No risk, proof of concept pricing

Web front-end integrations, full training, dedicated technical specialists & unlimited enhancements

Portfolio

$199/mo

$1999 one-time install fee
pay for service

Professional

$1500/mo

$1500 one-time install fee
(monthly fee is per CRM)

Enterprise

$700/mo

$700 per CRM
$3750 per month minimum

How does the No Risk, Proof of Concept pricing work?

If you cancel your account within 60 days of signing up you will be automatically refunded for the amount you were charged. You can cancel your account at any time by doing so from within your CRM installation.

Is there a minimum commitment?

OrangeCRM is a month to month service. There is no contract or long term obligation. You are billed on a monthly basis at the beginning of each month and if you cancel you will not be billed again.

Can I change plans at any time?

Changing plans is really simple. You can upgrade any plan any time by contacting customer service. If you are upgrading to a higher plan, you will not be prorated the difference for the month in which you choose the plan. You can downgrade to the Professional plan but you cannot downgrade to the Portfolio plan.

What are my payment options? Can I pay by invoice?

We accept Visa, Mastercard, and American Express. We will also invoice you if you prefer. Our invoice terms are net 15. Prepayments on a quarterly, half-yearly or yearly basis receive a discount.

KEY FEATURES	Portfolio	Professional	Enterprise
Enterprise class redundancy
Unlimited users
Unlimited customers and transactions
Shopping cart	Single campaign
Help desk
Catalog product manager
Upsell manager
Dedicated Technical Specialist
Multi-site, multi-network redundancy
Dedicated CRM specialist
Merchant accounts	1 included Additional @ $800 (one time fee)	Unlimited	Unlimited
Emails per day	200	25,000	Unlimited
Support	Email & Ticket (4 hour turnaround)	Unlimited (9:30 - 6:30pm EST)	24 hour live tech support
Billing plans	1 included Additional @ $250 (per plan)	Unlimited	Unlimited
Fulfillment plans	1 included Additional @ $200 (per fulfillment)	Unlimited	Unlimited
Call center manager	$3500 (one time fee)	Unlimited	Unlimited

General Features Learn more
Enterprise class, scalable solution capable of managing millions of records concurrently 100% zero footprint web based solution - no additional client costs Unlimited phone support Unlimited customization Track all data points in the CRM uniquely Complete audit trails and reverse traceability enhance compliance Highly granular and customizable reporting capabilities Screen pops for phone system and other third party software integration Create highly complex queries and submit via search tools System wide role based data export capability Integrate leads and customers from multiple sources for efficient management Manage each product (continuity, single sales or upsells) individually and uniquely with its own set of customer, banking, transactional and fulfillment rules	Search based, non-menu driven user controls Powerful enterprise wide search capabilities; Full text indexed database Output financial info to accounting modules Automated call center sales management tools Integrate with shopping carts, third party software, web pages, phone systems and calling centers Open access to CRM functionalities via the OrangeCRM API Manage customer, transaction and fulfillment rules on an individual (single) or batch (millions) basis Future project revenue and risk using sophisticated transaction analytics Enterprise class help desk Rule based user access rights Manage campaigns efficiently using an array of cloning tools

General Features Learn more

Enterprise class, scalable solution capable of managing millions of records concurrently
100% zero footprint web based solution - no additional client costs
Unlimited phone support
Unlimited customization
Track all data points in the CRM uniquely
Complete audit trails and reverse traceability enhance compliance
Highly granular and customizable reporting capabilities
Screen pops for phone system and other third party software integration
Create highly complex queries and submit via search tools
System wide role based data export capability
Integrate leads and customers from multiple sources for efficient management
Manage each product (continuity, single sales or upsells) individually and uniquely with its own set of customer, banking, transactional and fulfillment rules

Search based, non-menu driven user controls
Powerful enterprise wide search capabilities; Full text indexed database
Output financial info to accounting modules
Automated call center sales management tools
Integrate with shopping carts, third party software, web pages, phone systems and calling centers
Open access to CRM functionalities via the OrangeCRM API
Manage customer, transaction and fulfillment rules on an individual (single) or batch (millions) basis
Future project revenue and risk using sophisticated transaction analytics
Enterprise class help desk
Rule based user access rights
Manage campaigns efficiently using an array of cloning tools

