Compare plan features
All plans include the same core CRM functionality. Plans mainly differ by user limits and document storage for uploaded files.
Note: Storage applies to uploaded documents/images only. CRM records are not limited by storage usage.
What’s included
The table below lists typical CRM features across plans. If you need a bespoke setup or higher limits, contact us.
| Feature | Solo | Team 5 | Team 20 | Team 50 |
|---|---|---|---|---|
| Plan limits | ||||
| User Logins included | 1 | Up to 5 | Up to 20 | Up to 50 |
| Document storage Uploaded files only (docs/images) |
1 GB | 5 GB | 10 GB | 25 GB |
| Core CRM | ||||
| Accounts / organisations | ✓ | ✓ | ✓ | ✓ |
| Contacts & linked people | ✓ | ✓ | ✓ | ✓ |
| Sites / locations | ✓ | ✓ | ✓ | ✓ |
| Parent / child relationships (e.g. group, trust, multi-site) |
✓ | ✓ | ✓ | ✓ |
| Sales & pipeline | ||||
| Leads management | ✓ | ✓ | ✓ | ✓ |
| Opportunities / deals | ✓ | ✓ | ✓ | ✓ |
| Pipeline stages | ✓ | ✓ | ✓ | ✓ |
| Activity & visits | ||||
| Notes & activity timeline | ✓ | ✓ | ✓ | ✓ |
| Visit / meeting logging | ✓ | ✓ | ✓ | ✓ |
| Tasks / follow-ups | ✓ | ✓ | ✓ | ✓ |
| Calendars | ||||
| Global company calendar | ✓ | ✓ | ✓ | ✓ |
| Personal calendar per staff member | ✓ | ✓ | ✓ | ✓ |
| Calendar views Monthly, weekly, daily, agenda |
✓ | ✓ | ✓ | ✓ |
| Sharing & delegation Share your personal calendar with other staff |
✓ | ✓ | ✓ | ✓ |
| Event reminders & notifications Create events and receive CRM notifications at a chosen time before they are due |
✓ | ✓ | ✓ | ✓ |
| Assets | ||||
| Assets / equipment linked to accounts | ✓ | ✓ | ✓ | ✓ |
| Asset notes / history | ✓ | ✓ | ✓ | ✓ |
| Data & files | ||||
| File uploads (documents & images) | ✓ | ✓ | ✓ | ✓ |
| Import from CSV / Excel | ✓ | ✓ | ✓ | ✓ |
| Reporting | ||||
| Standard reports | ✓ | ✓ | ✓ | ✓ |
| Activity reporting | ✓ | ✓ | ✓ | ✓ |
| Custom reports Custom reports can be created on request |
✓ | ✓ | ✓ | ✓ |
| Security & access | ||||
| User roles & permissions | ✓ | ✓ | ✓ | ✓ |
| Secure login | ✓ | ✓ | ✓ | ✓ |
| Support | ||||
| Email support | ✓ | ✓ | ✓ | ✓ |
Storage applies to uploaded documents/images only. CRM records are not limited by storage usage.