
| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
Helps reps match the right reference to a prospect's industry, size, or use case
Keeps reference requests organized so customers are not over-contacted
Useful for enterprise deals where social proof and peer validation matter
Buyers usually do not evaluate references 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.
Customer Portal
A branded self-service portal where customers can view their orders, invoices, project status, and communications without contacting support.
Referrals
A referral program workflow that tracks advocate activity, referral submissions, and pipeline generated from customer introductions.
Business Listings
Tools for managing and syncing your business presence across directories, review platforms, and local listing sources.
Landing Pages
CRM-connected landing page builder for campaign capture, event signups, and inbound conversion without needing a separate tool.