Customer Management Learn more
Clearly defined, simple to navigate single screen for customer management Validate customer data Automate lead capture processes Distribute customers to inside sales and channel partners Track and edit address and account data Issue, edit and authenticate user names and passwords Duplicate check customer record Manage billing plans dynamically Role based permissions Allow customer access to own record via web portal to manage account, generate tickets, change preferences and run fulfillments Dynamically change rules relative to the customers life cycle Identify order, process and estimated bill dates along with estimated bill amounts Track IP address of originating order Link back to sales call recording Categorize customers in to sub-sets for better order flow management Attach documents to the customer and / or comment record Track customer payable (direct customer related costs) Allow specific payment types Link customer record to sales recordings Robust commenting module managed with pre-defined comments and operator keyed remarks Group and categorize comments for reporting purposes	Manage payment methodology, retry rates etc. on a single customer or batch basis Flag customers has high risk Track lead performance Examine leads based on status, batch or acquisition point and manage similar to a customer record Track affiliate and sub-affiliate performance metrics post customer acquisition Transfer calls and customer records when escalations are required Track customer transactions and orders to fulfillment Define compliance rules for a customer record that must be met prior to load Track shipments to the customer and request / manage shipments Waive fees, change time to bill, time to trial and extend billing periods Track costs associated with customer acquisition Change customer status (New, Trial, Active, Suspended, Cancelled, CSR Cancelled, Archived) Unlimited fee schedules tied to individual customers or to groups of customers Create lead summary outputs and track pass / fail percentages, net leads, no pay leads, over limit percentages and pay outs Acquire leads (un-billed or pre-qualified) and automate the process of CRM acquisition from upload through quality checks to billing and retention Create uni-level, multi-event commission payouts. Generate commission statements based on lead payouts, claw back percentages, historical bill date Generate tickets to auto escalate customer issues Queue fulfillments, emails and tickets on behalf of customer Manage risk associated with a customer account by flagging customer, bank bin or other data point in system

Customer Management Learn more

Clearly defined, simple to navigate single screen for customer management
Validate customer data
Automate lead capture processes
Distribute customers to inside sales and channel partners
Track and edit address and account data
Issue, edit and authenticate user names and passwords
Duplicate check customer record
Manage billing plans dynamically
Role based permissions
Allow customer access to own record via web portal to manage account, generate tickets, change preferences and run fulfillments
Dynamically change rules relative to the customers life cycle
Identify order, process and estimated bill dates along with estimated bill amounts
Track IP address of originating order
Link back to sales call recording
Categorize customers in to sub-sets for better order flow management
Attach documents to the customer and / or comment record
Track customer payable (direct customer related costs)
Allow specific payment types
Link customer record to sales recordings
Robust commenting module managed with pre-defined comments and operator keyed remarks
Group and categorize comments for reporting purposes

Manage payment methodology, retry rates etc. on a single customer or batch basis
Flag customers has high risk
Track lead performance
Examine leads based on status, batch or acquisition point and manage similar to a customer record
Track affiliate and sub-affiliate performance metrics post customer acquisition
Transfer calls and customer records when escalations are required
Track customer transactions and orders to fulfillment
Define compliance rules for a customer record that must be met prior to load
Track shipments to the customer and request / manage shipments
Waive fees, change time to bill, time to trial and extend billing periods
Track costs associated with customer acquisition
Change customer status (New, Trial, Active, Suspended, Cancelled, CSR Cancelled, Archived)
Unlimited fee schedules tied to individual customers or to groups of customers
Create lead summary outputs and track pass / fail percentages, net leads, no pay leads, over limit percentages and pay outs
Acquire leads (un-billed or pre-qualified) and automate the process of CRM acquisition from upload through quality checks to billing and retention
Create uni-level, multi-event commission payouts.
Generate commission statements based on lead payouts, claw back percentages, historical bill date
Generate tickets to auto escalate customer issues
Queue fulfillments, emails and tickets on behalf of customer
Manage risk associated with a customer account by flagging customer, bank bin or other data point in system

