Pricing

SmartFunnel Offers

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

Professional Team plans – Available as the Insurance Broker Pro Edition (featuring a Policies page), or the Small Company Pro Sales version (featuring a Deals page).  Both are built on the highly respected lightning fast technology platform of SmartFunnel 2.0. Enables our Contact management for leads and customers, with Notes and Email chains to track the Contact relationships over time. The My Week report presents current Sales action items, with toggling back and forth on your time line – and with check off and rapid edits to manage details. Contact progress appears in a visual heat map to help identify next steps, and what needs attention today.  For long cycle sales opportunities, the system gives users the ability to design custom Playbooks, with progress scoring and click-to-advance, for multiple different types of opportunities. Rapid and non-technical updates of sales Playbooks helps to achieve continuous improvement in sales approaches.

Corporate Team plan – All of the SmartFunnel team management and insight features of the Pro small company plan – and more. Also 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 12-36 month Sales Planning analysis, and more.

Training & Consulting – Professional services to improve your sales engagement process and persuasion tools, available for defined or flexible programs, with an hourly rate. See ‘Growth Advisory Services’ for descriptions.

Payments – Our payment handling is done by Stripe, a trusted global payment provider, who accept most popular credit cards. Transactions will appear on your card statement as “www.smartfunnel.com”.

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Features Basic Professional Corporate

Create and update Organizations/Contacts/Deals

yes yes yes

Lead tracking – Notes/Actions, Due dates

yes yes yes

Supports up to 100 records

yes

Supports up to 10,000 records/user

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

Custom Playbooks (Deal stages – multiple Playbooks)

yes yes

Playbook progress scoring + funnel roll-up (Earned value)

yes yes

Supports multi-person teams

yes  yes

Storage included – 5 GB per user

 yes

Storage included – 10 GB per user

yes

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

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 Playbooks management workshop

yes

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