| Pricing basis | Flat per-seat line published on the pricing page, no partner gate, no edition reshuffles between contract years. Direct-sold with transparent renewal. | Partner-sold tiers (Starter, SMB, Enterprise) with implementation engagement priced separately. Module unlocks and renewal pricing managed through the partner relationship. |
| US messaging compliance | Native A2P 10DLC brand and campaign registration, state privacy frameworks modeled per-state, carrier number provisioning for Bandwidth, Twilio, and Sinch inside the admin console. | US SMS supported via third-party aggregator integration. A2P 10DLC registration and state-level privacy mechanics managed outside the CRM. |
| Projects and delivery module | Full Projects module (epics, sprints, backlog, roadmap, releases, goals, custom issue types, per-project workflow automations) in one price. | Light project tracking via the Sugar module or an integration with Teamleader. Full project depth requires a separate tool. |
| Marketing module | Native inbound nurture, lead scoring, UTM capture, campaign enrollment, email broadcasts, drip sequences, and attribution against won revenue in one database. | Marketing automation available as an add-on module with partner implementation. Depth varies by edition. |
| Custom fields and objects | Custom fields and custom objects with lookup relationships, custom layouts, workflow triggers, and reporting. Configurable without a certified admin. | Custom fields and custom modules supported (strong Sugar inheritance). Configuration typically runs through a partner engagement. |
| Workflow automation | Visual Flows builder with fifty-plus triggers and actions, atomic state transitions, dry-run mode, failure replay, approval blocks, A/B tests. | Workflow engine inherited from Sugar with mature logic hooks and process definitions. Visual builder exists; dry-run and A/B testing are thinner. |
| AI features | Strkr AI handles email draft assist, call summary, next-step suggestions, forecast risk signals, and lead scoring across the full unified data model. | AI assistance exists on enterprise editions for email generation and lead scoring. Depth varies by module and edition. |
| Mobile parity | iOS and Android apps with pipeline, deals, contacts, activities, dialer, SMS, and quick-add parity against the web experience. | iOS and Android apps focused on contacts, activities, and pipeline. Reporting and admin surfaces are web-only. |
| Forecasting | Weighted forecasting with forecast categories, rep-level commits, manager roll-ups, submit-and-lock cadence, historical accuracy tracking. | Pipeline reporting and forecast views available on enterprise editions. Submit-and-lock cadence and historical accuracy tracking vary by configuration. |
| Data residency | US-primary infrastructure with EU-regional expansion on the roadmap. SOC 2 Type II, HIPAA eligible. | EU-primary infrastructure with explicit residency commitments in Belgium, France, Germany. ISO 27001, SecNumCloud eligibility. |
| Document and quote generation | Native Products module generates quotes and proposals, template library, renewal clock, approvals through Flows, e-sign via DocuSign or PandaDoc. | Quoting available through the Sugar inheritance with mature CPQ depth. US e-signature integrations route through middleware or partner connectors. |