Storefront Learn more
Custom built shopping cart Customer owns code on implementation Customer designed graphics No page design requirements Landing page - customer information Order / billing page - collect payment info and process to merchant gateway	Confirmation / checkout page Designed in PHP, ASP, ASP.net or customer specified Integrated mySQL database for web front end management Partial lead capture with secure web front end login Order tracking Integrated KRON scripts to reconcile web transactions

Merchanting Learn more
Over 80 gateways supported Unlimited transactions; no fee per transaction Unlimited merchant accounts and unlimited MID's Role based permissions Bulk upload capabilities for high volume processers New gateway integrations within 72 hours Process virtually all card types, ACH and check or cash payments Completely customizable account code sets Create rule sets for chargeback auto refunds Support AVS (address verification service) routing - send, send on retry etc. Routing based on card type, customer lifecycle, dollar volumes Mix and match transaction types (Sales, Auths, Refunds, Retry's) to improve success ratios Verify by Visa Secure MasterCard Time of day routing Track multiple deposit accounts Track merchant account fees, escrow charges and monthly charges Checking account reconciliation tools Sophisticated cost tracking capabilities Dynamically change customer charges to reflect changing market conditions or customer / customer service department requests Email marketing triggered by billing events	Categorize customers based on billing events Create fulfillments based on billing events and tracks associated costs and account codes Cloning tools for easier system wide deployment Create account code lists that are reflective of current internal accounting codes Tie specific merchants accounts and / or MID's to specific billing tasks in the CRM Manage transactions individually or collectively depending on your internal business logic Define a hold period for refunds to enhance cash flow management. Set up rules to immediately release refunds if required Capture transaction, refund, RFI and chargeback data Create dispositions to enhance the ability to track and report on the reason why a lead was lost or a customer charged back Issue chargeback memo's as required Set up merchant accounts and / or MID's and assign each merchant account a particular job or job's within the CRM (transact all first cycle charges, transact only MC etc.) Adjust gateway transaction codes manually or use system defaults Transact customer charges based on pre-defined business rules. For example: all transactions route to one merchant account all Visa transactions route to a specific merchant account a percentage of transactions route to a particular MID a customer needs to be sticky-routed on a specific MID create exceptions to sticky-routing to account for high risk periods send all first run transactions offshore send all transactions post cycle four to a low-cost, low risk tolerance merchant account

Merchanting Learn more

Over 80 gateways supported
Unlimited transactions; no fee per transaction
Unlimited merchant accounts and unlimited MID's
Role based permissions
Bulk upload capabilities for high volume processers
New gateway integrations within 72 hours
Process virtually all card types, ACH and check or cash payments
Completely customizable account code sets
Create rule sets for chargeback auto refunds
Support AVS (address verification service) routing - send, send on retry etc.
Routing based on card type, customer lifecycle, dollar volumes
Mix and match transaction types (Sales, Auths, Refunds, Retry's) to improve success ratios
Verify by Visa
Secure MasterCard
Time of day routing
Track multiple deposit accounts
Track merchant account fees, escrow charges and monthly charges
Checking account reconciliation tools
Sophisticated cost tracking capabilities
Dynamically change customer charges to reflect changing market conditions or customer / customer service department requests
Email marketing triggered by billing events

