| Plan | Availability |
|---|---|
| Free Forever | Basic (read-only) |
| Software Only | Full |
| Growth Engine | Full |
| RevOps Partner | Full + exec reviews |
Gives teams one place to review activity, open work, and core revenue signals
Supports rep execution in lower tiers and adds management visibility in higher tiers
Useful for daily standups, one-on-ones, and executive review cadences
Buyers usually do not evaluate dashboard (overview kpis) 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.
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.
Deals
Pipeline objects that track opportunity value, stage progress, next steps, and forecast contribution across sales motions.
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 and engage net-new opportunities.