Pricing

SmartFunnel 2.0 Subscription Pricing

Basic plan – Manage a simple opportunity list with solo user features for free with the Basic version of SmartFunnel 2.0.

Professional plan – Enables our highly respected Visual Sales Progress functions of SmartFunnel 2.0, giving users the ability to design a custom sales process, with progress scoring, for several different types of opportunities. Rapid and non-technical independent updates of sales processes provide opportunity for continuous improvement in sales approaches for various product lines.

Team plan – All of the SmartFunnel 2.0 team management and insight features. Includes rolled-up summary reports that give management visibility into earned value at a team performance level, or by person, by opportunity type or by revenue type. Permissions enable view or view and edit rights for sales management, support and operations users. Sales Pipeline visibility as well as 12-24 month Sales Planning analysis, and more.

Payments – SmartFunnel is designed by Momenta Systems Inc. Our payment handling is done by PayPal, and you have the option to pay via credit card (Visa or MasterCard) or via your PayPal account. For Credit Card transactions, they will show up on your bill as “PayPal*MomentaSyst”.

Features Basic Professional Team

Price (Monthly per user)

Free $19 $39
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Price (Yearly per user)

Free $198 $396
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Create and update Organizations/Contacts/Deals

yes yes yes

Supports up to 20 deals

yes yes yes

Lead tracking – Contact interests, next steps, notes, status

yes yes yes

Supports unlimited deals

yes yes

Track both purchase and recurring revenue outlook

yes yes

Import Contact and Organization lists

yes yes

Upload sales tools (brochures, templates, etc.)

yes yes

Upload and attach deal-specific documents

yes yes

Create and update Events calendar / export ICS file

yes yes

Customize Stage Names/definitions (multiple independent Types)

yes yes

Management reports – basic dashboard

yes yes

Storage included – 4 GB per user

yes

Storage included – 10 GB per user

yes

Added reports – Sales Pipeline and Sales Planning (12-36 months)

yes

Supports multi-person teams

yes

Manager view of team deals and team sales funnels

yes

Team user data and File sharing (read or edit permissions)

yes

Dashboard roll-up of team funnels with drill downs

yes

Export organization, contact, deal lists to Excel

yes

Admin control of deal assignments, access

yes

Data migration services

yes

Sales process management workshop

yes

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