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Reviewed 2026-10-12 · 514 features · 35 sections
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Inclusion assumes the required seat, role, record access and setup. Add-ons require purchase and assignment. Available actions follow your subscription’s product access and permissions.
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Plan limits Subscription limits from billing code and active catalog Subscription detail CRM Procurement CRM + Procurement Team Business Enterprise Eligible seats Manager Manager Manager Standard, Manager Standard, Manager Standard, Manager Minimum paid seats 1 1 1 3 20 100 AI tokens per paid seat 1 million 2 million 2 million 1 million 1 million 1 million Runtime minutes per paid seat 50 50 50 50 100 150 Maximum Agents 2 2 2 2 10 Unlimited Scheduled Agents 1 1 1 1 5 Unlimited Parallel Agents 2 2 2 2 5 Unlimited Included integration families 1 1 1 1 3 Unlimited Audit retention days 30 30 30 30 90 365 Maximum users Not specified Not specified Not specified 20 500 Unlimited Maximum Managers Not specified Not specified Not specified 5 100 Unlimited Dedicated support tier No dedicated tier No dedicated tier No dedicated tier No dedicated tier Email Email plus
Procurement and CRM + Procurement include the additional Procurement token allowance shown above. Full-suite Procurement add-ons add another million tokens per purchased license. Allowances pool across the organization.
Business context 6 Business context subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Company profile Published customer context ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Website context extraction Published customer context ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Offerings and markets Published customer context ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Customer qualification rules Published customer context ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Prohibited claims Published customer context ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Versioned business context Published customer context ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included
CRM 17 CRM subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Company records Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Contact records Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Lead records Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Opportunity records Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sales activities Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign records Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign membership Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Territory ownership Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Opportunity stage updates Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Won and lost outcomes Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Lead status tracking Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Related record navigation Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included CRM record imports Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Pipeline stage totals Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Lead status dashboard Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign status dashboard Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Upcoming activities dashboard Sales permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included
Outbound campaigns 50 Outbound campaigns subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Guided campaign design Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Intent campaign strategies Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Interest campaign strategies Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign portfolios Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Portfolio Director controls Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign runs Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign activation Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign pause and resume Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign archiving Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Named user sharing Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Viewer and operator access Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Continuous candidate sourcing Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included CRM audience selection Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included CSV audience imports Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Manual audience entry Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Apollo prospect search Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Apollo contact enrichment Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Buying signal research Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included ICP fit scoring Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Role relevance scoring Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Offer relevance scoring Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Evidence freshness checks Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Country and language targeting Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Verified email checks Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Account exclusivity Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Multi-step email sequences Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Email template editing Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Template placeholder validation Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Personalized message generation Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Content revision approval Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Queue approval Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Live-send approval Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Send-time eligibility checks Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Multi-mailbox sender pools Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included New contact caps Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Total message caps Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Recipient domain caps Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Send window scheduling Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign schedule forecast Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sequence schedule forecast Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Promised deliverable generation Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign usage costs Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign health monitoring Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sender DNS observations Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sender reputation observations Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign optimization proposals Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Optimization approval decisions Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Daily owner briefings Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign work queue Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign activity history Connected mailboxes; vendor charges separate ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included
Outbound inbox 12 Outbound inbox subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Campaign conversation threads Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Chronological reply history Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Reply classification Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Suggested reply drafts Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Manual reply composition Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Reply attachments Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sent message history Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Unsubscribe processing Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Permanent suppression list Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Inbound message quarantine Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sender quarantine rules Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included CRM activity projection Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included
Outbound reporting 8 Outbound reporting subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Email volume trends Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign performance comparison Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Sequence performance Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Audience segment performance Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Reply outcome reports Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Campaign funnel metrics Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Send schedule projections Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Daily campaign summaries Campaign permissions apply ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included
Procurement 30 Procurement subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Tender notice discovery Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on European TED notices Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on UK Find a Tender Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on US federal SAM notices Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on US state coverage requests Coverage requests; not all-state coverage — Not included ✓ Included ✓ Included Add-on Add-on Add-on Source health visibility Coverage requests; not all-state coverage — Not included ✓ Included ✓ Included Add-on Add-on Add-on Source monitoring controls Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Monitor run reports Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Private notice imports Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Notice attachments Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Related document viewing Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Evidence-based fit assessments Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Buying scope screening Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Fit decision overrides Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Lot-level pursuit Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Buyer and territory selection Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Pursuit opportunity creation Procurement-only: pursuit records; suite add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on First-action scheduling Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Opportunity pursuit tracking Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Response deadline tracking Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Notice translation Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Historical fit searches Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Historical assessment reports Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Historical search cancellation Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Fit feedback memory Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Feedback removal Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Procurement activity history Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Email notification preferences Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Procurement processing pause Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on Procurement processing resume Suite: Procurement add-on — Not included ✓ Included ✓ Included Add-on Add-on Add-on
