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