Pipeline CRM
Start
-
Record Management
Sales Pipeline
-
1
Limited -
Record Management
People
-
Included
-
Record Management
Deals per account (Active deals)
-
250
Limited -
Record Management
Companies/Customers
-
Included
-
Record Management
Unlimited file storage
-
Included
-
Record Management
Exports per user per month
-
5
Limited -
Record Management
Custom Fields
-
25
Limited -
Record Management
Conditional Formatting
-
Excluded
-
Record Management
Advanced De-duplication
-
Excluded
-
Contract Management
eSign
-
Excluded
-
Sales Automation
Map Views
-
5 routes per user/month
Limited -
Sales Automation
Automation
-
1
Limited -
Marketing Automation
Email Trackings Per User
-
250
Limited -
Marketing Automation
AI Email Assistant writing prompts
-
25
Limited -
Marketing Automation
Email Templates
-
Excluded
-
Marketing Automation
Bulk Emails
-
Excluded
-
Marketing Automation
Email Drip Campaigns
-
Excluded
-
Goals and Reporting
Performance Pulse
-
Excluded
-
Goals and Reporting
Hindsight
-
Excluded
-
Goals and Reporting
Deal Intelligence Fields
-
Excluded
-
Data Sharing
Advanced Visibility
-
Excluded
-
Data Sharing
Free Read-only Users
-
0
Limited -
Data Sharing
SuperShare with External Partners
-
Excluded
-
Data Sharing
Team
-
1
Limited -
Project Management
Projects (linked to deals, companies, and contacts)
-
Excluded
-
Project Management
Project milestones and tasks
-
Excluded
-
Project Management
List, Kanban, and Gantt/Timeline views
-
Excluded
-
Project Management
Project templates
-
Excluded
-
Project Management
Client guest access
-
Excluded
Develop
-
Record Management
Sales Pipeline
-
2
Limited -
Record Management
People
-
Included
-
Record Management
Deals per account (Active deals)
-
2,500
Limited -
Record Management
Companies/Customers
-
Included
-
Record Management
Unlimited file storage
-
Included
-
Record Management
Exports per user per month
-
Unlimited
Included -
Record Management
Custom Fields
-
35
Limited -
Record Management
Conditional Formatting
-
Excluded
-
Record Management
Advanced De-duplication
-
Excluded
-
Contract Management
eSign
-
Excluded
-
Sales Automation
Map Views
-
15 routes per user/month
Limited -
Sales Automation
Automation
-
10
Limited -
Marketing Automation
Email Trackings Per User
-
Unlimited
Included -
Marketing Automation
AI Email Assistant writing prompts
-
50
Limited -
Marketing Automation
Email Templates
-
Excluded
-
Marketing Automation
Bulk Emails
-
Excluded
-
Marketing Automation
Email Drip Campaigns
-
Excluded
-
Goals and Reporting
Performance Pulse
-
Excluded
-
Goals and Reporting
Hindsight
-
Excluded
-
Goals and Reporting
Deal Intelligence Fields
-
Excluded
-
Data Sharing
Advanced Visibility
-
Excluded
-
Data Sharing
Free Read-only Users
-
2
Limited -
Data Sharing
SuperShare with External Partners
-
Included
-
Data Sharing
Team
-
2
Limited -
Project Management
Projects (linked to deals, companies, and contacts)
-
Excluded
-
Project Management
Project milestones and tasks
-
Excluded
-
Project Management
List, Kanban, and Gantt/Timeline views
-
Excluded
-
Project Management
Project templates
-
Excluded
-
Project Management
Client guest access
-
Excluded
Grow
-
Record Management
Sales Pipeline
-
5
Limited -
Record Management
People
-
Included
-
Record Management
Deals per account (Active deals)
-
Unlimited
Included -
Record Management
Companies/Customers
-
Included
-
Record Management
Unlimited file storage
-
Included
-
Record Management
Exports per user per month
-
Unlimited
Included -
Record Management
Custom Fields
-
Unlimited
Included -
Record Management
Conditional Formatting
-
Included
-
Record Management
Advanced De-duplication
-
Included
-
Contract Management
eSign
-
Included
-
Sales Automation
Map Views
-
45 routes per user/month
Limited -
Sales Automation
Automation
-
20
Limited -
Marketing Automation
Email Trackings Per User
-
Unlimited
Included -
Marketing Automation
AI Email Assistant writing prompts
-
100
Limited -
Marketing Automation
Email Templates
-
Included
-
Marketing Automation
Bulk Emails
-
Included
-
Marketing Automation
Email Drip Campaigns
-
Included
-
Goals and Reporting
Performance Pulse
-
Included
-
Goals and Reporting
Hindsight
-
Included
-
Goals and Reporting
Deal Intelligence Fields
-
Included
-
Data Sharing
Advanced Visibility
-
Included
-
Data Sharing
Free Read-only Users
-
2
Limited -
Data Sharing
SuperShare with External Partners
-
Included
-
Data Sharing
Team
-
Unlimited
Included -
Project Management
Projects (linked to deals, companies, and contacts)
-
Included
-
Project Management
Project milestones and tasks
-
Included
-
Project Management
List, Kanban, and Gantt/Timeline views
-
Included
-
Project Management
Project templates
-
Included
-
Project Management
Client guest access
-
Included
Enterprise
-
Record Management
Sales Pipeline
-
20
Limited -
Record Management
People
-
Included
-
Record Management
Deals per account (Active deals)
-
Unlimited
Included -
Record Management
Companies/Customers
-
Included
-
Record Management
Unlimited file storage
-
Included
-
Record Management
Exports per user per month
-
Unlimited
Included -
Record Management
Custom Fields
-
Unlimited
Included -
Record Management
Conditional Formatting
-
Included
-
Record Management
Advanced De-duplication
-
Included
-
Contract Management
eSign
-
Included
-
Sales Automation
Map Views
-
100 routes per user/month
Limited -
Sales Automation
Automation
-
100
Limited -
Marketing Automation
Email Trackings Per User
-
Unlimited
Included -
Marketing Automation
AI Email Assistant writing prompts
-
250
Limited -
Marketing Automation
Email Templates
-
Included
-
Marketing Automation
Bulk Emails
-
Included
-
Marketing Automation
Email Drip Campaigns
-
Included
-
Goals and Reporting
Performance Pulse
-
Included
-
Goals and Reporting
Hindsight
-
Included
-
Goals and Reporting
Deal Intelligence Fields
-
Included
-
Data Sharing
Advanced Visibility
-
Included
-
Data Sharing
Free Read-only Users
-
5
Limited -
Data Sharing
SuperShare with External Partners
-
Included
-
Data Sharing
Team
-
Unlimited
Included -
Project Management
Projects (linked to deals, companies, and contacts)
-
Included
-
Project Management
Project milestones and tasks
-
Included
-
Project Management
List, Kanban, and Gantt/Timeline views
-
Included
-
Project Management
Project templates
-
Included
-
Project Management
Client guest access
-
Included
-
Highlights
Flexible terms
-
Included
-
Highlights
Success support manager
-
Included
-
Highlights
Enterprise-grade security
-
Included