CRM package CRM Contact Starter A clean starting point for organizing contacts, notes and the work connected to each relationship.
Package price $9.99 - $14.75
Central contact workspace Up to 250 CRM records Companies and contact profiles Notes and interaction history Tasks and due dates Manual time entries Basic activity overview Email setup guidance Choose this package
CRM package Lead Tracker Essentials Capture new opportunities and keep the next action visible from first touch to qualification.
Package price $13.95 - $18.75
Lead capture workspace Up to 500 CRM records Custom lead stages Source and status tracking Follow-up reminders Task time tracking Weekly pipeline snapshot Standard email support Choose this package
CRM package Follow-Up Automation Automate practical reminders and next steps without losing control of the customer relationship.
Package price $17.95
Automated follow-up rules Up to 750 CRM records Lead and deal reminders Reusable email task templates Overdue activity alerts Contact timeline updates Automation activity log Guided launch checklist Choose this package
CRM package Team Pipeline Workspace Give a growing team one shared view of deals, ownership, tasks and time spent moving work forward.
Package price $28.76 - $49.76
Shared sales pipeline Up to 1,500 CRM records Deal ownership and stages Team tasks and mentions Activity and time tracking Custom pipeline labels Contact and deal history Team email support Choose this package
CRM package Client Journey Manager Connect every interaction, deliverable and logged hour across the complete customer lifecycle.
Package price $38.64 - $53.45
Full client timeline Up to 2,500 CRM records Lifecycle stage management Project and deal linking Meeting and task history Billable and non-billable time Client activity insights Workspace setup support Choose this package
CRM package Time & Activity Insights Understand where team time goes and which customers, deals and activities create momentum.
Package price $47.89 - $86.88
Automated activity timers Up to 3,000 CRM records Time by client and deal Billable utilization overview Workload and capacity signals Custom activity categories CSV report export Priority email support Choose this package
CRM package CRM Automation Pro A complete CRM automation layer for pipeline movement, task creation, time capture and reporting.
Package price $54.95 - $94.82
Up to 5,000 CRM records Multiple sales pipelines No-code workflow automation Automatic activity capture Deal stage and SLA alerts Custom fields and tags Revenue and time dashboards Priority support Choose this package
CRM package Multi-Pipeline Growth Coordinate several sales motions, teams or service lines without fragmenting customer data.
Package price $87.64
Up to 10,000 CRM records Multi-pipeline management Round-robin lead assignment Conditional deal workflows Team time and capacity views Forecast and velocity reporting Role-based saved views Guided onboarding sessions Choose this package
CRM package Revenue Intelligence Cloud Turn CRM activity and time data into clearer forecasts, priorities and account-level decisions.
Package price $87.76
Up to 12,000 CRM records Revenue intelligence workspace Deal health and inactivity alerts Time-to-close analysis Customer engagement signals Custom performance dashboards Pipeline risk reporting Priority onboarding Choose this package
CRM package Enterprise CRM Operations Advanced control for larger teams, complex data structures and high-volume revenue operations.
Package price $96.95
High-volume CRM workspace Advanced roles and permissions Multiple teams and pipelines Custom automation architecture Time and audit activity history Exportable operational reports Implementation planning Priority response channel Choose this package
