GENTY SOLUTIONS CRM PRICE SHEET 2019
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STANDARDPROFESSIONALENTERPRISE
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Billed Annually$15/user/month$23/user/month$38/user/month
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Billed Monthly$21/user$33/user$48/user
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SALES FORCE AUTOMATION
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LeadsYesYesYes
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ContactsYesYesYes
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AccountsYesYesYes
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DealsYesYesYes
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Tasks, events, call log, and notesYesYesYes
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CRM viewsYesYesYes
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Sales forecastingYesYesYes
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BCC dropbox for emailYesYesYes
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Email insightsYesYesYes
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Macros-YesYes
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Multiple currencies--Yes
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Contextual custom related lists--Yes
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SalesSignals-YesYes
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Advanced filtersYesYesYes
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Scoring rules10 fields/module20 fields/module30 fields/module
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RemindersYesYesYes
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Email parser--Yes
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Email Association with Deals-YesYes
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PRODUCT CUSTOMIZATION
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Page customizationYesYesYes
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Rename tabsYesYesYes
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Custom fields10 fields/module155 fields/module (Note: Activities module has only 140 fields)310 fields/module (Note: Activities module has only 230 fields)
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Picklist history tracking--Yes
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Custom links-10/module10/module
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Web tabs--25
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Custom modules--50 modules
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Custom buttons--50/module
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Sandbox--Yes
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Page layouts--3/module
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Canvas view--3 views/module/org. with every user license
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Layout Rules--10/layout
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Validation Rules-5 rules/layout10 rules/layout
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Subforms--2/module
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Translations--Yes
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Reporting Hierarchy--Yes
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Multi-select Lookup--2/module
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Unique fields2 fields/module2 fields/module2 fields/module
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Custom list views50/moduleUnlimitedUnlimited
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Tab groups10 groups10 groups25 groups
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WORKFLOW MANAGEMENT
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Workflow rules6 rules/module20 rules/module50 rules/module
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5 conditions/rule5 conditions/rule10 conditions/rule
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Email Notification5 emails/rule5 emails/rule5 emails/rule
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100 emails/ User License200 emails/ User License300 emails/ User License
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5000 emails/ Day5000 emails/ Day5000 emails/ Day
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Task Action5/action5/action5/action
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Field update Action-3 updates/action3 updates/action
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Webhook Action-1/action1/action
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10000 calls/day or 100 calls/user license/day20000 calls/day or 500 calls/user license/day
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Limit applicable for the org. (whichever is lower)Limit applicable for the org. (whichever is lower)
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Convert ActionYesYesYes
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Functions--1 Instant Action and 5 Scheduled Actions per Rule
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Scheduled Actions--5/workflow rule
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Approval process--Yes
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Assignment rules-20 rules & 20 rule entries20 rules & 50 rule entries
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Schedules--Yes
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Case escalation rules--Yes
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PROCESS MANAGEMENT
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Active Blueprints-320
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Common Transition per Blueprint-25
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Transition per Blueprint-10100
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Field count during Transition-410
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ARTIFICIAL INTELLIGENCE (ZIA)
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Lead Conversion Prediction--Yes
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Deal Closure Prediction--Yes
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Data Enrichment--Paid Extension
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Zia Voice--Yes
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Zia Reminder--Yes
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Best time to contact--Yes
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Macro suggestion--Yes
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Zia Intelligence for Automation--Yes
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REPORTS
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Standard reportsYesYesYes
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Custom reports100UnlimitedUnlimited
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Schedule reports20 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.
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ANALYTICS
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ChartsYesYesYes
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KPIYesYesYes
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Funnels--Yes
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Target Meter--Yes
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Comparator--Yes
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Anomaly Detectors (Powered by Zia)--10 trends
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Standard dashboardsYesYesYes
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Custom dashboards10 DashboardsUnlimitedUnlimited
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SOCIAL
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Enrich data with Twitter profileYesYesYes
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Enrich data with Facebook profileYesYesYes
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Social tab1 Brand1 Brand2 Brands
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Automated Lead Generation from social mediaYesYesYes
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Social interaction with leads/contactsYesYesYes
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Social LiteYesYesYes
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MARKETING AUTOMATION
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Email templates100UnlimitedUnlimited
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Email opt-outYesYesYes
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Website visitor trackingYesYesYes
100
Mass email250 emails/day500 emails/day1000 emails/day
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