Full-funnel agentic AI execution. Every capability built, connected, and ready to replace 26 standalone tools — Intercom, Gainsight, Clari, Salesloft, Spiff, and more.
Unlike Salesforce and HubSpot, we don't auto-log everything. You control what your team sees.
Three deployment tiers with feature gating ready for day-one launch.
Core CRM functionality
12 capabilities
Team collaboration + AI
21 capabilities
Full platform access
26 capabilities
Complete feature inventory across all deployment tiers.
| Feature |
Base
12 capabilities
|
Plus
21 capabilities
|
Ultimate
26 capabilities
|
|---|---|---|---|
| CRM & Pipeline | |||
|
Contacts, Companies & Deals
Unlimited records, custom fields, full history
|
✓ | ✓ | ✓ |
|
Pipeline Management
Visual pipeline, drag-and-drop, custom stages
|
✓ | ✓ | ✓ |
|
Tasks & Reminders
Task management with due dates and assignments
|
✓ | ✓ | ✓ |
| Email & Sequences | |||
|
Email Sync
Gmail & Outlook two-way sync
|
✓ | ✓ | ✓ |
|
Email Sequences
Automated multi-step email campaigns
|
✓ | ✓ | ✓ |
|
AI Email Drafts
One-click contextual emails
|
✓ | ✓ | ✓ |
|
Email Tracking
Opens, clicks, and reply detection
|
✓ | ✓ | ✓ |
|
Email History Retention
How long email history is stored
|
30 days | 90 days | 365 days |
| Sales Plays & Automation | |||
|
Trigger-Based Plays
Auto-execute actions on health drops, inactivity, stage changes, or close date alerts
|
— | ✓ | ✓ |
|
Enrollment Rules
Automatically enroll contacts into sequences based on criteria
|
— | ✓ | ✓ |
|
Stage Automation
Move deals and update fields automatically when conditions are met
|
— | ✓ | ✓ |
|
Automation Logs
Full audit trail of every automated action taken
|
— | — | ✓ |
| Lead Enrichment | |||
|
Contact & Company Enrichment
Auto-enrich with firmographic data
|
25/user/mo | 50/user/mo | 150/user/mo |
|
Intent Signals
Buying signals and engagement scoring
|
✓ | ✓ | ✓ |
| Demand Generation | |||
|
One-Click Import
Import prospects to CRM instantly
|
✓ | ✓ | ✓ |
|
Lead Source Tracking
Full attribution on imported leads
|
✓ | ✓ | ✓ |
|
Basic ICP Scoring
Default template 0-100 scoring
|
✓ | ✓ | ✓ |
|
Discovery Badges
ICP indicators on contact cards
|
✓ | ✓ | ✓ |
|
Prospect Discovery
AI-powered search across data sources
|
— | ✓ | ✓ |
|
ICP Profile Builder
Define custom ICP criteria
|
— | ✓ | ✓ |
|
Tiered Classification
A/B/C/D prospect categorization
|
— | ✓ | ✓ |
|
Sequence Auto-Enrollment
6 trigger types for automation
|
— | ✓ | ✓ |
|
Priority Rules
Handle sequence conflicts
|
— | ✓ | ✓ |
|
ICP Conversion Reporting
Funnel analytics by ICP tier
|
— | ✓ | ✓ |
|
AI Field Extraction
Review AI-suggested field values
|
— | ✓ | ✓ |
|
Custom Extraction Fields
Define custom fields to extract
|
— | — | ✓ |
|
Auto-Apply Extractions
Apply field values without review
|
— | — | ✓ |
|
Signal-Based Stage Progression
Auto-move deals on signals
|
— | — | ✓ |
|
Auto-Execute Mode
Full hands-free automation
|
— | — | ✓ |
|
Automation Impact Metrics
Measure automation effectiveness
|
— | — | ✓ |
|
ICP-Weighted Pipeline
Advanced pipeline analytics by ICP
|
— | — | ✓ |
| Call Intelligence | |||
|
Call Import
Import Zoom/Teams/Meet calls with native transcripts
|
— | ✓ | ✓ |
|
AI Call Summaries
