| Plan | Availability |
|---|---|
| Free Forever | 30-day |
| Software Only | Real-time |
| Growth Engine | Real-time + weekly KPI review |
| RevOps Partner | Advanced + strategy review |
Moves CRM usage from record-keeping to measurable pipeline management
Higher tiers add richer review cadences, commentary, and strategic analysis
Pairs well with forecasting, attribution, and weekly KPI reporting
Break down conversion by rep, source, region, or stage to find where deals stall
Spot stuck deals and slipping close dates before they become missed-quarter surprises
Export views or schedule recurring reports for standups, one-on-ones, and board reviews
Track speed-to-lead and activity volume so coaching targets the metrics that move revenue
Buyers usually do not evaluate analytics 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.
Leads
Lead records that hold qualification context, ownership, source, and follow-up state in one CRM-native workflow — so no inquiry slips through the cracks between first touch and handoff.
Accounts
Company-level records that organise contacts, opportunities, activity history, and account context in one place — built for B2B teams selling into multiple stakeholders at the same organisation.
Deals
Pipeline objects that track opportunity value, stage progress, next steps, and forecast contribution across every sales motion — the working surface where reps move deals and managers inspect risk.
Activities
Calls, meetings, notes, tasks, and logged touchpoints that give teams a usable timeline of work completed on every record.
Prospecting
Outbound prospect discovery and pipeline-building workflows that help teams find, qualify, and engage net-new opportunities — for when inbound alone will not fill the quarter.
Exhibition Capture
Lead capture workflows for events, trade shows, and offline sales moments where speed and attribution both matter.