UNITED STATES EDITIONUS pricing. Source-backed comparisons.

US BUYER’S GUIDE Β· 14 PRODUCTS

CRM & sales

Do you need a better sales workspace, or a more configurable revenue system?

Compare sales pipelines, outreach, forecasting, data controls and AI for US sales teams.

Research desk Β· Oct 20, 2026 Β· Methodology

YOUR SHORTLIST STARTS HERE

Compare the options.

Highest documented score first. Fit adds up the 28 feature checks below, including AI, across documented plans. Entry price does not include every capability. Unknown evidence appears as a range.

Product / good fit forPricing contextDocumented fitNext step

HubSpot Sales Hub

Teams that want sales work connected to an existing or planned HubSpot customer platform.

See pricingper sales seat/month, plus relevant products and usageFree, Starter, Professional and Enterprise
61–100/100 documented fit
61% evidence coverage
Full research β†’

Pipedrive

Sales teams that want a focused pipeline workspace with a staged path into automation.

$14.00per seat/month Β· billed annuallyLite
56–100/100 documented fit
56% evidence coverage
Full research β†’

Salesforce Sales

Sales organizations with multiple processes and the resources to configure a shared revenue platform.

$25.00per user/monthStarter Suite
53–100/100 documented fit
53% evidence coverage
Full research β†’

Close

Inside-sales teams that want calling, email and follow-up activity close to their CRM records.

See pricingper user/month plus usageSolo, Essentials, Growth and Scale
50–100/100 documented fit
50% evidence coverage
Full research β†’

Zoho CRM

Teams seeking a configurable CRM with adjacent Zoho applications and staged feature access.

See pricingper user/month; verify US edition and billing termFree and paid CRM editions
50–100/100 documented fit
50% evidence coverage
Full research β†’

Attio

Teams that want to shape their CRM data model and connect relationship context to automated work.

$35.00per user/month Β· billed annuallyPlus
42–100/100 documented fit
42% evidence coverage
Full research β†’
folk

folk

Small relationship-led sales and partnership teams.

$24.00member/month Β· billed annuallyStandard
42–100/100 documented fit
42% evidence coverage
Full research β†’

Freshsales

Small and midsize sales teams wanting a connected sales workspace and a clear upgrade path.

$9.00per user/month Β· billed annuallyGrowth
39–100/100 documented fit
39% evidence coverage
Full research β†’
Flowlu

Flowlu

Service businesses managing the journey from sales to project delivery.

$9.00user/month Β· billed annuallyEssential
38–100/100 documented fit
38% evidence coverage
Full research β†’
SuiteDash

SuiteDash

Service firms wanting client portals, sales and delivery in one workspace.

$19.00workspace/monthStart
32–100/100 documented fit
32% evidence coverage
Full research β†’
EngageBay

EngageBay

Smaller teams wanting shared sales and customer-service context.

$0.00workspaceFree All-in-One
30–100/100 documented fit
30% evidence coverage
Full research β†’
Agile CRM

Agile CRM

Small sales teams combining CRM and basic marketing workflows.

$0.00workspaceFree
26–100/100 documented fit
26% evidence coverage
Full research β†’
noCRM

noCRM

Sales teams prioritising active opportunities and follow-up.

See pricinguser/monthStarter
26–100/100 documented fit
26% evidence coverage
Full research β†’
Breakcold

Breakcold

Small sales teams working across email and social messaging.

$99.00workspace/monthBase plan
22–100/100 documented fit
22% evidence coverage
Full research β†’

BEYOND A FEATURE CHECKMARK

How deep does the capability go?

Choose up to 3 for a closer look β†’

28 weighted checks: core capabilities contribute 32 points and workflow depth contributes 68. AI is included at the weight shown for this category. Expand Evidence for scope and sources, or ask for the same demonstration from each supplier.

