, Experience, Qualifications, Summary of Achievements, Designations, Recommendation, Social Media Data.. etc.. the data available out there is a OCEAN.
I did this when I was working on a research product. I loved every tool that I used to create this. I really want to see these context with a database as a backend. I know Oracle is bought this company called "Inxight"
Your Help Desk evaluation is not complete until you checkout the
comparison between the different editions of ServiceDesk Plus and the price.
Here is a list prepared based on customer queries.
Which One Is The Best Work Management Tool - Quickscrum Or AsanaMrugesh_Panchal
The criteria for a work management tool are simple enough, the best tool is the one that fits perfectly with the needs of your project, helps you achieve your project goals effectively and does not reduce your budget.
Increase conversion by Andy CrestodinaAnton Shulke
we examine top mistakes made by web-pros when designing client websites, which factors hurt conversion, and what you can do to get better results.
Dive into visitor psychology, ideas that can significantly impact engagement, and watch Andy review sites submitted in real-time, based on his wealth of experience in content and design.
From Search to Transaction: How to Master the Customer ExperienceBotify
When it comes to purchases, two things are critical: driving visitors to your website and ensuring a positive experience once they’re there. In this joint webinar, Petra Kis-Herczegh, SEO Solutions Consultant at Botify is joined by Hamish Bones of customer experience optimisation experts, AB Tasty. Learn how to create the most relevant, optimised journey from discovery through to transaction.
Why Should You Care About Web AnalyticsPeter O'Neill
A presentation that was written for BarCampLondon5. It covers why web analytics benefits everyone in an organisation and how people should therefore work together to ensure all code is correctly implemented.
Dropp were pleased to be invited to talk to a group of new business start-ups about online advertising.
For all you that were kind enough to give your attention, the presentation is available here to download as a Power Point file.
Conversion Rate Optimisation: Making The Most of Your Website (Service Networ...Marty Hayes
Venture Stream's Digital Director, Marty Hayes, presented on one of their favourite topics, Conversion Rate Optimisation (CRO) as part of Service Network's events series.
Crafting an SEO Strategy That WORKS [Case Study]Ryan Stewart
Follow along as I review a recent client case study where we tackled complex business problems and translated them into a scalable SEO strategy that drove a 290% increase in organic traffic.
Similar to Salesforce vs zoho vs infusionsoft vs convergehub (20)
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
AI for Every Business: Unlocking Your Product's Universal Potential by VP of ...
Salesforce vs zoho vs infusionsoft vs convergehub
1. Category Nimble
Professional Premium Professional Enterprise Unlimited Performance Edition Standard Professional Enterprise CRM Plus Essential Basic Professional Sales Productivity Enterprise 360 Essentials Deluxe Complete Team Professional Enterprise Ultimate Business Edition
Ease of Use
Minimal key strokes / mouse-clicks Yes Yes NO NO NO NO Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes
Clean friendly UI Yes Yes NO NO NO NO Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes
Quick-Create Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
In-line Edits Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes NO
Mouse-hover menu in Listing page Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO Yes
Contact Sensitive Nav Help - every page Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes NO
In-Application Support Ticketing Yes Yes NO NO NO NO No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
In-Application User Guide Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
In-Application Videos Yes Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes
Sandbox sample data for practice Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Intuitive tab navigation - Less scrolling Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes
Multiple navigation paths to same feature Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO
Customizable Listing page Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Mass Action from Listing Page Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
MASS Update, Email, Transfer, Map View, Add to List Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Sales Force Automation
Integration
Email Integration Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Track Sent Email Status - Delivered/Bounce/Open Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Delivered, Bounced, Opened Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Resend email from History Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Auto-create Lead, Contact, Acccount from email Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO NO NO NO
Single Sign-on for CRM and Apps Yes Yes NO Yes Yes Yes NO Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes
Twitter Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Management
Account management Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Add / Remove Customer Relationship Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Opportunity Association Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
Define Relationships Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Contact management Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Add / Remove Customer Relationships Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Shared Contacts Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Group Segmentation Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Territory management Yes Yes NO Yes Yes Yes NO NO Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Leads Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Import Leads Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Export Leads Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Lead to Contact Conversion Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Lead to Account Conversion Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Opportunity Tracking Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Social Media Lead Capture Yes Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes NO NO NO Yes
Sales Team Management Yes Yes NO Yes Yes Yes NO NO NO NO NO NO Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes
Data Management
Automatic data capture Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO Yes
Web-to-lead capture Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Add-On
Bulk Data Import Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Products and Price books NO Yes Yes Yes Yes Yes NO Yes Yes Yes NO NO Yes Yes Yes NO Yes Yes Yes Yes Yes Yes NO
