ESSENTIAL
5
  • /user/month billed annually
  • Marketing Campaigns
  • Sales Force Automation
  • Sales Activities
  • Standard Analytics
  • Mobile App
  • Collaboration
  • Email Templates
  • Data Management
  • Security Controls
PROFESSIONAL
20
  • /user/month billed annually
  • Get all Essential features PLUS
  • Multi-Channel Management
  • QR Code Generation
  • Lead Scoring
  • HTML Email Tracking Analysis
  • Sales Forecasting
  • Product Management
  • Quotes and Contracts
  • Cases and Solutions
  • Workflows and Approval Processes
  • Customization
ENTERPRISE
40
  • /user/month billed annually
  • Get all Professional features PLUS
  • Electronic Sign In
  • Inviter Reminders
  • Territorry Management
  • Classes and Triggers
  • Scheduled Classes and Jobs
  • Pages and Sites
  • Custom Settings
  • Custom Components
  • Web Service API
UNLIMITED
80
  • /user/month billed annually
  • Get all Enterprise features PLUS
  • Unlimited Field Tracking
  • Developer Sandbox
  • 24/7 Toll-Free Support
  • Free Online Training

—————    ESSENTIAL EDITION    —————

3 FREE USERS

Features offered to run your small business.

CloudCC Essential Edition 3 Users for Free - Terms of Use

CloudCC CRM is a customer relationship management service provided by CloudCC.com (hereinafter referred to as "CloudCC") for you or your organization (hereinafter referred to as "you" or "yours"). Depending on the size of your enterprise and the specific business processes, CloudCC offers four editions which are Essential, Professional, Enterprise and Unlimited for you to choose and purchase. Among them, the Essential edition provides 3 users free service. By using the CloudCC Essential Edition 3 Users for Free Program, you accept the following terms. If you do not agree to these terms, please do not continue to apply for the CloudCC Essential Edition 3 Users for Free Program in any way.

1. Primary contact information

In order to apply for the CloudCC Essential Edition 3 Users for Free Program, the user should fill in and maintain the valid information of the “primary contact”, including the valid email address and telephone number of the main contact, after the successful registration. If the user does not set the "primary contact", CloudCC will, by default, consider the first user who registered and opened the CloudCC account as the primary contact for your organization. CloudCC will send important notices such as free program changes or free service termination to your organization's primary contacts. The email notification is the only notification method and no information will not be informed by other ways. For any loss of data caused by the service termination due to the lack of valid contact method of primary contact which has not been filled by users, CloudCC will not be responsible.

2. Edition upgrade

The order of the edition upgrade is Essential, Professional, Enterprise and Unlimited. The upgrade of CloudCC must apply the above order, and it’s irreversible. After the successful registration and use of Essential Edition 3 Users for Free Program, if the user want to upgrade the edition, he/she needs to export the data and re-apply to purchase other editions’ account license.

3. Add account license

After opened the CloudCC Essential Version 3 users for free account license, if the user wants to add the CloudCC Essential edition account, he/she needs to apply for the Essential edition plan. CloudCC will charge the account license fee for the users other than the 3 free account licenses. After the expiration of the Essential edition account, CloudCC will terminate all account services including the 3 free account licenses. (For example: the user applies for the CloudCC Essential Edition 3 users for free program, after the expiration of the trial period, he/she wants to add the CloudCC Essential edition account license to 5 for 1 year, CloudCC charges the usage fee of 2 account licenses for 1 year. 1 year later (after the expiration of license), if the organization does not renew, CloudCC will terminate all services of the five CloudCC Essential account licenses including the 3 free account licenses.)

4. Data management

Users who use the CloudCC Essential 3 Users for Free Program must export their data in advance under any circumstances, and CloudCC does not provide data export services.

5. Intellectual Property Protection

The User confirms and commits that the intellectual property rights of all software and platform products under this Agreement are owned by CloudCC. Except as stated in this Agreement, this Agreement does not grant any intellectual property rights of the Software or Products to users. The CloudCC intellectual property rights may not be infringed in any way by any user.
At the same time, all the components of the software or product account information, code, etc. are valuable business secrets and confidential information, users must not disclose to any third party in any way.

The final interpretation of this agreement belongs to CloudCC.com. Under all circumstances, CloudCC reserves the right to reclaim your or your organization's access to the CloudCC Essential Edition 3 Users for Free Program and to terminate this Program and relevant services. We will ensure, within reasonable limits, to give notice to the email address of the primary contact you provided to us, at least 30 days before the termination.

By pressing the AGREE button you confirm that you HAVE read and agreed to “CloudCC Essential Edition 3 Users for Free - Terms of Use” and you accept these terms completely.

