Simple Pricing
Free
Best for individuals looking to get started.
$0
user / month
Get StartedIncreased productivity
ο
Grid view (opportunities, accounts, contacts, leads)
ο
Dependent record creation
ο
Multi-media rich notes
ο
Create / update Salesforce records (25)
ο
Workspace commenting (Unlimited)
BETTER DATA HYGIENE
ο
Link notes to Salesforce (100)
ο
Push notes to Salesforce (100)
Easier pipeline reviews
SUpport
Team
Best for small-sized revenue teams.
$39
user / month (billed annually)
Get StartedIncreased productivity
ο
Grid views (opportunities, accounts, contacts, leads)
ο
Dependent record creation
ο
Multi-media rich notes
ο
Create / update Salesforce records (Unlimited)
ο
Workspace commenting (Unlimited)
BETTER DATA HYGIENE
ο
Link notes to Salesforce (Unlimited)
ο
Push notes to Salesforce (Unlimited)
ο
Bulk updates (Unlimited)
ο
Personal tiles (Unlimited)
Easier pipeline reviews
ο
Change history (7 days)
Role-based configuration
ο
Salesforce custom objects (1)
ο
Related objects list (1)
SUPPORT
ο
Priority video call support
Business
Best for medium and large-sized revenue teams.
$79
user / month (billed annually)
Talk to SalesIncreased productivity
ο
Grid views (opportunities, accounts, contacts, leads)
ο
Dependent record creation
ο
Multi-media rich notes
ο
Create / update Salesforce records (Unlimited)
ο
Workspace commenting (Unlimited)
BETTER DATA HYGIENE
ο
Link notes to Salesforce (Unlimited)
ο
Push notes to Salesforce (Unlimited)
ο
Bulk updates (Unlimited)
ο
Personal tiles (Unlimited)
ο
Team tiles (Unlimited)
ο
Team grid views (Unlimited)
ο
Team Kanban views (Unlimited)
Easier pipeline reviews
ο
Change history (365 days)
ο
Highlight latest changes
Role-based configuration
ο
Note templates (Unlimited)
ο
Salesforce custom objects (Unlimited)
ο
Related objects list (Unlimited)
SUPPORT
ο
Personalized 1:1 workflow session