Available as a Subscription based service aka Software as a service (SaaS)
Basic only
Available as a licensed product you can install on your own network server - Ability to start On-Demand and transition to On-Premise if and when needed.
Database Technology
SQL Server
Oracle
Oracle
SQL Server
Proprietary
Front-end platform
Web (.NET)
Web (JAVA)
Web (JAVA)
Web (.NET)
Desktop or (Web for Basic ver.)
Manage Records by Custom Relationships & Sub-Relationships
Group Records into Hierarchical tiers (Parent Company, Subsidiary, etc..)
Contract time requirement
Quarterly
Yearly
?
?
n/a
Fixed SaaS Pricing policy - Promises never to raise monthly subscription user prices or break our service into multiple core versions charging separately for each (limits on storage limit tiers, processing intensive features such as e-mail marketing, partner add-ons, and inflation adjustments non-withstanding).
Yes 1 version, 1 price, with no hidden charges
No - Multiple core versions (e.g. good, better, best), at multiple prices.
n/a
n/a
Monthly subscription cost per user for 25 seats
$49.00
$150.00
$65.00-$125.00
$49.00-$59.00
n/a
Monthly subscription cost per user for 15 seats
$49.00
$175.00
$65.00-$125.00
$49.00-$59.00
n/a
Monthly subscription cost per user for 10 seats
$49.00
$200.00
$65.00-$125.00
$49.00-$59.00
n/a
Monthly subscription cost per user for 5 seats
$49.00
$300.00
$65.00-$125.00
$49.00-$59.00
n/a
Setup, Implementation, & Training - Managing a typical business through software requires many steps beyond installing or turning on a service. There's UI customization , data migration, administrative and user training, and in some cases advanced integration and customization (a.k.a "Enhancements").
Prices vary depending on needs analysis.
Prices vary depending on needs analysis.
Accountants usually handle this - prices vary
On Premise per seat license option(If you want to host on your network - This does not apply to users that are interested in subscribing to the monthly service)
*$795.00 / user no server license required
n/a
n/a
$599.00 + Server License (5 seat min)
not priced per user
Account, Contact, and Opportunity Management
TRUE 360° view of Customer and Contacts
?
?
?
Activity Management with Reminders (Tasks, Events, Calendar)
Pre-event auto-reminder to parties you're calling or meeting with
Create Action Item Templates for automating follow-up activities
See employee availability based on teams
Customizable Quote Generation with in-depth price management
Create Sales Orders / Invoices from Purchase Orders & Visa Versa
Business Process Automation (BPA) - Design and run automated sales processes for all your different types of sales opportunities. Set triggers that automate schedules of action items you can pre-assign to employees.
(scripting required)
(scripting required)
(scripting required)
Sales Opportunity Management
Commissions Calculations (based on amounts paid)
Real-time Sales related Alerts
Campaign Management with ROI
Web to Lead Capture with Routing Rules
Drip Campaigns & Auto-Responder - Create Email / Action item templates, schedule a series of "events" to profiled contacts (e.g. On day 1 mass mail group msgs, on 2 assign sales people that own those leads follow-up action items, etc..)
Web Analytics to see Lead & Customer activity on your web site
Web Analytics- Track where leads came from (e.g. Google search term, etc..), and what pages on your web site they visited on your web site.
Online Survey Management with workflow automation
Available as a Subscription based service aka Software as a service (SaaS)
Basic only
Available as a licensed product you can install on your own network server - Ability to start On-Demand and transition to On-Premise if and when needed.
Database Technology
SQL Server
Oracle
Oracle
SQL Server
Proprietary
Front-end platform
Web (.NET)
Web (JAVA)
Web (JAVA)
Web (.NET)
Desktop or (Web for Basic ver.)
Manage Records by Custom Relationships & Sub-Relationships
Group Records into Hierarchical tiers (Parent Company, Subsidiary, etc..)
Contract time requirement
Quarterly
Yearly
?
?
n/a
Fixed SaaS Pricing policy - Promises never to raise monthly subscription user prices or break our service into multiple core versions charging separately for each (limits on storage limit tiers, processing intensive features such as e-mail marketing, partner add-ons, and inflation adjustments non-withstanding).
