Predictable pricing for high-velocity teams.
Every view, dynamic automation, multiplayer doc, and AI capability tailored to your team's exact workflow.
Full Plan Capability Matrix
Compare granular features, quotas, integrations, and security controls across all available plans.
| Feature Comparison |
|---|
Core Data & Views(7 features) |
Table & Spreadsheet ViewPro Full spreadsheet table with inline editing, reordering, and custom column configurations. |
Kanban Board ViewPro Fluid drag-and-drop board pipelines with fractional indexing and column aggregations. |
Calendar ViewPro Month and week grid calendar view placed by any date property with drag-rescheduling. |
Timeline / Gantt ViewPro Horizontal duration bar Gantt-lite view with edge-resizing and multiple zoom levels. |
Calculated Formula PropertiesPro Create computed formula expressions, numerical operations, and string transformations. |
Bidirectional Record RelationsPro Link records across different datasets (e.g. Deals linked to Contacts and Companies). |
Cell & Field CommentsPro Collaborative comment threads on individual record properties and cells. |
Docs & Collaboration(3 features) |
Record Block Notes EditorPro Notion-style rich text block editor with slash commands and markdown formatting. |
Standalone Knowledge Base DocsPro Create nested workspace documents and SOP wikis directly in the space sidebar. |
Multiplayer Realtime CollaborationPro Yjs-powered live document editing with simultaneous user cursors and presence. |
Automations & Integrations(6 features) |
Public Lead Capture FormsPro Publish branded public web forms that route submissions into CRM pipelines. |
Stage Trigger AutomationsPro Execute automatic actions (email alerts, notifications, field updates) on stage changes. |
Google Sheets 2-Way Live SyncPro Bidirectional real-time data synchronization with Google Sheets spreadsheets. |
Outbound Webhooks & REST APIPro Dispatch HMAC-signed outbound webhook payloads for CRM entity events. |
CSV Import Wizard & ExportPro Import records via CSV with duplicate detection and export datasets to CSV/JSON. |
Workspace API Keys & ChatGPT IntegrationPro Generate workspace API keys for external integrations including ChatGPT GPT Actions. |
AI Intelligence Suite(4 features) |
Workspace AI CopilotPro Global natural language assistant for querying records, metrics, and CRM insights. |
AI Record Summaries & HighlightsPro Generate instant executive summaries and bullet points from deal notes and activities. |
AI Sales Email DrafterPro Draft contextual, personalized sales and follow-up emails based on CRM record data. |
AI Deal Health & Win ScoringPro Analyze deal momentum, detect stagnation risks, and predict close probability. |
Branding & Customization(2 features) |
Custom Logo & Brand PalettePro Upload custom workspace logo, favicon, and customize the primary theme accent color. |
White-Label Custom Domain Map your organization's custom domain (e.g. crm.yourcompany.com) with SSL. |
Security & Governance(3 features) |
Organization Audit Logs Comprehensive forensic audit trail of all member actions, exports, and permission changes. |
Granular Custom RBAC Roles Define fine-grained permission sets beyond standard Owner/Admin/Member/Viewer. |
Priority SLA Support Direct priority ticketing channel with guaranteed 2-hour response time SLA. |
Quotas & Resource Limits(7 features) |
CRM Records QuotaPro Total maximum active CRM records allowed across all datasets (-1 for unlimited). |
Included User SeatsPro Maximum active team members and pending invitations allowed (-1 for unlimited). |
Maximum SpacesPro Number of organizational workspace spaces permitted (-1 for unlimited). |
Maximum DatasetsPro Number of custom and standard datasets allowed in the workspace (-1 for unlimited). |
Max Attachment File SizePro Maximum file size in Megabytes allowed per attachment upload. |
Activity History RetentionPro Number of days interaction timeline and audit records are retained (-1 for unlimited). |
Monthly API Call QuotaPro Maximum number of external API calls (ChatGPT, REST) allowed per billing period (-1 for unlimited). |
Frequently Asked Questions
Everything you need to know about billing, trials, and team seats.