Included Features are pre-configured as part of the CIMcloud platform. See below for additional details. Additional Worker Users and additional Customer Sites are available for an additional fee and, depending on the type of Customer Site, may require Optional Bundles.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Platform: Take Your Business Online
Access CIMcloud Online 24/7/365
✓
✓
✓
✓
Provide Customers & Employees Mobile Responsive Experience
✓
✓
✓
✓
Ecommerce Site(s) For Your Customers (1 B2B Portal Included)
✓
✓
✓
✓
ERP / Accounting System Data Sync (Bi-Directional Integration)
✓
✓
✓
✓
Workspaces: Empower Your Employees
CRM Workspace: Customer Relationship Management (CRM) System
✓
✓
✓
✓
Content Workspace: Web Content Management (WCM) System Management (CRM) System
✓
✓
✓
✓
Product Workspace: Product Information Management (PIM) System
Bundle*
✓
✓
✓
Settings Workspace: Settings Management System
✓
✓
✓
✓
Help Workspace: Help & Guides
✓
✓
✓
✓
Utility Areas: Bookmarks, Quick Add & My Account
✓
✓
✓
✓
Ecommerce: Enable Customer Self-Service
View Orders, Backorders & Shipments
✓
✓
✓
✓
View Invoices & AR Aging
✓
✓
✓
✓
View Payments & Credits
✓
✓
✓
✓
Ecommerce: Expand Customer Self-Service
View Product Catalog
Bundle*
✓
✓
✓
Create & Manage Favorite Lists
Bundle*
✓
✓
✓
Pay Invoices Via Credit Card or ACH
✓
✓
✓
✓
View Customer Invoices & AR Aging
✓
✓
✓
✓
CRM: Keep Employees In The Know
View Customer Timeline
✓
✓
✓
✓
View Customer & Account Data
✓
✓
✓
✓
View Customer Orders, Backorders & Shipments
✓
✓
✓
✓
View Customer Invoices & AR Aging
✓
✓
✓
✓
View Customer Payments
✓
✓
✓
✓
CRM: Better Service Your Customers
Manage Customer & Account Information
✓
✓
✓
✓
Create Quotes & Place Orders For Customers
Bundle*
✓
✓
✓
Pay Customer Invoices
✓
✓
✓
✓
View Customer Payments
✓
✓
✓
✓
Tools: Better Run Your Business
View, Add, Edit & Manage Product Information
Bundle*
✓
✓
✓
View, Add, Edit & Manage Platform Content
✓
✓
✓
✓
Manage Application Settings For Customers, Orders, Tax Settings, Payments and Much More
✓
✓
✓
✓
ERP/Accounting Integration Options
Standard Connectors (Sync Tool) for Sage 100
✓
✓
✓
✓
Third-Party Connectors
✓
✓
✓
✓
Integration: CIMcloud To ERP Data Sync
Orders with Customer, Address, and Payment Info
Bundle*
✓
✓
✓
Invoice Payments with Payment Info
✓
✓
✓
✓
Integration: ERP To CIMcloud Data Sync
Products
Bundle*
✓
✓
✓
Product Pricing Rules for Customer-Specific Pricing
Bundle*
✓
✓
✓
Customers
✓
✓
✓
✓
Shippping Addresses
✓
✓
✓
✓
Tax Settings (Schedules, Codes & Rates)
Bundle*
✓
✓
✓
Orders and Order Details
✓
✓
✓
✓
Invoices and Invoice Details
✓
✓
✓
✓
Invoice Payments
✓
✓
✓
✓
Credits
✓
✓
✓
✓
* Requires the purchase of the Product, Catalog, Cart & Workspace optional standard bundle.
