UK: +44 (0) 20 7869 8405 / AUSTRALIA: +61 (02) 9275 8898 ask@isaacintel.com

Operating Systems

Web Web Web Web Web

Mobile compatibility

Deployment

Target Customer Size

Price

Monthly subscription per user

£15

£85

£140

£50

£125

Monthly or annual billing

Monthly Annual Annual Monthly Annual

Upfront costs

Fees apply for: Optional Insights Discovery RoadMap Implentation Bespoke Workflow Development & Automation Fees apply for: Professional implementation services, special integrations, customizations, data migration & de-duplication. Costs vary significantly depending on customer needs. Fees apply for: Professional implementation services, special integreations, customizations, data mirgration & de-duplication. These costs vary significantly depending on your needs. Fees apply for: Proffessional implementation services, and training Additional fees apply for: Professional setup, configuration and data migration. Custom modules and add-ons can also be purchased from SugarCRM partners. These vary significantly depending on user needs.

Additional costs

No additional costs beyond monthly subscription No additional costs beyond monthly subscription Fees apply for premium support None beyond monthly subscription costs Fees apply for phone support with some packages. Also, proactive maintenance services, such as implementation of security patches or bug fixes, can be purchased through partners.

Customisation

Full Partial Partial None Partial

Company Branding, inc logo

Your own logo & branding throughout Zoho Salesforce Infusionsoft SugarCRM

Terminology

Fully customisable Minimal customisation Minimal customisation None Minimal customisation

Custom fields

Unlimited Restricted to Zoho pre-defined fields Restricted to Salesforce pre-defined fields Heavily restricted Restricted to SugarCRM pre-defined fields

Custom tabs

Unlimited Restricted to Zoho pre-defined fields Restricted to Salesforce pre-defined fields Heavily restricted Restricted to SugarCRM pre-defined fields

Page layout

Fully customisable Restricted to Zoho pre-defined fields Restricted to Salesforce pre-defined fields Heavily restricted Restricted to SugarCRM pre-defined fields

Workflow automation

Unlimited Restricted to Zoho pre-defined fields Restricted to Salesforce pre-defined fields Restrcted to Infusionsoft pre-defined fields Restricted to SugarCRM pre-defined fields

Language

Multilingual Multilingual Multilingual Multilingual Multilingual

Cost of customisations

N/A

Microsoft Office 365

Native Additional customisation Additional customisation Additional customisation

Outlook integration

Self customisation via Infusionsoft Marketplace

CRM fully navigable from Outlook

User specific home page

Sales dashboard

Basic

Leads

Contacts

Accounts

Opportunities

Tasks, events, call log & notes

Calendar

Customisable CRM views

Sales forecasting

Basic

Sales & activity reporting

Basic

At a glance status monitor

Workflow rules

Unlimited Max 50

Workflow alerts

Unlimited Max 5 per action

Workflow alerts

Unlimited Max 5 per action

Approval Process

Automated document library per account

Document library

Fully integrated Integration with 3rd party required Integration with 3rd party required Integration with 3rd party required

Document suite

Microsoft Office Zoho User defined User defined

Co-authoring

Microsoft Office Zoho User defined User defined

Document sharing capability

Meta-tagging of documents

Document search facility (inc keyword search)

Version control

Campaign Management

Self customisation via Infusionsoft Marketplace

MailChimp Integration

Marketing Dashboard

Marketing & activity reporting

LinkedIn

Twitter

Instant Messenger

Skype for Business

Chatter

Social Network

Yammer

Chatter

Group workspaces

Microsoft Groups

Additional Development

Additional Development

Additonal Development

Project collaborations

Microsoft Teams

Slack

Additional Development

Additonal Development

Email

Accounts

Contacts

Opportunities

Notes

Sage

Xero

...

Self customisation via Infusionsoft Marketplace

QuickBooks

...

Self customisation via Infusionsoft Marketplace

Data backup

Continual

2 Backups per month

...

Weekly although user defined

Undefined

...

Weekly although user defined

Free storage

1TB per user

1GB per user

2GB per user

Acceptable use policy

250GB

API for 3rd-party integration

Unlimited

Limited calls per day

Limited calls per day

...

Self customisation via Infusionsoft Marketplace

Limited calls per day

Profiles

Unlimited

25

Organisational hierachies

Unlimited

250

Field-level security

End-user support

Designated contact support

5 Max

Business hours

Ease of use

"I have to say the simplicity of this system is fantastic!"
— Gavin Shaw, President, W Campion Capital LLC

“It's easy to use, but since it is so customizable and full of functions, it can be a little difficult to set up, so you will need to make sure someone on your team is tech-savvy enough to handle it - or pay a lot more for a professional installation."
— Anthony Johnson, SpiralOut Consulting LLC

“I do like SF, but some of the interface can be cluttered with too much information. I find myself having to scroll through low level material before I get what I need.”
— Micah Pappas, Western Governor's University

“It’s not intuitive. I spend a lot of time looking for things that should be clearly evident, especially on the contacts page. I still don’t understand tags after all this time.”
— Susan St.Laurent, Strongpoint Marketing

“The iPhone app is clunky, and the reporting system is difficult to operate, in keeping with the main system version”
— Lars Lunderberg, Medallion Bank

Support

"We were immediately impressed with their straightforward approach they asked lots of questions and went the extra mile in understanding our business.”
— Amy Martin, Absolute Works Ltd

“Sometimes, it can be difficult to get customer support to understand what our problem is, and their suggestions to fix it are not helpful.”
— J Lee Harshbarger, Sterling Academy

“Customer support is slow to respond and most of the time does not have an answer.”
— Mary Chau-Nguyen, Western Governor's University

“It is hit and miss. Some of the support people know their stuff, and some seem to be reading from an instruction manual that I’ve already gone through.”
— John Hopkins, TenX Marketing

“I know people inside my organization that have had issues at times with responsiveness.”
— Mike Maher, Superior Integration Solutions

Support requests

4 Hours for critical
8 hours non-critical

2 days

2 days

1 day

1-4 hours

Training

Live train the trainer online tutorial is included
Additional online or onsite training can be purchased

A “Getting Started” online catalogue and other training resources, including webinars and online courses, are available for free to all customers.

A “Getting Started” online catalogue is included in the subscription fee.
Additional training catalogues, customizable training templates and role-based training modules can be purchased.

“Getting Started” online catalogue included in the subscription fee. Developer support offered through InfusionSoft’s Developer Center at no additional cost. Professional.

“Getting Started” training videos are included in the subscription fee for all packages. Live and online classroom training and admin coaching packages covering configuration topics can be purchased. On-site training is also available for $2,200 per day plus traveling expenses.

...

Self customisation via Infusionsoft Marketplace

...

Self customisation via Infusionsoft Marketplace

Corporate & Commercial Finance Module

Yes with 100% NACFB/FCA
Compliance Approval (Jan 2017)

Wealth Management Module

ISAAC Intelligence Limited
Parkshot House
5 Kew Road
Richmond
TW9 2PR

+44 (0) 20 8100 6119

ISAAC Intelligence PTY Ltd
Floor 32
1 Market Street
Sydney
Australia
NSW 2000

+61 (02) 9275 8898

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