
| Plan | Availability |
|---|---|
| Free Forever | 1 pipeline |
| Software Only | Unlimited pipelines |
| Growth Engine | Unlimited pipelines |
| RevOps Partner | Unlimited pipelines |
Supports stage-based selling, forecasting, and manager inspection
Single-pipeline access works for starter teams, while paid tiers support broader GTM complexity
Connects naturally to activities, proposals, invoicing, and revenue reporting
Drag deals across stages with required fields that enforce a clean, honest pipeline
Flag deals with no next step or a slipping close date so nothing goes quiet unnoticed
Run separate pipelines for new business, renewals, and partnerships without mixing reporting
Weight forecast by stage probability to give managers a realistic commit each period
Buyers usually do not evaluate deals 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.
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.
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 rates, stage-to-stage movement, rep activity levels, and overall funnel performance — so decisions come from data rather than gut feel.
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.