Duplicate Detection Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Merge Duplicates Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Employee Directory Yes Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Filtering Capability on Lists Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
List Building Capability Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Document Management Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Productivity
Activity Management Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Intelligent follow-up reminders Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Task and event tracking Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Task and events Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Task Assignment Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Workflow automation NO Yes NO Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes NO
Call Log, and Notes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
BCC Dropbox for email Yes Yes Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes
Last Contacted Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Search Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Advanced Find Search Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Tags Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Charts Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Easy to Locate Icons & Tabs Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Embedded Helps Yes Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO
Workflow
Workflow and approval automation NO Yes NO Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes NO
Workflow Rules NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes NO Yes Yes NO
Workflow Alerts NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes NO
Workflow Tasks NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes NO
Assignment Rules NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes NO
Webhooks NO Yes Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO NO NO Yes Yes Yes Yes Yes Yes NO
Approval Process NO Yes Yes Yes Yes Yes NO NO Yes Yes NO NO Yes Yes Yes NO NO NO NO NO Yes Yes NO
Workflow Field Updates NO Yes Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO NO NO Yes Yes Yes Yes Yes Yes NO
Time-based Actions NO Yes Yes Yes Yes Yes NO NO Yes Yes NO NO NO NO NO NO Yes Yes Yes NO NO NO NO
Case Escalation Rules NO Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes NO
Marketing Automation
Campaign Management
Sent-email notifications Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Campaigns Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Lists and Segmentation Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Landing Pages Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Campaign Dashboards Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Email Broadcast Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
ConvergeHub Comparitive Matrix
SugarCRMConvergeHub Salesforce Zoho Microsoft Dynamics InfusionSoft
2. Twitter Broadcast Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
SMS Broadcast NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes
Target Management
Import Targets NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Add to List NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Convert to Lead NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Marketing to Sales handover NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Lead Management
Lead Scoring Yes Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Add-On Add-On Add-On Yes
Lead Assignment Yes Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Import Leads Yes Yes Limits Limits Limits Limits Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Lead Capture Yes Yes Limits Limits Limits Limits Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Lead Nurturing NO Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On
Email Marketing
Drip Campaigns Yes Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Add-On
Unlimited Customizable Email Templates Yes Yes Yes Yes Yes Yes NO Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Add-On
Newsletter Management Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Add-On
Email Opt-out Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Auto-responders NO Yes Yes Yes Yes Yes NO NO Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes NO
Collaboration
Content Library
Share Link to Files Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Add-On
Internal / Team Collaboration Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Add-On
External Collaborators Yes Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Collaborator Access Level Yes Yes Add-On Add-On Add-On Add-On NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Add-On
Advanced Controls - Password, Expiration, Restriction Yes Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO Yes Yes Yes NO NO NO NO Yes Yes Yes Add-On
Versioning Yes Yes NO NO NO NO Yes Yes Yes Yes NO NO Yes Yes Yes NO NO NO NO Yes Yes Yes Add-On
Shared Calendar Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Company social network (Chatter/Feeds) Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes No No No No Yes Yes Yes NO
Groups for Team Collaboration Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Activity Streams Yes Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Partner Management
Manage Partners NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Refer Leads NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Refer Contacts NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Share Library Content NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Partner Portal NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Track Referrals by Partner NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
One-click conversion of Referrals to Leads or Contacts NO Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Relate Partners to Leads, Accounts, Deals, Contacts NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Automated email to related Partner NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Automated Notification to Partner NO Yes Add-On Add-On Add-On Add-On NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Customization
Customizable dashboards Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Customizable Homepage Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Multiple Dashboards on homepage Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Customizable reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Unlimited customizations NO Yes NO NO Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO
Write / Read Custom entity records Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO Yes
