Feature Comparison by Plan
Database Features
Locations
Standard Users
Production Users
Time Clock Users
Estimates Per Month
Customers
File Storage & Management
Starter
1
2
1
1
250
Unlimited
25GB
Small Business
1
3
3
5
Unilmited
Unlimited
250GB
Plus
1
5
5
5
Unlimited
Unlimited
1TB
Professional
1
10
5
5
Unlimited
Unlimited
3TB
Enterprise
1
20
10
10
Unlimited
Unlimited
5TB
System Features
Outgoing Email Integration
Online Calendar Integration
Quick Product Templates
Basic CRM
Payment & Receivable Management
Online Customer Payments
Custom Workflow Statuses
Employee Time Clock Management
Order Level Surcharges
Early Payment Credit Rules
Customizable Payment Types
Custom URLs
Vendor Management
Vendor Catalog Management
Create Vendor PO's
Individual Customer Catalog
Goals Tracking
Re-order from Customer Portal
Customizable Document Templates
Custom Fields
Customizable Teams
Employee Roles
Product Proofs per Line Item
Fully Customizable Job Boards
Automations
Alert Notifications
Customer Portal Access
Integrated Credit Card Processing
Advanced CRM
Customized Pricing Tiers
Advanced Job Time Tracking
Estimate Variations
Sales Commission Plans and Tracking
Customizable Destinations
Real-time Inventory Management
Assembly Template Management
Machine Template Management
Starter
Preset
1
5
10
20
100
Available
Small Business
Preset
2
15
20
50
Unlimited
Available
Plus
Preset
5
30
50
150
Unlimited
Available
Professional
Yes
100
250
500
Unlimited
Unlimited
Available
Enterprise
Yes
Unlimited
250
1,000
1,000
Unlimited
Available
Reporting & Analytics
User-Defined Dashboards
Included Dynamic Reports
Memorized Reports
E-Signature & QR Codes
Custom Report Builder
Customizable Document Templates
Starter
5
50+
Small Business
15
50+
Plus
25
50+
Professional
100
50+
Enterprise
Unlimited
75+
Security & Access
SSL Encryption
PCI Compliant
GDPR Compliant
Custom User Access Rights
Configurable Password Policy
Restrict Time-Clock Login by Location
SSO Supported
Restrict System Login by Location
Starter
Small Business
Plus
Professional
Enterprise
Support
Knowledge Base Access
Community Support (Q&A)
Submit Support Tickets Online
Email Support
Live Agent Web-Chat
Service Level Agreement
Dedicated Account Manager
Custom Dev Requests
Starter
Small Business
Plus
Professional
Enterprise
Add-Ons
Additional Full Users (Pack of 5)
Additional Production Users (Pack of 5)
Additional Time Clock User (Pack of 5)
Additional Locations (Paid Monthly)
Additional Locations (Paid Annually)
API
Starter
N/A
N/A
N/A
N/A
N/A
Contact us for more info.
Small Business
$100
$50
$10
N/A
N/A
Contact us for more info.
Plus
$150
$50
$10
$239
$199
Contact us for more info.
Professional
$250
$75
$10
$359
$299
Contact us for more info.
Enterprise
$350
100
$10
$599
$499
Contact us for more info.
Starter
Database Features
Locations
1
Standard Users
2
Production Users
1
Time Clock Users
1
Estimates Per Month
250
Customers
Unlimited
File Storage & Management
25GB
System Features
Outgoing Email Integration
Online Calendar Integration
Quick Product Templates
Basic CRM
Payment & Receivable Management
Online Customer Payments
Custom Workflow Statuses
Employee Time Clock Management
Order Level Surcharges
Early Payment Credit Rules
Customizable Payment Types
Custom URLs
Vendor Management
Vendor Catalog Management
Create Vendor PO's
Individual Customer Catalog
Goals Tracking
Re-order from Customer Portal
Customizable Document Templates
Custom Fields
Customizable Teams
Employee Roles
Preset
Product Proofs per Line Item
1
Fully Customizable Job Boards
5
Automations
10
Alert Notifications
20
Customer Portal Access
100
Integrated Credit Card Processing
Available
Advanced CRM
Customized Pricing Tiers
Advanced Job Time Tracking
Estimate Variations
Sales Commission Plans and Tracking
Customizable Destinations
Real-time Inventory Management
Assembly Template Management
Machine Template Management
Reporting & Analytics
User-Defined Dashboards
5
Included Dynamic Reports
50+
Memorized Reports
E-Signature & QR Codes
Custom Report Builder
Customizable Document Templates
Security & Access
SSL Encryption
PCI Compliant
GDPR Compliant
Custom User Access Rights
Configurable Password Policy
Restrict Time-Clock Login by Location
SSO Supported
Restrict System Login by Location
Support
Knowledge Base Access
Community Support (Q&A)
Submit Support Tickets Online
Email Support
Live Agent Web-Chat
Service Level Agreement
Dedicated Account Manager
Custom Dev Requests
Add-Ons
Additional Full Users (Pack of 5)
N/A
Additional Production Users (Pack of 5)
N/A
Additional Time Clock User (Pack of 5)
N/A
Additional Locations (Paid Monthly)
N/A
Additional Locations (Paid Annually)
N/A
API
Contact us for more info.
