Find your fit
Who it is for
A small sales team moving from a spreadsheet can give each opportunity a stage, responsible person and next task. This fits a process where the team needs a shared view of open deals and a way to review what has stalled.
For an account-based seller, a company record ties people, deals, activities and files together. Decide how many separate pipelines and active deals the team needs before choosing Start, Develop or Grow.
The work it supports
Core capabilities
Keep a company profile for business details and its linked people, deals, activities and files. A person can start as a lead and later become a contact with deal history, giving reps a common record to update.
Use a deal profile to see its stage and logged emails, calls, meetings and notes. Link the opportunity to the right company and people so a teammate can understand the context before following up.
An account admin can tailor deal stages and probabilities to the sales process. Those probabilities feed weighted forecasting, so they should be calibrated by the team rather than treated as guaranteed outcomes.
Change stage names carefully. Deleting a stage leaves deals that occupied it without a stage; rename the stage or bulk-move those deals before removing it.
Create tasks and calendar events for future work, then log activities for calls, emails or meetings that already happened. Link each to a company, person or deal so the record carries both next steps and history.
A synced email inbox can show conversations on people and deals. Pilot with fictional contacts first and check how email threads attach when a person is associated with several opportunities.
Manage deals as a team by sharing, reassigning, merging or archiving them. Review the related activities and files before a merge so the remaining record tells the complete story.
Every listed plan includes deal and activity reporting. Start with a simple stage-aging and next-action review; a forecast is only as reliable as the stages and activity data entered by the team.
Understand the offer
Pricing and getting started
The current public pricing shows Start at $25, Develop at $33 and Grow at $49 per user per month when billed annually. The same summary lists monthly billing at $29, $39 and $59; confirm currency, taxes, seat count and the selected billing cycle in a current quote.
Start lists one pipeline and 250 active deals per account, Develop two and 2,500, and Grow five with unlimited active deals. Enterprise is custom-priced with more pipeline capacity. Count active opportunities and distinct sales processes before choosing a tier.
A fourteen-day trial provides the Grow experience without a credit card. The vendor terms say trial data should be downloaded before the trial ends if no license is purchased, because it may otherwise be permanently lost.
Data Enrichment and Email Validation are premium flat-fee add-ons, and Pipeline Phone calling is pay as you go. Budget those separately from the per-user plan if they are essential to your workflow.
The billing guide says upgrades are prorated immediately while downgrades wait until the next billing cycle. Inactivating a user does not itself remove the paid license, and subscriptions renew automatically unless changed before the billing date.
Look a little closer
Before you choose
Pilot a fictional company with two people and a deal. Move it through the intended stages, assign a follow-up task and log a completed call; then check whether reports and the record timeline match the team’s actual process.
Plan stage changes as data migrations. A deleted stage leaves deals unassigned, so export or move existing opportunities before redesigning a live pipeline.
Trial with disposable sample data and export it before the deadline. The trial runs at Grow level, so confirm which features and deal limits remain on the paid tier you intend to select.
Review the license count and renewal date when a team member leaves. Deactivating access and reducing billed seats are separate steps under the current billing guide.
12 distinct sources behind this profile. Research observed Oct 27, 2026. Features and offers can change.
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