Pricing

Monthly

per user/billed monthly

• Visual Pipeline View

• Unlimited Opportunities

• Unlimited Client List

• Unlimited Leads List

• Salesplan & Dashboard

• Team View

• Reports
  +

• Column Customization

• Card Color Customization

• Source of Lead Customization

• Opportunity Alerting

• Lead Measurement

• Forecasting
  +

• Import/Export Data

• Help & Learning Portal

• Video Tutorials

Yearly

per user/billed annually

• Visual Pipeline View

• Unlimited Opportunities

• Unlimited Client List

• Unlimited Leads List

• Salesplan & Dashboard

• Team View

• Reports
  +

• Column Customization

• Card Color Customization

• Source of Lead Customization

• Opportunity Alerting

• Lead Measurement

• Forecasting
  +

• Import/Export Data

• Help & Learning Portal

• Video Tutorials

Enterprise

Enhanced features and storage

• Everything in the Monthly and Yearly plan.
  +

• ​Deeper Team View integration

• Advanced Customization

• Extended storage space

• Enhanced Reporting

• Audio Notes
  +

• ​Enhanced support