Page Layout NO Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Drag-drop Custom Layouts NO Yes NO NO NO NO Yes Yes Yes Yes NO NO Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Rename Tabs NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Custom Fields NO Yes Yes Yes Yes Yes Limits Limits Limits Limits NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Custom Dropdown values NO Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Custom Links NO Yes Yes Yes Yes Yes NO Yes Yes Yes NO NO Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Contextual Custom Related Lists NO Yes Yes Yes Yes Yes NO NO Yes Yes NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Sales Process
Create step by step Sales Processes NO Yes NO Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO
For Leads NO Yes NO Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO
For Deals NO Yes NO Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO
Multiple Phases for each Sales Process NO Yes NO Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO
Track Goals NO Yes NO Yes Yes Yes NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO NO NO NO
Goal Completion Percentage NO Yes NO Yes Yes Yes NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO NO NO NO
Track Activities NO Yes NO NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO NO NO NO
Activity Completion NO Yes NO NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO NO NO NO
Next Activity and due date NO Yes NO NO NO NO NO NO NO NO NO NO NO NO NO NO Yes Yes Yes NO NO NO NO
Associate Tools such as Checklist or Guides NO Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO Yes Yes Yes NO NO NO NO
Project Management
Manage Projects NO Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Milestones NO Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On NO NO Yes NO
Tasks NO Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Sub-tasks NO Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Time tracking NO Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Team Members NO Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Track Progress NO Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Project Calendar NO Yes Add-On Add-On Add-On Add-On Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes NO
Reporting
Customizable reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Predefined Reports Yes Yes Yes Yes Yes Yes Add-On Add-On Add-On Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Standard Dashboards Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Customizable Dashboards Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Matrix Reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Read Only Access Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO Yes Yes Yes Yes
Advanced reporting Yes Yes NO Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Sales Forecasting Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Schedule Reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Email scheduled Reports Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Customer Service
Phone Support Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Email Support Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Unlimited online training Yes Yes Add-On Add-On Yes Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Add-On Yes Yes Yes Yes
FAQS Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Case Management
3. Case management NO Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Web to Case Form NO Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes NO NO NO NO NO Yes Yes NO
Case Automation NO Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Auto-reply to Cases NO Yes Yes Yes Yes Yes NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Advanced Case Escalation NO Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Knowledge Mangement NO Yes Yes Yes Yes Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Inventory Management
Products NO Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes Add-On Add-On Add-On Add-On Add-On NO Yes Yes Yes Yes Yes Yes NO
Invoices NO Yes Add-On Add-On Add-On Add-On NO Yes Yes Yes NO NO Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Add-On
Security
Role permissions Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Hierarchal Role Permissions Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Advanced Password Management Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Data Sharing Rules Yes Yes Yes Yes Yes Yes NO NO Limits Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Groups Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Record level Audit logs Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO Yes Yes Yes No No Yes Yes Yes Yes Yes NO
User Login Logs Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Allowed IPs Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Manage Session Timeouts Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Restrict Invalid login attempts Yes Yes Yes Yes Yes Yes No No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Integrations - Option (Paid or Free)
DocuSign NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Customize Document NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Create custom Template NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Notification when signed NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Completed Document available NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
QuickBooks Online NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Bi-directional Sync NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes NO
Sync Customers NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Sync Products NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Sync Invoices NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
Sync Payments NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes
QuickBooks Offline NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Bi-directional Sync NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Sync Customers NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Sync Products NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO
Sync Invoices NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Sync Payments NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Click to Call NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
SMS NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
Fonality NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
Call Pop-up NO Yes Yes Yes Yes Yes NO NO NO NO NO NO NO NO NO Yes Yes Yes Yes NO NO NO NO
Click to Call NO Yes Yes Yes Yes Yes NO NO NO NO Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
Gotomeeting NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO NO NO NO
Microsoft Outlook NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Contacts NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Calendar NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NO
Email NO Yes Yes Yes Yes Yes NO Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
* All information based on what was publicly available as of March 2016. All names are the copyright of their respective owners.