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| Advanced Functionality Basic Functionality Option | ||||
| Onboarding Services | Free CRM | Starter | Standard | Premium |
|---|---|---|---|---|
| Onboarding (Required) | $0 | $525 | $2,100 | $3,675 |
| Data Migration (Optional) | ||||
| Sales & Marketing | Free CRM | Starter | Standard | Premium |
| Sales Contact Details | ||||
| Sales Workplace Details | ||||
| Sales Agent Details | ||||
| Sales Funnel Management | ||||
| Link Sales Contact to Workplace | ||||
| Link Sales Contact to Learner | ||||
| Link Sales Contact to Agent | ||||
| Agents & Promotions | ||||
| Payment Gateways | ||||
| Online Enrolment Module | ||||
| People & Organisations | Free CRM | Starter | Standard | Premium |
| Learner Details | ||||
| Learner Photos | ||||
| Staff Details | ||||
| Workplace Details | ||||
| Agent Details | ||||
| Learner App | ||||
| Trainer App | ||||
| Single-click Integration | ||||
| Programs & Enrolments | Free CRM | Starter | Standard | Premium |
| Program Configuration | ||||
| Learner Enrolment | ||||
| Progression Management | ||||
| Results and Completion | ||||
| Bulk Updating | ||||
| Financial Status | ||||
| Learncycle Workflows | Free CRM | Starter | Standard | Premium |
| Static Trigger Conditions | ||||
| Scheduled Triggers | ||||
| Automated Task Creation | ||||
| Automated Field Updates | ||||
| Automated Integration | ||||
| Automated e-Mail Messaging | ||||
| Scheduled Messaging and Tasks | ||||
| Automated 'uReport' Generation | ||||
| Tasks & Notes | Free CRM | Starter | Standard | Premium |
| File Notes | ||||
| Task Management | ||||
| Checklists | ||||
| Template Checklists | ||||
| Documents | Free CRM | Starter | Standard | Premium |
| Upload Documents | ||||
| Attachment Limits/File Size | 10MB | 10MB | 10MB | 10MB |
| Storage Allocation | 1GB | 1GB | 20GB | Unlimited |
| QR Code Document Security | ||||
| Custom 'uReport' Document Generation | ||||
| Bulk 'uReport' Document Generation | ||||
| Messaging | Free CRM | Starter | Standard | Premium |
| Email Messaging | ||||
| 1-to-1 Messaging | ||||
| Bulk Messaging | ||||
| Message Templates | ||||
| Message from Template | ||||
| Message Scheduling | ||||
| Send Document via Email Message | ||||
| Send 'uReport' via Email Message | ||||
| Send Credentials via Email Message | ||||
| Timetables & Attendance | Free CRM | Starter | Standard | Premium |
| Class, Trainer, and Venue Scheduling | ||||
| Attendance Monitoring | ||||
| Progression Reporting | ||||
| Calendars | ||||
| Standards Compliance | Free CRM | Starter | Standard | Premium |
| AVETMISS (All states and territories) | ||||
| USI Integration | ||||
| VSN Integration and Reporting | ||||
| CRICOS | ||||
| VET Student Loan (VSL) Module | ||||
| VSL Module with eCAF Integration | ||||
| Higher Education (Fee Help) | ||||
| CHESSN Integration | ||||
| Reporting & Analysis | Free CRM | Starter | Standard | Premium |
| Dashboard Reports & Metrics | ||||
| Custom Tags & Lists | ||||
| Reports | ||||
| Credential Register | ||||
| Bulk Credentials | ||||
| Custom Dropdown Values | ||||
| Custom 'uReport' Document Generation | ||||
| Custom 'uReport' Templates | ||||
| Homepage Dashboard | ||||
| Learner Card | ||||
| Management Reports | ||||
| Scheduled Reports | ||||
| Custom Reports | ||||
| Bulk 'uReport' Document Generation | ||||
| Cloud Services & Security | Free CRM | Starter | Standard | Premium |
| SSL Encryption | ||||
| Single Sign-On | ||||
| Secure Hosting by Wisenet | ||||
| Application Updates | ||||
| User Access Management | ||||
| Two-Factor Authentication | ||||
| Roles | ||||
| Audit Trail Visibility | ||||
| Add-Ons & Integration | Free CRM | Starter | Standard | Premium |
| Xero Integration Connector | ||||
| SurveyMonkey Integration Connector | ||||
| Moodle Integration Connector | ||||
| SugarCRM Integration Connector | ||||
| Vendor Add-Ons | ||||
| Online Learning | ||||
| Basic API | ||||
| Advanced API | ||||
| Support & Services | Free CRM | Starter | Standard | Premium |
| Resource Centre | ||||
| Real-Time Chat | ||||
| Webinars | ||||
| Support Tickets | ||||
| Telephone Support | ||||
| Screenshare Support | ||||
| User Groups | ||||
| Training/Consulting Services | ||||
| Report Development | ||||
| Data Services | ||||
| Onsite Consulting | ||||
