Flexible packages & pricing for every sales goal

Activity Capture Engine

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Email and Email threads auto-capture
Contacts synchronization and capture
Auto-creation of missing leads, contacts and accounts
Synchronization configuration rules
Attachments capture*

Calendar auto-capture
Historical synchronization
Tasks synchronization
Custom objects multi-linking of activities
Salesforce activity reports

Productivity package

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Included Activity Capture Engine

Inbox and Calendar Salesforce Sidebar
Online scheduling
Stale thread reminder
Email and clicks tracking with instant notifications
Email templates
Revenue Signals management*
Manual activity capture
Full custom object support
Create and update any Salesforce objects
CRM search
Sales Sequences management*
In-mail scheduling time slots

Engagement package

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Included Activity Capture Engine

Sales Sequences
Dialer/telephony* and SMS*
Engagement Center and Signals
Sequence A/B testing
Smart reply detection
Native Salesforce integration and reports
Delegation scenarios
Sequence and team analytics
Content management: templates & files
Prospect import from views, reports, and campaigns
Multiple schedules support
Managing sequences from Outlook and Gmail*
Automation rules and workflows

Intelligence package

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Included Activity Capture Engine

Pipeline inspection and health check
Interactive pipeline management
Pipeline evolution tracking
Deal insights and activity metrics
Team analytics and coaching
Relationship intelligence
Personalized Revenue Signals
Team Forecasting
Opportunities scoring
Revenue analytics, dashboards and reports
Native Salesforce integration
Conversational intelligence & call recording
Update Salesforce from MS Teams and Slack
Account intelligence
Signals Builder
Engagement sentiment analysis

Full Revenue Grid platform

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