| Platform shape | Complete CRM with cadence, marketing, projects, messaging, docs, and products included in one per-seat line. | Engagement overlay on top of Salesforce or HubSpot. Requires a separate CRM subscription underneath it. |
| Pricing basis | Flat per-seat line published on the pricing page, no edition reshuffles, no feature gating that moves between contracts. | Per-seat tiers for Cadence, Rhythm, Drift, Deals, and Forecast as separate add-ons, on top of a required Salesforce or HubSpot subscription. |
| CRM included | Full CRM (pipeline, deals, accounts, contacts, leads, custom objects, territory, forecasting) in the same subscription. | Not included. Requires Salesforce or HubSpot as the system of record underneath. |
| 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. | Available via partner integration inside cadence steps. A2P 10DLC and consent compliance left to the customer. |
| 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. | Cadence engine for outbound touches only. Inbound nurture requires Pardot, Marketo, or HubSpot Marketing Hub separately. |
| Custom fields and objects | Custom fields and custom objects with lookup relationships, custom layouts, workflow triggers, and reporting. No admin certification required. | Field customization inherits from Salesforce or HubSpot. Custom objects require certified-admin work on the underlying CRM. |
| Workflow automation | Visual Flows builder with 55 plus triggers and actions, atomic state transitions, dry-run mode, failure replay, approval blocks, A/B tests. | Rhythm signal engine plus Cadence rules. Deeper enterprise automation lives in Salesforce Flow or HubSpot Workflows underneath. |
| Forecasting | Weighted forecasting with forecast categories, rep-level commits, manager roll-ups, submit-and-lock cadence, historical accuracy tracking. Included. | Salesloft Forecast is a separate add-on product with its own per-seat line. |
| Admin surface | Single admin surface. Fields, flows, permissions, and templates live in one place and apply everywhere. | Dual admin surface. Fields and workflows have to be maintained in both Salesloft and the underlying CRM with mapping between them. |
| 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 on top of the Salesforce stack. |