Categorize customers based on billing events
Create fulfillments based on billing events and tracks associated costs and account codes
Cloning tools for easier system wide deployment
Create account code lists that are reflective of current internal accounting codes
Tie specific merchants accounts and / or MID's to specific billing tasks in the CRM
Manage transactions individually or collectively depending on your internal business logic
Define a hold period for refunds to enhance cash flow management. Set up rules to immediately release refunds if required
Capture transaction, refund, RFI and chargeback data
Create dispositions to enhance the ability to track and report on the reason why a lead was lost or a customer charged back
Issue chargeback memo's as required
Set up merchant accounts and / or MID's and assign each merchant account a particular job or job's within the CRM (transact all first cycle charges, transact only MC etc.)
Adjust gateway transaction codes manually or use system defaults
Transact customer charges based on pre-defined business rules. For example:
- all transactions route to one merchant account
- all Visa transactions route to a specific merchant account
- a percentage of transactions route to a particular MID
- a customer needs to be sticky-routed on a specific MID
- create exceptions to sticky-routing to account for high risk periods
- send all first run transactions offshore
- send all transactions post cycle four to a low-cost, low risk tolerance merchant account

Fulfillments Learn more
End to end fulfillment processing and management Create fulfillments for hard goods, electronic delivery or as help desk tickets Send receipts, welcome letters or other customized communications Generate fulfillments based on events in a customer's life cycle Track and manage orders within the CRM using multiple shipping services Work with multiple warehouse locations and email delivery services Create mail merge files and generate packing slips and invoices Auto deliver pick and pack orders to your warehouse personnel	Create fulfillment events based on a customer's status, origin of sale, billing plan, category or other data point Trigger fulfillments based on internally developed business rules Role based permissions Permission based CSR fulfillment creation Filter fulfillments based on geographic location Automate chargeback and RFI dispute management Track fulfillment costs and package information Auto notify customer of fulfillment processing and shipping with tracking information

Fulfillments Learn more

End to end fulfillment processing and management
Create fulfillments for hard goods, electronic delivery or as help desk tickets
Send receipts, welcome letters or other customized communications
Generate fulfillments based on events in a customer's life cycle
Track and manage orders within the CRM using multiple shipping services
Work with multiple warehouse locations and email delivery services
Create mail merge files and generate packing slips and invoices
Auto deliver pick and pack orders to your warehouse personnel

Create fulfillment events based on a customer's status, origin of sale, billing plan, category or other data point
Trigger fulfillments based on internally developed business rules
Role based permissions
Permission based CSR fulfillment creation
Filter fulfillments based on geographic location
Automate chargeback and RFI dispute management
Track fulfillment costs and package information
Auto notify customer of fulfillment processing and shipping with tracking information

Email Marketing Learn more
Create personalized rule based email marketing campaigns Unlimited contacts User defined custom fields Include dynamic content and links to video or audio clips Multiple emails per campaign Drip market based on a customer's life cycle Remove Unsubscribed contacts Selectively grouping and filtering tools	Customer fields Automatically detect duplicate emails or create duplicate emails Create plain text or html emails Include attachments Trigger emails off transaction events Role based permissions Third party integration

Help Desk Learn more
Custom ticket creation portal Automatic routing of tickets based on multiple criteria Search based navigation Customizable permission levels Create tickets automatically Customers can create their own tickets Custom field creation allows ticket personalization User defined fields can be optional, required and private Assign issues and tickets to groups or individual resolvers Alert and update customers, resolvers, managers and third party's of ticket status via email Reassignment mechanism if resolver is unavailable Create spam filters to prevent spam tickets No licence required for customer access rights Group related issues in to a global issue and handle as single item Create ticket stages and require the completion of specific tasks before ticket closure Require management approval prior to ticket closure Attach documents to any ticket Full text indexing of all data and documents for easy search and retrieval Complete audit trails and reverse traceability Assign tasks to any user without licensing requirements	Reassign tickets on an ad-hoc basis Run complex queries against ticket database Connect to third party applications via an API Track assets through the system from delivery to completion of work order Associate assets with tickets, users, locations and customers Unlimited assets and asset classes Check-in / check-out functions Create performance benchmarks Display tickets by type, organization, severity, assignee and more Filter data by resolver, manager, department or customer Create distribution lists to notify of ticket status including those outside the team User defined automatic reminders and escalations Move tickets to new queues Link tickets to other tickets Automatic change status notification Distribution list notifications Track time and labor hours Adjust time based on hours of operation Route issues based on time Screen pops for phone system and other third party software integration

