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CRM Comparison - WORKetc, Salesforce, SugarCRM, Basecamp

In December 2009, WORKetc commissioned an independant comparison of its project management software and CRM with leading competitors including Salesforce and 37 Signals.

Part of WORKetc's unique ability is that it combines customer relationship management software with project management and other business tools, so comparing it directly with CRM-only software is not all that fair. Where possible, we've combined multiple solutions from the one company to try and match the product offering - for example, we've included 37Signal's Basecamp and Highrise.

For full disclosure, we have made the original research available in the public domain (see bottom of page). If you are just looking for information about how to compare project management software and CRM, this document is a great place to start.

For the study below, we assumed the average business account has 5 users.

Feature	WORKetc	Salesforce*	Highrise & Basecamp	Zoho CRM + Projects	SugarCRM
Total cost (5 users - unlimited everything else)	$195/month	$1150/month	$198/month	$165/month	$275/month
CRM	WORKetc	Salesforce	Highrise	Zoho CRM	SugarCRM
Assign Sales Leads	Yes	Yes	No	Yes	Yes
Qualify leads, set status	Yes	No	Yes	Yes	Yes
View sales pipeline	Yes	Yes	No	Yes	Yes
Collaborate on leads	Yes	Yes	Yes	Yes	Yes
Set sales actions & alerts	Yes	Yes	Yes	Yes	Yes
Web forms for leads	Yes	Yes	No	Yes	Yes
Generate detailed reports	Yes	Yes	No	Yes	Yes
Convert leads to quote, project, or invoice	Yes	No	No	No	No
Project Management	WORKetc	Salesforce*	Basecamp	Zoho Projects	SugarCRM
Client collaboration	Yes	Yes	Yes	Yes	No
Unlimited sub projects	Yes	Yes	No	No	No
Gantt Chart View	Yes	Yes	No	Yes	No
Project dependency	Yes	Yes	No	Yes	No
Prioritise sub projects	Yes	Yes	No	Yes	No
Set alerts	Yes	Yes	Yes	Yes	No
Time sheet & milestone billing	Yes	Yes	No	No	No
Billing & Time sheets	WORKetc	Salesforce*	37 Signals	Zoho Billing	SugarCRM
Time sheet billing	Yes	Yes	No	Yes	No
Product catalog	Yes	No	No	Yes	No
Subscription billing	Yes	Yes	No	Yes	No
Multiple currencies	Yes	Yes	No	Yes	No
Invoice tracking	Yes	Yes	No	Yes	No
Future cash flow report	Yes	Yes	No	Yes	No
Desktop timer widget	Yes	No	No	Yes	No
Paypal, Google checkout & gateways	Yes	No	No	Yes	No
Other Cool Stuff	WORKetc	Salesforce*	37 Signals	Zoho Billing	SugarCRM
Help Desk Software	Yes	No	No	No	No
Document Management	Yes	No	No	No	No
Easy customization options	Yes	No	No	No	No
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Download and view the original CRM Comparison spreadsheet here (updated August 2010)

*Please note: All new feature additions under Salesforce for Project Management/Billing and Time Sheets/Other Cool Stuff that say YES are extra paid additions and do not come with the Salesforce CRM original package. Without these paid additions, every single feature listed within the Project Management/Billing and Time Sheets/Other Cool Stuff that says yes would say NO. Without the additional paid Dreamteam and FinancialForce apps, monthly cost is $325. With the addition of Dreamteam/FinancialForce apps the monthly cost is $1150.