| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | Basic |
| Growth Engine | + auto-generate on deal won |
| RevOps Partner | + multi-currency |
Eliminates the gap between deal status and finance visibility
Higher tiers add auto-generation on deal won and multi-currency support
Useful for founders and revenue leaders who need cleaner post-close tracking
Buyers usually do not evaluate invoices 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.
Sequences
Automated multi-step outreach workflows that send timed messages across email, SMS, and other channels until a prospect responds.
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.
Expenses
Expense logging inside the CRM so teams can track costs alongside revenue and keep deal-level margins visible.