Yes 1 version, 1 price, with no hidden charges
No - Multiple core versions (e.g. good, better, best), at multiple prices.
n/a
n/a
Monthly subscription cost per user for 25 seats
$49.00
$150.00
$65.00-$125.00
$49.00-$59.00
n/a
Monthly subscription cost per user for 15 seats
$49.00
$175.00
$65.00-$125.00
$49.00-$59.00
n/a
Monthly subscription cost per user for 10 seats
$49.00
$200.00
$65.00-$125.00
$49.00-$59.00
n/a
Monthly subscription cost per user for 5 seats
$49.00
$300.00
$65.00-$125.00
$49.00-$59.00
n/a
Setup, Implementation, & Training - Managing a typical business through software requires many steps beyond installing or turning on a service. There's UI customization , data migration, administrative and user training, and in some cases advanced integration and customization (a.k.a "Enhancements").
Prices vary depending on needs analysis.
Prices vary depending on needs analysis.
Accountants usually handle this - prices vary
On Premise per seat license option(If you want to host on your network - This does not apply to users that are interested in subscribing to the monthly service)
*$795.00 / user no server license required
n/a
n/a
$599.00 + Server License (5 seat min)
not priced per user
Account, Contact, and Opportunity Management
TRUE 360° view of Customer and Contacts
?
?
?
Activity Management with Reminders (Tasks, Events, Calendar)
Pre-event auto-reminder to parties you're calling or meeting with
Activity Management with Reminders (Tasks, Events, Calendar)
Pre-event auto-reminder to parties you're calling or meeting with
Create Action Item Templates for automating follow-up activities
See employee availability based on teams
Customizable Quote Generation with in-depth price management
Create Sales Orders / Invoices from Purchase Orders & Visa Versa
Business Process Automation (BPA) - Design and run automated sales processes for all your different types of sales opportunities. Set triggers that automate schedules of action items you can pre-assign to employees.
(scripting required)
(scripting required)
(scripting required)
Sales Opportunity Management
Commissions Calculations (based on amounts paid)
Real-time Sales related Alerts
Campaign Management with ROI
Web to Lead Capture with Routing Rules
Email Broadcast with mail merge & group templates
Extra $$
Extra $$
?
Drip Campaigns & Auto-Responder - Create Email / Action item templates, schedule a series of "events" to profiled contacts (e.g. On day 1 mass mail group msgs, on 2 assign sales people that own those leads follow-up action items, etc..)
Web Analytics to see Lead & Customer activity on your web site
Web Analytics- Track where leads came from (e.g. Google search term, etc..), and what pages on your web site they visited on your web site.
Online Survey Management with workflow automation
Customer Service &
Support
Add Billable / Non-billable Time & Expense from Cases
to Invoices
Assign Contracts to Cases & show balances (time, incident, or days left)
Share Cases with Customers & Partners
Blog between employees and customers (via the portal) within a Case
Project & Fulfillment Management
Milestone & Stage based process creation with Stage Alerts
(with ability to pre-assign stages)
Add Billable Time & Expense from Projects to Invoices
Email History for Projects
Share Projects with Customers & Partners
Business Process Automation (BPA) Design and run automated project processes for all your different types of projects. Set triggers
that automate schedules of action items you can pre-assign to employees.
Associate Sub-contractors & Partners with appropriate
roles
Inventory, Order Management, & Shipping
Support for all item types (Inventory-Item, Non-inventory Item, Service, Matrix Item, Kits, and Assemblies)
Ability to drop-ship while creating an order.
Create P.O. from Invoice and visa versa.
Quantity On Hand, On Order, & On Allocation Levels
Price Management by Customer tier(e.g. Retailer, Wholesaler, Distributor), Volume discount, and Temporary discount
Serialized Items (with unique attributes / description) Ability to search for deals based on Serial # of item purchased (Handy way of determining if a product is under warrantee)
Advanced Inventory version ($$)
Product Matrix Options / Accessories & Attributes With unique price set for each unique attribute configuration.
Advanced Inventory version ($$)
Item Assemblies -Assemble items into a collection of items that make up an item, then as inventory levels are changed for the assembly so is that of its child items.
