Find your fit
Who it is for
A small sales team can begin with contact pages, deal records and follow-up tasks, then use list or milestone views to see which opportunities need attention. Free is advertised for up to ten users but has a 1,000 contact/company ceiling.
A team with more than one sales process may need separate tracks for different products or customer types. The setup guide reserves custom deal tracks for Regular or Enterprise, so test that right before designing several pipelines.
A business that wants marketing outreach and support alongside CRM can keep campaign and case activity near contact records. Check whether the selected plan covers its intended email volume, automation and ticket workflow rather than assuming every module works identically on Free.
The work it supports
Core capabilities
A contact page gathers information, lead score, timeline, notes and related tasks or events. Its deals, cases, campaigns and mail tabs can make a useful interaction history when those modules and integrations are configured.
Deal records link an opportunity to an owner, contact, value, probability, track and milestone. The separate deal page carries notes, documents and activities, so a rep can see the next action without searching across unrelated records.
Deals move through milestones in a visual pipeline, and the team can filter the view by owner, value or status. Multiple custom tracks support distinct sales processes on eligible tiers; a single generic pipeline is not equivalent to that entitlement.
Deals can be entered manually or imported from CSV. Start with a small sample, check contact links, owners, stages and value fields, then scale the import once the mapping looks right.
The calendar holds tasks and events with owners, due dates, notes and priorities. Appointment scheduling can publish selected open slots, letting a prospect choose a time; confirm how the selected plan and calendar connection handle bookings.
Lead scores and pipeline stages help prioritize work. Use them as internal signals and inspect the source activities; a score or forecast is not independent evidence that a prospect will buy.
Deal-state changes can trigger follow-up workflows and task assignment. Build one controlled automation around a real milestone first, then check the plan’s workflow, node and rule ceilings before automating the whole pipeline.
Marketing tools include email campaigns, forms and automation, while service workflows can label and route incoming tickets. These are useful adjacent modules, but verify the particular sends, integrations and support rules the team needs on its tier.
Understand the offer
Pricing and getting started
The current public grid lists Free, Starter, Regular and Enterprise. It shows 1,000, 10,000, 50,000 and unlimited contact/company capacity respectively; check how inactive contacts and companies count before importing a large database.
Free is advertised for ten users. The paid grid uses “as low as” per-user figures, which are starting offers rather than a guaranteed monthly invoice; obtain the selected term, currency, seat count and taxes from checkout.
Custom deal tracks are documented for Regular and Enterprise. Campaign workflows, nodes and automation rules also have tier limits, so price the specific multi-pipeline and marketing setup instead of assuming the cheapest tier supports it.
The posted terms describe no refunds and account-owner cancellation through the online control panel, with data deletion after cancellation. The terms page is dated; verify today’s contract, export path and cancellation timing before paying.
Look a little closer
Before you choose
Before migrating, list the contact fields, related companies, existing deals, owners and milestones the team must preserve. Trial-import a small CSV and inspect the links and activity history before moving the whole book of business.
Walk one opportunity from contact creation through task follow-up and a milestone change. Check that the record shows the right owner and events and that any automation triggers only the actions you intended.
If marketing or helpdesk is part of the purchase case, separately test a permitted campaign and a ticket workflow, then compare plan entitlements and send limits. The presence of a feature name in navigation is not proof it is included in the selected tier.
Before purchase, verify seats, contact/company capacity, custom-track rights, automation ceilings, billing term, cancellation procedure and export options. Keep a local copy of critical records before a trial ends or an account is cancelled.
11 distinct sources behind this profile. Research observed Oct 26, 2026. Features and offers can change.
View sources and research →