Access CIMcloud Online 24/7/365
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Provide Customers & Employees Mobile Responsive Experience
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Ecommerce Site(s) For Your Customers (1 B2B Portal Included)
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
ERP / Accounting System Data Sync (Bi-Directional Integration)
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
CRM Workspace: Customer Relationship Management (CRM) System
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Content Workspace: Web Content Management (WCM) System Management (CRM) System
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Product Workspace: Product Information Management (PIM) System
Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Settings Workspace: Settings Management System
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Help Workspace: Help & Guides
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Utility Areas: Bookmarks, Quick Add & My Account
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Orders, Backorders & Shipments
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Invoices & AR Aging
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Payments & Credits
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Product Catalog
Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Create & Manage Favorite Lists
Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Pay Invoices Via Credit Card or ACH
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer Invoices & AR Aging
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer Timeline
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer & Account Data
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer Orders, Backorders & Shipments
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer Invoices & AR Aging
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer Payments
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Manage Customer & Account Information
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Create Quotes & Place Orders For Customers
Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Pay Customer Invoices
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View Customer Payments
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
View, Add, Edit & Manage Product Information
Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
View, Add, Edit & Manage Platform Content
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Manage Application Settings For Customers, Orders, Tax Settings, Payments and Much More
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Standard Connectors (Sync Tool) for Sage 100
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Third-Party Connectors
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Orders with Customer, Address, and Payment Info
If you are using a Third-Party Connectors, the standard API end points are provided. Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Invoice Payments with Payment Info
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Products
If you are using a Third-Party Connectors, the standard API end points are provided. Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Product Pricing Rules for Customer-Specific Pricing
If you are using a Third-Party Connectors, the standard API end points are provided. Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Customers
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Shippping Addresses
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Tax Settings (Schedules, Codes & Rates)
If you are using a Third-Party Connectors, the standard API end points are provided. Starter Edition requires the purchase of the Product Catalog, Cart & Workspace standard optional bundle.
Starter Edition - Bundle*
Small Business Edition
Standard Edition
Enterprise Edition
Orders and Order Details
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Invoices and Invoice Details
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Invoice Payments
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Credits
If you are using a Third-Party Connectors, the standard API end points are provided.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
* Requires the purchase of the Product, Catalog, Cart & Workspace optional standard bundle.
Optional Standard Bundles
Optional Standard Bundles are available to expand the capabilities of CIMcloud and can be configured and implemented through Self-Service Implementation. The use of CIM Professional Services is optional. Optional Standard Bundles have an additional one-time Connect Fee and an additional Monthly Fee. Visit the CIMcloud Help Center for additional details on Optional Software Bundles.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Optional Standard Bundles - CIM Professional Services Optional
Multi-Store (Snap Sites) System: 2nd Store Included
$
$
Advanced Add to Cart and Order Entry
$
$
Advanced Platform & Product List Features
$
$
Advanced Order Entry Tools
$
$
Allow Custom Modifications
$
$
Product Catalog, Cart & Workspace
Includes Customer Self-Service Tools (View Product Catalog, Create & Manage Favorite Lists and Create Quotes & Place Orders) and Worker Tools (Create Quotes & Place Orders, Product Workspace and Create Quotes & Place Orders) described in Standard Features. Ordered as Optional Module [CART].
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Product Inventory Tools
Includes Inventory Display Profiles, Inventory Levels Sync From Sage , Out-Of-Stock Product Inventory Watch & Notification and Out-Of-Stock & Backorder Alert Based on Order Quantity. Ordered as Optional Module [C].
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
CRM Standard
Includes Interaction Log & Search and Employee Notes & Activity Tracking. Ordered as Optional Module [A].
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Basic Tasks/Ticketing System
Includes Tasks Tracking System with Worker and Customer Interface, Ability for Workers to Add/ Manage/Track Tasks, Ability for Customers to Add/Manage/Track "Tasks" (Requests), Email Confirmation for New "Tasks" Entered, Email Confirmations for Communication/Updates to Tasks and Ability to Configure Work Queues, Lifecycle Stages, Priorities, and Categories. Ordered as Optional Module [E].
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
DM2 Notifications System
Includes DM2 Notifications System and Modifications for Displaying Sales Tax and PDF Downloads (for Oil & Gas Industry Only). Ordered as Optional Module [Q].
Small Business Edition
Standard Edition
Enterprise Edition
Retail Catalog: Public-Facing Product Catalog
Includes Retail Product Catalog, Option To Show Or Hide Pricing, Search Engine Optimization (SEO) Tools, Featured Products, Store & Dealer Locator and Google Product Feed. Ordered as Optional Module [F].
Small Business Edition
Standard Edition
Enterprise Edition
Retail Store: Public-Facing Catalog & Cart
Includes one additional Customer Site, Traditional B2C Ecommerce Website, Publicly Visible Shopping Cart, Cart Preview With Shipping Estimator, Checkout For New, Returning & Guest Accounts, Address-Based Tax Schedule Matching, Duplicate User Check & Warning and Customer Import w/ Orders From Sage 100. Ordered as Optional Module [H].
