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Features and Costs

We appreciate that even though each InfinityCRM™ system is bespoke, potential clients appreciate knowing ball park figures before requesting to talk further. In recognition of this, this page shows a number of popular additions clients ask for with a rough cost of what this will result in. If you would like to discuss what features are right for your organisation, we'd be happy to talk it through with you.

Standard System
Feature	Included?	Summary
Client Management		Add and edit prospects/clients
Activity Management		Add and edit activities with deadlines
Daily Overview		Overview of current and outstanding activities
Task Prioritisation		Set importance of tasks
Task User Tag		See who has been dealing with clients and prospects
Client Overview		At-a-glance look at current clients and prospects
Client Reporting		View time spent on each client
Quick Search		Client and contact search facility
Secure Login		Individual login and password for users
Safe Data		All data securely backed up offsite with DRP plan
100MB		Enabling well over 100,000 records

How much will it cost? A standard InfinityCRM™ starts at Ł3,995+VAT. This includes hosting and maintenance for a year!

User Modules
Feature	Included?	Summary
User Permissions		Decide on level of access for individuals
Workflow Rules		Create workflow rules with triggers for individual clients
Contract Management		View expiry and set automated renewal reminders
Document Management		Upload important documents associated to clients and prospects

How much will it cost? Each extra module costs starts at Ł249+VAT. We apply discounts if multiple modules are chosen.

Reporting Modules
Feature	Included?	Summary
Performance Reports		View amount of current and outstanding projects
User Performance Reports		Monitor workload of users of the system
Usage Report		See how often processes are repeated
Sales Reports		View and compare revenue figures at any time
Custom Daily Overview		Change what is viewed on the main overview page

How much will it cost? Each extra module costs starts at Ł249+VAT. We apply discounts if multiple modules are chosen.

Marketing Modules
Feature	Included?	Summary
Email Templates		Add and edit prospects/clients
Reminder E-Mails		Allows you to send automatically generated reminder e-mails
Direct E-Mail		Send customised e-mails to one or many clients or prospects
E-Mail List Creation		Decide on e-mail recipients through filtering (e.g. client size)
Marketing Tracking		Allows you to see who reads the email