WHAT YOU GET
Complete Feature Breakdown
Everything you need for a modern, automated, and intelligent CRM experience.
Account Management (360° View)
You can fully manage and understand your Accounts without switching screens.
👉 Faster account insights and cleaner, more reliable data
INCLUDES
- ✓Retrieve Account details using Name or ID
- ✓AI-generated summary of Account (quick understanding in seconds)
- ✓View all open Opportunities linked to the Account
- ✓Update key fields like Industry, Phone, Website
- ✓Automatic validation (e.g., correct phone format before saving)
Contact Management (Quick & Simple)
Manage all Contacts linked to Accounts efficiently.
👉 No duplicate effort, better contact organization
INCLUDES
- ✓Search all Contacts related to an Account
- ✓Create new Contacts with required details
- ✓Update Contact information (Title, Email, etc.)
Opportunity Management (Deal Visibility)
Track and manage deals with clarity and control.
👉 Better pipeline visibility and improved win rates
INCLUDES
- ✓View all Opportunities linked to an Account
- ✓Update Opportunity Stage
- ✓AI-generated deal summary with health insights and next steps
Case History Insights (Support Intelligence)
Understand customer issues and patterns instantly.
👉 Faster issue resolution and proactive support
INCLUDES
- ✓Retrieve all Cases linked to an Account
- ✓AI summary highlighting recurring issues and trends
Lead Conversion (Seamless Process)
Convert leads into actual business records without complexity.
👉 Smooth transition from lead to customer
INCLUDES
- ✓Convert Lead into: Account, Contact, Person Account, or (optional) Opportunity
What Makes This Valuable
With this implementation, you are not just adding features—you are getting:
- ✅ Centralized data access
- ✅ AI-powered summaries (save time instantly)
- ✅ Reduced manual work through automation
- ✅ Better decision-making with insights
- ✅ Built-in governance and data protection
Built-In Safety & Control 🛡️
Your data and processes are protected with strict rules (Guardrails):
- ✗ Account/Contact deletion requires manager approval
- ✗ Revenue data is visible only to authorized roles (Account Owner)
- ✗ Critical issues are automatically escalated to a human
- ✗ Opportunity cannot be marked Closed Won/Lost without confirmation
👉 Result: Secure, compliant, and controlled automation
TRANSPARENT PRICING
Pricing Plans
Simple, transparent pricing based on your business needs and level of automation.
Starter Plan
Best for small teams getting started with automation
What's included:
- ✓Account Management (view, update, validation)
- ✓Contact Management (search, create, update)
- ✓Opportunity listing (basic visibility)
- ✓Lead Conversion (standard)
- ✓Standard guardrails (data protection rules)
Professional Plan
Best for growing businesses needing AI + automation
What's included:
- ✓Everything in Starter, plus:
- ✓AI Account Summaries
- ✓AI Deal Summaries (opportunity insights & next steps)
- ✓Case History Summarization
- ✓Full Opportunity Management (stage updates with controls)
- ✓Enhanced data validation & automation
Enterprise Plan
Best for organizations needing full control and customization
What's included:
- ✓Everything in Professional, plus:
- ✓Advanced customization (flows, Apex enhancements)
- ✓Custom guardrails based on business rules
- ✓Role-based data access enhancements
- ✓Priority support
- ✓Scalable architecture for large teams
Who This Is For
READY TO GET STARTED?