| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
Useful for field sales, project-based selling, and any team tracking cost-of-sale
Keeps financial context attached to the deal record instead of a separate tool
Pairs well with invoicing and revenue tracking for a complete post-close picture
Buyers usually do not evaluate expenses 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.
Scheduling & Booking
Meeting scheduling and booking pages that shorten the path from interest to conversation.
Products catalog
A structured product and service catalog inside the CRM so reps can find, price, and attach items to quotes and deals without switching tools.
Quote Requests
A structured intake workflow for capturing what prospects need before building a formal quote or proposal.
Quotes / Proposals
Professional quote and proposal generation that lets reps go from discovery to a send-ready document inside the CRM.
Invoices
CRM-native invoice creation that links billing directly to won deals so sales and operations share a single view of what has been sent.
Payments Received
Payment status tracking that gives sales and operations a shared view of what has been collected against sent invoices.