AquaCRM VERSION COMPARISON

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1 AquaCRM VERSION COMPARISON AquaCRM 2015, released October 1, 2014, includes many new features and enhancements designed to deliver increased flexibility, intelligence, and security. Sales ( 300 Baht/User ) ( 700 Baht/User ) ( ) Sales Force Automation Lead Management Activity Tracking & History Approval Management Contacts Management Organization Management d Sales Process Document and Integrated Content library Lead Capture Web to Lead Capture Opportunity tracking Sales Opportunity Monitoring & Alert Sales Forecasting Sales Target & Goal Sales Team Management Real Time Partner collaboration 1

2 Marketing Automation ( ) Campaign Management System Mass s Opt-Out Subscription Management Campaign Dashboard SMS Marketing Campaign Balance Score Card Campaign Calculation Actual vs Expected System ROI Calculated drive Campaign Business Intelligence ( ) Web Reports Drill Down Reports Slice and Dice Charting Reports Pre-built Excel Reports Templates Customizable Reports Dashboards Schedule Reports Access Level System on Reporting Engine 2

3 Business Productivity ( ) Add Custom Fields Customizable Mandatory Fields Customizable dashboard / Setting for each user Multi-User Calendar Document Management Customer and Prospect Action Plans Data Import / Export (Secured Users) Workflow Management ( ) Workflow Alerts Workflow Tasks, s & SMS Field Updates Web hooks Time-based Actions Assignment Rules 3

4 Customization & Architecture ( ) Read/Write Access Settings Field Level Security Role Based Security Groups Assignment Notification Calculated Fields Configure Tabs Convert Leads Form Custom Fields Dependent Dropdowns Drag and Drop Custom layouts Data Management and Backup System ( ) Data Import & Export Secured Relational Database Backup Multi Instance Database Access Control Profiles Groups 4

5 Data Management and Backup System ( ) Roles Field Level Security Data Sharing Rules Private & Public Sharing Rules Public Read, Write & Delete Audit Logs Login History Security ( ) Amazon EC2 Cloud System Secure Socket Layer (SSL) Protection AquaCRM Premium Service ( ) Support Phone Support Live Chat Support On site Support 5

6 Customer Service ( Contact Us ) Customer Service Case Management Customer Service Cases, Billing, Queue Reports d Case Escalation and Notification Automatic Case Creation via Incoming Automatic Case Monitoring & Alerts Case Escalation and Queuing Customer Self Service Portal Customer Support Management Knowledge base for Storing Common Cases and Resolution F.A.Q System Mobile CRM ( ) Mobile Access for Tablets Mobile Access for smart phones Automatic Login Option Quick Search d Company App (Android & ios) Click To Call / Create, Edit or Delete Records Geo Location Tracking Sales team location tracking and analysis 6

7 Integration (Connectore & Plug-ins) Google Map ( ) MailChimp Marketing Twillo SMS Marketing CORPORATE HEADQUARTERS INTERNATIONAL OFFICES AquaOrange Software (Thailand) All Rights Reserved. Thailand 1 The Empire Tower, Sathorn Road, Yannawa, River Wing, Bangkok 10120, Thailand Sales AquaOrange Software(India) Hiranandani House, Saraswat Lane, Santacruz (W), Mumbai , India Main India Development Center AquaOrange Software Level 8, Unit No. 801, Tower 8, Magarpatta City SEZ, Magarpatta City, Hadapsar, Pune , India Main

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