| Core capabilityContacts and relationship records4 points Β· Maintain contacts, leads or account relationships in CRM. | Supported4 / 4 ptsEvidenceContact records and contact activity are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceLead and contact management are core functions. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceAccount, contact and lead management are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceContact and lead records are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceCRM contact records are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceRelationship and CRM records are core functions. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidencePeople and company records. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceContact lifecycle and sales views are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceCustomer records and history. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceClients and companies. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceContact records. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceContacts and companies. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceLead and prospect records. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceContacts and companies. Official documentation Β· Oct 20, 2026Source β |
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| Core capabilityDeal or opportunity pipeline4 points Β· Track deals or opportunities through sales stages. | Supported4 / 4 ptsEvidenceDeal pipelines are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceSales pipelines are core functions. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceOpportunity management is documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceSales pipelines are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceDeals and multiple sales pipelines are documented. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceThe platform documents sales context and pipeline records. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidencePipeline views. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceDeals have pipeline views and documented pipeline/stage APIs. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceSales opportunity pipelines. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceMultiple sales pipelines. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceDeal stages and owners. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceStage-based deals. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceCustom sales pipelines. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceConfigurable pipelines. Official documentation Β· Oct 20, 2026Source β |
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Depth checkDuplicate record identification or merge5.6 points Β· Identify or merge duplicate contacts/leads while preserving usable relationship history.Ask for a demonstrationCreate duplicate contacts, then show merge options and what happens to activities and associations. A scenario to run with the supplier; not a completed product test. | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: duplicate record identification or merge. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: duplicate record identification or merge. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceDuplicate rules identify matching records and can alert users or block saves. Official documentation Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceThe documented support tools identify duplicate leads and contacts for review and cleanup. Official documentation Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceDeduplication merges selected records and lets users choose retained field values; duplicate stage history is not transferred. Official documentation Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceRecords can be merged, with duplicate prompts based on company domains and person email addresses. Official documentation Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceAutomatic and reviewed merging. Official documentation Β· Oct 20, 2026Source β | Supported5.6 / 5.6 ptsEvidenceUnique fields prevent duplicate creation; Freddy can also identify potential account duplicates. Official documentation Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceCRM merging on Advanced. Official documentation Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported5.6 / 5.6 ptsEvidenceDuplicate-contact merge. Official documentation Β· Oct 20, 2026Source β | Supported5.6 / 5.6 ptsEvidenceExisting-lead duplicate detection. Official documentation Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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Depth checkStage-required fields or validation6.4 points Β· Require selected information or apply validation before a deal enters a sales stage.Ask for a demonstrationTry to move a deal forward without required information and show the result. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 ptsEvidencePipeline rules restrict stage skipping and define required process behavior. Official documentation Β· Oct 15, 2026Source β | Supported6.4 / 6.4 ptsEvidenceRequired fields can prevent stage movement until missing information is entered. Official documentation Β· Oct 15, 2026Source β | Supported6.4 / 6.4 ptsEvidenceValidation rules can block saving a record that violates configured requirements and return an explanatory message. Official documentation Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: stage-required fields or validation. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported6.4 / 6.4 ptsEvidenceBlueprint transitions can enforce mandatory fields, attachments, notes and eligible transition owners. Official documentation Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: stage-required fields or validation. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: stage-required fields or validation. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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| Core capabilitySales outreach sequences4 points Β· Run or coordinate a sequence of sales follow-up steps. | Supported4 / 4 ptsEvidenceSales sequences are documented; advanced access depends on sales tier. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceSequences require Growth or above. Official documentation Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed documentation does not establish sales outreach sequences at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed documentation does not establish sales outreach sequences at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed documentation does not establish sales outreach sequences at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceSequences are documented with plan and credit limits. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceCustom-sender sequences. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceSales sequences are included in Pro. Official documentation Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceEmail sequences. Official documentation Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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| Core capabilityTriggered sales workflows4 points Β· Automate CRM tasks or updates using workflow rules. | Supported4 / 4 ptsEvidenceWorkflow customization is documented with tier-specific scope. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceAutomations require Growth or above. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceFlows automate sales work; edition-specific limits apply. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceAutomated workflows require Growth or above. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceWorkflow rules are documented with edition-specific scope. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceWorkflows are documented with plan and credit limits. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceTrigger-filter email workflows. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceBasic workflows are included in Growth. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceConditional and delayed automation. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceStage-entry/exit actions. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceEvents, delays and actions. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceMilestones trigger actions. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceRules and webhooks. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceNatural-language CRM rules. Official documentation Β· Oct 20, 2026Source β |
