| Pricing basis | Flat per-seat line published on the pricing page, no edition reshuffles, no feature gating that moves between contracts. | Modular editions (Prospecting, Active Pipeline, Account Growth) stacked per user; roughly $65 to $100 per user per month at full suite. |
| Native SMS and MMS | Included on every paid tier. Native two-way SMS and MMS, A2P 10DLC registration flow, consent capture, STOP handling. BYO Twilio supported. | Not shipped natively. Customers integrate a third-party SMS tool and own the carrier compliance workflow themselves. |
| Projects and delivery module | Full Projects module (epics, sprints, backlog, roadmap, releases, goals, custom issue types, per-project workflow automations). | Not included. Teams integrate Jira, Asana, Monday, or similar. |
| Marketing module | Native inbound nurture, lead scoring, UTM capture, campaign enrollment, email broadcasts, attribution against won revenue. | Not included. Customers integrate HubSpot Marketing, Marketo, ActiveCampaign, or similar. |
| Methodology configuration | Fully configurable pipelines, qualification scorecards, coaching cards, and stage exit criteria. Any methodology or blend thereof. | Pre-built playbooks for Challenger, SPIN, MEDDIC, Sandler, Solution Selling. Deeper out of the box, more rigid to evolve. |
| Custom fields and objects | Custom fields and custom objects with lookup relationships, custom layouts, workflow triggers, and reporting. No admin certification required. | Custom fields and limited custom object support. Narrower than modern CRMs. |
| Workflow automation | Visual Flows builder with 55 plus triggers and actions, atomic state transitions, dry-run mode, failure replay, approval blocks, A/B tests. | Workflow automation included; narrower trigger set, no visual branching canvas at the Flows level, lighter action library. |
| 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 features limited to deal-health signals and some content assistance. No native forecast or pipeline-level AI across modules. |
| 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 deal lookup, activity logging, and basic pipeline view. Coaching and scorecard surfaces are web-only in practice. |
| Forecasting | Weighted forecasting with forecast categories, rep-level commits, manager roll-ups, submit-and-lock cadence, historical accuracy tracking. | Pipeline health and expected revenue views framed through the methodology lens. No submit-and-lock cadence or historical accuracy roll-up. |
| Document and quote generation | Native Products module generates quotes and proposals, template library, renewal clock, approvals through Flows, e-sign via DocuSign or PandaDoc. | No native quoting or proposal generation. Customers use a dedicated CPQ or proposal tool. |