TopLine Results Corporation - Sage and ACT! Certified Consultants
Fast. Reliable. Affordable CRM.
Fast. Reliable. Affordable CRM. Customized Customer Relationship Managment (CRM) Solutions with ACT! by Sage, SageCRM SalesLogix, SageCRM and TopLine Dash from Milwaukee, Chicago, Indianapolis, St. Louis, Los Angeles and Orange County.

TopLine CRM Products Comparisons

 

Easy of use and adoption

Excellent

Excellent

Excellent Best

Best

Scalability (users)

Hundreds

Hundreds

Thousands Under 100   

Under 100   

Flexibility to integrate/customize

High

High

High Limited SDK

Limited SDK

Web client

Web-based is an
add-on

Yes (web-based)

Yes (web-based) Yes (web-based)

No

Hosting available and optional

Yes

Yes

Yes Yes

Yes

Offline-access

Yes - Sync to Client

Yes- Solo

Yes No

Yes-Sync

Outlook synchronization and integration

Contacts, email and calendar, automatic

Contacts, email and calendar, automatic

Contacts, email and calendar, automatic Email only

Email and calendar

Customizable fields

Yes

Yes

Yes Yes

Yes

Customizable new tables

Yes

Yes

Yes No

No

Customizable dashboard

Yes

Yes

Yes (w/ SharePoint) No

No
(See TopLine Dash)

Client hardware requirements

512 MB RAM

Light

Light Light

512 MB RAM

SQL database (Sage CRM and SLX are also Oracle) Sage CRM is also DB2

Yes - not included

Yes - not included

Yes - not included Yes - included

Yes - included

Field security

Yes

Yes

Yes Yes

Yes

Security profiles

Yes

Yes

Yes Yes but limited

Yes but limited

Licensing is per named user

Yes

Yes

Yes Yes

Yes

Optional licensing per concurrent user (additional cost applies)

Yes

No

No No

No

Summary reports

Yes

Yes

Yes Yes

Yes

Account view

Yes

Yes

Yes Yes

Yes

Contact management (companies, persons, communications)

Yes

Yes

Yes Yes

Yes

Crystal Reports integration

Yes

Yes

Yes No

No

Duplication check

Yes

Yes

No

Yes

Library / document drop

Yes

Yes

Yes Yes

Yes

Document attachments

Yes

Yes

Yes Yes (no labels)

Yes

Citrix

Yes

Web

Web Web

Yes

Multi-currency

Yes

Yes

Yes No

No

Multi lingual support

No

Yes

Yes No

No

Team CRM (e.g. East coast, West coast, sales team, support team)

No

Yes

Yes No

No

Territory and team security

Yes

Yes

Yes Only at contact level

Only at contact level

Opportunity workflow

Yes

Yes

Yes No

No

Opportunity management

Yes

Yes

Yes No

No

Quote production

Yes

Yes

Yes No

Yes

Sales forecasting

Yes

Yes

Yes Yes

Yes

Sales reports

Yes

Yes

Yes Yes

Yes

Marketing functionality campaign management

Yes

Yes

Yes No

No

Lead management

Yes

Yes

Yes Limited

Limited

Lead workflow / process

Yes

Yes

Yes Limited

Limited

Marketing reports

Yes

Yes

Yes No

No

Mass email

Limited

Yes

Yes Limited

Limited

Outbound call handling

Yes

Yes

Yes No

Yes

Target lists

Yes

Yes

Yes No

No

Customer care functionality case and solutions pipeline

Yes

Yes

Yes No

No

Case reports

Yes

Yes

Yes No

No

Case SLA management

Yes

Yes

Yes No

No

Case workflow

Yes

Yes

Yes No

No

Cases

Yes

Yes

Yes No

No

Solutions

Yes

Yes

Yes No

No

Solutions workflow

Yes

Yes

Yes No

No

CTI

Yes

Yes

No

Yes

Mobile (connected PDA)

Yes

Yes

Yes No

No

Outlook synchronization for PDA (Blackberry, Palm, PocketPC)

Yes

Yes

Yes No

No

Exchange synchronization (optional)

Yes

Yes

Yes No

No

Lotus Domino integration

No

Yes

No No Yes (6.5 or higher)

ACCPAC Advantage Series integration

Yes

Yes

No No

No

Web self service for clients (additional license required)

Yes

Yes

Yes No

No

 

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