Pricing that matches
operational growth
The buying path should be clear: start with a trial, move into a paid workspace when the team is ready, and keep invoices, usage, and billing control visible in the customer portal.
Low-friction trial, clear upgrade path
Let teams evaluate the operational workspace first, then move into paid activation without rebuilding the account or losing setup context.
Plans should match operational complexity
Growth and Scale should expand seats, channels, automation depth, and reporting power in a way buyers can understand immediately.
Commercial ownership belongs in the portal
Invoices, renewals, payment history, and plan usage should stay visible to buyers outside the CRM workspace.
Clear commercial rules increase conversion
Buyers convert faster when trial terms, upgrade path, and account controls are obvious before they create a workspace.
Move from evaluation into a live workspace without friction
The commercial path should feel simple: create the workspace once, verify the email, trial the product, and continue into a paid subscription when the team is ready to operate it daily.
Confirm the buyer before workspace creation and checkout.
Evaluate the workspace without rebuilding account setup.
Move into paid use with the same workspace context.
Keep billing, invoices, and usage visible after purchase
Buyers expect a clean portal where they can review current plan, invoices, billing history, usage, and account status without entering the operational CRM every time.
Review invoice history and receipts without contacting support.
Track seats, enquiries, and limits before they interrupt operations.
Keep upgrades and renewals visible to workspace admins.
Keep higher-value deals commercially guided
Enterprise customers usually need onboarding support, limits review, and implementation planning. The pricing page should make that path obvious instead of pretending every customer follows the same self-serve motion.
Sales-assisted onboarding for larger accounts
Commercial review for custom integrations
Clear differentiation from self-serve plans