Detailed Features

Features

ESSENTIAL
PROFESSIONAL
ENTERPRISE
UNLIMITED
3 Free Users
Pay Per User
Pay Per User
Pay Per User
$5
$20
$40
$80
Billed Annually
Billed Annually
Billed Annually
Billed Annually
Multi-Language
 
 
 
 
Multi-Currency
 
 
 
 
Multi-Time Zone
 
 
 
 

CAMPAIGN MANAGEMENT

Campaigns
 
 
 
 
Multiple Campaign Channels
_
 
 
 
QR Code Generation
_
 
 
 
Staff Solicitation
_
 
 
 
Campaign Members
 
 
 
 
Electronic Sign In
_
_
 
 
Inviter Reminders
_
_
 
 
HTML Email Tracking
 
 
 
 
Campaign ROI Analysis
 
 
 
 
Channel ROI Analysis
_
 
 
 
Campaign Hierarchies
 
 
 
 

SALES FORCE AUTOMATION

Lead Management
Leads
 
 
 
 
Web to Lead Forms
 
 
 
 
Lead Assignment
 
 
 
 
Lead Scoring
 
 
 
 
Lead Duplicate Detection
 
 
 
 
Lead Conversion
 
 
 
 
Lead Conversion in Mobile App
 
 
 
 
Account & Contact Management
360-Degree Account View
 
 
 
 
Accounts and Parent Account
 
 
 
 
Account Detail Transfers
 
 
 
 
Account Teams
 
 
 
 
Contacts
 
 
 
 
Scan Business Cards
 
 
 
 
Account Contact Relationships
 
 
 
 
Opportunity Management
Opportunities
 
 
 
 
Competitors
 
 
 
 
Sales Funnel
 
 
 
 
Custom Opportunity Process
 
 
 
 
Opportunity Genius
 
 
 
 
Conflict Opportunities Analysis
 
 
 
 
Opportunity Groups
 
 
 
 
Opportunity Products
_
 
 
 
Contact Roles on Opportunities
 
 
 
 
Quote & Contract Management
Quotes and Quote Line Items
_
 
 
 
Quote Printing
_
 
 
 
Contracts
_
 
 
 
Receivables
_
 
 
 
Payments
_
 
 
 
Invoices
_
 
 
 
Product Management
Products
_
 
 
 
Price Books
_
 
 
 
Sales Activities
Mobile Sign In
 
 
 
 
Visit and Sign In
 
 
 
 
Events and Tasks
 
 
 
 
Work Reports
 
 
 
 
Case & Solution Management
Cases
_
 
 
 
Web to Case Forms
_
 
 
 
Case Escalation
_
 
 
 
Case Assignment
_
 
 
 
Solutions
_
 
 
 

SALES ANALYTICS

Sales Forecasting
_
 
 
 
Sales Homepage
 
 
 
 

COLLABORATION

CCChat
 
 
 
 
Document Library
 
 
 
 

MOBILE APP

Mobile App for Ios and Android
 
 
 
 
Mobile Web Page
 
 
 
 

CRM ANALYTICS

Reports and Dashboards
 
 
 
 

EMAIL

Mass Message and Mass Email
 
 
 
 
Email Templates
 
 
 
 
Merge Email
 
 
 
 

DATA MANAGEMENT

Data Import and Export
 
 
 
 
Data Validation Rules
_
 
 
 
Data Duplicate Detection and Merge
 
 
 
 

USER INTERFACE ADMINISTRATION

Global Search
 
 
 
 
Quick Create
 
 
 
 

SECURITY CONTROLS

Manage Users
 
 
 
 
Roles
 
 
 
 
Profiles and Permission Sets
 
 
 
 
Security Controls and Monitor
 
 
 
 
Homepage Components
 
 
 
 
Homepage Component Assignment
 
 
 
 
Homepage Layouts and Assignment
 
 
 
 
Page Layouts and Assignment
_
 
 
 
Search Layouts
 
 
 
 
Record Types
 
 
 
 
Field Tracking
 
 
 
 

CUSTOMIZATION

Custom Fields
 
 
 
 
Create Apps
_
 
 
 
Create Objects
_
 
 
 
Create Tabs
_
 
 
 
Create Fields (per object)
_
 
 
 
Create Custom Buttons and Links
_
 
 
 
Create and Install Packages
_
 
 
 
Workflow and Approval Process
_
 
 
 
Sharing Settings
_
 
 
 
Territory Managemnt
_
_
 
 

DEVELOPMENT

Class
_
_
 
 
Triggers
_
_
 
 
Scheduled Class
_
_
 
 
Scheduled Jobs
_
_
 
 
Pages
_
_
 
 
Sites
_
_
 
 
Custom Settings
_
_
 
 
Custom Components
_
_
 
 
Web Servcie API
_
_
 
 

Developer Sandbox
_
_
_
 
Partner Portal
_
_
$
$
24/7 Toll-Free Support
$
$
$
 
Free Online Training
$
$
$
 
 
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