Projects 25 Projects subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Project records Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project templates Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project cloning Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Document-driven project wizard Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task grid Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Gantt timelines Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Kanban boards Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project calendar view Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project milestones Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project epics Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project sprints Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project teams Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project notes Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project files Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project activity history Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project risk register Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Compliance items Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Tools and materials Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Material usage tracking Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project processing history Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project health summaries Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project completion forecasts Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project timeline simulations Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project client updates Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project workbook exports Manager seat; role permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Tasks 18 Tasks subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Task creation Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task assignments Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task dependencies Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task stages Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task priority Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task date updates Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task effort estimates Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task status updates Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task checklists Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task comments Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task reminders Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Task certification requirements Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Overdue task detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Blocked task detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Unassigned task detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Dependency-ready task selection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Daily work planning Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Daily standup drafts Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Decisions 9 Decisions subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Decision records Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision approval Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision reviews Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision conflict detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision status updates Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision supersession Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision task links Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Decision review reminders Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project decision logs Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Resource management 17 Resource management subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Resource allocation Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Skill-based resource searches Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Role-based resource searches Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Discipline-based resource searches Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Cross-department resource searches Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Weekly availability Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Member capacity snapshots Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Team capacity snapshots Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Discipline capacity forecasts Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Overallocation detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Underutilization detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Workload rebalancing Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Assignment hours splitting Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Staffing risk reports Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Skill shortfall forecasts Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Team composition suggestions Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Burnout risk checks Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Workforce qualifications 15 Workforce qualifications subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Member skills Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Skill proficiency levels Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Member credentials Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Organization credentials Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Credential verification Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Credential prerequisites Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Credential skill mappings Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Work qualification requirements Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Crew qualification coverage Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Credential expiry alerts Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Compliance gap detection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Qualified replacement suggestions Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Training backlog Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Upskilling recommendations Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Succession coverage checks Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Shift management 15 Shift management subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Shift records Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift templates Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift assignments Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift locations Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift preferences Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift skill requirements Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift credential requirements Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift coverage checks Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift conflict checks Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Open shift matching Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Open shift alerts Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift swap requests Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Shift swap processing Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Under-scheduling detection Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Open shift fulfillment Data Manager and Skills — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Time tracking 23 Time tracking subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Clock in and out Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project check-in and checkout Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Manual time entries Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Weekly timesheets Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Previous week copying Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time entry editing Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time entry deletion Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Timesheet submission Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time approval Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time rejection Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Billable time classification Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Work type selection Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Two-level time tracking Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Three-level time tracking Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Eligible project filtering Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Scoped team time entry Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Working hour limits Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Automatic break deductions Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time rounding Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time evidence capture Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Missing time reminders Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time logging quality checks Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Mobile kiosk context Seat, scope and configuration — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