Showing fewer rows does not change the score.
CRM & sales features for all 14 products
Feature / base weightHubSpot Sales Hub
61–100/100 documented fit
Core capabilities32 / 32 pts10/10 checks with established status
Workflow depth28.9–68 / 68 pts7/18 checks with established status
Pipedrive
56–100/100 documented fit
Core capabilities29.6–32 / 32 pts9/10 checks with established status
Workflow depth26.5–68 / 68 pts6/18 checks with established status
Salesforce Sales
53–100/100 documented fit
Core capabilities28–32 / 32 pts9/10 checks with established status
Workflow depth24.8–68 / 68 pts5/18 checks with established status
Close
50–100/100 documented fit
Core capabilities22.4–32 / 32 pts7/10 checks with established status
Workflow depth28–68 / 68 pts6/18 checks with established status
Zoho CRM
50–100/100 documented fit
Core capabilities25.6–32 / 32 pts8/10 checks with established status
Workflow depth24.5–68 / 68 pts7/18 checks with established status
Attio
42–100/100 documented fit
Core capabilities28.8–32 / 32 pts9/10 checks with established status
Workflow depth12.8–68 / 68 pts3/18 checks with established status
folk
42–100/100 documented fit
Core capabilities28.8–32 / 32 pts9/10 checks with established status
Workflow depth13.6–68 / 68 pts3/18 checks with established status
Freshsales
39–100/100 documented fit
Core capabilities29.6–32 / 32 pts9/10 checks with established status
Workflow depth9.6–68 / 68 pts2/18 checks with established status
Flowlu
38–100/100 documented fit
Core capabilities21.6–32 / 32 pts7/10 checks with established status
Workflow depth16–68 / 68 pts3/18 checks with established status
SuiteDash
32–100/100 documented fit
Core capabilities23.2–32 / 32 pts7/10 checks with established status
Workflow depth8.8–68 / 68 pts2/18 checks with established status
EngageBay
30–100/100 documented fit
Core capabilities23.2–32 / 32 pts7/10 checks with established status
Workflow depth6.4–68 / 68 pts1/18 checks with established status
Agile CRM
26–100/100 documented fit
Core capabilities20–32 / 32 pts6/10 checks with established status
Workflow depth5.6–68 / 68 pts1/18 checks with established status
noCRM
26–100/100 documented fit
Core capabilities20–32 / 32 pts6/10 checks with established status
Workflow depth5.6–68 / 68 pts1/18 checks with established status
Breakcold
22–100/100 documented fit
Core capabilities21.6–32 / 32 pts7/10 checks with established status
Workflow depth0–68 / 68 pts0/18 checks with established status
Core capabilityContacts and relationship records4 points Β· Maintain contacts, leads or account relationships in CRM.Supported4 / 4 pts
Evidence

Contact records and contact activity are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Lead and contact management are core functions.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Account, contact and lead management are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Contact and lead records are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

CRM contact records are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Relationship and CRM records are core functions.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

People and company records.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Contact lifecycle and sales views are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Customer records and history.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Clients and companies.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Contact records.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Contacts and companies.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Lead and prospect records.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Contacts and companies.

Official documentation Β· Oct 20, 2026Source
Core capabilityDeal or opportunity pipeline4 points Β· Track deals or opportunities through sales stages.Supported4 / 4 pts
Evidence

Deal pipelines are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Sales pipelines are core functions.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Opportunity management is documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Sales pipelines are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Deals and multiple sales pipelines are documented.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

The platform documents sales context and pipeline records.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Pipeline views.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Deals have pipeline views and documented pipeline/stage APIs.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Sales opportunity pipelines.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Multiple sales pipelines.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Deal stages and owners.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Stage-based deals.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Custom sales pipelines.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Configurable pipelines.

Official documentation Β· Oct 20, 2026Source
Depth checkDuplicate record identification or merge5.6 points Β· Identify or merge duplicate contacts/leads while preserving usable relationship history.
Ask for a demonstration

Create 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 verified0–5.6 / 5.6 pts
Evidence

The 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
Not verified0–5.6 / 5.6 pts
Evidence

The 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
Supported5.6 / 5.6 pts
Evidence

Duplicate rules identify matching records and can alert users or block saves.

Official documentation Β· Oct 15, 2026Source
Supported5.6 / 5.6 pts
Evidence

The documented support tools identify duplicate leads and contacts for review and cleanup.

Official documentation Β· Oct 15, 2026Source
Supported5.6 / 5.6 pts
Evidence

Deduplication merges selected records and lets users choose retained field values; duplicate stage history is not transferred.

Official documentation Β· Oct 15, 2026Source
Supported5.6 / 5.6 pts
Evidence

Records can be merged, with duplicate prompts based on company domains and person email addresses.

Official documentation Β· Oct 15, 2026Source
Supported5.6 / 5.6 pts
Evidence

Automatic and reviewed merging.

Official documentation Β· Oct 20, 2026Source
Supported5.6 / 5.6 pts
Evidence

Unique fields prevent duplicate creation; Freddy can also identify potential account duplicates.

Official documentation Β· Oct 15, 2026Source
Supported5.6 / 5.6 pts
Evidence

CRM merging on Advanced.

