Start with the way your team works. Choose your operating scope, then shape a clear quote around your people, channels and rollout.
Bring your leads and follow-ups into a shared, dependable workspace.
Teams building a consistent sales process
Coordinate busy teams with purposeful routing and repeatable workflows.
Teams coordinating multiple channels and agents
Shape access, governance and implementation around a larger operation.
Organisations with complex access and governance
Compare the proposed scope across your customer workspace, team operations and governance.
| Capability | Essential | Growth | Enterprise |
|---|---|---|---|
| Customer workspaceLeads, contacts & accounts | Included | Included | Included |
| Customer workspacePipeline, tasks & calendar | Included | Included | Included |
| Customer workspaceProperty & document workspace | Included | Included | Included |
| Team operationsManual lead assignment | Included | Included | Included |
| Team operationsRules-based routing | Discuss scope | Included | Included |
| Team operationsWorkflow & campaign configuration | Discuss scope | Included | Included |
| InsightCore sales reporting | Included | Included | Included |
| InsightAttribution & team reporting | Discuss scope | Included | Included |
| GovernanceRoles, SSO & audit implementation | Discuss scope | Discuss scope | Tailored |
| GovernanceMigration & integration services | Quoted separately | Quoted separately | Tailored |
| Optional AIHuman-only operation | Always available | Always available | Always available |
| Optional AIAI provider usage & setup | Optional quote | Optional quote | Optional quote |
Lead intake, manual qualification, rules-based assignment, conversations and sale closure remain available in human-led mode. AI provider usage and implementation, if selected, are scoped separately.
See how optional AI worksYour quote should explain what is included, what is optional and what happens when your needs change.
Yes. Human-led operation is the default design. Core CRM actions and deterministic routing do not require an AI provider, credit balance or AI subscription.
Every plan includes lead intake from calls, email, social media and your website through signed lead sources. Email and messaging delivery use the provider you connect; migration and custom integrations are scoped in your quote.
No discount is assumed. The billing selector records your preference for the quote. Final rates, payment schedules, taxes and any agreed discount must be confirmed in writing.
Cancellation dates, notice periods, renewals, credits and refund eligibility are set in your order form and the cancellation and refunds policy. Review it before agreeing a plan.
Yes. Invite or deactivate users from Settings at any time. Seat changes, plan changes and any prorated charges follow your commercial agreement.
Tell us about your channels, agents and sales process. Start with a clear implementation conversation.
