| Plan | Availability |
|---|---|
| Free Forever | 500 tasks |
| Software Only | Unlimited + views |
| Growth Engine | Unlimited + managed hygiene |
| RevOps Partner | Unlimited + dependencies |
Useful when teams need more structure than a simple task list
Paid tiers add broader views, hygiene support, and more operational depth
Works especially well for sales ops, onboarding, and recurring follow-up workflows
Move cards across columns so the status of every handoff is visible at a glance
Assign owners and due dates so accountability is clear and nothing stalls silently
Link tasks to the related deal or contact to keep work connected to revenue
Use higher-tier views and dependencies to run multi-step onboarding or implementation
Buyers usually do not evaluate task boards 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.