PROFESSIONAL
SOLUTIONS

 

The Full-Featured CRM You Need

 

Emery Creek Solutions is one of the most powerful, easy-to-use and robust Customer Relationship Management (CRM) solutions available. Emery Creek Solutions provides all of the sales management functions you’re accustomed to in enterprise-grade applications (integrated repositories for prospects, customer accounts, contact, and opportunity information), plus a complete toolset for managing sales operations, driving more business, and connecting with your customers.

Below is a description of each edition, affordably priced for the needs of your unique organization.

 

 

 

User Limit Unlimited
Standard Training and Support Yes
Data Storage per User 10 MB
Document Storage per User 50 MB
Delegated Administration $
Sales Productivity Suite  
Multi-Currency  
Account Management CRM Gold Edition
Contact Management CRM Gold Edition
Opportunity Management CRM Gold Edition
Activity Management CRM Gold Edition
Personal Calendar and Task List CRM Gold Edition
Account and Contact Notes CRM Gold Edition
Outlook Integration CRM Gold Edition
360° Account View CRM Gold Edition
Single-Screen Call Logging CRM Gold Edition
Revenue Schedule Management CRM Gold Edition
Single-Screen Multi-Call Logging CRM Gold Edition
Custom Forecasting CRM Gold Edition
Contract and Renewal Management CRM Gold Edition
Emery Creek Solutions Mobile Service CRM Gold Edition
Product Catalog and Pricing CRM Gold Edition
Multiple Account Owners CRM Gold Edition
Territory Management CRM Gold Edition
Quota Management CRM Gold Edition
Sales Workflow CRM Gold Edition
Multiple Lead Owners $
Marketing Automation  
Web Site Lead Capture and Tracking CRM Gold Edition
Web Forms on Any Custom Object CRM Gold Edition
Lead Management, Routing and Assignment CRM Gold Edition
Document Management CRM Gold Edition
Email Templates and Tracking CRM Gold Edition
Mail-Merge-Style Print Templates CRM Gold Edition
Automatic Follow-up Scheduling CRM Gold Edition
Integrated Email Campaigns CRM Gold Edition
Ad-Hoc List Targeting CRM Gold Edition
Integration with Vertical Response CRM Gold Edition
Lead Associated Opportunities CRM Gold Edition
Multiple Lead Contacts CRM Gold Edition
Workflows and Approvals CRM Gold Edition
Integrated Telesales Campaigns $
Customer Care Productivity Suite  
Case Management CRM Gold Edition
Data Validation Scripting CRM Gold Edition
Document Management CRM Gold Edition
Auto-Queue and Assign Cases CRM Gold Edition
Case Escalation CRM Gold Edition
Case Notification CRM Gold Edition
History Trail CRM Gold Edition
Web Case Capture CRM Gold Edition
Agent Console CRM Gold Edition
Service Dashboards CRM Gold Edition
Asset Management CRM Gold Edition
Self-Service Customer Portal CRM Gold Edition
Real-Time and Historical Analytics  
Standard and Custom Reports CRM Gold Edition
Custom Report Formulas CRM Gold Edition
Customer Conditional Highlighting CRM Gold Edition
Customizable Dashboards CRM Gold Edition
Analytic Mashups CRM Gold Edition
Read-Only Report Access CRM Gold Edition
Data Model Customization  
Maximum Objects 2,500
Maximum Fields per Object Unlimited
Rename Labels CRM Gold Edition
Custom Object History CRM Gold Edition
Custom Formulas CRM Gold Edition
Image Fields CRM Gold Edition
Data Validation CRM Gold Edition
Team/Role-Dependent Layouts CRM Gold Edition
Custom Object Sharing CRM Gold Edition
Interface Customizations  
Custom Tabs Unlimited
Drag-and-Drop Layouts CRM Gold Edition
Embedded Mashups CRM Gold Edition
Custom Buttons CRM Gold Edition
Rename Tabs and Labels CRM Gold Edition
Multiple Custom Layouts CRM Gold Edition
AJAX Tools CRM Gold Edition
Functions CRM Gold Edition
Custom Pages CRM Gold Edition
Custom Classes CRM Gold Edition
Components CRM Gold Edition
Enterprise Administration  
Account-based Sharing Controls CRM Gold Edition
Multilingual Per User  
Record-Level Security CRM Gold Edition
Delegated Administration CRM Gold Edition
Opportunity, Lead, and Case-Sharing Controls CRM Gold Edition
Role-Based Sharing Control CRM Gold Edition
Organizational Hierarchy CRM Gold Edition
Field-Level Security CRM Gold Edition
Team Data Sharing Custom Objects CRM Gold Edition
Department Profile-Based Security CRM Gold Edition
Business Process Controls  
Lead and Case Routing CRM Gold Edition
Data Policies and Actions CRM Gold Edition
Visual Workflow Automation Designer CRM Gold Edition
Multiple Business Processes CRM Gold Edition
Java Scripting CRM Gold Edition
Application Environment  
Catalog Application Installation CRM Gold Edition
Maximum Prebuilt or Custom Applications Unlimited
Emery Creek Solutions Platform as a Service $
On Demand Database  
EmeryCreekSolutions.com Service Delivery CRM Gold Edition
Import/Export Utilities CRM Gold Edition
Import / Export On-Demand CRM Gold Edition
Weekly Export Service CRM Gold Edition
Duplicate Cleanse Import CRM Gold Edition
Data Loader CRM Gold Edition
Development and Test Environment $
Integration Platform  
Integration with Outlook CRM Gold Edition
EmeryCreekSolutions.com API (REST, SOAP, Java) CRM Gold Edition
Single Sign-On - LDAP Integration $