| Core CRM (contacts, companies, deals) | Full modern CRM with custom objects on every paid tier, flexible views, saved filters, kanban and table. | Full modern CRM with custom objects on every tier, strong spreadsheet-style UI, flexible data model. |
| Marketing automation | Native Marketing module: campaigns, nurtures, forms, lead scoring. Same tenant as the CRM. | Not a native module. Marketing lives in a separate automation platform wired in through the API. |
| Project delivery | Native Projects module: issues, sprints, roadmap, releases, goals, project types. Linked to accounts and deals. | No native project module. Delivery teams run in Jira, Asana, Linear, or Monday. |
| Native SMS and MMS | Native Messaging module with carrier compliance. Bring your own Twilio when procurement requires it. | No native messaging layer. Texting is a third-party integration or a sales rep app on a personal phone. |
| Docs and wiki | Native Docs module: Confluence-style block editor, linked to CRM and project records. Not an e-signature tool. | No native wiki. Docs live in Notion, Confluence, Google Docs, or similar. |
| Quoting and CPQ | Native Products and Quoting: product catalog, price books, line-item quotes, approval workflow, e-signature integrations. | No native quoting. Teams build it with custom objects or integrate a dedicated CPQ tool. |
| Native contract management | Contract records linked to accounts and deals. E-signature via DocuSign or PandaDoc integrations. | Contract objects possible via custom objects. E-signature requires an external tool. |
| Forecasting | Native forecast object with weekly commit, best-case, worst-case, submit locks, roll-up by manager hierarchy. | Pipeline views and reports available. Full forecasting discipline typically runs in a separate tool. |
| Workflow automation | Visual builder, cross-module triggers, approval blocks, A/B variants, dry-run, atomic state, DLQ, replay. | Visual automation builder with triggers, conditions, and actions. CRM-scoped triggers. |
| AI assistant | Strkr AI reads records, drafts outreach, writes summaries, proposes workflows. Runs under the user permission model. | AI features present but less expansive than the all-in-one suites. Smaller surface area than a dedicated AI layer. |
| Free tier | Paid plans only. Full suite trial available. | Free tier up to 3 members with custom objects. Attractive entry point for very small teams. |
| Ecosystem and age | Multi-module platform, enterprise-grade architecture, growing partner network. | Launched 2023. Fast-moving roadmap, smaller marketplace, fewer agency partners than legacy platforms. |