| Plan | Availability |
|---|---|
| Free Forever | 200 cap |
| Software Only | Unlimited |
| Growth Engine | Unlimited |
| RevOps Partner | Unlimited |
Tracks every new inquiry from first touch through qualification and handoff
Supports filtering, routing, scoring, and team accountability around speed-to-lead
The free tier is capped for lightweight use, while paid tiers remove volume limits
Capture leads from forms, WhatsApp, calls, and imports into a single qualified queue
Auto-route or round-robin new leads to the right owner so first response stays fast
Score and prioritise by fit and intent so reps work the hottest prospects first
Keep every email, call, and note on the lead record for a clean handoff to sales
Buyers usually do not evaluate leads 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.
Accounts
Company-level records that organise contacts, opportunities, activity history, and account context in one place — built for B2B teams selling into multiple stakeholders at the same organisation.
Deals
Pipeline objects that track opportunity value, stage progress, next steps, and forecast contribution across every sales motion — the working surface where reps move deals and managers inspect risk.
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.