Version Trial (3 Months) Lite SMB Enterprise
Intake Form S S S S
Email Templates S S* S S
Calendar Sync S* N/A S* S
E-Signing S* N/A S* S
Pre-Built Questionnaires S S S S
Custom Questionnaires S** N/A S/5 New S/Unlimited
Pre-Built Forms S N/A S S
Custom Form Builder S** N/A S S
Lead Import API S* N/A S/Unlimited S/Unlimited
Lead Import Parsing S*** N/A S** S/Unlimited
Case Mgmt Connectivity TW Included N/A TW Included S
Call Center Connectivity 1/Addt’l Opt. N/A 1/Addt’l Opt. S
Funnel S N/A S S
Dictionaries S N/A S S
Contacts S S S S
Dashboards S N/A S S
Dialer S* N/A Opt. S
Chat S N/A Opt. S
Recent Activity S N/A S S
Billing S**** N/A S S
Minimum Users N/A 1 1 5
Custom Dashboards N/A N/A
Workflows S-Trial Set loaded N/A S S
Support Options
Online Support S S S S
Phone Support N/A N/A S S
Hosting Options
Hosted S S S S
On Premise N/A N/A N/A Opt.
Trial – Additional Notes
S* – Requires an additional monthly connector service

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