Know What Features You Get With Each Salesmost

Email marketing

Email template

Mass emailing

Email tracking

Email link to opportunities

Group SMS

SMS linked to opportunities

Social media marketing

Form

Lead scoring

Lead assignment

Lead conversion

Appointment scheduling

Schedule reminder

Campaigns

ROI analysis

Employee referral

Marketing channel

Engagement plan

Customer 360 management

Contacts and relationship

Opportunity stage and possibilities

Opportunity duplicate - checking

Kanban of opportunity stage

Configure donation types

Recurring donations

Donation & income management

Fundraising forecast

Contracts

Integrated with docusign

Receivable

Salesmost inbox

Estimates

Budget

Accounting

Expense reimbursement

Contracts Management

External Fees

Payment

Project plan

Project

Milestone

Project task

Timesheets

Project resource management

Gantt chart

Task Kanban

Personnel resource calendar

Multi-channel service cases

Call center

Live Chat

Service Portal

Service Level Agreement (SLA)

Agent productivity

Customer feedback

Service delivery

Events/Tasks/Log a call

Calendar

CCChat

Follow record

Feed tracking

5

Groups

Account/Opportunity group chat

Report templates

Custom report

Report subscription

Report export

Report generates chart

Object view generates chart

Percentage chart

Comparison chart

Trend chart

Map

Chart export

Dashboard for large screen

Custom applications

5

Custom menu

Customized homepage

Custom objects

5

Custom fields (per object)

20

Field tracking (per object)

5

Sharing rules (per object)

5

Custom buttons

Custom page layout

Record type (per object)

Page layout assignment

Master-detail entry

Dynamic layout rules

Customer list view

Multilingual workbench

Document library

Upload files (per file)

20MB

File version

Folder sharing

Free file storage/organization

512MB

Free file storage/user

512MB

Extra file storage

$45

Free data storage/organization

100, 000 records (500 MB)

Free data space/user

20MB

Extra data storage

$280/year/100MB

Import data (per time)

1000

Full data export

1 time/month

Custom roles

10

Profile

Control the IP and time of access to the system

Public group

Permission set

Queue

10

Territory management

Log of system key operations

Log of system key configurations

Microsoft exchange

Mailchimp email

QuickBooks

Dropbox

Vonage SMS

DocuSign E-contract

Twitter/Facebook/LinkedIn

Easemob IM customer service

AWS call center

WeChat/Alipay/PayPal/Visa

Custom components

Classes

Scheduled classes

Triggers

Times jobs

API interface