PTO 10 PTO subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise PTO requests Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO approval Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO rejection Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO balances Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO transaction history Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Team PTO visibility Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Holiday calendars Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO schedule impact Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO coverage suggestions Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Upcoming PTO risk Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Billing and invoicing 25 Billing and invoicing subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Billing profiles Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project billing terms Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice generation Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice drafts Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice line editing Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice templates Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice email templates Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice numbering Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice PDF generation Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice delivery Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice sent status Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time-based invoice sources Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Expense-based invoice sources Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Material-based invoice sources Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Credit notes Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Payment recording Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Payment allocation Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Receivables aging Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Collection tracking Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice dispute tracking Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Dispute resolution Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Unbilled work analysis Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Customer margin analysis Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project profitability analysis Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Revenue forecasts Manager seat; Finance permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Contracts 6 Contracts subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Contract records Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Contract date ranges Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Contract billing frequency Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Contract billing profiles Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Contract retainers Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Retainer balances Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Expenses 4 Expenses subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Expense recording Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Expense review Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Expense categories Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project expense tracking Role and record permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Ticket Operations 19 Ticket Operations subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Ticket queues Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket assignment Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Email-to-ticket intake Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on API ticket intake Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket numbering Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket priorities Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket status updates Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket tags Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket replies Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket internal notes Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket attachments Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket timers Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Automatic ticket timers Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket viewer presence Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on AI ticket classification Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket summaries Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Suggested ticket replies Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Reply tone checks Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on Ticket resolution Agents Suite: Ticket Processing add-on — Not included — Not included — Not included Add-on Add-on Add-on
Client portal 7 Client portal subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise External client invitations Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Client engagement access Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Client resource grants Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Client approval decisions Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Client file access Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Client file downloads Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Grant revocation Explicit portal grants — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
EosHQ Chat 14 EosHQ Chat subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Text conversations Licensed product scope applies ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Contextual record questions Licensed product scope applies ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Permission-aware Skill execution Licensed product scope applies ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Contextual help lookup Licensed product scope applies ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Available Skill discovery Licensed product scope applies ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Work summaries Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Document summarization Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Document data extraction Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Spreadsheet analysis Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Web research Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PDF generation Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Spreadsheet generation Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Presentation generation Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Conversation file outputs Relevant Skills and permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Agents 12 Agents subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Agent creation Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent intent editing Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent compilation Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent simulation Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Manual Agent execution Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Scheduled Agent execution Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent run conditions Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent run history Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent run monitoring Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Agent cancellation Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Organization runtime pause Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Unsupported Skill requests Standalone: licensed product Skills only ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included
Agent approvals 5 Agent approvals subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Approval requests Standalone: licensed product approvals ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Approval decisions Standalone: licensed product approvals ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Approval rejection Standalone: licensed product approvals ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Pending approval list Standalone: licensed product approvals ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Approval resume Standalone: licensed product approvals ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included
Agent library 19 Agent library subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Published Agent browsing Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Agent template installation Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Lead Qualification Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Sales Pipeline Review Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Opportunity Follow-up Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Won Opportunity Handoff Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Won Opportunity Project Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Outbound Operator Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Outbound Optimizer Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Outbound Signal Research Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Outbound Deliverable Builder Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Outbound Daily Brief Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project Health Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Resource Capacity Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Time Approval Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included PTO Request Approval Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Invoice Preparation Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Credential Expiry Monitor Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Xero Projects Sync Agent Install, compile and grant access — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Reports and dashboards 16 Reports and dashboards subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Saved reports Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report designer Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Related object joins Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report filters Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report formulas Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report sorting Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report grouping Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report charts Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Excel report exports Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Dashboard designer Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Dashboard widgets Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Report favorites Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Role-based report access Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Personal work dashboard Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project progress dashboard Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Agent activity dashboard Designer: Manager seat — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Data management 13 Data management subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Record creation Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Record editing Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Record deletion Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included CSV data imports Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Import job monitoring Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Import rollback Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Saved list views Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Custom object design Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Custom field design Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Field labels Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Record layouts Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Picklist configuration Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Related object navigation Manager seat; administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Business configuration 21 Business configuration subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Organization terminology Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Workspace design Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Menu ordering Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Menu visibility Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Menu sections Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Custom role definitions Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Object permissions Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Field permissions Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Skill permissions Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Agent permissions Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Dashboard permissions Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Hierarchical territories Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Sales stage configuration Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Resource Fit configuration Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Configuration audit history Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Package installation Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Package upgrades Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Package rollback Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Package disablement Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Sample data installation Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Sample data removal Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Restoration pack 12 Restoration pack subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Site visits Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Field captures Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Property findings Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Field readings Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Documentation requirements Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Documentation exceptions Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Evidence packages Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Customer communications Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Photo and video evidence Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Audio field evidence Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included AI media analysis Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Approved project actions Installed restoration operations pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Professional services pack 6 Professional services pack subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Service catalog Installed professional services pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Service estimates Installed professional services pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Estimate line items Installed professional services pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Resource requests Installed professional services pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Change requests Installed professional services pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Billing readiness reviews Installed professional services pack — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Files 6 Files subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise File upload Record and file permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included File listing Record and file permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included File previews Record and file permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Project file attachments Record and file permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Generated file storage Record and file permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included File downloads Record and file permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
User administration 14 User administration subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Member invitations Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Member activation Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Member roles Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Seat assignments Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Member removal Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Organization switching Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Profile management Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Language preferences Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Notifications Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Notification read status Assigned seat and role ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Teams and departments Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Reporting relationships Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included User groups Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Directory synchronization Administrative permissions — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Subscriptions 13 Subscriptions subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Subscription purchase Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Monthly billing Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Annual billing Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Seat inventory Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Add-on inventory Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Usage history Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Pooled AI tokens Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Pooled Agent runtime Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Usage alerts Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Usage cap controls Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Prepaid credits Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Subscription invoices Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Subscription payment history Owner or billing permissions ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included
Integrations 32 Integrations subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Gmail email Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Outlook email Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Google Docs actions Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Google Sheets actions Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Google Drive actions Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Slack messaging Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Microsoft Teams messaging Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included SharePoint actions Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Member-owned connections Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Organization-owned connections Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included Connection disconnect controls Family limits; permitted Skills ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included ✓ Included SMTP and IMAP mailboxes Customer accounts required ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Private Email setup Customer accounts required ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Apollo prospect data Customer accounts required ✓ Included — Not included ✓ Included ✓ Included ✓ Included ✓ Included Google Slides actions Standalone Skill allowlist restricts use — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Google Chat messaging Standalone Skill allowlist restricts use — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Salesforce records Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Jira issue actions Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Jira comment actions Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Jira worklogs Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Jira sprint actions Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included QuickBooks accounting actions Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included QuickBooks inbound sync Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Xero accounting actions Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Xero inbound sync Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Xero Projects actions Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Xero project synchronization Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Zoom account connection Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included WhatsApp messaging Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included SMS notifications Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Google directory sync Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included Microsoft directory sync Family limits; customer accounts — Not included — Not included — Not included ✓ Included ✓ Included ✓ Included
Developer API 13 Developer API subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise API client creation Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included API client licensing Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Client credential authentication Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included API secret rotation Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included API client revocation Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Generic record API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Time entry API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Ticket API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included File API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Invoice API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Intelligence API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Agent execution API Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included Webhook subscriptions Assigned API seat; role permissions — Not included — Not included — Not included — Not included ✓ Included ✓ Included
Enterprise options 1 Enterprise options subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Custom Skills and integrations Catalog entitlement; administrator setup — Not included — Not included — Not included — Not included — Not included ✓ Included
Governance 1 Governance subscription comparison Functionality and requirements CRM Procurement CRM + Procurement Team Business Enterprise Agent log exports Business and Enterprise catalog feature — Not included — Not included — Not included — Not included ✓ Included ✓ Included