Start with one module. Activate the rest when your process is ready.
Deployment: Cloud · SaaS · On-premise. No public prices below — packaging depends on scope; talk to sales for a quote.
Small teams (1–5 reps) getting started with CRM
- · Lead Management (table + kanban)
- · Lead Detail (timeline, comments)
- · Basic Pipeline (kanban)
- · Basic Dashboard (4 KPI cards)
- · Follow-Up Reminders
- · 1 Email Template
Growing teams (5–25 reps) needing full CRM + basic automation
- · Everything in Starter
- · Advanced Filters & Multi-Sort
- · Card Grid View
- · Full Dashboard (all charts)
- · Auto Follow-Up Rules
- · All Reports (4 tabs)
- · AI Lead Scoring (basic)
- · 10 Email Templates
Scaling teams (25+ reps) wanting full automation + AI
- · Everything in Professional
- · Full SFA Module (all 9 features)
- · AI Scoring, Forecasting & Recommendations
- · Sales Sequences with Analytics
- · Territory Management
- · Quota & Target Tracking
- · Meeting Scheduler
- · Proposal Generation
- · Activity Automation
- · Unlimited Email Templates
- · Priority Support
Teams with an existing CRM wanting only automation
- · Sales Sequences / Cadences
- · Territory Management
- · Quota & Target Tracking
- · AI Lead Scoring & Routing
- · Sales Forecasting
- · Email Templates (unlimited)
- · Activity Automation
- · Meeting Scheduler
- · Proposal Generation
- · Basic Lead List (SFA-optimized)
Ticket workspace as the default; governance, assisted resolution and agentic operations activate by phase.
Annual licence or per-transaction, white-label; onboarding scoped per module.
Action-based credits with top-ups available — talk to sales for a rate card against your usage.
| Feature | Starter | Professional | Enterprise | SFA Only |
|---|---|---|---|---|
| Lead CRUD | ✓ | ✓ | ✓ | ✓ (basic) |
| Table View | ✓ | ✓ | ✓ | ✓ |
| Kanban View | ✓ | ✓ | ✓ | — |
| Card Grid View | — | ✓ | ✓ | — |
| Three-Pane Detail | ✓ | ✓ | ✓ | ✓ |
| Timeline | ✓ | ✓ | ✓ | ✓ |
| Comments & Notes | ✓ | ✓ | ✓ | ✓ |
| Quick Actions | ✓ | ✓ | ✓ | ✓ |
| Pipeline Kanban | Basic | Full | Full | — |
| Dashboard | 4 KPIs | Full | Full + AI | — |
| Follow-Up Rules | — | ✓ | ✓ | — |
| Reminder Dashboard | ✓ | ✓ | ✓ | — |
| Reports | — | 4 Tabs | 4 Tabs + AI | — |
| Sales Sequences | — | — | ✓ | ✓ |
| Territory Mgmt | — | — | ✓ | ✓ |
| Quota Tracking | — | — | ✓ | ✓ |
| AI Lead Scoring | — | Basic | Full | Full |
| AI Forecasting | — | — | ✓ | ✓ |
| AI Recommendations | — | — | ✓ | ✓ |
| Email Templates | 1 | 10 | Unlimited | Unlimited |
| Activity Automation | — | — | ✓ | ✓ |
| Meeting Scheduler | — | — | ✓ | ✓ |
| Proposal Generation | — | — | ✓ | ✓ |
| Deal Risk Alerts | — | — | ✓ | ✓ |
Lead scoring, forecasting, recommendations, deal risk
With: Professional, SFA Only
Sales sequences + email templates (unlimited)
With: Professional
Territory management + quota tracking
With: Professional
Meeting scheduler + calendar integration
With: Professional, Starter
Plans FAQs
Packaging depends on team size, modules and rollout scope. Bring one real pipeline or queue and we’ll quote against it directly.
Yes — Service CRM is packaged separately: the ticket workspace is the default, with governance, assisted resolution and agentic operations activating by phase.
No — it’s licensed annually or per transaction, white-label, with onboarding scoped per module you activate.
Each AI action (a score, a drafted reply, a deflected question) draws from an action-based credit pool, topped up as needed.
Bring one real pipeline or one real queue.
We'll map it live in 30–45 minutes — your stages, categories or routes, configured on the call.