| Pricing basis | Flat per-seat line published on the pricing page, no edition reshuffles, no feature gating that moves between contracts. | Profile-tier pricing based on total active profiles (including suppressed and dormant) with separate SMS pricing and periodic repricings. |
| Deal and opportunity model | Full CRM: leads, contacts, accounts, opportunities, stages, probabilities, close dates, forecast categories, owner assignment, manager roll-ups. | Not included. Klaviyo is built around profiles, lists, and segments. No concept of a deal, stage, or forecast. |
| Projects and delivery module | Full Projects module (epics, sprints, backlog, roadmap, releases, goals, custom issue types, per-project workflow automations). | Not included. Teams integrate Asana, Monday, Notion, or similar. |
| Marketing module depth | Native inbound nurture, lead scoring, UTM capture, campaign enrollment, email broadcasts, attribution against won revenue and wholesale deals. | Best-in-class consumer email and SMS flows, product-feed personalization, cart and browse triggers, native Shopify sync. |
| Custom fields and objects | Custom fields and custom objects with lookup relationships, custom layouts, workflow triggers, and reporting. No admin certification required. | Custom profile properties on the contact object. No custom objects, no parent-child object relationships. |
| Workflow automation | Visual Flows builder with 55 plus triggers and actions, atomic state transitions, dry-run mode, failure replay, approval blocks, A/B tests. | E-commerce flow builder with deep behavioral triggers (cart, browse, purchase) but no cross-object workflow (deal, project, contract). |
| AI features | Strkr AI handles email draft assist, call summary, next-step suggestions, forecast risk signals, and lead scoring across the full data model. | AI subject-line generation, predictive CLV, send-time optimization, and segment suggestions scoped to the email and SMS program. |
| E-commerce storefront integration | Native Shopify, BigCommerce, and WooCommerce connectors for order and customer sync. Not a replacement for a storefront-native marketing tool. | Deepest Shopify integration on the market: live catalog, product-feed personalization, dynamic recommendations, back-in-stock, bidirectional metafields. |
| Forecasting and pipeline reporting | Weighted forecasting with forecast categories, rep-level commits, manager roll-ups, submit-and-lock cadence, historical accuracy tracking. | Campaign and flow performance reports, placed-order attribution, revenue per recipient. No pipeline, no forecast, no deal reporting. |
| Document and quote generation | Native Products module generates wholesale quotes, line sheets, and proposals, template library, renewal clock, approvals through Flows, e-sign via DocuSign or PandaDoc. | No native quoting, line sheet, or proposal generation. Brands with a wholesale motion use a dedicated CPQ or proposal tool. |
| SMS compliance | A2P 10DLC brand and campaign registration tracking per sub-brand, consent audit trail across every channel, per-contact Do Not Contact flags gating every send. | Consumer SMS at scale with native opt-in capture and STOP handling. Compliance coverage for the enterprise retail partner audit varies. |