| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner | + revenue attribution |
Connects sales activity to actual revenue outcomes rather than just stage movement
Higher tiers add revenue attribution so teams can trace results back to source
Useful for founders and RevOps teams building a more complete operating picture
Buyers usually do not evaluate revenue tracking 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.
Quote Requests
A structured intake workflow for capturing exactly what a prospect needs — scope, quantities, and requirements — before a rep builds a formal quote or proposal, so the first draft lands closer to right.
Quotes / Proposals
Professional quote and proposal generation that lets reps go from discovery to a send-ready document inside the CRM.
Invoices
CRM-native invoice creation that links billing directly to won deals so sales and operations share a single view of what has been sent.
Expenses
Expense logging inside the CRM so teams can track costs against the deals that drove them and keep deal-level margin visible — instead of discovering cost-of-sale only at month-end.
Payments Received
Payment status tracking that gives sales and operations a shared view of what has been collected against sent invoices.
HelloMail inbox
A CRM-connected email workspace for tracking conversations, sending templated outreach, and giving managers visibility into inbox activity — so customer email lives on the record, not in a private inbox.