Clarizen
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Free Customer Support
- Two-way email integration
- Pipeline management
- Quotations
- Tasks, Events and Calendars
- Listing and Forecast Reporting
- User Permission Levels
- Customization
- API
- Integrated Marketing Module
- Web-to-Lead Forms
- Automated Campaigns
- GDPR & HIPAA Compliant
- Case Management Module
- Self-Service Support Hub
- In-product Help Drawers and Tutorials
- Accounting Software Integration
Pricing Info
Pricing Info
Free CRM
- Unlimited Contacts
- 100 Company Accounts
- 100MB Document Storage
- API Integration
- Contact Management
- Custom Reports
- Custom Settings
- Online ‘self-service’ Support Hub
- Sales Automation
- Email & Online Chat Support
Starter Plan – $17/user/month (billed annually), or $21/user monthly
- All Free CRM features
- Unlimited Contacts
- 1,000 Company Accounts
- 1GB Document Storage
- Two-way MailSync™
- Optional Marketing Modules
Professional Plan – $33/user/month (billed annually), or $43/user monthly
- All Starter Plan features
- Unlimited Contacts
- 5,000 Company Accounts
- 5GB Document Storage
- User Permission Levels
- Quotations
- Priority Technical Support
- Email, Chat & Phone Support
- Optional Marketing Modules
- Optional Service Desk Module
Enterprise Plan – $50/user/month (billed annually), or $64/user monthly
- All Professional Plan features above
- Unlimited Company Accounts
- Unlimited Contacts
- Unlimited Document Storage
- Advanced Custom Settings
- Advanced Reporting
- Dedicated Account Manager
- Free Online Team Training
- Top Priority Technical Support
- Optional Marketing Modules
- Optional Service Desk Module
- For 5 or more users, Marketing OR Service Desk module is FREE
- For 10 or more users, Marketing AND Service Desk modules are both FREE
Integrations
Integrations
- Own integrated Marketing module*
- Own integrated Service module* Xero Accounting Software
- Sage Business Cloud
- KashFlow
- OneLogin
- Microsoft Azure
* The Marketing module or Service module is included free with 5 or more users on the Enterprise plan. Or you can get both modules for free with 10 or more users.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
British Red Cross, Hello Scotland, Royal Academy, Publicis Blueprint
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Spotler CRM is a full suite sales, marketing, and customer support online CRM platform that is easy to use and works immediately. It has robust modules for pipeline management, contact management, and case management. This scalable CRM platform also has a built-in email marketing feature.
Company Email
Contact No.
Company's Address
Spotler CRM Comparisons
Popular Spotler CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Collaborative Planning
- Task Management
- Issue Tracking
- Project Portfolio Management
- Salesforce Integration
- Personal Calendars
- Billable & Non Billable Work Items
- Project Percentage Completion Reporting
- Real Time Team Updates
- Expenses
- Project Scheduling, Gantt Chart
- Time Tracking
- Budget Tracking
- Resource Management
- Mobile App for iPhone and Android
- Project Hierarchy
- Role & Assignment Per Project
- Templates
- Document Sharing
- Financial Indicators
- Version Control
- Document Management
- Risk Management
- File Sharing
- Scheduling
- Professional Services Management
- Issue Tracking
- Workforce Management
- Executive Dashboards
- Knowledge Management
- Methodology
- Template customization
- Multi-currency
- Multi-language
- Custom fields
- Data import/export to MS projects
Pricing Info
Clarizen offers a free 30-day trial to test out its features and offerings in your workflow. After the trial period, you may choose among these two options:
Enterprise Edition – By quote
- 150 Custom Fields
- 15 Rollup Summary Fields
- 10 Relation Summary
- 200 Business Rules
- 100 Custom Actions
- 15 Clarizen Panels
- 50 Scheduled Components (Reports, Dashboards, Workflows)
- 10 Global Mailboxes
- Unlimited Entry Specific Mailboxes
- 200 InterAct Rules
- 2000 Emails for Support Mailboxes per Day
- 1000 Emails to Global and Entity Mailboxes per Day
- 1 GB Storage per Paid Seat
Unlimited Edition – By quote
- 4000 Custom Fields
- 80 Rollup Summary Fields
- 15 Relation Summary
- 400 Business Rules
- 300 Custom Actions
- 100 Clarizen Panels
- Up to 120/day Scheduled Components (Reports, Dashboards, Workflows)
- 10 Global Mailboxes
- Unlimited Entry Specific Mailboxes
- 1000 InterAct Rules
- 7000 Emails for Support Mailboxes per Day
- 5000 Emails to Global and Entity Mailboxes per Day
- Unlimited Storage per Paid Seat
Aside from these varied thresholds, both options include the same features in their offerings. The pricing information is only available upon quote request to tailor solutions that fit with your organization’s needs. There are also 4 license types to choose from under categories such as Full, Team Member, Time & Expense, and Social.
Integrations
Clarizen provides numerous out-of-the-box integrations with a multitude of mission-critical systems/processes. The comprehensive list includes Microsoft Project, Excel, Outlook, Lotus Notes, Google Docs, Box.com, JIRA, Intacct, Team System (for engineering), TestStuff, Salesforce.com, iCal, iPhone, Android, Intuit Quickbooks, Browsers (toolbars and apps), and Mulesoft SSO tools (OneLogin, Okta, SiteMinder, ADFS, PingIdentity).
Additionally, Clarizen’s open API (supporting both REST and SOAP), and MuleSoft connector can be used to integrate with other ALM tools. The robust API and email engine allows fast integration to fit within and add value to existing enterprise ecosystems. Clarizen’s Apps Marketplace also provides additional apps and integrations for the different segments and use cases, and pre-built project request forms and automatic processes that can be used as Auto-assign task managers. Clarizen says it is continuously working on improving existing integrations as well as adding new ones.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mazda, Cisco, Disney, EA, Fed Ex, HP, Western Union, Zendesk
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A social collaboration and project management tool that improves team productivity. It facilitates efficient workflows, connecting social context with tasks and projects. Workflow automation also helps save time on administrative tasks and focus on high-value goals. Meanwhile, security features and user permissions minimize risks.
Company Email
sales@clarizen.com
Contact No.
Company's Address
2655 Campus Drive Suite 150
San Mateo, CA 94403
United States
Clarizen Comparisons
Popular Clarizen Alternatives
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