Pricing and Features

	Pro Sign Up	Expert Sign Up	Managed
Setup & Configuration	$89/1; $178/2-5; $call/6+	$89/1; $178/2-5; $call/6+	Call for Quote
1 User	$99	$165	Call for Quote
2-5 Users	$59	$99	Call for Quote
6-15 Users	$49	$79	Call for Quote
15+ Users	Call for Quote	Call for Quote	Call for Quote
Number of Records per Account	up to 2500**	up to 10000***	start from up to 2500**
Monthly Email Volume	Unlimited	Unlimited	Unlimited
Features
AJAX Enabled
Encrypted; Offsite Backup
128-Bit SSL Encryption
User Features
Import Leads
Export Leads
Tasks with Reminders
Send Manual Emails
Print Labels
Print Letters
Manage Events
Assign Records
Attach Files
Start Campaigns
Attach Loan Participants
Daily Digest Morning Emails
New Record Notifications
Lead Distribution
Re-distribution
Round Robin
Scheduling
Multiple Rules
User Filters
CRM Dashboard
Calendar
In-Processing Report
Lead Conversion Report
To Do List
Campaigns Panel
Refinance Alerts
Birthday Reminder Panel
Hot List: To Contact
RSS Viewer
Assignments Panel
Administrative Features
Manage Users
Manage Groups
Manage Access Rights
Manage Workflow
Custom Reminders
Import/Export Mappings
Manage Web (Lead) Forms
Custom XML Posts
Time Zones
IP Restrictions
Password Requirements
Centralized Marketing
Manage Marketing Campaigns
Customize Marketing Campaigns
Manage Triggers (Automated Rules)
Centralized Campaigns Execution
Included Marketing Campaigns
New Lead Campaign
Refinance Campaign for Prospects
Purchase Campaign for Prospects
Refinance Application Received
Purchase Application Received
Purchase in Processing
Refinance In Processing Campaign
Cancelled Loan Campaign
Previously Funded Campaign
Post Funding Campaign
Reconnect Campaign
1/3/5 ARM Campaign
Real Estate Agent Co-Branded Campaign
Buying Agent Co-Branded Campaign
Corporate Benefits Campaign
Partner E-Marketing Tips
Real Estate Agent Trust Building Campaign
Marketing Automation
Mail-merged Automated Emails
Mail-merge MS Word Documents
Market to Clients
Market To Partners
Co-Market with Partners
Market to Loan Participants
Send Email Alerts (Self and Co-workers)
Export Address List for Mailing House
Data Transfer via XML Post
In-Processing Status Updates
Newsletter
Third-Party Newsletter Automation
BNTouch Newsletter Automation
Automated Email Sendout
Rule-based Sendout
Custom Scheduling
Content Customization
RSS Feed Inclusion
Loan Origination Software Synchronization
Calyx Point *
Ellie Mae Encompass
Reports & Analytics
Participants Report
Funded Loans Report
Repeat Business Report
Lead Conversion Report
Lead Distribution Report
Office Performance Report
ROI Report
Managed Services
Campaigns Setup
Automation (Triggers) Setup
Data Import
Ongoing Database Management
Ongoing Marketing Management
Support
Email
Tickets
Phone
Training Portal www.crisuccess.com
Training
Training Articles
Training Videos
Best Practices Documentation
Remote User Training
Remote Admin Training
Integrations
Web to Lead Form
Custom Lead Sources
Custom Integrations
- "Pro" account that exceeds 2500 records will be automatically upgrated to "Expert" on the next billing cycle. * - "Expert" account that exceeds 10000 records will be charged additionally $5 per 1000 records.