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Depth checkReply or event-based sequence exit5.6 points Β· Stop or change outreach when a prospect replies, books a meeting or meets another documented exit condition.Ask for a demonstrationReply to a sequence email and show whether the next scheduled step is canceled. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 ptsEvidenceSequences automatically stop on reply or booked meeting and can use workflow-driven unenrollment. Official documentation Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: reply or event-based sequence exit. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: reply or event-based sequence exit. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported5.6 / 5.6 ptsEvidenceWorkflow goals can stop active runs when a reply arrives, a meeting is scheduled or lead status changes. Official documentation Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: reply or event-based sequence exit. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: reply or event-based sequence exit. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: reply or event-based sequence exit. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β5.6 / 5.6 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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Depth checkConditional sales workflow branches6.4 points Β· Use conditional branches to route different sales scenarios through different actions.Ask for a demonstrationCreate two otherwise similar deals with different attributes and show different workflow outcomes. A scenario to run with the supplier; not a completed product test. | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: conditional sales workflow branches. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported6.4 / 6.4 ptsEvidenceAutomations have if/else branches and conditions based on record fields and shared filters. Official documentation Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: conditional sales workflow branches. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: conditional sales workflow branches. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: conditional sales workflow branches. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: conditional sales workflow branches. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: conditional sales workflow branches. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported6.4 / 6.4 ptsEvidenceConditional and delayed automation. Official documentation Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported6.4 / 6.4 ptsEvidenceCondition-based outcomes. Official documentation Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β6.4 / 6.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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| Core capabilitySales and pipeline reports3.2 points Β· Report on sales activity or pipeline performance. | Supported3.2 / 3.2 ptsEvidenceSales analytics are documented; confirm the purchased edition. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceSales reports are documented; customization varies by tier. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceSales reporting expands with the selected edition. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed documentation does not establish sales and pipeline reports at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceSales reporting is documented in the CRM packaging. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceReporting is documented with tier-specific report limits. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidencePremium dashboards. Official documentation Β· Oct 20, 2026Source β | Supported3.2 / 3.2 ptsEvidenceThe product overview documents custom sales-performance reports. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported3.2 / 3.2 ptsEvidenceProbability-based forecasts. Official documentation Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported3.2 / 3.2 ptsEvidenceSales reports. Official documentation Β· Oct 20, 2026Source β | Supported3.2 / 3.2 ptsEvidenceSales performance reporting. Official documentation Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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| Core capabilityRevenue forecasting3.2 points Β· Produce a documented revenue or deal-outcome forecast. | Supported3.2 / 3.2 ptsEvidenceAI forecasting is documented in the sales packaging. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceForecasting is documented in Growth. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceForecasting is documented with edition-specific scope. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceOpportunity Confidence produces a weighted Expected Value for forecasting. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceForecasting is available subject to edition and data requirements. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed documentation does not establish revenue forecasting at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported3.2 / 3.2 ptsEvidenceForecast insights are included in Enterprise. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported3.2 / 3.2 ptsEvidenceProbability-based forecasts. Official documentation Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceDeal probabilities; forecast categories unverified. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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Depth checkForecast categories or weighted outcomes4.8 points Β· Use probabilities, forecast categories or comparable assumptions to build a forecast.Ask for a demonstrationChange one opportunityβs probability/category and show its contribution to the forecast. A scenario to run with the supplier; not a completed product test. | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: forecast categories or weighted outcomes. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: forecast categories or weighted outcomes. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported4.8 / 4.8 ptsEvidencePipeline Inspection maps deal metrics into the configured forecast categories. Official documentation Β· Oct 15, 2026Source β | Supported4.8 / 4.8 ptsEvidenceOpportunity confidence multiplied by value produces weighted expected value; workflows can map stage to confidence. Official documentation Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: forecast categories or weighted outcomes. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: forecast categories or weighted outcomes. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: forecast categories or weighted outcomes. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported4.8 / 4.8 ptsEvidenceProbability-based forecasts. Official documentation Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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Depth checkReport drill-down or exportable records4.8 points Β· Inspect or export the actual CRM records behind an aggregate report.Ask for a demonstrationOpen one pipeline total and reconcile it with the deals or exported rows underneath. A scenario to run with the supplier; not a completed product test. | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: report drill-down or exportable records. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: report drill-down or exportable records. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported4.8 / 4.8 ptsEvidencePipeline Inspection provides an opportunity-level list underlying pipeline metrics. Official documentation Β· Oct 15, 2026Source β | Supported4.8 / 4.8 ptsEvidenceClicking workflow metrics opens a filtered search of the leads or contacts contributing to that count. Official documentation Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: report drill-down or exportable records. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: report drill-down or exportable records. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: report drill-down or exportable records. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceReport drilldown; record trace unverified. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4.8 / 4.8 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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| Core capabilityCustom fields or objects2.4 points Β· Adapt the CRM schema with custom fields, objects or modules. | Supported2.4 / 2.4 ptsEvidenceCustom objects require Enterprise. Official documentation Β· Oct 15, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceThe reviewed documentation does not establish custom fields or objects at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceA configurable sales data model is documented; edition limits apply. Official documentation Β· Oct 15, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceThe reviewed documentation does not establish custom fields or objects at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom fields, layouts, modules and linked records adapt the data model. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceFlexible objects are documented with plan limits. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidencePremium custom objects. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom fields are documented; custom modules require Enterprise. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom fields. Official documentation Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom fields. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom fields. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom fields. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCustom objects and fields. Official documentation Β· Oct 20, 2026Source β |
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| Core capabilityCRM APIs or application connections2.4 points Β· Connect CRM data through an API or documented integration. | Supported2.4 / 2.4 ptsEvidenceMarketplace integrations connect the CRM to other applications. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceMarketplace connections are documented. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceEcosystem and API connections have edition-specific entitlements. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceThe API supports opportunity updates and event-driven connections, including external workflow tools. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAPI access and email/Zoho application connections are documented. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAPI access is documented with tier-specific limits. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceDocumented API. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceREST APIs can read, create, update and delete CRM records. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceRead/write CRM and projects. Official documentation Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAPI allowance documented. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceREST API and webhooks. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceRead/write lead API. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceRead/write record API. Official documentation Β· Oct 20, 2026Source β |
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Depth checkRecord field-change history3.2 points Β· Inspect dated changes to important CRM fields, with prior values or editor details.Ask for a demonstrationChange an opportunity value twice and show who changed it and the earlier values. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 ptsEvidenceProperty history shows prior values, change time and the user/tool source. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: record field-change history. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceOpportunity stage history and field-history tracking provide evidence for pipeline changes. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceOpportunity status changes can be exported with date, Smart View and custom-field filters. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: record field-change history. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidencePro/Enterprise users can inspect who or what updated an attribute through its edit history. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: record field-change history. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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Depth checkScoped records or field permissions4 points Β· Restrict CRM records or sensitive fields by team/role while retaining necessary working access.Ask for a demonstrationShow a representative accessing their own opportunities but not a restricted team or field. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 ptsEvidenceRecord access and stage-edit permissions can be scoped to specific users and teams. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceVisibility groups restrict pipelines and records independently of action permissions. Official documentation Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: scoped records or field permissions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: scoped records or field permissions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: scoped records or field permissions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceEmail access can be restricted for each connected account and on individual records. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceGroup-specific access levels. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceRecord types restrict field access and hide inaccessible fields from reports. Official documentation Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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| Core capabilityAI sales insights or content2.4 points Β· Use AI for scoring, forecasting, meeting intelligence or sales content. | Supported2.4 / 2.4 ptsEvidenceAI deal scoring, guided selling and meeting context are documented. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAI report creation, meeting intelligence and eligible-plan email writing are documented. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceSales AI provides signals and conversation assistance. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceChloe provides sales assistance using plan-specific AI credits. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceZia provides forecasting, anomaly detection and contact-time recommendations. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceCall intelligence provides transcripts, signals and follow-up context. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceContextual follow-up suggestions. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceFreddy provides contact scoring and deal insights; eligibility varies by plan. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceZoom AI Companion meeting summaries. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceSecure-message composition. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAI sales-message suggestions. Official documentation Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAI-created follow-up tasks. Official documentation Β· Oct 20, 2026Source β |
