Every Sale Begins with a Lead

Lead Entry & Tracking

Lead Data Import

Contacts Dashboard

Sales Dashboard

Site Survey Data Capture

Custom Data Entry Fields

Closing the Deal

Create System Configuration

Cost Estimates

Financial Analysis

Proposal & Sales Document Generation

Advanced Sales Reports

Taking Care of Business

Purchase Management

Supplier Catalog Access

Company-Defined Catalogs

Document Storage

Milestone Notifications, Tracking, & Assignments

Project Management Dashboard

Incentive Tracking & Management

Incentive Filing (CSI only)

Pricing (per user, per month)

1 user

Free

$89

$89

$139

2 users

N/A

$69

$69

$99

3-5 users

N/A

$49

$49

$69

6-10 users

N/A

$44

$44

$59

11-25 users

N/A

$39

$39

$49

26 users or more

N/A

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