Starter
5 users · 500 customers · 200 invoices
CRM and accounting for a small company workspace.
Switching
Setup is create the company, pick the country, choose Starter, Professional, Business or Enterprise, then invite users. There is no separate migration project in the product.
Name the company and pick the country environment. That sets tax labels for the workspace.
Starter, Professional, Business or Enterprise. The trial is 14 days and the limits apply immediately.
Assign roles. People only see modules the package includes.
Keep it separate from each person's interface language.
Add customers, quotations and invoices in the tenant. A work order, when the package includes field service, does not create the invoice.
5 users · 500 customers · 200 invoices
CRM and accounting for a small company workspace.
15 users · 3,000 customers · 2,000 invoices
Adds inventory, projects and field service.
25 users · 10,000 customers · 5,000 invoices
Adds HR, payroll, WhatsApp and advanced reports.
Unlimited users · Unlimited customers · Unlimited invoices
Every module, including AI, with custom limits.