Official documentation Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported5.6 / 5.6 pts
Evidence

Duplicate-contact merge.

Official documentation Β· Oct 20, 2026Source
Supported5.6 / 5.6 pts
Evidence

Existing-lead duplicate detection.

Official documentation Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
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 demonstration

Try 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 pts
Evidence

Pipeline rules restrict stage skipping and define required process behavior.

Official documentation Β· Oct 15, 2026Source
Supported6.4 / 6.4 pts
Evidence

Required fields can prevent stage movement until missing information is entered.

Official documentation Β· Oct 15, 2026Source
Supported6.4 / 6.4 pts
Evidence

Validation rules can block saving a record that violates configured requirements and return an explanatory message.

Official documentation Β· Oct 15, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Supported6.4 / 6.4 pts
Evidence

Blueprint transitions can enforce mandatory fields, attachments, notes and eligible transition owners.

Official documentation Β· Oct 15, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Core capabilitySales outreach sequences4 points Β· Run or coordinate a sequence of sales follow-up steps.Supported4 / 4 pts
Evidence

Sales sequences are documented; advanced access depends on sales tier.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Sequences require Growth or above.

Official documentation Β· Oct 15, 2026Source
Not verified0–4 / 4 pts
Evidence

The 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
Not verified0–4 / 4 pts
Evidence

The 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
Not verified0–4 / 4 pts
Evidence

The 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
Supported4 / 4 pts
Evidence

Sequences are documented with plan and credit limits.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Custom-sender sequences.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Sales sequences are included in Pro.

Official documentation Β· Oct 15, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Email sequences.

Official documentation Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Core capabilityTriggered sales workflows4 points Β· Automate CRM tasks or updates using workflow rules.Supported4 / 4 pts
Evidence

Workflow customization is documented with tier-specific scope.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Automations require Growth or above.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Flows automate sales work; edition-specific limits apply.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Automated workflows require Growth or above.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Workflow rules are documented with edition-specific scope.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Workflows are documented with plan and credit limits.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Trigger-filter email workflows.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Basic workflows are included in Growth.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Conditional and delayed automation.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Stage-entry/exit actions.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Events, delays and actions.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Milestones trigger actions.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Rules and webhooks.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Natural-language CRM rules.

Official documentation Β· Oct 20, 2026Source
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 demonstration

Reply 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 pts
Evidence

Sequences automatically stop on reply or booked meeting and can use workflow-driven unenrollment.

Official documentation Β· Oct 15, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

The 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
Not verified0–5.6 / 5.6 pts
Evidence

The 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
Supported5.6 / 5.6 pts
Evidence

Workflow goals can stop active runs when a reply arrives, a meeting is scheduled or lead status changes.

Official documentation Β· Oct 15, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

The 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
Not verified0–5.6 / 5.6 pts
Evidence

The 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
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

The 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
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–5.6 / 5.6 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Depth checkConditional sales workflow branches6.4 points Β· Use conditional branches to route different sales scenarios through different actions.
Ask for a demonstration

Create 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 verified0–6.4 / 6.4 pts
Evidence

The 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
Supported6.4 / 6.4 pts
Evidence

Automations have if/else branches and conditions based on record fields and shared filters.

Official documentation Β· Oct 15, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

The 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
Supported6.4 / 6.4 pts
Evidence

Conditional and delayed automation.

Official documentation Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported6.4 / 6.4 pts
Evidence

Condition-based outcomes.

Official documentation Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–6.4 / 6.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Core capabilitySales and pipeline reports3.2 points Β· Report on sales activity or pipeline performance.Supported3.2 / 3.2 pts
Evidence

Sales analytics are documented; confirm the purchased edition.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Sales reports are documented; customization varies by tier.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Sales reporting expands with the selected edition.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Supported3.2 / 3.2 pts
Evidence

Sales reporting is documented in the CRM packaging.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Reporting is documented with tier-specific report limits.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Premium dashboards.

Official documentation Β· Oct 20, 2026Source
Supported3.2 / 3.2 pts
Evidence

The product overview documents custom sales-performance reports.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported3.2 / 3.2 pts
Evidence

Probability-based forecasts.

Official documentation Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported3.2 / 3.2 pts
Evidence

Sales reports.

Official documentation Β· Oct 20, 2026Source
Supported3.2 / 3.2 pts
Evidence

Sales performance reporting.

