Marketing plans based on usage to help you grow.

Marketing Automation

Affordable plans priced per user, for small and medium businesses.

CRM

Send templated sales emails. Collaborate on messaging strategy.

Sales Communication Tools

Protect sensitive customer data.

Collaborate Securely

Track business opportunities visually through custom deal workflows.

Deal Tracking

Tools to keep on top of day-to-day customer interactions. 

Keep Organized

Build the CRM your business needs. Easily.

Easy-to-Customize

Create marketing campaigns that work for a variety of scenarios.

Marketing Campaigns

Create kanban-style boards to track client work visually through your custom workflow.

Job Tracking

Manage Leads, Business Contacts, Companies for B2C and B2B.

Contact Management

Keep customers engaged with your brand.

Email Builder

Choose a plan that works for you. Signup for 30 Day Free Trial.

CRM Plans & Pricing

  • All CRM plans are billed monthly in advance, with no long term commitments.

  • Marketing Automation service is available as an add-on, with affordable pricing based on usage.

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Marketing Automation Plans and Pricing

Billing Faqs

Standard

$12

per user, per month

Up to 10k records

Essential Features

Self-service + email support

Professional

$24

per user, per month

Up to 100k records

Advanced Features

Self-service + email support

Enterprise

Up to 500k records

Advanced Features

Phone support and professional service options available.

$49

per user, per month

Manage

Standard

Professional

Enterprise

Contact Management

Deal Management

Communication Tools

Manage Client Jobs 

Support

Manage Contacts, Companies

Lead Tracking

Phone Support

Email Support

Self-service Knowledge Base

Deal Reports

Unlimited Deal Pipelines

Visually Track Deals

Personal Sales Email Templates

Sales Template Library

Sales Reports

Follow-up Tracking

Option Available

Reporting

Visually Track Jobs

Unlimited Service Boards

Collaborate Securely

Role-based Access with Customizable User Roles

Team-based Data-Sharing

Control Individual Record Access

Manage Access to Application Functionality & Data

Customize Your CRM

Custom Forms & Data Fields

Custom Workflows (Deal Pipelines and Service Boards)

Standard

Professional

Enterprise

Contact Management

Deal Management

Communication Tools

Manage Client Jobs 

Support

Manage Contacts, Companies

Lead Tracking

Phone Support

Email Support

Self-service Knowledge Base

Deal Reports

Unlimited Deal Pipelines

Visually Track Deals

Personal Sales Email Templates

Sales Template Library

Sales Reports

Follow-up Tracking

Reporting

Visually Track Jobs

Unlimited Service Boards

Collaborate Securely

Role-based Access with Customizable User Roles

Team-based Data-Sharing

Control Individual Record Access

Manage Access to Application Functionality & Data

Customize Your CRM

Custom Forms & Data Fields

Custom Workflows (Deal Pipelines and Service Boards)

Integrations

G Suite Integration

Ring Central Integration

Zapier Integrations

Plan Features