| $39.001 User Per Month | Basic CRM including: - Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
- Multiple Methods for Client Segmentation
- Account Management
- Compliant Note Entry and Archiving
- Activity, Custom Export, Mail Merge, and Note Templates
- Shareable, Customizable Calendaring
- Automated, Customizable Reports
- Customizable Database Lists
- Customizable Email Notifications and Dashboard Reminders
- Sales Pipeline Tracker
- Seminar/Event Management
- Mobile App
- Deep Industry Integrations
- Complimentary Database Conversions
- SSL Security
- Orion Client Portal
- Stress Test Risk Score
- Proposal Generation with New Account Opening
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Endpoint/Workstation Backup | $12.001 Endpoint Per Year | Windows, Linux, Mac - Disk Image and File level Backup & Recovery
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| Starting at $229.0050 GB Storage Space Per Year | Archive & Backup data for secure storage on the cloud at optimal costs. - Automated Archival & Back up.
- Automated Storage Management for cost optimization.
- Easy Search and Data Recovery
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