Advanced Inventory version ($$)
Item Kits - Create kit templates made up of child items, then configure template from order entry. When sales is made, collection inventory is updated.
Advanced Inventory version ($$)
Multiple Warehouse LocationsItem Kits - Create kit templates made up of child items, then configure template from order entry. When sales is made, collection inventory is updated.
Advanced Inventory version ($$)
Multiple level items (items that are themselves made up of items made up of other items, etc...with price roll-up for all items in the hierarchy).
Advanced Inventory version ($$)
Sales / Purchase Fulfillment & Back-Order Mgt -
When a Sales Order is placed Biz instantly creates the shipping / fulfillment queue
where you can create pick lists to pick, pack, and ship. If there's insufficient
qty on hand you can invoice & ship a partial qty. Biz automatically places the
remainder on back order (BO) creating a procurement queue (along with items that
have reached the reorder point). When items within the purchase queue are ordered,
they are are then listed within the receiving queue. As items are shipped and received
Biz automatically adjusts your inventory across all warehouses.<
warehouse requires Advanced Inventory version ($$)
Shipping - Support for FedEx, USPS, and UPS (beta),
including shipping option presentation (standard, over night, etc...) amount calculations
from items selected, issuance of the tracking number, and creation of shipping labels,
all neatly integrated into order management and invoicing.
Asset Tracking by Customer & Contract
RMAs- Returns Management with the ability to print
checks to customers for amounts returned, and ability to realize financial impact
in accounting. Issue credit memos, RMA documents (so your customer can affix to their
return)
(Enterprise version)
Multiple Units of Measure
Employee Management(H.R.)
Time Sheet Entry (Billable & Non-billable time)
Set Salary and Commission Percentages (Owner,
Assignee, Role based) where amounts paid against invoices calculate commission
% due.
Leave request & approvals, with rules based accrued
leave time balance calculations.
Employee Profile Center with Gross Payroll
Built-In Shopping Cart (beta) Product Shopping Cart Catalog with Product
Matrix support, Temporary, Volume, & Relationship based pricing tiers which
change dynamically, Show inventory levels, Set "Bill Me" options, show remaining
credit / balance to customers, Price Rules, Custom Tax Settings, Multi-location
selection, Drop-Ship.
(Q3-09 - $49 or $99 per domain depending on number of products)
($300 per additional domain)
Customer Portal Embed the customer portal into your E-Commerce front end.
Multi-Site/Brand/Domain Capable (beta) Create multiple carts each with it's own unique design, configuration of categories,
products, and Brand.
(limited to a single cart design)
Design Themes, Skinning, & Template Support (beta)Design your own, or simply pick from 3rd party supplied themes
to make your shopping cart stand out, complete with custom navigation (e.g.
tree control, horizontal menu, vertical panel, etc...)
Simple RESTful API to connect to your own E-Commerce / CM system - Use best of breed SEO enabled
ecommerce technology providers such as OS Commerce, 3D Cart, Cularis, Zen Cart,
Magento, and many others. Take advantage of the best the industry has to offer without
having to compromise between functionality and dual database management by seamlessly
flowing orders from front end to back using rich, dynamic web service API integration
Enterprise & Ultimate versions only
^Event Management & Reservation Module - Let
users register for, book/reserve, and even pay for (using Bill me or credit card)
events such as courses, trade shows, corporate meetings, meetings, seminars, banquets,
auctions, etc..
($$ additional cost)
Rapid Sales Order Entry - Quick customer order entry
& payment processing, with support for net billing terms. Can be customized
to auto-create Invoice, Estimates, etc..
Messaging & Collaboration
Compose Emails Natively & Email Templates (with spell-check and full editing)
Complete Outlook style email web client with calendaring
Automatically capture Customer inbound/outbound email history.
Create Project or Case from Email record
Add scheduled calls and tasks to calendar
Integrated web email client & calendar (similar to Outlook) that supports any IMAP based email server (e.g. MS Exchange, Gmailo,Yahoo,
Imail, Xmail, etc..)
View email inbox / sent items, and all email interaction
between your customers / contacts and your employees right from the customer or
contact record detail.
