| Product shape | CRM-first platform with Marketing, Projects, Messaging, Docs, and Products on the same tenant. One system of record. | Gmail engagement overlay (sequences, templates, scheduler, polls, mail merge). Not a CRM. Typically paired with a separate CRM subscription. |
| Pricing basis | Flat per-seat line published on the pricing page, no edition reshuffles. One subscription covers CRM plus engagement plus everything else. | Per-seat tiers (SMB, Growth, Growth + CRM, Enterprise). The all-in cost usually includes a separate CRM subscription on top. |
| Pipeline and deal board | Native keyboard-friendly deal board, stage probability chips, weighted amounts, custom pipelines per team. | No native pipeline. Pipeline lives in the paired CRM. |
| Forecasting | Weighted forecasting with forecast categories, rep-level commits, manager roll-ups, submit-and-lock cadence, historical accuracy tracking. | No forecast surface. Teams forecast out of the paired CRM, which varies in forecasting capability. |
| Email sequences | Visual sequence builder with email, SMS, call task, manual step types. Pause-on-reply, business-hours gating, sender rotation, reply classification. | Native sequence engine inside Gmail compose. Email-first with light task steps. One of the sharper sequence UXs in the category. |
| Scheduler and booking | Native booking surface with round-robin, availability rules, calendar integrations, and auto-generated video meeting links. | Native scheduler with one-off links, round-robin, group polls, and tight Gmail compose integration. Polls workflow is best-in-class. |
| Native SMS and MMS | Included on every paid tier. Native two-way SMS and MMS, A2P 10DLC registration flow, consent capture, STOP handling. BYO carrier supported. | Email only. SMS requires a third tool and the consent story crosses two platforms. |
| Projects and delivery | Full Projects module (epics, sprints, backlog, roadmap, releases, goals, custom issue types, per-project workflow automations). | Not included. Post-sale work moves to Asana, Monday, or similar. |
| Custom fields and objects | Custom fields and custom objects with lookup relationships, custom layouts, workflow triggers, and reporting. No admin certification required. | Mixmax itself has limited data model. Custom fields and objects depend on the paired CRM. |
| Attribution and reporting | First-touch and last-touch attribution against won revenue inside the same database. UTM capture, campaign enrollment, lead scoring native. | Engagement reporting inside Mixmax. Pipeline reporting inside the paired CRM. Join across the two tools requires sync and reverse-ETL. |
| Microsoft 365 support | Gmail and Microsoft 365 with equal depth: calendar, mail sync, and compose-side integrations on the same tenant. | Gmail-first by design. Microsoft 365 support exists on higher tiers but has not matched the Gmail fidelity. |