Full
Free
Limited
Starter
Core
Growth
Ultimate
User Types
Full
Limited
Free

Collaboration

Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records

Approvals

Request Approvals
Approve Records

Data Input & Access

Read, Access, and Update Existing Records
Create Records

Document Management

Access & Read Documents
Create Documents & Revisions
Approve Documents

Reporting & Dashboards

Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards

Configuration & Automation

Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders

Administration

Role & Group Management
Contact Management
Process Configuration

Collaboration

Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records

Approvals

Request Approvals
Approve Records

Data Input & Access

Read, Access, and Update Existing Records
Create Records

Document Management

Access & Read Documents
Create Documents & Revisions
Approve Documents

Reporting & Dashboards

Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards

Configuration & Automation

Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders

Administration

Role & Group Management
Contact Management
Process Configuration

Collaboration

Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records

Approvals

Request Approvals
Approve Records

Data Input & Access

Read, Access, and Update Existing Records
Create Records

Document Management

Access & Read Documents
Create Documents & Revisions
Approve Documents

Reporting & Dashboards

Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards

Configuration & Automation

Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders

Administration

Role & Group Management
Contact Management
Process Configuration

Collaboration

Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records

Approvals

Request Approvals
Approve Records

Data Input & Access

Read, Access, and Update Existing Records
Create Records

Document Management

Access & Read Documents
Create Documents & Revisions
Approve Documents

Reporting & Dashboards

Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards

Configuration & Automation

Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders

Administration

Role & Group Management
Contact Management
Process Configuration