| $39.001 User Per Month | Basic CRM including: - Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
- Multiple Methods for Client Segmentation
- Account Management
- Compliant Note Entry and Archiving
- Activity, Custom Export, Mail Merge, and Note Templates
- Shareable, Customizable Calendaring
- Automated, Customizable Reports
- Customizable Database Lists
- Customizable Email Notifications and Dashboard Reminders
- Sales Pipeline Tracker
- Seminar/Event Management
- Mobile App
- Deep Industry Integrations
- Complimentary Database Conversions
- SSL Security
- Orion Client Portal
- Stress Test Risk Score
- Proposal Generation with New Account Opening
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Endpoint/Workstation Backup | $12.001 Endpoint Per Year | Windows, Linux, Mac - Disk Image and File level Backup & Recovery
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365 Total Protection Business | €2.751 User Per Month | A comprehensive security solution for Microsoft 365 customers - Email Live Tracking
- Infomail Handling
- Content Control
- Compliance Filter
- Threat Defense
- Outlook Black & Whitelisting
- Userbased Individual Signatures
- 1-Click Intelligent Ads
- Company Disclaimer
- Global S/MIME & PGP Encryption
- Secure Cipher Policy Control
- Secure Websafe
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