Choose your Buddy
PROFESSIONAL
Your sales team companion
£75
/ user / month
ELITE
The ultimate sales team champion
£95
/ user / month
ELITE+
The ultimate sales team champion with our added white glove service
£150
/ user / month
All plans include £10,000 of FREE setup and configuration. That’s right, you don’t pay extra to ‘make it work for you’
Capabilities
PROFESSIONAL
This plan includes:
ELITE
Everything in Professional plus:
ELITE+
Everything in Elite plus:
Accounts, Contacts, Leads, Opportunity Management
✔️
✔️
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Email Integration with Gmail and Outlook
✔️
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Mobile App
✔️
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Email Templates
✔️
✔️
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Templated Activities
✔️
✔️
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Activity Reminders
✔️
✔️
✔️
Calendar Invites
✔️
✔️
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Custom Fields
✔️
✔️
✔️
Real-time Sales Insights
✔️
✔️
✔️
Business Intelligence
✔️
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Forecasting
✔️
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Campaign Management
✔️
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Workflows
✔️
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Integration
ERP systems
✔️
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Accounting inc. Xero and Sage
✔️
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Webhooks
✔️
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Sell More
Sales Pipeline
✔️
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Quotations
✔️
✔️
Enhanced Information and Control
Reports module with auto-scheduler
✔️
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Calendar management
✔️
✔️
User permissions/Restrictions management
✔️
✔️
Manager KPI Module
✔️
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Marketing*
HTML E-mail marketing
✔️
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Personalisation
✔️
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Enhanced sending
✔️
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Lead nurturing through email campaigns
✔️
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Web to Lead
✔️
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Signup Forms
✔️
✔️
Landing Pages
✔️
✔️
Automations
✔️
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Text Messaging Services
✔️
✔️
Cases
Case management
✔️
✔️
Case Email Integration
✔️
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Case Workflows
✔️
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Case Templates
✔️
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Connections
Google Maps
✔️
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Webservice API
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Zapier Integration
✔️
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White Glove Service
CRM amends handled by our team
✔️
Annual rescoping
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2 x Free 4-hour Training Refresher per Annum
✔️
Report Building Service
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Enhanced Service Level Agreement
✔️
2x Professional Service Days for Custom Development
✔️
Unlimited Sign up form creation by our team
✔️
All Plans Include
Free Onboarding and Configuration.
Free 4-hour interactive scoping session including documentation of system customisation and configuration of workflows/automations).
Free implementation of all customisation and configuration identified in scoping session.
Free Data Upload (fair usage based to 10,000 records in BuddyCRM upload template).
Free Training (two x 4-hour interactive training sessions).
Free Unlimited access (9am-5pm) to our Customer Success team for support and also guidance on suggestions/best practice.
Fair usage limits apply on email marketing, text messaging sending and Google maps lookups.
All plans are based on an annual payment.
Minimum 5 users.
36-month agreement as standard.
* Elite plan – training is provided for your internal teams to utilise these features. Elite+ upgrade required for BuddyCRM team to create sign up forms only on your behalf.
Want to see BuddyCRM in Action?
Simple & Straightforward
There’s no learning curve with BuddyCRM. Jump straight in, and you’ll instantly be able to start managing your customers, building your sales pipeline and closing those sales.
Won’t Break the Bank
BuddyCRM is competitively priced and packed full of features other products wouldn’t dream of giving you.
Take It Anywhere
BuddyCRM works online so it can be accessed from any browser, anywhere. Plus, we have a mobile app for iOS devices.
Dedicated CRM Manager
For all packages above entry level, you get a dedicated CRM Manager to take the pain out of managing software and let you manage sales.
Designed by Sales Professionals
BuddyCRM is developed by Sales, Support and Marketing professionals who needed a CRM more intuitive than Salesforce and more powerful than Pipedrive to meet their strict demands.
Based in the UK with Fanatical Support
BuddyCRM Support is just a quick e-mail or phone call away and handled by the people who know and work with the product every day. Our team are based in Walsall.
Need some documents to show the boss?
We know they’re busy people, so we provide case studies, presentations, and white papers to help them make decisions.