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| Core capabilityAI-assisted CRM or sales actions2.4 points Β· Use AI to propose or execute a CRM update, workflow or prospecting action. | Supported2.4 / 2.4 ptsEvidenceDeal Progression suggests CRM updates, next steps and draft follow-ups; plan/usage conditions do not reduce feature support. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceMeeting intelligence can propose CRM updates for approval. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAgentforce sales workflows are available through eligible packages/add-ons; credit limits apply. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceGrowth supports Chloe in workflows; credit consumption applies. Official documentation Β· Oct 15, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceThe reviewed documentation does not establish ai-assisted crm or sales actions at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAsk Attio can create and update CRM records; workflow generation and agents use plan credits. Official documentation Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceAI-personalised workflow emails. Official documentation Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceThe reviewed documentation does not establish ai-assisted crm or sales actions at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β | Supported2.4 / 2.4 ptsEvidenceRead/write CRM and projects. Official documentation Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidencePredefined action selection. Official documentation Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β2.4 / 2.4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Supported2.4 / 2.4 ptsEvidenceConversation-based stage updates. Official documentation Β· Oct 20, 2026Source β |
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Depth checkInspect evidence behind sales AI3.2 points Β· Link a sales AI insight or summary to the underlying record, meeting, email or source context.Ask for a demonstrationOpen the evidence supporting an AI deal recommendation or meeting summary. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 ptsEvidenceDeal Progression suggestions use conversation transcripts, email and deal history as their context. Official documentation Β· Oct 15, 2026Source β | Supported3.2 / 3.2 ptsEvidenceNova meeting preparation and summaries use connected CRM, email, calendar and meeting context. Official documentation Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: inspect evidence behind sales ai. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: inspect evidence behind sales ai. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: inspect evidence behind sales ai. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: inspect evidence behind sales ai. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: inspect evidence behind sales ai. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β3.2 / 3.2 ptsEvidenceRationale; source-linked evidence unverified. Not verified Β· Oct 20, 2026Source β |
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Depth checkReview or constrain AI record/outreach actions4 points Β· Review AI-proposed updates/outreach, or configure bounded permissions before execution.Ask for a demonstrationHave AI propose an update or message and show where a person approves or constrains it. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 ptsEvidenceDeal Progression prepares suggested CRM updates, next actions and draft follow-up emails. Official documentation Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceNova proposes CRM field changes after meetings for review before saving. Official documentation Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: review or constrain ai record/outreach actions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceThe documented ChatGPT connection offers explicit read/write permission scopes; outreach can be prepared as an email draft. Official documentation Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: review or constrain ai record/outreach actions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: review or constrain ai record/outreach actions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidencePreview before sending. Official documentation Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceThe reviewed evidence does not establish this advanced behavior: review or constrain ai record/outreach actions. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β | Supported4 / 4 ptsEvidenceWrite confirmation required. Official documentation Β· Oct 20, 2026Source β | Supported4 / 4 ptsEvidenceOptional Wingman approval. Official documentation Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β | Not verified0β4 / 4 ptsEvidenceNot established by reviewed sources. Not verified Β· Oct 20, 2026Source β |
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Depth checkUpdate CRM fields through a mobile AI assistant2.5 points Β· Demonstrate "Update CRM fields through a mobile AI assistant" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Update CRM fields through a mobile AI assistant" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Supported2.5 / 2.5 ptsEvidenceZia mobile can update deals, create tasks and capture notes from natural-language interaction. Zia eligibility depends on edition and language; exact local entitlement unverified. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkRead cached CRM records offline2.5 points Β· Demonstrate "Read cached CRM records offline" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Read cached CRM records offline" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 ptsEvidenceBeta caches up to 50 recently viewed records per supported object, read-only, excluding sensitive-data accounts. Eligible paid subscriptions; Super Admin beta opt-in; manual setup while online; custom objects and attachments excluded. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Supported2.5 / 2.5 ptsEvidenceAndroid supports access to CRM records stored locally while offline. Android CRM app; available record scope and local edition must be confirmed. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkEdit records offline and sync changes2.5 points Β· Disconnect the test phone, edit a CRM record, reconnect and verify synchronization and conflict handling.Ask for a demonstrationDisconnect the test phone, edit a CRM record, reconnect and verify synchronization and conflict handling. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Supported2.5 / 2.5 ptsEvidenceAndroid supports adding, modifying and deleting cached records offline and syncs when connectivity returns. Android CRM app; available record scope and local edition must be confirmed. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkReassign a record owner from mobile2.5 points Β· Demonstrate "Reassign a record owner from mobile" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Reassign a record owner from mobile" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkCreate contacts from scanned business cards2.5 points Β· Demonstrate "Create contacts from scanned business cards" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Create contacts from scanned business cards" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Supported2.5 / 2.5 ptsEvidenceThe mobile contact scanner extracts card fields and requires review before saving one contact at a time. Android 11+ or iOS 18+ per documentation; confirm plan entitlement. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Supported2.5 / 2.5 ptsEvidenceZoho describes scanning business cards into CRM contacts with duplicate merge. Mobile CRM product page; confirm edition and operating-system support. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkUndo a specific bulk import2.5 points Β· Demonstrate "Undo a specific bulk import" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Undo a specific bulk import" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkDetect meeting-booking conflicts2.5 points Β· Demonstrate "Detect meeting-booking conflicts" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Detect meeting-booking conflicts" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkAttach recorded voice notes to records2.5 points Β· Demonstrate "Attach recorded voice notes to records" with test data. Show the result, an exception case, and the required plan.Ask for a demonstrationDemonstrate "Attach recorded voice notes to records" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Supported2.5 / 2.5 ptsEvidenceAndroid can save spoken notes as audio or convert them to text on a CRM record. Android CRM app; available record scope and local edition must be confirmed. Official documentation Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β | Not verified0β2.5 / 2.5 ptsEvidenceThis specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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