Find The Right Plan

A pricing page with actual prices!

Note: Professional includes custom Artificial Intelligence models to a) Rank leads and tasks by stage conversion probability and b) Identify and rank Rep selling behaviors and process steps correlated with success.



per user/mo

Guide sales teams with Next Best Action recommendations.



per user/mo

Use AI to prioritize selling actions and improve processes.



per user/mo

Add custom process flows, features and data integrations.


Guide and balance multiple processes to align sales behaviors with manager-defined strategies

Proactive Next Best Action recommendations to guide Reps through multi-touch processes, such as:

  • Inbound Qualificiation
  • Outbound Prospecdting
  • Hot Leads
  • Up-Sell
  • Retention
  • Campaigns

Manager View for monitoring active and completed Rep Next Best Actions.

Configured card system for navigation, workflows and detailed information drilling

Sales process visual timeline

Salesforce-integrated telephony

  • Click-to-dial
  • Voicemail drop
  • Call recording and playback
  • Auto task logging
  • Local presence
  • Manager listen-in and real-time coaching
  • Text/SMS messaging

Email cadence automation

Salesforce email template integration

Integration with Google/Microsoft email to compose, receive and reply in a single pane, within Salesforce.

Salesforce API real time data synchronization (Salesforce security reviewed/approved)

Deployment within Salesforce Classic or Lightning

Artificial Intelligence (AI) modeling to rank recommended work items by conversion probability including:

  • Model Development
  • Significant Factor Visualizations
  • Accuracy Calibration and Goodness Rating
  • Real Time Deployment
  • Quarterly Model Re-training and Re-calibration

AI models for multiple pipeline conversion points, such as lead, opportunity or account:

  • Prospecting
  • Qualification
  • Closing
  • Up-sell
  • Retention

AI-based sales process improvement modeling and quarterly recommendations to increase team productivity

  • Touch sequence
  • Duration
  • Email content
  • Qualifying questions

Custom-configured Digital Process Network (DPN) for specialized use cases

Integrations with external or non-standard systems and/or data sources

*Depends on degree of customization.