Auto-generated summaries and action items
|
— | ✓ | ✓ |
|
Talk Ratios & Analytics
Speaking time, questions asked
|
— | ✓ | ✓ |
|
Call Coaching Tools
Manager feedback and coaching notes
|
— | — | ✓ |
|
Call History Retention
How long call recordings are stored
|
— | 90 days | 365 days |
| Deal Rooms | |||
|
Create Deal Rooms
Branded client portals for each deal
|
3 active | 10 active | Unlimited |
|
Visitor Tracking
See who viewed your deal room
|
✓ | ✓ | ✓ |
|
Engagement Analytics
Document views, time spent, scroll depth
|
✓ | ✓ | ✓ |
|
Custom Branding
Your logo, colors, and domain
|
— | ✓ | ✓ |
|
Real-time Engagement Alerts
Notifications when clients view content
|
— | ✓ | ✓ |
| Proposals & E-Signatures | |||
|
Proposals & Quotes
Create and send professional proposals
|
✓ | ✓ | ✓ |
|
E-Signatures
Send and track contracts for signature
|
— | 5/user/mo | 10/user/mo |
| Deal Intelligence | |||
|
Deal Health Scores
Formula-based deal health 0-100
|
✓ | ✓ | ✓ |
|
Risk Factors & Signals
Auto-detected risks and positive signals
|
✓ | ✓ | ✓ |
|
AI Deal Recommendations
Suggested next actions for each deal
|
— | ✓ | ✓ |
|
Conversation Summaries
AI summaries across emails and calls
|
— | ✓ | ✓ |
|
Win Predictions
AI-powered close probability
|
— | — | ✓ |
| Scheduling | |||
|
Calendar Sync
Google Calendar and Outlook sync
|
✓ | ✓ | ✓ |
|
Scheduling Pages
Calendly-style booking pages
|
— | ✓ | ✓ |
| SMS Messaging | |||
|
SMS Messaging
Send and receive text messages
|
— | — | 50/user/mo |
| AI Assistant | |||
|
AI Email Drafts
Contextual email generation
|
✓ | ✓ | ✓ |
|
AI Meeting Prep
Deal briefs before meetings
|
✓ | ✓ | ✓ |
|
AI Image Extraction
Auto-extract text from images
|
— | ✓ | ✓ |
|
AI Image Search
Search across uploaded images by content
|
— | ✓ | ✓ |
|
AI Content Suggestions
Smart content recommendations
|
— | ✓ | ✓ |
|
⚡ Lightning Mode
GPT-4o-mini — streaming, sub-second responses for everyday CRM queries and quick actions
|
✓ | ✓ | ✓ |
|
🧠 Deep Mode
Claude Sonnet 4 — complex reasoning, agentic multi-step execution, cross-domain analysis
|
— | ✓ | ✓ |
|
Voice Input
Speak or type — hands-free operation on mobile and desktop
|
— | ✓ | ✓ |
| Support & Tickets | |||
|
Support Inbox
Unified inbox for customer communications
|
✓ | ✓ | ✓ |
|
Ticket Management
Create, assign, and track support tickets
|
✓ | ✓ | ✓ |
| Live Chat | |||
|
Embeddable Chat Widget
Add live chat to any website or app with one JS snippet
|
— | ✓ | ✓ |
|
AI-Powered Responses
AI handles common questions automatically, escalates to human when needed
|
— | ✓ | ✓ |
|
Agent Inbox
Unified inbox for all active conversations with assignment and presence
|
— | ✓ | ✓ |
|
CSAT Surveys
Post-chat satisfaction ratings collected automatically
|
— | ✓ | ✓ |
|
Conversation Routing
Route chats to the right agent by skills, availability, or round-robin
|
— | — | ✓ |
| Knowledge Base | |||
|
Internal Knowledge Base
Searchable articles for team procedures, playbooks, and training
|
✓ | ✓ | ✓ |
|
Customer-Facing Help Center
Public help articles with full-text search for customers
|
✓ | ✓ | ✓ |
|
Article Analytics
View counts, helpful votes, and search ranking per article
|
— | ✓ | ✓ |
|
Version History
