Comparison of plans
Power | ||||
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Select your rate plan. | StartOrganize your first sales department and basic sales processes.
10
USD
month / user
| BaseScale your sales department with all the capabilities of CRM systems and sales applications.
20
USD
month / user
| PROEquip your salespeople with the iPad application and change customer meetings forever.
30
USD
month / user
| EnterpriseFull freedom. Use all Salesbook functions, order dedicated solutions and benefit from our personalized support. |
Number of users
| 5 | No limits | No limits | No limits |
Number of open sales threads
| 5000 | 100 000 | 100 000 | No limits |
Disk space
| 10 GB | 20 GB | 20 GB | 100 GB |
CRM system
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Application for the seller in a web browser
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Application for the seller on tablet (iPad)
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Number of free configurators in the package
| 0 | 1 | 1 | No limits |
Possibility of combining with other licenses
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| Connect with PRO licenses | Connect with BASE licenses | n/a |
Customers | ||||
Organizations
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Contact persons
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Customer records
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Customer management
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Customer reservations
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Reference clients |
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Marketing consents
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Customer location on the map
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Communication (SMS / E-mail)*
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Client deduplication
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Customer blacklist
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Offering | ||||
Generating offers based on the product catalog
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Possibility to adapt the appearance of offers to the client’s project**
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Margins and discounting
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Offer variants
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Possibility to send an offer based on the client’s files (PDF).
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Combining offers with sales threads
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Remote acceptance of the offer on the client’s side
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Contact widget on the offer page
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Agreements | ||||
Generating contracts
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Contract files
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Determining the order of signers (SMS)
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Status of contracts
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Status of contracts within funnels
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Signing contracts with your finger or stylus
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Contract template software by Salesbook**
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CRM | ||||
Sales funnels
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Thread flow management
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Notes, comments and attachments
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Thread priorities
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Communication automation (SMS / E-mail)*
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Individual fields
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Sales forecasts
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Thread deduplication
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Connecting threads
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Commissions
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Calendar and meetings | ||||
Scheduling meetings
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Summary of meetings
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View of planned, completed and unrealized meetings
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Suggest available users for a meeting
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Status of meetings
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Integration with external calendars (Microsoft)
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Leave management
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Working time records
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Tasks | ||||
To-do list
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Adding/removing tasks
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Assign tasks to yourself or other users
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Reminders (E-mail)
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Commenting on tasks
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Surveys | ||||
Adding/removing surveys
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View the survey
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Satisfaction survey
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Polls for threads, meetings and offers
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Recommendations | ||||
Adding a recommendation form
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Displaying the recommendation form
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Library | ||||
File repository management
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Central library
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Library according to organizational structure
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User library
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Product catalog | ||||
Product catalog management
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Standard price list of products
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Individual product price lists for users
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Placing orders
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Stock levels
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Discounts
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Sale
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Producers
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Distributors
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Communication | ||||
Sending SMS messages*
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Sending e-mail messages
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VOIP phone calls*
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SMS and email templates
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Integration with Microsoft external mail, Gmail and IMAP
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Push messages on your mobile device
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Report categories | ||||
Suggestions dashboard (Optimal sales paths)
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The value of sales
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Sales forecasts
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Meeting analytics
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Calendar activity and scheduling of meetings
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User actions
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Use of library resources
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Customers
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Recommendation analytics
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Offer effectiveness
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CRM process analytics
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KPI metrics
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Own reports**
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KPIs | ||||
Defining KPIs
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KPI preview
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KPI reports
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Users | ||||
Full profile details
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Groups and permissions
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Margins
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Location and availability
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Business card
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Security | ||||
2FA
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Defining password policy
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Management of permissions and roles
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User session encryption
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Limit the address by IP
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SSO login (Google / Office 365)
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Excluding the user from all tools
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Backup
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Other | ||||
User dashboards
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Global search engine
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Multilingualism (Polish, English, German, Czech, Ukrainian)
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Global system currency
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Possibility of installation on the infrastructure indicated by the customer**
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Possibility to create modules dedicated to customer needs**
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Service care | ||||
Standard
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Premium
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Onboarding VIP
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Service VIP
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* The customer covers the cost of sending SMS or telephone calls (prepaid).
** Additional work required, charged at an hourly rate.
*** Service paid additionally on a monthly or annual basis.