Pricing List for a CRM
Features CRM | Cost (USD) /1 month /1 user | Description |
I. THE BASIC FEATURES OF CRM | ||
1) The basic management of CRM – The 15GB of storage capacity – The guide to use online | 5 | Sales process – LeadCard, potential customers, contacts, sales opportunities, calls, meetings, notes, tasks, documents, sales activity summary reports, expense reports, detailed sales activities, decentralization of a basic model with 1 manager and many employees, basic reporting templates. |
II. THE OPTIONAL FEATURE ADD | ||
2) KPI Management | 2 | Setting KPIs for employees over time, report detailed KPIs. |
3) Order Management | 2 | Order information, order invoice printing, and order execution details. |
4) Financial, debt and profit Management | 3 | Receipts management and payments according to status, debt, and profits according to customers, opportunities, and inventory. |
5) Commission management | 2 | Manage debt by customers, sales opportunities, and orders. |
6) Automatically Divide Potential Customers to Employees | 2 | Automatically divide average leads by employees and campaigns set up. |
7) Salary, leave and overtime management | 4 | Manage salary records, salary parameters, commission salary, basic salary, leave, overtime salary, and employee payroll. |
8) EMail marketing management | 12 | Set up sample emails, send personalized messages to a series of customers, and see who has read them, how many times they have read them, and the date and time of readings. Maximum 50,000 emails / 1 month. Support customers to register for Amazon email, cost is calculated according to AWS customers provide SMTP for configuration. |
9) IP Call center VoIP management | 12 | Call directly on CRM software or the CRMCloud mobile app. Customers register the number and pay calls. |
10) Integrating Facebook Ads | 3 | Customers provide the token and Fanpage contact form ID for configuration. |
11) Integrating Zalo OA | 2 | Set up personalized and automated content sent via your business’s Zalo OA. Set up an automatic sending process for customers. For example: automatically send thanks when customers register for a service, and automatically send thank you content and details to customers when paying, …, these forms will register with Zalo. |
12) Integrating a website with WordPress | 2 | Provide an API to automatically push potential customer information from the website to CRM after customers register contact information on the web. Information includes: Name, email, mobile phone, description. Instruct customers on the code to integrate into the website. |
13. Integrating the mobile app of CRMCloud with other systems | FREE | Mobile app CRMCloud with basic features for both iOS and Android. |
13.1) Download the app on the App Store | Link CRMCloud | |
13.2) Download the app on the CH Play | Link CRMCloud | |
14) Applying the Admin2 feature to the company has many branches | 4 | Decentralization allows IT to create and delegate user rights without seeing customer data Organized multiple. |
15) User Administrative Decentralization | 5 | Branch decentralization at all levels: corporation, branch directors, team leaders, and employees. |
16) Automatically Divide Customers into Employees | 2 | Automatically divide average customers into employees who have already set up and configured. |
17) Automatically Divide Potential Customers (Lead) to Employees | 2 | Delegation of authority potential customer data to employees and only see your data. In some cases, the manager needs to share this lead for many members to see. The system automatically assigns this potential customer data to an established group of employees. |
18) Automatically Share Customers with Employees | 2 | Employees are authorized to see whose customer’s purchase data they see. In some cases, managers need to share this customer’s purchase so that many members can see it. The system automatically assigns this purchased customer data to an established group of employees. |
19) Statistics Customer Arise No Orders | 2 | Statistics of customers who do not generate orders by time: week, month, year, period. |
20) Take the image and check in on the mobile app of CRMCloud when meeting a customer | 2 | Employees meet customers using the mobile CRMCloud App to create meetings and take photos. The system automatically checks in at the location, date, and check-in time. |
21) Quote management | 2 | Management quotes information and exports quotes according to the PDF form. |
22) Contracts management | 3 | + Management contract information. + Management contract status. + Exporting the PDF file according to the contract form. |
23) Renting a dedicated domain | 3 | + Using a separate subdomain to run CRM (for example crm1.crmcloud.com). Using the domain of CRMCloud or customers can provide it themselves. + Using the customer’s brand logo when logging into the CRM system. |
24) Renting an SSL security certificate for the CRM domain. | 4 | + SSL security certificate to run private domain names in case customers rent private domain name packages. + Customers can equip themselves or LONGPHATCRM supports purchasing. |
25) Product management | 3 | + Management detailed product information: code, product name, unit, selling price, product description. + Management product images. + Management product dimensions (size). + Management packaging management (Packing) |
26) Management of warehouse import | 3 | + Manage warehouse receipt information: Import date, supplier, imported products, imported quantity, warehouse status, imported warehouse. + The system automatically increases the corresponding input quantity. |
27) Management release to warehouse | 3 | + Manage warehouse release information: Delivery date, customer, export product, exporting quantity, delivery status, export warehouse,… + The system automatically increases the output quantity accordingly. |
28) Management warehouse transfer | 3 | + Manage warehouse transfer information: transfer date, transferred products, transferred quantity, warehouse transfer status, from warehouse to warehouse. + The system automatically creates export tickets from the warehouse. + The system automatically creates receipts for the warehouse. + The system automatically increases the quantity imported to the transfer warehouse. + The system automatically increases the quantity shipped to the warehouse. |
29) Inventory Management | 3 | + General management of inventory by month: Product code, product name, month, year, inventory, beginning inventory, total quantity imported, total quantity exported, inventory at the end of the period, average import unit price. + Existing detailed management+ Manage average inventory price |
30) Overview report CRM | 3 | + This CRM data overview management report helps managers have a complete view of how data is used in the CRM. + Users can filter by time and by user. |
30) Overview report CRM | 3 | + This CRM data overview management report helps managers have a complete view of how data is used in the CRM. + Users can filter by time and by user. |
III. ADDITIONAL SERVICE | ||
31) Activation fee for the IP Call Center | Making calls within the CRM software with a one-time payment. | |
32) Support SIP number registration | FREE | + Configuration of numbers into the IP Call Center system with various network providers. + Customer support for selecting numbers and registering direct numbers with network providers (Customers sign contracts directly with network providers). |
33) Online training costs for users | 4000 | Online usage instruction for one session within a duration of 3 hours. |
34) Purchased additional storage | 20 | + In case the default storage package does not meet the storage needs of your business, you can purchase additional storage capacity. + 10GB per month + Minimum payment for 6 months |
35) Standardize and import old data from categories according to the CRMCloud template | 6000 | Support for standardization and import of existing data categories of modules: Products/Services, Leads, Customers, and Contacts based on CRMCloud templates. |
36) Service of adding and removing data fields + changing display labels | 3000 | Customization of stored information fields according to customer requirements is supported. |
37) User creation + User authorization according to the software’s default mechanism | FREE | + CRMCloud provides template import files and default permission settings for users, as well as documentation + Tutorial videos on user permission allocation according to the software’s default mechanism. |