Mission Suite 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Mission Suite

4.5

(51)

Pricing

Starting at $30.00 per month

About Mission Suite

Mission Suite is a cloud-based customer relationship management (CRM) platform for small to midsize businesses that helps automate day-to-day sales and marketing processes. The software enables teams to track sales pipelines, create a database of email marketing campaigns and use content, landing pages and social channels to find the right prospects.

Key features of Mission Suite include marketing automation, client communication management, email marketing, customer segmentation, lead generation and scoring. It allows businesses to focus on appointment booking and deal closures while it streamlines follow-up processes through automation.

Mission Suite’s CRM supports third-party applications such as Zapier, PieSync, QuickBooks, PandaDoc, RightSignature, PayPal, Authorize.net, BlueSnap and allows integration with custom application programming interfaces (APIs). The product is available on monthly subscriptions and extends support via phone and email.

Mission Suite Screenshots

Mission Suite Pricing and Plans

Starting price: $30.00 per month

Free Trial

Free Version

150 contacts or less

$30.00

flat rate, per month

Plan includes:

Automated Networking Follow up System
Clients
Email Templates for Networking Follow up
Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
Leads
Networking Follow up
Our Automated Referral Bench System
Referral Bench
Unlimited Training and Support
Unlimited Users

500 contacts or less

$50.00

flat rate, per month

Plan includes:

Automated Networking Follow up System
Clients
Email Templates for Networking Follow up
Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
Leads
Networking Follow up
Our Automated Referral Bench System
Referral Bench
Unlimited Training and Support
Unlimited Users

2500 contacts or less

$125.00

flat rate, per month

Plan includes:

Automated Networking Follow up System
Clients
Email Templates for Networking Follow up
Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
Leads
Networking Follow up
Our Automated Referral Bench System
Referral Bench
Unlimited Training and Support
Unlimited Users

5000 contacts or less

Pricing available upon request

Plan includes:

Automated Networking Follow up System
Clients
Email Templates for Networking Follow up
Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
Leads
Networking Follow up
Our Automated Referral Bench System
Referral Bench
Unlimited Training and Support
Unlimited Users

10,000 contacts or less

Pricing available upon request

Plan includes:

Automated Networking Follow up System
Clients
Email Templates for Networking Follow up
Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
Leads
Networking Follow up
Our Automated Referral Bench System
Referral Bench
Unlimited Training and Support
Unlimited Users

25,000 contacts or less

Pricing available upon request

Plan includes:

Automated Networking Follow up System
Clients
Email Templates for Networking Follow up
Keeping in Touch With Your Referra
Leads
Networking Follow up
Our Automated Referral Bench System
Referral Bench
Unlimited Training and Support
Unlimited Users

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Mission Suite Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Mission Suite
A/B Testing
API
Calendar/Reminder System
Campaign Management
Contact Database
Contact Management
CRM
Customizable CTAs
Document Storage
Drip Campaigns
Dynamic Content
Email Marketing
Forecasting
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Marketing Automation
Mobile Access
Opportunity Management
Referral Tracking
ROI Tracking
Sales Analytics
SMS Marketing
Social Media Integration
Website Visitor Tracking

Mission Suite Integrations

Zapier

Mission Suite User Reviews

Overall Rating

4.5

Ratings Breakdown

61%

33%

Secondary Ratings

Ease of Use

4.3

Value for money

4.7

Customer support

4.8

Functionality

4.5

Anthony S.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed March 2019

Mission Suite Review

Great experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How easy it is to navigate through the system.

Cons:

That I cannot delete my contacts on demand.

Charissa P.

Verified reviewer

Telecommunications

11-50 employees

Used daily for less than 2 years

Reviewed February 2019

Best Automated CRM for the money

This is an amazingly powerful CRM, the ability you have to customize, automate and create reports is beyond compare. I’ve looked at what others are doing with other CRM software and I haven’t seen anything like it. I may have listed a lot of cons, but this is going to be with any CRM software. The more tools you have, the more opportunities there are to nitpick. Where other CRMs are allowing outside developers to integrate with them, Mission Suite has built this all into one package at an incredibly reasonable price. On top of that I don’t think you can find some of their tools, especially with the level of automation, with anything else out there.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to customize, automate and track everything you do in this is fantastic. It is the best CRM I have used. I have completely automated our onboarding process from signature, to technician and then to the account management team. This notifies each person when it’s there turn to add a touch to the CRM entry and at the end it follows up with a survey to the client and a regularly scheduled QBR. The account manager receives an email when the QBR rolls around and the client can as well. The visual tracking of opportunities from lead to signature makes this invaluable. Then you can run reports on this. There are so many nooks and crannies it can take you a long time to take advantage of it all, but they do provide in depth setup at an additional cost. Or you could be like myself and dive into.

Cons:

Some of the integration is lacking. It is available since we have access to an API, but requires development. It does have a range of Zapier plugins, but I’d like to see even more integrations. Sometimes it can be a challenge to add an integration, where another CRM like Zendesk or Salesforce you can just double click and start taking advantage of new tools. If you have a large database, this can get pricey since it’s charged per team member. A limited ability to modify what you add in the new contact window. Once they are added you can go in and edit this, but it could speed the process up if this was editable. Some of the more complex automations had hiccups which needed help on the developer level to fix. That being said, the support has been amazing and quick to fix issues or provide upgrades. Automations could use more organization. If you have a lot, they start to get buried in a long list. The widgets in the dashboard are limited, so you can’t track certain custom reports.

Verified

Reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2019

Newbie

Good so far

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it's user friendly and easy to learn.

Cons:

System many times freezes or closes when creating emails.