Small Business Edition
Standard Edition
Enterprise Edition
Merchandising Tools
Includes Abandoned Order & Cart Email, Advanced Tabs & Tab Groups, Coupon Manager, Customer Reviews & Rating System, Customers “Also Bought This” and Product Marketing Icon Overlays. Ordered as Optional Module [D].
Small Business Edition
Standard Edition
Enterprise Edition
Advanced B2B Portal
Includes Up To 36 Months or 1 Million Transactions of History, Expanded Support For Shipping Addresses, Disable/Show Price & Add-To-Cart Controls, Forced Minimum Quantity & Quantity Increments, Shopping Cart Minimum Product Total Controls, Self-Service Account Creation w/ Approval Workflow and Advanced Account & Address Controls. Ordered as Optional Module [B].
Small Business Edition
Standard Edition
Enterprise Edition
Advanced Data Filtering (Data Sets)
Includes Data Sets by Product Categories, Data Sets by Products and Data Sets by Shipping Methods. Ordered as Optional Module [Y].
Small Business Edition
Standard Edition
Enterprise Edition
Power Customers
Can be used with or without National Accounts Sage 100 Sync [WS]. Ordered as Optional Module [W2].
Standard Edition
Enterprise Edition
Advanced Merchandising Tools
Includes Gift Certificate Management System With Sage Sync, Advanced Parent-Child Products (Many-To-Many) and Advanced Product Promotions Systems and Advanced Suggested-Related Products System. Ordered as Optional Module [S].
Standard Edition
Enterprise Edition
Enterprise & Faceted Search
Includes Refine Your Search Functionality, Make & Model Product Search and Assemblies & Exploded View Diagrams. Ordered as Optional Module [J].
Includes Data Sets/Warehouses, Hide Product If Out of Stock, Show Inventory for Single Warehouse with Selector to Change, Show Inventory Levels By Warehouse and Show Warehouse Selection Per Line When Adding to Cart. Ordered as Optional Module [T].
Standard Edition
Enterprise Edition
Multi-Store (Snap Sites) System: 2nd Store Included
Includes Ability to Add/Manage Branded Customer Sites, Limited Sage 100 Integration Configuration Variations Per Site and One (1) Additional Customer Site. Ordered as Optional Module [M].
Standard Edition
Enterprise Edition
Advanced Add to Cart and Order Entry
Includes Apparel Size-Color Child-Parent Product View, Manufacturer Authorized Price (MAP) Pricing, Add-On Products, Account Level Price, Ordering & Add-To-Cart Controls, Unit of Measure for Sage 100 (Simple), Block IP & Shipping Addresses, Requested Ship/Pickup Date and Sales Tax Exemptions by Sage 100 Tax Code. Ordered as Optional Module [3M].
Standard Edition
Enterprise Edition
Advanced Platform & Product List Features
Includes Multiple Merchant Accounts, Co-Branded Customer Portal, Product Aliases For Product Names, Descriptions & Price, Product Document Search and Product SKU Aliases Integrated with Sage 100. Ordered as Optional Module [4M].
Standard Edition
Enterprise Edition
Advanced Order Entry Tools
Includes On-Hold or Over-Limit Order Holds, Advanced Effective Order Date Calculations, Advanced Ship Date Calculations, Global Shipping Addresses, Hold-Orders Until Approved, Local Pick-Up Option, FedEx & UPS Address Validation, Digital Products and Order Approval System With Email Alerts. Ordered as Optional Module [U].
Standard Edition
Enterprise Edition
Allow Custom Modifications
Includes Activation of Custom Framework to allow for Custom Modifications. Custom Development & Support Additional. Ordered as Optional Module [X].
Standard Edition
Enterprise Edition
Optional CIM Professional Services Assisted Bundles
Optional CIM Professional Services Assisted Bundles are also available to expand the capabilities of CIMcloud. Due to the complex nature of these bundles, CIMcloud requires the purchase of additional CIM Professional Services with each of these Optional Bundles to ensure a successful implementation. In additon to the required CIM Professional Services, Optional CIM Professional Services Assisted Bundles have an additional one-time Connect Fee and an additional Monthly Fee. Speak with Sales to learn more about estimating the CIM Professional Services required based upon your needs. Visit the CIMcloud Help Center for additional details on Optional Software Bundles.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Optional CIM Professional Services Assisted Bundles
Multiple ERP Company Files: 2nd Company Included
$
$
API System with Standard Gets/Posts and 2 App Authorizations
$
$
Order Pass-Through For 3rd Party Orders With ERP Order Sync
$
$
Product Configurator: Configure-Price-Quote
$
$
Product Configurator: Sync With Sage 100
$
$
National Accounts Sage 100 Sync
$
$
Returns System (RMA's) Web Only
$
$
Returns System (RMA's) With Sync into Sage 100
$
$
Advanced Shipping Price Calculations
$
$
Multiple Shipments Per Order
$
$
Multiple Currencies
$
$
Recurring/Future Ordering Tools
$
$
Multiple ERP Company Files: 2nd Company Included
Includes capability to sync additional ERP File(s) to a single Customer Site and syncing for one additional ERP File. Once the Multiple ERP Company Files Bundle is purchased, incremental ERP files are $100/mo per ERP file. Ordered as Optional Module [P].
