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iCRM Features
Starter
RECOMMENDED
Pro
Enterprise
STANDARD DASHBOARD     Appraisal     Appraisal     Appraisal
Case Management      
Standard Assessment eForm      
Electronic Signature      
Custom Intake eForms      
API Integration      
DATA & SECURITY      
End-to-End Encryption      
Data Security      
SSL Certified      
Cloud Backup & Restoration      
Additional Data Storage      
Mobile Access      
CLIENT MANAGEMENT      
Schedule Appointment System      
Invoicing & Cash Flow Management      
Client Portal      
Mobile Web App      
Notification & Auto Calls      
TEAM MANAGEMENT      
Account Administration      
Employee Profiling      
Training & Technical Support      
Role Permissions      
Reporting      
Attendance- Clock-in/out      
Leave Management      
Announcements      
Payroll Prep      
User(s) 1 4 10
Office(s) 1 1 2
REPORTING & TRACKING      
Dynamic All Reports Online      
Workflow & Approval Automation      
History Tracking      
Customizable Reports      
TECH SUPPORT & TRAINING      
Ticket Based Support      
Unlimited Online Training      
Priority Support      
24X7 Toll Free Support      
NOTIFICATIONS      
CRM Internal Messaging      
SMS Notifications      
Email Notifications      
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