| Plan | Availability |
|---|---|
| Free Forever | Basic logging |
| Software Only | Full + automation |
| Growth Engine | Full + specialist execution |
| RevOps Partner | Full + audit support |
Creates accountability around follow-up and customer communication
Higher tiers combine activity history with automation, managed execution, and audit support
Improves handoffs between reps, managers, and RevOps operators
Buyers usually do not evaluate activities in isolation. They want to know whether it improves execution, reporting, handoffs, and accountability inside the broader CRM workflow. That is why this capability matters most when it is connected to records, ownership, activity history, and manager review rather than living in a separate point tool.
The real decision is often less about whether a box is checked and more about how much depth the team needs. Lower tiers may be enough when the workflow is simple or the volume is small. Higher tiers become more valuable when teams need governance, faster response expectations, specialist execution, or a repeatable operating cadence around the process.
If this capability is important to your rollout, compare it in the context of the whole plan. That includes related workflows, support level, reporting expectations, and whether your team will manage the motion itself or rely on managed RevOps help to keep it consistent.
Prospecting
Outbound prospect discovery and pipeline-building workflows that help teams find and engage net-new opportunities.
Exhibition Capture
Lead capture workflows for events, trade shows, and offline sales moments where speed and attribution both matter.
Dashboard (overview KPIs)
A home view for pipeline health, workload, follow-up priorities, and top-line KPIs so reps and managers can start the day with context.
Analytics
Reporting surfaces that help teams inspect conversion, stage movement, rep activity, and overall funnel performance.
Leads
Lead records, qualification context, ownership, and follow-up state in one CRM-native workflow.
Accounts
Company-level records that organize contacts, opportunities, activity history, and account context for B2B teams.