Track all article changes and restore previous versions
|
— | ✓ | ✓ |
| Collaboration | |||
|
Notes
Rich text notes on any record
|
✓ | ✓ | ✓ |
|
Comments & @mentions
Team discussions on any record
|
✓ | ✓ | ✓ |
|
Activity Feed
Full history of all deal activity
|
✓ | ✓ | ✓ |
|
Real-time Presence
See who's viewing the same record
|
✓ | ✓ | ✓ |
|
Coaching Notes
Manager coaching notes with feedback
|
✓ | ✓ | ✓ |
|
Deal Team Assignments
Assign owners and collaborators to deals
|
Basic | Full | Full |
|
Notifications
In-app and email notifications
|
Basic | Full | Full |
| Content & Documents | |||
|
Content Library
Shared sales collateral and templates
|
✓ | ✓ | ✓ |
|
Image Paste & Upload
Add screenshots, photos anywhere
|
✓ | ✓ | ✓ |
|
Data Export
Export contacts, deals, and reports
|
✓ | ✓ | ✓ |
| Privacy & Control | |||
|
Private Workspace
Email stays private until you publish
|
✓ | ✓ | ✓ |
|
Private Notes on Deals
Personal notes only you can see
|
✓ | ✓ | ✓ |
|
Explicit Publish Control
Content doesn't move without action
|
✓ | ✓ | ✓ |
|
AI Privacy Boundaries
AI respects what's private vs published
|
✓ | ✓ | ✓ |
| Reporting & Analytics | |||
|
Basic Reports
Pipeline, activity, and performance reports
|
✓ | ✓ | ✓ |
|
AI-Weighted Forecasting
Commit, best-case, and pipeline views with AI-adjusted probability and weekly snapshots
|
— | ✓ | ✓ |
|
QBR Dashboard
Account health scores, at-risk accounts, expansion pipeline, and churn signals
|
— | ✓ | ✓ |
|
Rep Performance Insights
Activity metrics and tracking
|
— | — | ✓ |
|
Custom Dashboards
Build your own reports
|
— | — | ✓ |
|
Commission Tracking
Track and calculate sales commissions
|
— | — | ✓ |
| Revenue Operations | |||
|
Sales Leaderboard
Rep rankings, quota attainment, and performance benchmarks
|
— | ✓ | ✓ |
|
Quota Management
Set and track individual and team quotas with attainment reporting
|
— | ✓ | ✓ |
|
Customer Success Dashboard
ARR tracking, at-risk accounts, and expansion opportunity pipeline
|
— | — | ✓ |
|
Renewals Pipeline
Native renewal tracking with automated alerts and forecasting
|
— | — | ✓ |
|
Territory Management
Assign and manage geographic or vertical sales territories
|
— | — | ✓ |
|
Approval Workflows
Manager approval gates for discounts and non-standard terms
|
— | — | ✓ |
| Security & Admin | |||
|
Audit Log
Track who accessed what, when
|
— | ✓ | ✓ |
|
API Access
Integrate with your other tools
|
— | Read-only | Full |
|
Webhooks
Real-time event notifications
|
— | ✓ | ✓ |
|
SSO / SAML 2.0
Single sign-on with any SAML 2.0 identity provider
|
— | — | ✓ |
|
SCIM Provisioning
Automated user provisioning and deprovisioning via Okta, Azure AD, or any SCIM-compliant IdP
|
— | — | ✓ |
|
7-Level RBAC
Owner → Admin → Manager → Support → Rep → Member → External
|
3 roles | 5 roles | All 7 roles |
Enterprise-grade security controls. Not bolted on later—architected from day one.
One platform to replace your entire sales stack.
No per-call, per-email, or per-feature AI charges. Use AI as much as you want.
One platform instead of piecing together point solutions.
Collaboration features that make your whole sales team more effective.
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