Small Business
Database Features
Locations
1
Standard Users
3
Production Users
3
Time Clock Users
5
Estimates Per Month
Unilmited
Customers
Unlimited
File Storage & Management
250GB
System Features
Outgoing Email Integration
Online Calendar Integration
Quick Product Templates
Basic CRM
Payment & Receivable Management
Online Customer Payments
Custom Workflow Statuses
Employee Time Clock Management
Order Level Surcharges
Early Payment Credit Rules
Customizable Payment Types
Custom URLs
Vendor Management
Vendor Catalog Management
Create Vendor PO's
Individual Customer Catalog
Goals Tracking
Re-order from Customer Portal
Customizable Document Templates
Custom Fields
Customizable Teams
Employee Roles
Preset
Product Proofs per Line Item
2
Fully Customizable Job Boards
15
Automations
20
Alert Notifications
50
Customer Portal Access
Unlimited
Integrated Credit Card Processing
Available
Advanced CRM
Customized Pricing Tiers
Advanced Job Time Tracking
Estimate Variations
Sales Commission Plans and Tracking
Customizable Destinations
Real-time Inventory Management
Assembly Template Management
Machine Template Management
Reporting & Analytics
User-Defined Dashboards
15
Included Dynamic Reports
50+
Memorized Reports
E-Signature & QR Codes
Custom Report Builder
Customizable Document Templates
Security & Access
SSL Encryption
PCI Compliant
GDPR Compliant
Custom User Access Rights
Configurable Password Policy
Restrict Time-Clock Login by Location
SSO Supported
Restrict System Login by Location
Add-Ons
Additional Full Users (Pack of 5)
$100
Additional Production Users (Pack of 5)
$50
Additional Time Clock User (Pack of 5)
$10
Additional Locations (Paid Monthly)
N/A
Additional Locations (Paid Annually)
N/A
API
Contact us for more info.
Plus
Database Features
Locations
1
Standard Users
5
Production Users
5
Time Clock Users
5
Estimates Per Month
Unlimited
Customers
Unlimited
File Storage & Management
1TB
System Features
Outgoing Email Integration
Online Calendar Integration
Quick Product Templates
Basic CRM
Payment & Receivable Management
Online Customer Payments
Custom Workflow Statuses
Employee Time Clock Management
Order Level Surcharges
Early Payment Credit Rules
Customizable Payment Types
Custom URLs
Vendor Management
Vendor Catalog Management
Create Vendor PO's
Individual Customer Catalog
Goals Tracking
Re-order from Customer Portal
Customizable Document Templates
Custom Fields
Customizable Teams
Employee Roles
Preset
Product Proofs per Line Item
5
Fully Customizable Job Boards
30
Automations
50
Alert Notifications
150
Customer Portal Access
Unlimited
Integrated Credit Card Processing
Available
Advanced CRM
Customized Pricing Tiers
Advanced Job Time Tracking
Estimate Variations
Sales Commission Plans and Tracking
Customizable Destinations
Real-time Inventory Management
Assembly Template Management
Machine Template Management
Reporting & Analytics
User-Defined Dashboards
25
Included Dynamic Reports
50+
Memorized Reports
E-Signature & QR Codes
Custom Report Builder
Customizable Document Templates
Security & Access
SSL Encryption
PCI Compliant
GDPR Compliant
Custom User Access Rights
Configurable Password Policy
Restrict Time-Clock Login by Location
SSO Supported
Restrict System Login by Location
Support
Knowledge Base Access
Community Support (Q&A)
Submit Support Tickets Online
Email Support
Live Agent Web-Chat
Service Level Agreement
Dedicated Account Manager
Custom Dev Requests
Add-Ons
Additional Full Users (Pack of 5)
$150
Additional Production Users (Pack of 5)
$50
Additional Time Clock User (Pack of 5)
$10
Additional Locations (Paid Monthly)
$239
Additional Locations (Paid Annually)
$199
API
Contact us for more info.
