Trial Plan
Free
customer onboarding
opportunities management
contact management
leads management
quoting or billing
appointments scheduling
activities scheduling
auto reminder
sales pipeline
cross-selling and upselling
360 degrees customer view
focus
knowledge center
mobile access
testing or false data used for trial account
limited to 14 days
trial account may be setup based on specific needs
no credit card needed
MOST POPULAR
Entrepreneur Plan
$30
/user/month
everything in Trial Plan
automated deals prioritization
pop-up window for deals alert, upcoming activities, contract renewal
custom fields
provide potential targeted customer list
no setup, implementation, storage or hidden costs
no limit on number of quote/invoice per month
no limit on number of email templates or contacts
real-time reporting
my sales forecast
two factor authentication security in password control
ideally for companies with 1-5 members
one day setup time by 4P
Corporate Plan
$40
/user/month
everything in Entrepreneur Plan
teams/departments reporting
customer service
marketing campaigns
sales forecasting
custom menu based on roles
leads distribution
review team members appointments
follow up on overdue accounts
ideally for companies with 1-10 members
two days setup time by 4P
Enterprise Plan
$640/month
everything in Corporate Plan
backend management in password control
customizable dashboard
backend broadcasting
independent application and database
application and database hosted in 4P managed server
customized reports (optional add on)
Integration with corporate website (optional add on)
Integration with mobile app (optional add on)
ideally for sizable companies
3-30 days setup time by 4P depending on customization needed
Trial Plan
Free
customer onboarding
opportunities management
contact management
leads management
quoting or billing
appointments scheduling
activities scheduling
auto reminder
sales pipeline
cross-selling and upselling
360 degrees customer view
focus
knowledge center
mobile access
testing or false data used for trial account
limited to 14 days
trial account may be setup based on specific needs
MOST POPULAR
Entrepreneur Plan
$40
/per user/month
everything in Trial Plan
automated deals prioritization
pop-up window for deals alert, upcoming activities, contract renewal
custom fields
provide potential targeted customer list
no setup, implementation, storage or hidden costs
no limit on number of quote/invoice per month
no limit on number of email templates or contacts
real-time reporting
my sales forecast
two factor authentication security in password control
ideally for companies with 1-5 members
one day setup time by 4P
Corporate Plan
$52/
per user/month
everything in Entrepreneur Plan
teams/departments reporting
customer service
marketing campaigns
sales forecasting
custom menu based on roles
leads distribution
review team members appointments
follow up on overdue accounts
ideally for companies with 6-10 members
two days setup time by 4P
Enterprise Plan
$830/month
everything in Corporate Plan
backend management in password control
customizable dashboard
backend broadcasting
independent application and database
application and database hosted in 4P managed server
customized reports (optional)
Integration with corporate website (optional)
Integration with mobile app (optional)
ideally for sizable companies
4P CRM SAAS platform is an integrated sales and marketing platform designed to increase revenue, improve sales productivity, business efficiency, teamwork and customer experience. It includes modules of sales, marketing, customer service, databases, email, forms, search and reports.
4P CRM SAAS platform is not just a tool. It is a system that operates daily together with your frontline teams. It is account-based, in the sense that each frontline person would be responsible to create and engage each opportunity she has. The system would ensure each frontline person can view, use and amend her account created by her only. This motivates frontline person to be more proactive and achieve more results for herself. To be effective, progressive commission and monthly review need to be in place with support by top leadership.
When a company grows, its organizational structure will also change and expand in levels. A role-based system means each role can have its own choice of screens, because each role will specialize to work on something. Mobile-first CRM solution usually cannot provide this flexibility but 4P CRM SAAS platform can provide this scalability.
4P will provide free support service including half-hour online tutorial, trial account, online chat methods like Whatsapp, wechat, QQ, Line, Telegram, zoom webinar, email support, remote control and on site demonstration. Please refer to https://www.4p.com.hk/support.html
Two-factors authentication security is used in password control . SSL is installed to used to encrypt internet communications, verify website identity, and protect data integrity, ensuring that sensitive information like passwords cannot be intercepted or altered during transmission. All promotional emails sent from the platform will also be added automatically with opt out link to identify its source and comply with data privacy requirement.
4P provides guideline for the migration of data from excel and provide free service to import the excel from platform user.
The limit for sending emails for each corporate account is 200 per hour.
The most time-consuming process in sales and marketing for most businesses is finding the right targeted customers. 4P corporate data sharing platform may provide potential targeted customers based on type of industries, job positions or geographic locations. This is especially true for B2B market in which subscription approach cannot be relied on and proactive approach is needed. Users from 4P CRM SAAS Platform may use data provided by 4P corporate data sharing platform but not in opposite direction.
Data might become outdated when employees change their jobs or companies being closed as time passes by. As regards to the potential targeted customer list, 4P would test the validity of the email addresses on the list everytime before letting the platform user use it in their account. 4P frontline team would be responsible to maintain the reliability of the data by actually using them. Platform users may also suggest deleting outdated data by selecting "not exist, please delete" option in initial response page of Create Opportunities Page of the platform in databases module.
If users need independent database and application, customized 4P CRM system may be considered. In this option, the system may be hosted in your own corporate server too. For consumers market, clients should consider the B2C member system approach which can also enhance relationships with consumers. On the other hand, web app or mobile app may also be built to maintain customer relationships if mobile communication is the first priority.
