| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
Gives leadership a more reliable forward-looking view than manual rep estimates
Useful for finance alignment, headcount planning, and quarterly target reviews
Improves over time as the CRM accumulates deal history and outcome data
Buyers usually do not evaluate pipeline forecast 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.
AI Agents
Autonomous AI agents that take actions inside the CRM — drafting follow-ups, updating records, and executing workflow steps without rep intervention.
Market Radar
Market intelligence tooling that monitors competitive signals, keyword trends, and demand shifts so teams can adjust positioning and targeting.
Growth Audit
A structured funnel audit that identifies where leads drop off, where conversions stall, and which channels are delivering real pipeline value.
Visitor Tracking
Website visitor intelligence that identifies which companies are browsing and maps anonymous traffic to CRM records for timely follow-up.
Gamification
Sales performance gamification that turns CRM activity and results into competitive scoreboards reps can see in real time.
Goals
Rep and team goal-setting tools that make targets visible inside the CRM alongside the activity and pipeline data used to hit them.