Will D.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for more than 2 years

Reviewed February 2019

The Best Value in CRM/Marketing Software

Most of all, customer support is fast, efficient, and personalized. I am exceptionally happy with it's functionalities, and eager to incorporate more of them, and continue to use the system in growing my business. I refer Mission Suite on a regular basis.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the fact that Mission Suite has practically everything I need to run my business in one spot. I still use some other programs, like Quickbooks for accounting, but I got rid of email subscriptions, booking calendars, etc. I also love the fact that it is priced on the size of the list, and not by users. This means I can create accounts for each of my clients as well as team members. It also encourages me not to keep a random list of inactive email addresses.

Cons:

I tell folks that Mission Suite is Jack of All trades and an Ace of none (Unless you have a membership organization with different roles/chapters/etc. It is the best for that). Realistically, are there more robust booking calendars, more user friendly email systems, and integratable CRMs - yes. But not THAT much better for the ridiculous amount they charge you (per user), and then you're dealing with multiple systems, vendors, and payments. Not worth the hassle, and Mission Suite works great.

Katie P.

Verified reviewer

International Trade and Development

2-10 employees

Used daily for less than 6 months

Reviewed February 2019

I never thought I would love a CRM.

The biggest benefit I find with using Mission Suite is the support I receive from Ian. I can easily book a training with him to learn more about the features, and he responds to my emails within a few hours. The customer service I receive from Mission Suite is one of the best. The automation aspect of Mission Suite is by far the best feature the software has to offer. I never thought I would say that I love a CRM, but I do love using Mission Suite.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is intuitive. When I was trained on Mission Suite the first day of my position, I found it easy to use and did not have to refer to my notes much past a day or two. There are also "help" tools available on the pages that give specific instructions to achieve the task you intended. In addition, I appreciate the automation of the software. Once you set up a workflow within the system, everything happens for you so that is one less worry as you go through your day to day tasks. Scheduling events, sending emails for various reasons, assigning tasks to my colleagues, and getting notifications to complete a task all become easier because of the automation. Furthermore, as we help members with projects, we are able to track the progress of the project within Mission Suite. Finally, the search and filtering feature makes my life easier as I am able to find a group of people within one or two clicks.

Cons:

The only thing I have found not to be automated is that when I have a company renew their membership, I have to go in to each company member's profile to change the renewal date.

Jesse S.

Verified reviewer

Retail

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

Satisfied Customer

Experience has been great as it prompts the staff to stay on task being we are in a sales related business. The Mission Suite easily payed for itself within the first month or two!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The price and ease of the software is great. Not as robust as many out there which is great for a small company like ours.

Cons:

There seems to be a lot of redundancy within the opportunities and activities. It could be even that much more simple which would make this CRM wonderful.

Vendor Response

Thanks for the review Jesse! As far as the redundancies between opportunities and activities, it sounds like that's a challenge based on the original setup of your account. It might be worth connecting with us to do a full review of the way you're account is set up and see if we can streamline it a bit more!

Replied March 2019

Mark M.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Reviewed February 2019

I've evaluated LOTS of software, chose this one, and so should you!

I have been able to speed my contact with my clients, stay in front of them more consistently and segregate them for differing marketing initiatives.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is amazingly fluid. I have evaluated CRM software for my business for approximately the last 3 years. I have broken every single one I have ever tried. Short of spending hundreds of thousands on a completely custom system, Mission Suite was by far and away the best. I investigated the 1000lb gorillas in the software world, and they fell short. Mission Suite integrates with other software systems, but it also does what it takes 3-4-5-6 other systems to accomplish.

Cons:

I have a very unique situation for my business that requires a lot of work around. This is NOT a problem with Mission Suite, it required lots of learning and customization on the part of Mission Suite and they handled it like a champ. More integration with other software platforms would be amazing.

Derrol M.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 2 years

Reviewed February 2019

Best Damn CRM for the Money

Mission Suite allowed us to combine 6 separate platforms into one. Its ease of use combined with its power is unparalleled.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Full functionality from data base, to lead scoring, to email, to drip campaigns, to invoicing, to project management and so much more. I can't even use all of its functionality, but I am sure trying. I am not a tech person so it can't be difficult to use. And while there are some times that I need a little training, once I get it, we are good to roll.

Cons:

Not much to dislike. There are occasional updates to the software that I don't know about (although I probably miss the announcements) and every once in a while I have to log out and back in to fix a glitch, but nothing at all that would keep me from using this software platform.

Jenn G.

Verified reviewer

Education Management

2-10 employees

Used daily for more than 2 years

Reviewed March 2019

Mission Suite - Great CRM with Customization

Mission Suite allows me to have a CRM that does just about everything I need, while being easy to use and customizable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the base of the software, and the ability to adapt it to my needs are incredible. It is fairly easy to use, and intuitive. New employees and interns have been able to pick it up fairly quickly.

Cons:

The email saving and making a template are sometimes frustrating if you need to make a quick change, but they are great for email layouts and I love that I can have dozens of different emails with fill in functions.

Kristin G.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for more than 2 years

Reviewed March 2019

Great marketing and CRM software

Mission Suite makes it easy to send and track mass emails, to organize events and attendees, and keep track of contact with our contacts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We set up all our events in Mission Suite to easily track attendance of prospects and leads. Mission Suite makes it easy to send emails out to a target audience and track the response. We have been using Mission Suite for a couple years now and are very happy with the software and the customer service. The contact information fields are extensive and customizable.

Cons:

Event check-in. I think that option could be improved, but that isn't really what Mission Suite focuses on. Being able to track attendees at events is critical to developing leads, which Mission Suite does very well.

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