Features
One subscription. Every core CRM capability.
There are no Starter, Professional or Enterprise tiers. Everything below is included for $55 per active paid seat, per month.
Accounts & relationships
Everything a rep needs to know before they walk in the door.
- Accounts and contacts
- Custom fields
- Notes and activity timelines
- Tasks and follow-ups
- Products and services
- Samples
Revenue & pipeline
One pipeline model from first touch to reorder.
- Opportunities and pipelines
- Revenue goals
- Forecasting
- Dashboards
- Reporting
- Data exports
Field sales & territory
Built for people who sell in person, not from a desk.
- Territory management
- Geographic account mapping
- Route planning and optimization
- Route-execution mode
- Navigation handoff to Google, Apple or Waze
- GPS-verified visit check-ins
Scheduling & partners
Coordinate with the offices you sell into.
- Appointment scheduling
- Lunch-and-learn coordination
- Professional partner portal
- Email reminders
- Calendar integrations
- Workflow automations
Included in the core subscription. Not an upgrade.
- Send from connected accounts
- Email templates
- Delivery, bounce and complaint handling
- Unsubscribe and consent records
- Follow-up sequencing
- Email usage reporting
Administration
Run the organization without a CRM administrator.
- Bulk importing
- User management and roles
- Organization settings
- Audit logging
- Seat management and billing
- Administrative controls
Calling and texting
Click-to-call and click-to-text open your phone's own dialer and messaging app, with manual call and text logging. Calls and messages placed from your personal device may be subject to your mobile carrier plan.
Planned optional Communications Add-On
Not available or priced yet. These capabilities carry direct per-message and per-minute telecom costs, so they will be offered separately and only when an organization owner explicitly subscribes.
- · In-app SMS and two-way messaging
- · Automated SMS reminders
- · Dedicated business phone numbers
- · In-app calling and automatic call logging
- · Voicemail
- · Call recording and transcription
- · Call analytics