
| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
Creates alignment between individual rep targets and team-level revenue expectations
Useful for weekly check-ins, quota reviews, and performance conversations
Works best when paired with dashboards, leaderboard, and activity tracking
Buyers usually do not evaluate goals 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.
Gamification
Sales performance gamification that turns CRM activity and results into competitive scoreboards reps can see in real time.
Leaderboard
A real-time team performance leaderboard that shows activity counts, deal progress, and revenue contribution across the sales team.
AI Insights
AI-generated analysis surfaced inside the CRM to help teams understand pipeline health, rep performance, and revenue signals without manual reporting.
AI Agents
Autonomous AI agents that take actions inside the CRM — drafting follow-ups, updating records, and executing workflow steps without rep intervention.
Pipeline Forecast
AI-assisted revenue forecasting that projects expected close amounts based on current pipeline stage, velocity, and historical conversion patterns.
Market Radar
Market intelligence tooling that monitors competitive signals, keyword trends, and demand shifts so teams can adjust positioning and targeting.