| Setup & Configuration | Free | $89/1, $178/2+ | $89/1, $178/2+ |
| 1 User | $39 | $99 | $165 |
| 2-5 Users | n/a | $59 | $99 |
| 6-15 Users | n/a | $49 | $79 |
| 15+ Users | n/a | Call for Quote | Call for Quote |
| Number of Records per Account | up to 500* | up to 2500** | up to 10000*** |
| Monthly Email Volume | 1000 / Account | Unlimited | Unlimited |
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| AJAX Enabled |  | | |
| Encrypted, Offsite Backup | | | |
| 128-Bit SSL Encryption | | | |
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| Import Leads | | | |
| Export Leads | | | |
| Tasks with Reminders | | | |
| Send Manual Emails | | | |
| Print Labels | | | |
| Print Letters | | | |
| Manage Events | | | |
| Assign Records | | | |
| Attach Files | | | |
| Start Campaigns | | | |
| Attach Loan Participants | | | |
| Daily Digest Morning Emails | | | |
| New Record Notifications | | | |
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| Re-distribution | | | |
| Round Robin | | | |
| Scheduling | | | |
| Multiple Rules | | | |
| User Filters | | | |
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| Calendar | | | |
| In-Processing Report | | | |
| Lead Conversion Report | | | |
| To Do List | | | |
| Campaigns Panel | | | |
| Refinance Alerts | | | |
| Birthday Reminder Panel | | | |
| Hot List: To Contact | | | |
| RSS Viewer | | | |
| Assignments Panel | | | |
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| Manage Users | - | | |
| Manage Groups | - | | |
| Manage Access Rights | - | | |
| Manage Workflow | | | |
| Custom Reminders | | | |
| Import/Export Mappings | | | |
| Manage Web (Lead) Forms | | | |
| Custom XML Posts | - | | |
| Time Zones | - | | |
| IP Restrictions | - | | |
| Password Requirements | | | |
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| Manage Marketing Campaigns | | | |
| Customize Marketing Campaigns | | | |
| Manage Triggers (Automated Rules) | | | |
| Centralized Campaigns Execution | | | |
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| New Lead Campaign | | | |
| Refinance Campaign for Prospects | | | |
| Purchase Campaign for Prospects | | | |
| Refinance Application Received | | | |
| Purchase Application Received | | | |
| Purchase in Processing | | | |
| Refinance In Processing Campaign | | | |
| Cancelled Loan Campaign | | | |
| Previously Funded Campaign | | | |
| Post Funding Campaign | | | |
| Reconnect Campaign | | | |
| 1/3/5 ARM Campaign | | | |
| Real Estate Agent Co-Branded Campaign | | | |
| Buying Agent Co-Branded Campaign | | | |
| Corporate Benefits Campaign | | | |
| Partner E-Marketing Tips | | | |
| Real Estate Agent Trust Building Campaign | | | |
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| Mail-merged Automated Emails | | | |
| Mail-merge MS Word Documents | | | |
| Market to Clients | | | |
| Market To Partners | | | |
| Co-Market with Partners | | | |
| Market to Loan Participants | | | |
| Send Email Alerts (Self and Co-workers) | | | |
| Export Address List for Mailing House | | | |
| Data Transfer via XML Post | | | |
| In-Processing Status Updates | - | | |
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| Third-Party Newsletter Automation | | | |
| BNTouch Newsletter Automation | | | |
| Automated Email Sendout | | | |
| Rule-based Sendout | | | |
| Custom Scheduling | | | |
| Content Customization | | | |
| RSS Feed Inclusion | | | |
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| Calyx Point * | - | | |
| Ellie Mae Encompass | - | | |
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| Participants Report | | | |
| Funded Loans Report | | | |
| Repeat Business Report | | | |
| Lead Conversion Report | | | |
| Lead Distribution Report | | | |
| Office Performance Report | | | |
| ROI Report | | | |
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| Email | | | |
| Tickets | | | |
| Phone | - | | |
| Training Portal www.crisuccess.com | | | |
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| Training Articles | | | |
| Training Videos | | | |
| Best Practices Documentation | | | |
| Remote User Training | - | | |
| Remote Admin Training | - | | |
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| Web to Lead Form | | | |
| Custom Lead Sources | - | | |
| Custom Integrations | - | | |
