Pricing
$55 per active paid seat, per month
Every core CRM feature included. No Free, Starter, Professional, Premium or Enterprise tiers, and no core capability hidden behind an upgrade.
$55
per active paid seat, per month
Billed to the organization based on active internal seats. Add or remove seats at any time — changes are prorated. Subscription status, seat count and price are always verified on our servers, never in the browser.
- Accounts and contacts
- Custom fields
- Notes and activity timelines
- Tasks and follow-ups
- Products and services
- Samples
- Opportunities and pipelines
- Revenue goals
- Forecasting
- Dashboards
- Reporting
- Data exports
- Territory management
- Geographic account mapping
- Route planning and optimization
- Route-execution mode
- Navigation handoff to Google, Apple or Waze
- GPS-verified visit check-ins
- Appointment scheduling
- Lunch-and-learn coordination
- Professional partner portal
- Email reminders
- Calendar integrations
- Workflow automations
- Send from connected accounts
- Email templates
- Delivery, bounce and complaint handling
- Unsubscribe and consent records
- Follow-up sequencing
- Email usage reporting
- Bulk importing
- User management and roles
- Organization settings
- Audit logging
- Seat management and billing
- Administrative controls
What counts as a paid seat
- Sales representatives
- Sales managers
- Inside sales representatives
- Organization administrators using internal CRM features
- Organization owners using internal CRM features
What is never billed
- · Pending invitations
- · Deactivated users
- · External professional portal users
- · Customers approving appointments
- · Public form respondents
- · Temporary support access
Deactivating a user never deletes their history. Open accounts, opportunities, tasks, routes and appointments must be reassigned as part of deactivation.
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, not priced
- · 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