| Platform breadth | CRM + Marketing + Projects + Messaging + Products on one data model | CRM only, relationship-first, pairs with best-of-breed marketing, project, and delivery tools |
| Design and daily UX | Clean modern platform-grade UI across five modules | Spreadsheet-era UX, keyboard-first, inline editing, strong operator feel |
| Data model | Structured core objects (Account, Contact, Lead, Deal, Project, Product, Ticket) plus custom fields and custom objects on every paid tier | People, Companies, Groups, Interactions as the core shape with custom fields |
| Multi-channel contact capture | Gmail and Microsoft 365 sync, LinkedIn capture, contact enrichment, browser extension | Browser extension with LinkedIn, Gmail, Outlook, iMessage, and WhatsApp capture as a signature strength |
| Native Marketing module | Yes, email builder, segmentation, lifecycle automation, lead scoring, campaign ROI reporting | Email campaigns with mail merge and basic sequences, no lifecycle automation or lead scoring |
| Native Projects module | Yes, project tasks, sprints, epics, releases, burndowns on the account record | None native, pairs with Asana, ClickUp, Linear, or Monday |
| Native Products catalog | Yes, SKU, pricing, deal line items, quote math | Deals carry amount and stage, product detail via custom fields |
| Forecast engine | Weighted pipeline, forecast categories, weekly submit lock, rep-to-manager rollup, variance tracking | Pipeline views and basic reports, no native submit workflow or variance |
| Workflow automation scope | Flows across CRM, Marketing, Projects, Messaging, Products on one engine | Automations scoped to CRM contact and deal workflows |
| Group-based organization | Lists, segments, dynamic views, custom objects | Groups as a first-class primitive with per-group views, filters, and automation |
| Email integration | Gmail and Microsoft 365 sync, two-way email, templates, sequences tied to Marketing module | Gmail and Outlook sync with inbox-driven capture as a signature strength |
| Pricing shape | Per seat on tier ladder, flat, no contact escalator, one bill across modules | Per seat on tier ladder, flat, no contact escalator, CRM-only bill |
| Permissions depth | Workspace role + team + per-entity membership + field-level permissions in Layouts | Workspace-level permissions scoped by group |
| SSO and SAML | Mid-tier and above | Available on higher tiers |