Help Desk Learn more

Custom ticket creation portal
Automatic routing of tickets based on multiple criteria
Search based navigation
Customizable permission levels
Create tickets automatically
Customers can create their own tickets
Custom field creation allows ticket personalization
User defined fields can be optional, required and private
Assign issues and tickets to groups or individual resolvers
Alert and update customers, resolvers, managers and third party's of ticket status via email
Reassignment mechanism if resolver is unavailable
Create spam filters to prevent spam tickets
No licence required for customer access rights
Group related issues in to a global issue and handle as single item
Create ticket stages and require the completion of specific tasks before ticket closure
Require management approval prior to ticket closure
Attach documents to any ticket
Full text indexing of all data and documents for easy search and retrieval
Complete audit trails and reverse traceability
Assign tasks to any user without licensing requirements

Reassign tickets on an ad-hoc basis
Run complex queries against ticket database
Connect to third party applications via an API
Track assets through the system from delivery to completion of work order
Associate assets with tickets, users, locations and customers
Unlimited assets and asset classes
Check-in / check-out functions
Create performance benchmarks
Display tickets by type, organization, severity, assignee and more
Filter data by resolver, manager, department or customer
Create distribution lists to notify of ticket status including those outside the team
User defined automatic reminders and escalations
Move tickets to new queues
Link tickets to other tickets
Automatic change status notification
Distribution list notifications
Track time and labor hours
Adjust time based on hours of operation
Route issues based on time
Screen pops for phone system and other third party software integration

Business Analytics Learn more
True business analytics - explore past performance to drive business planning Performance chart based dashboard overviews Over 120 business reports Create customized account code sets for drill down analytics On demand customizable reporting A/B testing Mentor reporting transaction analysis to future predict revenue and costs to +/- 1% Future predict chargeback rates to +/- 1% Chargeback monitoring by campaign, web site, billing cycle, affiliate, sub-affiliate, bank, BIN and disposition Help desk reporting by task, resolver, manager, escalation list and more CSR activity by group, refund patterns, save sale percentages Customer activity by campaign, acquiring party, billing demographic, fulfillments, product and more	Deposit activity by checking account or accounts, BIN number and more Estimated billing reports by account code, acquiring party, campaign, category, date, master code and more Risk reward reporting to compare true returns on campaigns, calling centers, web pages etc. Pending transaction reporting Lead reporting by acquiring party, email, date, disposition and more Profit and loss by acquiring party, affiliate, sub-affiliate, BIN, State and more Attrition rate reporting by product, company, date, billing plan, affiliate, sub-affiliate and more Transaction summary by account code, campaign, acquiring party, affiliate, sub-affiliate, API, merchant account, bank code, date, account code and more Estimated unbilled revenue Unrealized billing - lost revenue projection

Business Analytics Learn more

True business analytics - explore past performance to drive business planning
Performance chart based dashboard overviews
Over 120 business reports
Create customized account code sets for drill down analytics
On demand customizable reporting
A/B testing
Mentor reporting transaction analysis to future predict revenue and costs to +/- 1%
Future predict chargeback rates to +/- 1%
Chargeback monitoring by campaign, web site, billing cycle, affiliate, sub-affiliate, bank, BIN and disposition
Help desk reporting by task, resolver, manager, escalation list and more
CSR activity by group, refund patterns, save sale percentages
Customer activity by campaign, acquiring party, billing demographic, fulfillments, product and more

Deposit activity by checking account or accounts, BIN number and more
Estimated billing reports by account code, acquiring party, campaign, category, date, master code and more
Risk reward reporting to compare true returns on campaigns, calling centers, web pages etc.
Pending transaction reporting
Lead reporting by acquiring party, email, date, disposition and more
Profit and loss by acquiring party, affiliate, sub-affiliate, BIN, State and more
Attrition rate reporting by product, company, date, billing plan, affiliate, sub-affiliate and more
Transaction summary by account code, campaign, acquiring party, affiliate, sub-affiliate, API, merchant account, bank code, date, account code and more
Estimated unbilled revenue
Unrealized billing - lost revenue projection