test drive

You control the term.... We invoice on a monthly basis!
  Pricing   As of 1/1/2010
  Setup, Configuration & Initial Training (a) $300 up (e)
Monthly Price 10 users (b) $490
Maximum Number of Users Included (c) 30
Additional Users (d) $49
30 or more users call for pricing
  Features  
  Access Level Permissions Yes
Applications & Financial Ratios   Yes
Customized Set Up for Your Company (Logo/Name/Address/Contact Info) Yes
Data Backup Yes
Email with Date, Time, and User Stamps Yes
Email & Notes Reminders Yes
Export Leads Yes
Google Maps of all your Contacts Yes
Import Leads Yes
Instant Messaging / Message Alerts Yes
Intelligent Approval Levels Yes
Landing Page Lead Portal Yes
Lead Assignment Tools Yes
Lead Management Yes
Lead Progress Levels Yes
Loan Progress Flow Yes
Manage Users Yes
New Lead Notifications Yes
Notes with Date, Time and User Stamps Yes
Password Requirements Yes
Search Tools Yes
Support Yes
Specialty Added Features Yes
Appointment / Lead Notification / Reminder Alerts Yes
Auto Generated Service Contracts & Email Yes
Calendar For Future Notifications Yes
Document Request / Despository Yes
Invoice Receivable Management Yes
Invoicing for Commissions / Customers Yes
Quota Dashboards By Team/Individual/ Company/Milestones Yes
 
  Additional Training & Fees  
  Training / Consultation $150 / hour
Custom Development $150 / hour
High Volume Monthly Email (e)
   

(a) Initial Setup includes up to 4 hours training. Additional fees may apply for further training and travel costs.

(b) Base Monthly fee is for access to site and data maintenance.

(c) User is any person who is set up as Active during month and has activity (log in) in any given month.

(d) Any number of Users greater than ten (10) who have activity (log in) during any given month.

(e) Check with your Sales Representative for pricing.