Basic Sales
A clean system of record for your sales team.
$15/ user / month
$19 month to month
- Leads, Accounts, Contacts, Opportunities and Activities
- List views, search, notes and files
- 100,000 records · 2 GB storage
- 2 sandboxes
Plans & Pricing.
Simple per-user pricing. AI is included in every plan.
Prices per user per month, billed annually. Minimum 3 users.
Service
Case handling and knowledge for support teams.
$19/ user / month
$24 month to month
- Cases, queues and SLA dashboard
- Knowledge base search
- Routing with agent presence
- 100,000 records · 5 GB storage
- 2 sandboxes
Advanced Sales
Configure, quote and forecast at scale.
$39/ user / month
$49 month to month
Everything in Basic Sales, plus:
- Products, price lists and CPQ
- Quotes, approvals and orders
- Sales forecasting
- 500,000 records · 10 GB storage
- 3 sandboxes
One CRM
Sales and service in one workspace.
$49/ user / month
$59 month to month
Everything in Advanced Sales and Service, plus:
- 500,000 records · 10 GB storage
- 5 sandboxes
- $9 per user less than buying both
Every plan includes
- AI Included 50 AI requests a day per workspace
- Data tools CSV import, mass update, field history
- Automation Guided Processes, no extra license
- Integrations Configured outbound connections
- Reports Report builder and dashboards
- Flexible teams 3 to 500 named users
Add-ons
More AI when you need it
One shared token pool for your whole workspace
Every plan starts with AI Included. Add AI users to grow a monthly pool that your agents, assistants and workflows draw from.
12M tokens per AI user / month
Shared across your workspace
No request limits · tokens only
Works with every plan
Room to grow
Add records and storage without changing plans
Keep the plan that fits your team. Add packs when your data grows, and reduce them when it doesn't.
Shared across your workspace
Add as many as you need
No extra users required
Billed monthly
- $10/ month
- +100,000 records
- $5/ month
- +10 GB file storage
Compare all features
| Feature | Basic Sales | Service | Advanced Sales | One CRM |
|---|---|---|---|---|
| Annual / month to month | $15 / $19 | $19 / $24 | $39 / $49 | $49 / $59 |
| Users | Minimum 3, up to 500 per workspace | |||
| Stored records | 100,000 | 100,000 | 500,000 | 500,000 |
| File storage · per file | 2 GB · 25 MB | 5 GB · 25 MB | 10 GB · 50 MB | 10 GB · 50 MB |
| Sandboxes | 2 | 2 | 3 | 5 |
| Integration deliveries / month | 1,000 | 1,000 | 10,000 | 10,000 |
| Leads and Opportunities | ✓ | — | ✓ | ✓ |
| Accounts, Contacts, Activities | ✓ | ✓ | ✓ | ✓ |
| Products, CPQ, quotes, orders | — | — | ✓ | ✓ |
| Sales forecasting | — | — | ✓ | ✓ |
| Cases, queues, SLA dashboard | — | ✓ | — | ✓ |
| Knowledge base | — | ✓ | — | ✓ |
| Routing and agent presence | — | ✓ | — | ✓ |
| CSV import, mass update, field history | ✓ | ✓ | ✓ | ✓ |
| Guided Processes and integrations | ✓ | ✓ | ✓ | ✓ |
| Reports and dashboards | ✓ | ✓ | ✓ | ✓ |
| AI Included (50 requests/day) | ✓ | ✓ | ✓ | ✓ |
Pricing questions
How is billing calculated?
Each workspace is billed for at least 3 users, then per named user, up to 500. Annual plans are billed for the year in advance; month-to-month plans are billed monthly. Prices are in USD before applicable taxes.
How does AI Included work?
Every workspace shares up to 50 AI requests or 200,000 tokens a day, whichever comes first. The allowance resets at 00:00 UTC, with no overage charges. The AI Add-On adds a monthly token pool when you need more.
How do record limits work?
Records are capacity, not a monthly refill. Leads, Accounts, Contacts, Opportunities, Activities and Cases share one pool, including items in the recycle bin. When you reach the limit, existing records stay available and new ones are blocked until you free space or add a pack.
What is in the free trial?
Every app, 5 users, 1,000 records, 100 MB of storage and a limited daily AI allowance. Integrations, outbound email and sandboxes are off. Your production workspace starts fresh on your workspace name.
Is automation an extra cost?
No. Guided Processes and outbound integrations are included in every plan, with no cap on active Process definitions. Integration deliveries follow your plan's monthly allowance.
Ready to get started?
Talk to us about the right plan, or try every app free for 90 days.