Full Feature Breakdown
What's included in every package
Compare all features side by side.
Pick the package that matches your team size, ARR, and goals.
Feature
Starter
from $3,000
Growth ★
from $7,000
Scale
from $12,000
Enterprise
Custom
Lead Management
Lead Capture
Automatic lead collection from your website into Salesforce
✓
Website forms → SF✓
Website forms → SF✓
Website forms → SF✓
Custom sourcesOutbound Lead Management
LinkedIn, cold lists, and CSV imports unified with inbound
—
✓
CSV + LinkedIn unified✓
CSV + LinkedIn unified✓
Any sourceLead Routing Automation
Round Robin assignment + Calendly integration
—
✓
Auto-assign + Calendly✓
Advanced routing rules✓
Custom logicData Migration
Clean import from spreadsheets or legacy CRM
✓
Up to 1,000 records✓
Up to 5,000 records✓
Up to 20,000 records✓
Unlimited + legacy CRMCRM Setup
Core CRM Setup
Leads, Accounts, Contacts, and Opportunities configured
✓
Standard objects✓
Standard + custom objects✓
Advanced configuration✓
Fully customSaaS Pipeline Stages
Trial → Demo → Proposal → Closed Won / Lost
✓
Standard SaaS stages✓
Custom stages + lost reasons✓
Multi-pipeline support✓
Custom logicEmail & Calendar Sync
Full activity history visible inside the CRM
✓
Gmail / Outlook✓
Gmail / Outlook + Calendly✓
Gmail / Outlook + Calendly✓
Any calendar toolContract Management
Contracts object for tracking deal terms and renewal dates
—
✓
Contracts + renewal dates✓
Full contract lifecycle✓
Custom logicSales Quota Setup
Rep-level KPI targets and quota tracking enabled
✓
Basic quota tracking✓
New biz + renewal targets✓
Advanced quota tracking✓
Custom modelProduct & Payment Integrations
Quote Generation
One-click PDF proposals directly from Salesforce
—
—
✓
PDF proposals from SF✓
Custom templatesProduct Integration
Segment, PostHog, Mixpanel → user activity visible in CRM
—
—
✓
Segment / PostHog / Mixpanel✓
Any analytics toolStripe Integration
Payment status and subscription data synced in real time
—
—
+
Stripe / Chargebee sync✓
Any payment gatewayBackend DB Integration
Connect Salesforce to your internal databases
—
—
—
✓
SAP, Postgres, BigQueryLegacy CRM Migration
Full data migration from SAP, Dynamics, or any custom CRM
—
—
—
✓
Full migrationAutomation & Workflows
Task Automation
New lead → task created, meeting → follow-up reminder
✓
Basic tasks✓
Full task automation✓
Advanced flows✓
Custom logicRenewal Automation
Auto-create renewal deals before contracts expire
—
—
✓
Auto-renewal deal creation✓
Custom triggersPQL Workflows
Prioritise outreach to your most active product users
—
—
✓
PQL scoring + routing✓
Custom modelCustom Permission Model
Role-based access for complex org structures
—
—
—
✓
Full permission designReporting & Dashboards
Pipeline Dashboard
Pipeline by stage, deals in progress, revenue forecast
✓
1 dashboard✓
Pipeline by source + stage✓
Full RevOps dashboard✓
CustomTeam Performance Reports
Closures by rep, conversion by stage, activity tracking
—
✓
Rep-level reporting✓
Full suite (15+ reports)✓
CustomFull Technical Documentation
Architecture docs, data dictionaries, and admin guides
—
—
—
✓
Full docs packageTeam & Delivery
Dedicated Team
Who works on your project
✓
1 Lead Developer✓
1 Dev + 1 Account Manager✓
2 Devs + 1 Account Manager✓
Full team + Dedicated PMReview Sessions
Mid-project check-ins and feedback loops
✓
Discovery + final delivery✓
2 mid-project reviews✓
Weekly status calls✓
Custom cadenceMulti-Team Setup
Separate workspaces per team or business unit
—
—
—
✓
Multi-BU architecturePost-Launch Support
Dedicated support period after go-live
✓
14 days✓
30 days✓
60 days priority✓
60 days + SLANot sure which package fits?
Book a free 30-min call. We'll look at your team size, stack, and goals — and recommend the right package.