Official documentation Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Core capabilityRevenue forecasting3.2 points Β· Produce a documented revenue or deal-outcome forecast.Supported3.2 / 3.2 pts
Evidence

AI forecasting is documented in the sales packaging.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Forecasting is documented in Growth.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Forecasting is documented with edition-specific scope.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Opportunity Confidence produces a weighted Expected Value for forecasting.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Forecasting is available subject to edition and data requirements.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported3.2 / 3.2 pts
Evidence

Forecast insights are included in Enterprise.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported3.2 / 3.2 pts
Evidence

Probability-based forecasts.

Official documentation Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Deal probabilities; forecast categories unverified.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Depth checkForecast categories or weighted outcomes4.8 points Β· Use probabilities, forecast categories or comparable assumptions to build a forecast.
Ask for a demonstration

Change one opportunity’s probability/category and show its contribution to the forecast.

A scenario to run with the supplier; not a completed product test.
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Supported4.8 / 4.8 pts
Evidence

Pipeline Inspection maps deal metrics into the configured forecast categories.

Official documentation Β· Oct 15, 2026Source
Supported4.8 / 4.8 pts
Evidence

Opportunity confidence multiplied by value produces weighted expected value; workflows can map stage to confidence.

Official documentation Β· Oct 15, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported4.8 / 4.8 pts
Evidence

Probability-based forecasts.

Official documentation Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Depth checkReport drill-down or exportable records4.8 points Β· Inspect or export the actual CRM records behind an aggregate report.
Ask for a demonstration

Open 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 verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Supported4.8 / 4.8 pts
Evidence

Pipeline Inspection provides an opportunity-level list underlying pipeline metrics.

Official documentation Β· Oct 15, 2026Source
Supported4.8 / 4.8 pts
Evidence

Clicking workflow metrics opens a filtered search of the leads or contacts contributing to that count.

Official documentation Β· Oct 15, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

The 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
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Report drilldown; record trace unverified.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4.8 / 4.8 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Core capabilityCustom fields or objects2.4 points Β· Adapt the CRM schema with custom fields, objects or modules.Supported2.4 / 2.4 pts
Evidence

Custom objects require Enterprise.

Official documentation Β· Oct 15, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

The 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
Supported2.4 / 2.4 pts
Evidence

A configurable sales data model is documented; edition limits apply.

Official documentation Β· Oct 15, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

The 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
Supported2.4 / 2.4 pts
Evidence

Custom fields, layouts, modules and linked records adapt the data model.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Flexible objects are documented with plan limits.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Premium custom objects.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Custom fields are documented; custom modules require Enterprise.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Custom fields.

Official documentation Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Custom fields.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Custom fields.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Custom fields.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Custom objects and fields.

Official documentation Β· Oct 20, 2026Source
Core capabilityCRM APIs or application connections2.4 points Β· Connect CRM data through an API or documented integration.Supported2.4 / 2.4 pts
Evidence

Marketplace integrations connect the CRM to other applications.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Marketplace connections are documented.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Ecosystem and API connections have edition-specific entitlements.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

The API supports opportunity updates and event-driven connections, including external workflow tools.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

API access and email/Zoho application connections are documented.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

API access is documented with tier-specific limits.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Documented API.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

REST APIs can read, create, update and delete CRM records.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Read/write CRM and projects.

Official documentation Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

API allowance documented.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

REST API and webhooks.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Read/write lead API.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Read/write record API.

Official documentation Β· Oct 20, 2026Source
Depth checkRecord field-change history3.2 points Β· Inspect dated changes to important CRM fields, with prior values or editor details.
Ask for a demonstration

Change 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 pts
Evidence

Property history shows prior values, change time and the user/tool source.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Supported3.2 / 3.2 pts
Evidence

Opportunity stage history and field-history tracking provide evidence for pipeline changes.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Opportunity status changes can be exported with date, Smart View and custom-field filters.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Supported3.2 / 3.2 pts
Evidence

Pro/Enterprise users can inspect who or what updated an attribute through its edit history.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
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 demonstration

Show 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 pts
Evidence

Record access and stage-edit permissions can be scoped to specific users and teams.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Visibility groups restrict pipelines and records independently of action permissions.

Official documentation Β· Oct 15, 2026Source
Not verified0–4 / 4 pts
Evidence

The 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
Not verified0–4 / 4 pts
Evidence

The 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
Not verified0–4 / 4 pts
Evidence

The 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
Supported4 / 4 pts
Evidence

Email access can be restricted for each connected account and on individual records.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Group-specific access levels.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Record types restrict field access and hide inaccessible fields from reports.