Standard Edition
Enterprise Edition
API System with Standard Gets/Posts and 2 App Authorizations
Includes API System, Standard GETs and POSTS, and two (2) App Authorizations. Ordered as Optional Module [API2].
Standard Edition
Enterprise Edition
Order Pass-Through For 3rd Party Orders With ERP Order Sync
Includes Order Pass-Through Tables with Worker Portal Interface and Order Sync to Sage 100 with Exception Monitors. Additional Connectors Available for Additional Fee for Shopify, Magento or Woo Commerce. Ordered as Optional Module [OPT].
Standard Edition
Enterprise Edition
Product Configurator: Configure-Price-Quote
Includes Product Configurator System and Sync Configurator Data from Sage 100 Bill of Material Options (Requires Additional Discovery). Ordered as Optional Module [K2].
Standard Edition
Enterprise Edition
Product Configurator: Sync With Sage 100
Includes Sync Configurator Data from Sage 100 Bill of Material Options and Configurator Products Order Sync into Sage 100. Ordered as Optional Module [KS].
Standard Edition
Enterprise Edition
National Accounts Sage 100 Sync
Requires the purchase of Power Customers [W2]. Ordered as Optional Module [WS].
Standard Edition
Enterprise Edition
Returns System (RMA's) Web Only
Includes Returns (RMA) System (Web Only) with Email Confirmation. Ordered as Optional Module [R2].
Standard Edition
Enterprise Edition
Returns System (RMA's) With Sync into Sage 100
Includes Returns (RMA) Sync into Sage 100 and Returns (RMA) History Sync from Sage 100 to CIMcloud. Ordered as Optional Module [RS].
Standard Edition
Enterprise Edition
Advanced Shipping Price Calculations
Includes Account-Specific Price Thresholds for Filters, Alternate Weight Field on Products, Enterprise TMS Freight Integration, FedEx Freight Integrations, Flat Shipping Fee Per Product, Free Shipping on Lowest Price Method, Hazardous/Dangerous Items Surcharges and UPS Freight Integrations. Ordered as Optional Module [L].
Standard Edition
Enterprise Edition
Multiple Shipments Per Order
Includes Split By Product Shipping Class / Shipping Method, Split By Ship To Address (Multiple Ship To's) and Split By Warehouse (Ship From). Ordered as Optional Module [N].
Standard Edition
Enterprise Edition
Multiple Currencies
Includes Multiple Currencies with configurable Default Currency. Requires Additional Discovery. Ordered as Optional Module [O].
Standard Edition
Enterprise Edition
Recurring/Future Ordering Tools
Includes Future Order System with Email Alerts and Recurring Order System with Email Alerts. Ordered as Optional Module [V].
Standard Edition
Enterprise Edition
Service Levels
CIMcloud Service Levels scale based upon the number of online Transactions processed through the CIMcloud platform on a monthly basis. Transactions include Orders, Pass-Through Orders, Invoice Payments, Returns, and Tickets/Tasks. Additional Transactions are available based upon your CIMcloud edition and your total number of Transactions. Visit the CIMcloud Help Center for additional details on Optional Service Levels.
Starter Edition
Small Business Edition
Standard Edition
Enterprise Edition
Base Transaction Level
Number of Included Transactions
250
500
1,000
5,000
Additional Transactions
Additional 500 Transactions
$
Additional 1,000 Transactions
$
$
Number of Included Transactions
Starter Edition - 250
Small Business Edition - 500
Standard Edition - 1,000
Enterprise Edition - 5,000
Additional 500 Transactions
Standard Edition
Additional 1,000 Transactions
Standard Edition
Enterprise Edition
Interested In Learning More?
Provide us with your name and your email and we will have one of our product specialists follow-up to answer your questions.