Professional
Database Features
Locations
1
Standard Users
10
Production Users
5
Time Clock Users
5
Estimates Per Month
Unlimited
Customers
Unlimited
File Storage & Management
3TB
System Features
Outgoing Email Integration
Online Calendar Integration
Quick Product Templates
Basic CRM
Payment & Receivable Management
Online Customer Payments
Custom Workflow Statuses
Employee Time Clock Management
Order Level Surcharges
Early Payment Credit Rules
Customizable Payment Types
Custom URLs
Vendor Management
Vendor Catalog Management
Create Vendor PO's
Individual Customer Catalog
Goals Tracking
Re-order from Customer Portal
Customizable Document Templates
Custom Fields
Customizable Teams
Employee Roles
Yes
Product Proofs per Line Item
100
Fully Customizable Job Boards
250
Automations
500
Alert Notifications
Unlimited
Customer Portal Access
Unlimited
Integrated Credit Card Processing
Available
Advanced CRM
Customized Pricing Tiers
Advanced Job Time Tracking
Estimate Variations
Sales Commission Plans and Tracking
Customizable Destinations
Real-time Inventory Management
Assembly Template Management
Machine Template Management
Reporting & Analytics
User-Defined Dashboards
100
Included Dynamic Reports
50+
Memorized Reports
E-Signature & QR Codes
Custom Report Builder
Customizable Document Templates
Security & Access
SSL Encryption
PCI Compliant
GDPR Compliant
Custom User Access Rights
Configurable Password Policy
Restrict Time-Clock Login by Location
SSO Supported
Restrict System Login by Location
Support
Knowledge Base Access
Community Support (Q&A)
Submit Support Tickets Online
Email Support
Live Agent Web-Chat
Service Level Agreement
Dedicated Account Manager
Custom Dev Requests
Add-Ons
Additional Full Users (Pack of 5)
$250
Additional Production Users (Pack of 5)
$75
Additional Time Clock User (Pack of 5)
$10
Additional Locations (Paid Monthly)
$359
Additional Locations (Paid Annually)
$299
API
Contact us for more info.
Enterprise
Database Features
Locations
1
Standard Users
20
Production Users
10
Time Clock Users
10
Estimates Per Month
Unlimited
Customers
Unlimited
File Storage & Management
5TB
System Features
Outgoing Email Integration
Online Calendar Integration
Quick Product Templates
Basic CRM
Payment & Receivable Management
Online Customer Payments
Custom Workflow Statuses
Employee Time Clock Management
Order Level Surcharges
Early Payment Credit Rules
Customizable Payment Types
Custom URLs
Vendor Management
Vendor Catalog Management
Create Vendor PO's
Individual Customer Catalog
Goals Tracking
Re-order from Customer Portal
Customizable Document Templates
Custom Fields
Customizable Teams
Employee Roles
Yes
Product Proofs per Line Item
Unlimited
Fully Customizable Job Boards
250
Automations
1,000
Alert Notifications
1,000
Customer Portal Access
Unlimited
Integrated Credit Card Processing
Available
Advanced CRM
Customized Pricing Tiers
Advanced Job Time Tracking
Estimate Variations
Sales Commission Plans and Tracking
Customizable Destinations
Real-time Inventory Management
Assembly Template Management
Machine Template Management
Reporting & Analytics
User-Defined Dashboards
Unlimited
Included Dynamic Reports
75+
Memorized Reports
E-Signature & QR Codes
Custom Report Builder
Customizable Document Templates
Security & Access
SSL Encryption
PCI Compliant
GDPR Compliant
Custom User Access Rights
Configurable Password Policy
Restrict Time-Clock Login by Location
SSO Supported
Restrict System Login by Location
Support
Knowledge Base Access
Community Support (Q&A)
Submit Support Tickets Online
Email Support
Live Agent Web-Chat
Service Level Agreement
Dedicated Account Manager
Custom Dev Requests
Add-Ons
Additional Full Users (Pack of 5)
$350
Additional Production Users (Pack of 5)
100
Additional Time Clock User (Pack of 5)
$10
Additional Locations (Paid Monthly)
$599
Additional Locations (Paid Annually)
$499
API
Contact us for more info.
Small Business
Support
Knowledge Base Access
Community Support (Q&A)
Submit Support Tickets Online
Email Support
Live Agent Web-Chat
Service Level Agreement
Dedicated Account Manager
Custom Dev Requests
See CoreBridge in Action
See for yourself how CoreBridge can unify your business processes and propel growth by requesting a demo from our team today.
