See it in action
How this capability is packaged by plan
| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | Basic |
| RevOps Partner | Multi-step + approval |
What teams usually care about here
Reduces manual work by automating repetitive steps in the sales and ops process
Growth tier enables basic workflows; RevOps Partner unlocks multi-step and approval flows
Most effective when layered with routing, scoring, and sequence automation
How this fits the buying decision
Buyers usually do not evaluate workflows 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.
Related Pricing Capabilities
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A service commitment around inbound lead handling so new opportunities are worked quickly instead of aging in queues.
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Weekly KPI Report
A recurring performance review that turns CRM data into a readable weekly operating update for managers and founders.
Automation Specialist
A dedicated automation resource for refining routing, sequences, field logic, and system workflows as the team scales.
Quarterly Funnel Review
A strategic review of conversion, leakage, stage design, and operating performance at the funnel level.
Lead Scoring Tuning
Periodic refinement of scoring logic so the model better reflects the signals that actually correlate with qualified pipeline.