Business is for larger teams or companies that need more than core CRM, accounting, and reporting.
Included Business extras
- Higher staff, contact, and storage limits.
- Custom domain setup eligibility.
- Strategic account planning.
- Purchase orders and delivery notes.
- Appointments and callback requests.
- Task workflow automations.
- Everything included in Professional.
Who should choose Business
- Teams with more staff or larger customer lists.
- Businesses managing formal delivery, purchasing, or operational documentation.
- Teams that want automation and account growth planning inside the same workspace.
How to roll it out
- Start with the same core CRM workflows as Starter and Professional.
- Add Business-only tools one at a time.
- Document the workflow so staff know when to use each tool.
Good to know: Business gives more room and more process tools, so it works best when the team has someone responsible for setup and consistency.