Packages and Tiers
Your CRM tier and enabled add-ons determine which features you can use. Your permissions determine what you can do within those features.
For package details and pricing, see SAFE CRM on the marketing site.
Platform Pack
Section titled “Platform Pack”The Platform Pack is a CRM add-on, separate from the seat tiers. It includes:
- Cases and Email: Sales and Customer Services Cases, one-to-one email, enquiries and conversational SMS. Every Sales and Customer Services conversation needs it, including the question boxes on customer proposals and confirmations.
- Operations: Operations work, supplier Cases and referrals from billing.
- Campaigns, renewal automation and the Base Explorer.
- Email queue management.
- Health scores, including At-risk Accounts.
- Customer surveys and review requests.
Some things do not need the Platform Pack:
- Credit Control does not depend on it.
- Go Live works without it.
- A logged reply still stops a sequence’s follow-ups.
Without Operations, its pages are padlocked. Supplier emails not yet attempted wait, and are sent through normal processing once Operations is available again. During a CRM demo, Operations pages show that they need the Platform Pack.
What a locked feature looks like
Section titled “What a locked feature looks like”A feature your package does not include appears with a padlock in the menu. Opening it explains which tier or add-on it needs and offers a way to contact us.
Switching off a feature preserves its stored data. Queued sends are held, automation pauses, and saved information such as Current Provider comparisons remains available when access is restored.
Trying it out
Section titled “Trying it out”A demo window enables CRM features on your platform. Each page shows a banner naming the tier its feature belongs to. When the demo ends, features outside your package lock again. Records created during the demo are kept.
Contact Safe Online Billing to discuss feature access or arrange a demo.