| $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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| $1.991 User Per Month | For individuals and creators - 10 GB Email storage
- Free yourcompany.co.site domain
- Rich webmail
- Android and iOS Apps
- Built-in Calendar and Contacts
- Third-party mail app (POP/IMAP)
- 1 custom Email template
- Multiple Neo account support
- Gmail account accessibility
- Email Aliases
- 1 External Email forwarder
- Anti-virus protection inbound / outbound
- Advanced Anti-spam
- Custom DKIM
- Unlimited Email Rules
- Vacation Responder
- Signature Builder
- Shareable Calendar
- 1 Contact Group
- One-click import of existing emails & contacts
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