See how the Intalio|CRM editions compare, feature by feature.
| Group | Professional | Enterprise | |
|---|---|---|---|
| Pricing | $9/user/month |
$49/user/month |
$99/user/month |
| User Limit | 5 Users Maximum |
3 Users Minimum |
3 Users Minimum |
| Standard Training and Support |
|
Included |
Included |
| Storage per User | 5GB/user |
10GB/user |
20GB/user |
| Group | Professional | Enterprise | |
|---|---|---|---|
| Account, Contact, and Activity Management | ![]() |
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| Opportunity Management | ![]() |
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| Document Management | ![]() |
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| Notes and Attachments | ![]() |
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| Data Validation | ![]() |
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| CRM Console | ![]() |
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| Customizable Forecasting | ![]() |
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| Contract and Renewal Management | ![]() |
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| Integration with Third-Party Methodologies | Winter 2009 |
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| Product Catalog | ![]() |
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| Revenue Schedule Management | Winter 2009 |
Winter 2009 |
|
| Account and Opportunity Team Selling | ![]() |
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| Client Lifecycle Management | ![]() |
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| Advanced Call Scripting | Spring 2009 |
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| Territory Management | ![]() |
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| Mass Quota Updates | ![]() |
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| Workflow and Approvals | Spring 2009 |
Spring 2009 |
|
| Analytic Snapshots | ![]() |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Full Set of PRM Features | Spring 2009 |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Google AdWords | Summer 2009 |
Summer 2009 |
Summer 2009 |
| Web Site Lead Capture and Tracking | ![]() |
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| Lead Management, Routing, and Assignment | ![]() |
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| Document Management | ![]() |
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| Email Templates | ![]() |
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| Mass Email and Tracking | ![]() |
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| Campaign Management | ![]() |
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| List Management | ![]() |
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| Advanced Call Scripting | Spring 2009 |
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| Workflow and Approvals | Spring 2009 |
Spring 2009 |
|
| Group | Professional | Enterprise | |
|---|---|---|---|
| Case Management | ![]() |
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| Data Validation | ![]() |
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| Document Management | ![]() |
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| Case Queues and Auto-Assignment | Winter 2009 |
Winter 2009 |
|
| Advanced Case Escalation and Notification | Winter 2009 |
Winter 2009 |
|
| History Tracking | ![]() |
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| Knowledge Base and Suggested Solutions | ![]() |
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| Multilingual Solutions | ![]() |
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| Agent Console | ![]() |
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| Service Dashboards | ![]() |
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| Call Center | ![]() |
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| Web and Email Case Capture | ![]() |
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| Asset Management | Spring 2009 |
Spring 2009 |
Spring 2009 |
| Service Entitlements | Spring 2009 |
Spring 2009 |
|
| Customer Portal | Spring 2009 |
Spring 2009 |
Spring 2009 |
| Group | Professional | Enterprise | |
|---|---|---|---|
| Content Management | ![]() |
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| Idea Management | Spring 2009 |
Spring 2009 |
|
| Group | Professional | Enterprise | |
|---|---|---|---|
| Standard and Custom Reports | ![]() |
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| Custom Report Formulas | ![]() |
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| Custom Conditional Highlighting | ![]() |
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| Customizable Dashboards | ![]() |
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| Analytic Mashups | ![]() |
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| Read-Only Report Access | ![]() |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Integration with Outlook and Office | ![]() |
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| Integration with Lotus Notes | ![]() |
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| Offline Access | Spring 2010 |
Spring 2010 |
|
| Desktop Solution Administration | ![]() |
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| Mobile Access | ![]() |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Custom Fields per Object | Unlimited |
Unlimited |
Unlimited |
| Total Custom Objects | Unlimited |
Unlimited |
Unlimited |
| Custom Object History Tracking | ![]() |
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| Custom Formulas | ![]() |
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| Fields Data Validation | ![]() |
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| Custom Object Sharing Controls | ![]() |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Total Custom Tabs | Unlimited |
Unlimited |
Unlimited |
| XML Programming Language |
|
Fusion |
Fusion |
| Graphical Programming Environment | ![]() |
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| Drag-and-Drop Custom Layouts | ![]() |
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| Embedded Mashups | ![]() |
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| Custom Buttons | ![]() |
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| Global Translation Workbench | ![]() |
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| Rename Tabs and Labels | ![]() |
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| Multiple Custom Page Layouts | ![]() |
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| Record-Dependent Page Layouts | ![]() |
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| AJAX Toolkit | ![]() |
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| Standard Button Overrides | ![]() |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Account-Based Sharing Controls | ![]() |
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| Record-Level Security | ![]() |
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| Field-Level Security | Spring 2009 |
Spring 2009 |
Spring 2009 |
| Multidepartmental Administration | ![]() |
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| Profile-Based Departmental Security | ![]() |
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| Delegated Administration | ![]() |
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| Opportunity, Lead, and Case-Sharing Controls | ![]() |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Lead and Case Routing | ![]() |
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|
| Multistep Approval Processes | Spring 2009 |
Spring 2009 |
|
| Workflow Automation Rules and Tasks | Spring 2009 |
Spring 2009 |
|
| Multiple Business Processes | Spring 2009 |
Spring 2009 |
|
| XML Programming Language | X# |
X# |
|
| Group | Professional | Enterprise | |
|---|---|---|---|
| Application Installation | Intalio|Exchange |
Intalio|Exchange |
Intalio|Exchange |
| Maximum Custom Apps | Unlimited |
Unlimited |
Unlimited |
| Platform Edition | Included |
Included |
Included |
| Group | Professional | Enterprise | |
|---|---|---|---|
| Platform Service Delivery |
|
Intalio|On-Demand |
Intalio|On-Demand |
| Import/Export Utilities | ![]() |
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| Import De-Duplication | ![]() |
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| Weekly Export Service | Automated Backups |
Automated Backups |
Automated Backups |
| Real-Time Database Mirroring | ![]() |
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| Data Loader | ![]() |
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| Development and Test Environment | Spring 2009 |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Integration with Outlook and Office | ![]() |
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| Integration with Lotus Notes | ![]() |
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| Web Services API | ![]() |
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| Metadata API | ![]() |
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| Single Sign-On with LDAP Integration | ![]() |
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| Connector for SAP | $ |
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| Connector for Oracle | $ |
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| Group | Professional | Enterprise | |
|---|---|---|---|
| Multi-tenant Architecture | OS Virtualization |
OS Virtualization |
OS Virtualization |
| Implementation Platform | J2EE |
J2EE |
J2EE |
| 1-N Relationships | ![]() |
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