(Outlook plug-in required)
(Outlook plug-in required)
Document / Proposal Management, & Contract Management
Upload any document throughout the suite
Auto-Define Document Category Tree
Set document approval workflow rules
Assign Hours, Incidents, and/or Days to Contracts
Track Assets within a Contract
Proposal builder using MS Word or OO Word, with PDF conversion on the fly with ability to email right from Biz as attached PDF
Expose contract details through Cases and Projects
General Ledger (GL), Customizable Chart of Accounts (COA), Journal
Ease of use (similar to QuickBooks)
Accounts Receivables(AR)& AccountsPayables (AP)
Deferred Income / Revenue Recognition
COGS Based on Average Costing)
Invoicing / Sales Orders & Purchase Orders
Recurring transactions - Apply a schedule (e.g."1st
of ea. month") against Sales Orders, Purchase Orders, or partial Invoices (e.g.
If a Sales Order is 1,200 and you want to recur an invoice ea. month in the amt
of 100 for 12 mo. - within the same sales order)
Scheduler for creating Recurring Transactions
Key financial reports - Balance Sheet & Profit Loss
Statement(P&L)
Set tax % or Integrate with Tax Calculation Web Service
Bill creation- Create bills on the fly.
Check Writer - Use your check template to print out checks for payments due.
Budgeting with analysis of projected budget impact on bank balance (i.e. Cash Flow)
**Multi-Company - If you're a multi-national, or
simply a business with multiple logical business unites, stay tuned. Soon, you'll
be able to run multiple entities with the ability to consolidate Accounting, do
intra-company transactions, etc..
One-World Version ($$
**Multi-Company - If you're a multi-national, or
simply a business with multiple logical business unites, stay tuned. Soon, you'll
be able to run multiple entities with the ability to consolidate Accounting, do
intra-company transactions, etc..
(Q1-10)
One-World Version ($$
Multi-Currency - Create transactions in any number of currencies, with full support for offset
gains and expenses due to currency fluxuations. Automatically update your currencies
daily if you like. Combine with Multi-Company and seamlessly run your Multi-National
from a single consolidated super-suite.
One-World Version ($$
Report Dashboard dynamically tying back to custom built editable reports
Custom Reporting Engine and Predefined Reports
Customer User Access Permissions - Set groups, give rightsto groups (which can include who can access what, and how), and users
inherit those rights.
Custom columns and filter defaults for initial lists (When you click the main tab such as contacts or accounts, each user can customize
the columns and filters that display, not just for all lists but for each individual
category of lists)
Custom Field Wizard with various field types (Drop-down list box, Text box, Check box, Date control, Hyperlinks, Text area.)
Custom Search Results Page by employee groups
Custom Invoices, Purchase Orders, and Proposals
Customize Tabs (add new tab, hide by group, re-label,change location)
Customize Page Layout (Number of columns, labels,location on page)
Integrate External Application via custom smart tabs(i.e. invoke contact or company ID in link)
Custom report wizard with report scheduler integrated
with customizable dashboard
Customize Registration Forms (Surveys, E-commerce,
Web Leads, etc..)
Enable custom fields to appear based on relationship
affiliation
RESTful Web Service API - Integrate with best of
breed front end systems. Also enables you to build your own custom web forms, which
feed data (i.e customer/contact records, leads, etc...) back to the system
for auto-updates, etc...
Extra $$
Only with Enterprise / Ultimate versions
Multi-Lingual
English only for now
Customer Portal - Exposes customer specific information to customers via secure and private login account for customers.
Extra $$
Extra $$
Share Documents, Invoices, and P.O.s with customers and partners
*Ecosystem Management - Enable your partners, affiliates, and even franchisees the ability to
run their business within a multi-company environment.
(Q1-10)
**Multi-Company & Multi-Currency (see Financials
& Accounting section)
One-World Version ($$)
(some versions)
Share Opportunities, Leads, Prospects & Accounts
with partners
Allow partners to share / create records with you
Allow partners to make quarterly forecasts through the portal
Assign stages within Projects to partners (e.g. sub-contractors)
Link custom tabs to relevant content relative to group
partner belongs to