Plan
Pro$99 / seat
Team$118 / seat
Business$169 / seat
Core CRM
Fully customizable CRM with custom fields
✓
✓
✓
Pipeline, deal and project management
✓
✓
✓
E-signatures for offers and contracts
✓
✓
✓
Notes, @mentions, tags and notifications
✓
✓
✓
Drag-and-drop data import
✓
✓
✓
AI
Unlimited AI search and chat
✓
✓
✓
AI meeting notetaker for Meet, Zoom and Teams
✓
✓
✓
Notetaker hours per seat each month
30 hrs
90 hrs
150 hrs
AI resume parsing and suggested tasks
✓
✓
✓
Search and capture
Global search, Boolean search and filters
✓
✓
✓
iOS and Android apps
✓
✓
✓
Outreach and automation
Outreach with multi-step email sequences
–
✓
✓
Zapier and Make automations and connections
–
✓
✓
Higher automation limits
–
–
✓
Team and controls
Two-factor authentication
✓
✓
✓
Billing management and invoice tracking
✓
✓
✓
Team organization and hierarchy
–
✓
✓
Fine-grained access control
–
✓
✓
Screenshot blocking
–
✓
✓
Leave and time-off tracking
–
✓
✓
Reporting
Personal dashboard, analytics and goals
✓
✓
✓
Advanced analytics and custom reporting
–
–
✓
Bulk data operations
–
–
✓
Support
Support
Standard
Priority
Priority