Official documentation Β· Oct 15, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Core capabilityAI sales insights or content2.4 points Β· Use AI for scoring, forecasting, meeting intelligence or sales content.Supported2.4 / 2.4 pts
Evidence

AI deal scoring, guided selling and meeting context are documented.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

AI report creation, meeting intelligence and eligible-plan email writing are documented.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Sales AI provides signals and conversation assistance.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Chloe provides sales assistance using plan-specific AI credits.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Zia provides forecasting, anomaly detection and contact-time recommendations.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Call intelligence provides transcripts, signals and follow-up context.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Contextual follow-up suggestions.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Freddy provides contact scoring and deal insights; eligibility varies by plan.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Zoom AI Companion meeting summaries.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Secure-message composition.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

AI sales-message suggestions.

Official documentation Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

AI-created follow-up tasks.

Official documentation Β· Oct 20, 2026Source
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 pts
Evidence

Deal Progression suggests CRM updates, next steps and draft follow-ups; plan/usage conditions do not reduce feature support.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Meeting intelligence can propose CRM updates for approval.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Agentforce sales workflows are available through eligible packages/add-ons; credit limits apply.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

Growth supports Chloe in workflows; credit consumption applies.

Official documentation Β· Oct 15, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

The 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
Supported2.4 / 2.4 pts
Evidence

Ask Attio can create and update CRM records; workflow generation and agents use plan credits.

Official documentation Β· Oct 15, 2026Source
Supported2.4 / 2.4 pts
Evidence

AI-personalised workflow emails.

Official documentation Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

The 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
Supported2.4 / 2.4 pts
Evidence

Read/write CRM and projects.

Official documentation Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Predefined action selection.

Official documentation Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–2.4 / 2.4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Supported2.4 / 2.4 pts
Evidence

Conversation-based stage updates.

Official documentation Β· Oct 20, 2026Source
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 demonstration

Open 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 pts
Evidence

Deal Progression suggestions use conversation transcripts, email and deal history as their context.

Official documentation Β· Oct 15, 2026Source
Supported3.2 / 3.2 pts
Evidence

Nova meeting preparation and summaries use connected CRM, email, calendar and meeting context.

Official documentation Β· Oct 15, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

The 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
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–3.2 / 3.2 pts
Evidence

Rationale; source-linked evidence unverified.

Not verified Β· Oct 20, 2026Source
Depth checkReview or constrain AI record/outreach actions4 points Β· Review AI-proposed updates/outreach, or configure bounded permissions before execution.
Ask for a demonstration

Have 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 pts
Evidence

Deal Progression prepares suggested CRM updates, next actions and draft follow-up emails.

Official documentation Β· Oct 15, 2026Source
Supported4 / 4 pts
Evidence

Nova proposes CRM field changes after meetings for review before saving.

Official documentation Β· Oct 15, 2026Source
Not verified0–4 / 4 pts
Evidence

The 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
Supported4 / 4 pts
Evidence

The documented ChatGPT connection offers explicit read/write permission scopes; outreach can be prepared as an email draft.

Official documentation Β· Oct 15, 2026Source
Not verified0–4 / 4 pts
Evidence

The 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
Not verified0–4 / 4 pts
Evidence

The 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
Supported4 / 4 pts
Evidence

Preview before sending.

Official documentation Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

The 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
Supported4 / 4 pts
Evidence

Write confirmation required.

Official documentation Β· Oct 20, 2026Source
Supported4 / 4 pts
Evidence

Optional Wingman approval.

Official documentation Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
Not verified0–4 / 4 pts
Evidence

Not established by reviewed sources.

Not verified Β· Oct 20, 2026Source
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 demonstration

Demonstrate "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 verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Supported2.5 / 2.5 pts
Evidence

Zia 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Demonstrate "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 pts
Evidence

Beta 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Supported2.5 / 2.5 pts
Evidence

Android 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Disconnect 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 verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Supported2.5 / 2.5 pts
Evidence

Android 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Demonstrate "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 verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Demonstrate "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 verified0–2.5 / 2.5 pts
Evidence

This 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
Supported2.5 / 2.5 pts
Evidence

The 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Supported2.5 / 2.5 pts
Evidence

Zoho 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Demonstrate "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 verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Demonstrate "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 verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
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 demonstration

Demonstrate "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 verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Supported2.5 / 2.5 pts
Evidence

Android 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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
Not verified0–2.5 / 2.5 pts
Evidence

This 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

WHAT WE MEASURE

The criteria behind the score.

