Package
Each RMA seat is US$170/mo and adds 20 new cases per month — add seats when you need more agents, or more case capacity. Support staff seats are free and unlimited, but do not add case capacity.
Plan capacity and features
Capacity
- RMA seats
- 1 seat
- New cases per month
- Up to 20
- Cases
- Unlimited
- Contacts
- Unlimited
- Organisations
- Unlimited
- Leads
- Unlimited
- Support staff seats
- Unlimited
- Document review workflows
- Unlimited
- Document storage
- 100 GB
Included features
- Full CRM
- Included
- Service agreement template and editor
- Included
- Outgoing email integration
- Included
- Automated branded emails
- Included
- Client questionnaires
- Included
- Immi forms and automatic fill
- Included
- Client portal and letter branding
- Included
- Collaboration tools and system of work
- Included
- Backup to your own storage Google Drive or OneDrive
- Included
- Invoice management and Xero integration
- Included