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30-Day Free Trial
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Service Plan Features
Which edition is right for your business?
Large or small; conservative or ambitious — Relationals has a service plan that's right for your team. And with our no-risk service plans, no matter which you choose, you can expect a seamless upgrade to another level as your needs and business grow.
- Pro Edition — The choice CRM for small to mid-sized companies for taking a proactive approach to sales. The addition of lead-routing tools, world-class support, and highly adaptable customization makes this the choice for the sales team looking for a distinct advantage.
- Enterprise Edition — The complete CRM for managing and measuring the customer experience from marketing to sales to service. The Enterprise Edition means the best support available and unprecedented control over the Relationals platform.
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Add Delegated Administration for full-service support in maintaining and administering your daily and routine operations. For more information, download the datasheet. |
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Feature |
Pro |
Enterprise |
| Pricing |
$65/mo
per user |
$95/mo
per user |
| User Limit |
Unlimited |
Unlimited |
| Standard Training and Support |
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| Storage per user |
20 MB |
25 MB |
| Delegated Administration |
$ |
$ |
Sales Productivity Suite |
Pro |
Enterprise |
| Account Management |
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| Contact Management |
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| Opportunity Management |
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| Activity Management |
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| Personal Calendar and Task List |
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| Account and Contact Notes |
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| Outlook Integration |
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| Lotus Notes Integration |
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| Data Validation Scripting |
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| Revenue Schedule Management |
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| 360° Account View |
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| Single-Screen Call Logging |
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| Single-Screen Multi-Call Logging |
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| Custom Forecasting |
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| Contract and Renewal Management |
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| Relationals Mobile Service |
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| Product Catalog and Pricing |
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| Multiple Lead Owners |
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| Multiple Account Owners |
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| Territory Management |
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| Quota Management |
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| Sales Workflow |
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Marketing Productivity Suite |
Pro |
Enterprise |
| Email Templates |
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| Template Tracking |
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| Document Management |
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| Campaign Management |
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| Ad-Hoc List Targeting |
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| Automatic Lead Routing |
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| Web Lead Capture |
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| Integrated Email Campaigns |
$ |
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| Integrated Telesales Campaigns |
$ |
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| Automatic Follow-up Scheduling |
$ |
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| Integration with ExactTarget |
$ |
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| Multiple Lead Contacts |
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Customer Care Productivity Suite |
Pro |
Enterprise |
| Case Management |
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| Data Validation Scripting |
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| Document Management |
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| Auto-Queue and Assign Cases |
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| Case Escalation |
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| Case Notification |
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| History Trail |
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| Web Case Capture |
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| Self-Service Customer Portal |
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| Customer Knowledgebase |
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Reporting and Analytics |
Pro |
Enterprise |
| Standard Reports |
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| Report Customization |
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| Executive Dashboards |
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Customization Features |
Pro |
Enterprise |
| Drag-and-Drop Layouts |
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| Rename Labels |
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| Maximum Custom Objects |
Unlimited |
Unlimited |
| Maximum Custom Fields per Object |
Unlimited |
Unlimited |
| Custom Tabs |
Unlimited |
Unlimited |
| Custom Object History |
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| Data Validation Scripting |
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| Team/Role-Dependent Layouts |
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| Custom Object Sharing |
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| Multiple Custom Layouts |
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User Administration and Security |
Pro |
Enterprise |
| Role-Based Sharing Control |
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| Record-Level Security |
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| Field-Level Security |
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| Organizational Hierarchy |
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| Department Profile-Based Security |
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| Team Data Sharing |
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Business Process Automation |
Pro |
Enterprise |
| Lead and Case Routing Logic |
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| Workflow Automation Logic |
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| Multiple Business Processes |
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| Data Policies and Actions |
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| Mail-Merge-Style Print Templates |
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Business Data Integration |
Pro |
Enterprise |
| Business System Integration (API) |
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| Third-Party Business Directory |
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Import / Export On-Demand |
Pro |
Enterprise |
| Import / Export Utility Suite |
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| Duplicate Cleanse Import |
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| Weekly Data Export |
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$ - Available at additional charge
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