The established 20 checks contribute 80 points. Eight new operational checks contribute 20 points. AI checks are included in their own group and are excluded when AI priority is set to zero. These assess documented capability scope, not measured performance. Adjust group priorities in the comparison tool.

See the complete calculation β†’
  1. Pipeline & contact management 20%

    Track relationships, opportunities and a repeatable sales process.

  2. Outreach & workflow automation 20%

    Reduce repetitive follow-up without losing ownership or consent context.

  3. Reporting & forecasting 16%

    Understand pipeline movement, activity and revenue assumptions.

  4. Data model & connected work 12%

    Match your relationships and integrate the systems of record.

  5. Sales AI & its limits 14.5%

    Distinguish drafting, predictive signals and action-taking agents.

  6. Operational detail 17.5%

    Specific workflow, integration and control checks beyond the established rubric.

THE PRACTICAL BUYER’S GUIDE

How to choose crm & sales.

A CRM purchase starts with a shared definition of the work. A small team following a straightforward sales pipeline may need fast setup, email synchronization and clear next steps. A company with several products, territories and approval paths may need custom objects, permission controls and an implementation owner. Both can be sensible purchases, but they should not be judged only by the lowest advertised price. Map a lead from first capture through qualification, opportunity, quote, handoff and renewal. List the systems that must read or update each record. Then decide which team owns the data when those systems disagree. This exercise turns a long feature checklist into a testable operating model.

Pilot the daily work, not the polished demo

Give each finalist the same sample contacts, open opportunities and messy duplicate records. Ask a rep to find the next action, a manager to review a forecast change, and an administrator to alter a stage. Time the work without treating speed as the only outcome. Note whether the system preserves the history, explains the change and lets the right people see the right fields. Include one lost deal and one reopened opportunity. A pipeline that looks clear on a slide can become ambiguous when real exceptions appear. Keep the trial scope small enough to finish, but representative enough to expose your actual friction.

Separate the CRM from adjacent products

A vendor may show marketing, quoting, billing, service and AI in one presentation while selling them as different packages. Write the exact product, edition and seat type beside each requirement. Identify which users need a paid sales seat and which only need limited viewing or collaboration. Ask whether API access, sandbox environments, lead enrichment or document generation changes the price. When another department already owns a system, compare the integration effort with the cost of replacing it. A broader suite can simplify handoffs, but the integration and adoption case should be demonstrated rather than assumed.

Treat AI as a workflow with an owner

Test AI on the task you actually want to improve: preparing an account brief, drafting a follow-up, updating records, prioritizing opportunities or running a prospecting sequence. Those are different capabilities. Confirm the source data, permission boundary and approval step. Check how an incorrect suggestion is corrected, whether an action can be reversed, and how credits are consumed. Do not treat a vendor demonstration of a revenue forecast as a guarantee about your data. Retain human responsibility for messaging, commercial commitments and material record changes. Evaluate both useful outputs and failure cases before enabling broad automation.

What changes the total cost?

  • Paid sales seats versus free, core, read-only or collaboration users; verify minimums and contract term.
  • Additional hubs, AI credits, enrichment, calling, documents, API access and sandbox capacity.
  • Migration cleanup, integration maintenance, administrator time, training and renewal-rate changes.

Where purchases go wrong

  • Buying the entry tier while assuming advanced workflows, forecasts or AI are included.
  • Migrating duplicate and inconsistent records without deciding ownership and required fields.
  • Optimizing for a feature count while ignoring the daily workflow that determines adoption.

Bring these questions to the demo

  • Show the same lead becoming a qualified opportunity, with full activity history and ownership changes.
  • What happens when a workflow fails, a sync conflicts or a duplicate is detected?
  • Which AI actions can write data or contact a prospect, and what approvals and limits apply?
  • Export our sample data and explain what history, attachments and custom relationships are retained.

Questions buyers ask

Is a free CRM enough for a US small business?

It can be enough for a simple pipeline, but verify user limits, automation, reporting, email permissions and export. A free plan is a starting scope, not a promise that every advertised feature is included.

Should a higher fit score determine the purchase?

No. The score summarizes documented criteria, including conditional access. Use it alongside workflow testing, implementation capacity, total cost and contractual requirements.

Can I compare a marketing tool with a sales CRM?

Only in a category both products genuinely serve. A shared contact database does not by itself establish sales-pipeline management. This tool keeps category eligibility explicit.

Research sources

  1. Salesforce sales packaging
  2. Pipedrive plan capabilities
  3. HubSpot Sales Hub
  4. Attio pricing and limits

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