A corporate portal with a built-in CRM is not a single program but a set of tools that cover different areas of a company's work: team communication, sales, tasks, websites and an online store. In practice the choice comes down to two questions: which modules you actually need, and where the system should live — in the cloud or on your own server. Below we look at what the platform can do and at how the subscription tiers and the on-premise editions differ.
One portal instead of a dozen separate services
More often than not, a company turns to a platform like this not because it is short of one more program, but because it already has too many tools: email in one place, messengers in another, tasks in a spreadsheet, sales in a manager's head. A corporate portal brings all of that into one place, where every employee has a single account and a single activity feed.
Collaboration in the office
A live feed and an internal company social network, chat, drive, calendar, workgroups, reports and other tools that help the team work together.
CRM
Helps you sell more and personalise sales: it streamlines work with customers and guides them from the first contact to the closed deal.
Tasks and projects
Assigning and tracking tasks, planning projects and events. Visualising the work: Gantt chart, kanban, checklists, templates.
Contact centre
Connect Facebook, Instagram and messengers — and talk to customers where it suits them, without leaving the portal interface.
Online store
A store can be built right inside the system, and you can start selling while using all the CRM tools for working with buyers.
Websites and landing pages
Websites and landing pages are built in the same place where the CRM lives: pick a template, adjust it to your needs — and within half an hour you are ready to take new enquiries.
Integration with the accounting system
A configured data exchange between the accounting system and the CRM is the fastest way to keep products, invoices and counterparties in sync, with no manual re-entry.
CRM marketing
Working with your existing customer base on a new level: showing ads on Facebook, Instagram and other platforms.
The scale of the platform
Three figures that managers most often ask about even before they see the interface: how many companies already work in the system, how much you can save on the subscription, and how many employees the platform scales to.
Cloud or your own server
This is the first decision you will have to make, and it depends hardly at all on budget — it depends on how deeply you want to control the system. The cloud version means a subscription and an instant start. The on-premise version means a licence, your own server and full access to the platform.
One important point: the on-premise editions include everything in the top cloud plan — and add features the cloud does not have at all.
- Extranet — workgroups with contractors and clients outside the company's staff.
- Web cluster — load balancing across servers for the largest installations.
- Multi-department support — separate division structures within a single portal.
- HR module and an employee support desk.
- Analysis and statistics of portal visits.
- Cloud backup — from 10 to 60 GB depending on the edition.
Cloud subscription tiers
The cloud plan line-up is built not on the principle of "more money — more of everything", but around working scenarios: some tiers are geared towards sales, some towards tasks, some towards the company as a whole. That is why a cheaper plan sometimes offers what the more expensive one next to it does not — look at the rows, not just at the price.
| Feature | Free | Start+ | CRM+ | Tasks+ | Team | Company |
|---|---|---|---|---|---|---|
| Number of users | unlimited for the duration of the quarantine | 2 | 6 | 24 | 50 | unlimited |
| Cloud storage | 5 GB | 10 GB | 50 GB | 24 GB | 100 GB | unlimited |
| Number of sales funnels | 1 | 1 | 10 | 1 | 10 | unlimited |
| Business processes and automation rules in the CRM | — | — | — | — | + | + |
| Export from the accounting system (counterparties, contacts, documents) | — | — | + | — | + | + |
| Two-way integration with the accounting system (products and invoices) | — | — | — | — | — | + |
| Integration with the accounting system's back office | — | — | + | — | + | + |
| CRM marketing | — | — | + | — | + | + |
| End-to-end analytics | — | — | — | — | + | + |
| Price, UAH/month | free | 369 | 1200 | 1200 | 2200 | 4400 |
| Price per year, UAH | free | 3540 | 11 520 | 11 520 | 21 120 | 42 240 |
On-premise editions
The on-premise version is what you need when the portal has to sit on your own server: because of data storage requirements, because of complex integrations, or simply because of the number of people involved. The licence is bought once, and after that the standard renewal applies — 25% of the edition price.
| Feature | CRM | Online store + CRM | Corp. portal-50 | Corp. portal-100 | Corp. portal-250 | Enterprise |
|---|---|---|---|---|---|---|
| Number of users | 12 | 12 | 50 | 100 | 250 | 1000+ |
| Extranet | — | + | + | + | + | + |
| Web cluster | — | — | — | — | — | + |
| Multi-department support | — | — | — | — | — | + |
| Websites | 10 | 100 | 100 | 100 | 100 | unlimited |
| Cloud backup | 10 GB | 15 GB | 20 GB | 20 GB | 20 GB | 60 GB |
| Employee support desk | — | + | + | + | + | + |
| Visit analysis and statistics | — | + | + | + | + | + |
| HR module | — | + | + | + | + | + |
| Integration with the accounting system and the online store | + | + | + | + | + | + |
| Licence cost, UAH | 22 000 | 33 000 | 44 000 | 66 000 | 88 000 | 319 000 |
| Standard renewal (25%), UAH | 5 500 | 8 250 | 11 000 | 16 500 | 22 000 | 79 750 |
What to look at when choosing
If you boil both tables down to a few practical questions, you end up with a short checklist. The answers almost always point unambiguously to the tier you need.
- How many people will work in the system. This is the main constraint: from 2 users on the entry-level tier to an unlimited number in the senior editions.
- How many sales funnels you need. One funnel is one deal scenario; if you have several lines of business, you need a tier with ten funnels or with no limit.
- Whether you need business processes and automation rules. Automating routine steps inside the CRM is available only on the senior tiers.
- What kind of exchange with the accounting system you need. A one-way export of counterparties and documents is one job; a two-way exchange of products and invoices is something else entirely.
- Whether you will measure end-to-end analytics. If you need to see the path from an ad click to a payment, the cheap tiers drop out immediately.
- Where the data has to be stored. If it is your own server, the question of cloud plans goes away — look at the on-premise editions.
Where to start the rollout
Experience shows that companies spend the most time not on configuration but on articulating exactly what they want to automate. So it is better to start not with a plan, but with a description of your own processes.
- Describe your business. Briefly: what the company does, how many people will work in the system and what exactly you need the CRM for.
- Get a consultation. At this step it becomes clear which subscription tier or which on-premise edition covers your processes without overpaying.
- Tailor the platform to your needs. Setting up funnels, access rights, integrations with the accounting system and communication channels — so that the system works by your rules, not the other way round.
We are ready to tailor the platform to your business. Tell us what kind of company you have and what tasks you need the CRM for — and we will put together a configuration that will not need reworking six months later.
