CRM
EA Platform
QA Platform
Exceptional software at an affordable price
Packages & Pricing
Free Trial
$
0
2 weeks free
-
Unlimited Users
-
100 MB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Basic
$
23
/Month
-
1 User
-
100 MB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Professional
$
35
/Month
-
1 User
-
5 GB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Popular
Enterprise
$
42/ user
/Month
-
Unlimited Users
-
2 TB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Free Trial
$
0
2 weeks free
-
Unlimited Users
-
100 MB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Basic
$
19
/Month
-
1 User
-
100 MB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Professional
$
29
/Month
-
1 User
-
5 GB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Popular
Enterprise
$
35/ user
/Month
-
Unlimited Users
-
2 TB Storage
-
Project Management
-
Client Invoice
-
Scheduling
-
Accounting
-
Users Management
-
Messaging
-
Employee Time Tracker
Add-Ons
Enhance your plan with premium features and advanced tools. Add-ons are available at an additional 10% of your selected subscription plan.
| Features | Free Trial | Basic | Premium | Professional |
|---|---|---|---|---|
|
Project Management |
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|
Create New Audit |
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|
Manual Entry, Upload H2K |
Unlimited
|
Unlimited
|
Unlimited
|
Unlimited
|
|
Bulk List Import |
Unlimited
|
Unlimited
|
Unlimited
|
Unlimited
|
|
Client Management |
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|
Client Profile
|
|
|
|
|
|
Multiple Property Management
|
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Multiple Audit Management
|
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|
Manage & Track Audits |
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|
Energy Audit Profile
|
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|
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|
Energy Audit Invoice
|
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|
Documents Upload & Storage (H2K, Doc. Photo,…)
|
100 MB |
5 GB |
5 GB |
2 TB
|
|
Energy Audit Process Tracking
|
|
|
|
|
|
Communication Tracking (Notes)
|
|
|
|
|
|
Advance Report
|
|
|
|
|
|
QA Process
|
|
|
|
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|
Government Portals Tracker & Reports
|
|
|
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|
Audits Map View |
|
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|
Audits Calendar View |
|
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|
Leads Management |
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|
Connect Webfrom, API endpoint, …
|
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|
Request Management (Accept/Reject)
|
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|
Email Management |
||||
|
Manage email accounts
|
|
|
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|
Customize email template for events
|
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|
Mulitple events notifications (Scheduling, invoice, reports,…)
|
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|
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|
Send Events Email (Manual / Auto)
|
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|
|
|
Scheduling |
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|
Auto Schedule & Assign to Auditors
|
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|
|
|
|
Accounting Features |
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|
Invoices
|
||||
|
Client Invoice
|
|
|
|
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|
Invoicing for Auditor and Lead Commissions |
|
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|
Payments and Status |
|
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|
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|
Transactions page
|
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|
Automatic payment confirmation
|
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|
Other Accountings |
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|
Workorder
|
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|
|
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|
Balance Sheet
|
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|
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|
Users Management
|
||||
|
Role & permission Management |
|
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|
|
|
Create Teams
|
|
|
|
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|
License Expiration Notification
|
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|
Activity Log History
|
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|
Messaging
|
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|
Private and Group Messaging |
|
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|
Employee Time Tracker
|
||||
|
Manage Working Times |
|
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|
Integrations
|
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|
Google Calendar
|
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Dropbox
|
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|
Excel
|
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|
Quickbooks
|
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Helcim
|
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