SuiteDash

US PRODUCT RESEARCH

SuiteDash

SuiteDash combines client records, portals, projects and billing with flat workspace pricing. Sales pipelines and delivery automation sit in different plan levels, so the cheapest plan is not the full sales workflow. Its AI agents choose approved business actions or compose secure messages under configurable review. This is an internal operations agent model, not a general-purpose conversational customer chatbot.

Checked Oct 20, 2026 · 8 official sources · Desk research

CRM & sales AI agents & agent platforms Project management

A GOOD FIT WHEN

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

Unlimited staff and clients
Sales-to-project handover
Configurable AI approval
Client-specific portals

LOOK MORE CLOSELY WHEN

You need a specialist resource-planning system or an independently verified customer-facing voice/chat agent.

Pipelines start on Thrive
Dependencies and automation require Pinnacle
AI execution needs a provider connection or paid service
Dependencies exclude Super Admin tasks

CATEGORY-SPECIFIC EVIDENCE

Capabilities, controls and depth.

Scores combine core capabilities and workflow depth. Full support earns full points; limited support earns half. Unverified features create a range, and paid-plan requirements are shown in the evidence. How scoring works →

CRM & sales · 28 features

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

Show checksShowing fewer rows does not change the score.

CRM & sales · 28 weighted capability checks
Feature / weight	Support, evidence & points
Core capabilityContacts and relationship recordsMaintain contacts, leads or account relationships in CRM. 4 points maximum	Supported4 / 4 pts Clients and companies. Official documentation · Oct 20, 2026Source
Core capabilityDeal or opportunity pipelineTrack deals or opportunities through sales stages. 4 points maximum	Supported4 / 4 pts Multiple sales pipelines. Official documentation · Oct 20, 2026Source
Depth checkDuplicate record identification or mergeIdentify or merge duplicate contacts/leads while preserving usable relationship history. 5.6 points maximum 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 Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkStage-required fields or validationRequire selected information or apply validation before a deal enters a sales stage. 6.4 points maximum 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.	Not verified0–6.4 / 6.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilitySales outreach sequencesRun or coordinate a sequence of sales follow-up steps. 4 points maximum	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityTriggered sales workflowsAutomate CRM tasks or updates using workflow rules. 4 points maximum	Supported4 / 4 pts Stage-entry/exit actions. Official documentation · Oct 20, 2026Source
Depth checkReply or event-based sequence exitStop or change outreach when a prospect replies, books a meeting or meets another documented exit condition. 5.6 points maximum 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.	Not verified0–5.6 / 5.6 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkConditional sales workflow branchesUse conditional branches to route different sales scenarios through different actions. 6.4 points maximum 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 Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilitySales and pipeline reportsReport on sales activity or pipeline performance. 3.2 points maximum	Supported3.2 / 3.2 pts Probability-based forecasts. Official documentation · Oct 20, 2026Source
Core capabilityRevenue forecastingProduce a documented revenue or deal-outcome forecast. 3.2 points maximum	Supported3.2 / 3.2 pts Probability-based forecasts. Official documentation · Oct 20, 2026Source
Depth checkForecast categories or weighted outcomesUse probabilities, forecast categories or comparable assumptions to build a forecast. 4.8 points maximum 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.	Supported4.8 / 4.8 pts Probability-based forecasts. Official documentation · Oct 20, 2026Source
Depth checkReport drill-down or exportable recordsInspect or export the actual CRM records behind an aggregate report. 4.8 points maximum 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 Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityCustom fields or objectsAdapt the CRM schema with custom fields, objects or modules. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityCRM APIs or application connectionsConnect CRM data through an API or documented integration. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkRecord field-change historyInspect dated changes to important CRM fields, with prior values or editor details. 3.2 points maximum 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.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkScoped records or field permissionsRestrict CRM records or sensitive fields by team/role while retaining necessary working access. 4 points maximum 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.	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAI sales insights or contentUse AI for scoring, forecasting, meeting intelligence or sales content. 2.4 points maximum	Supported2.4 / 2.4 pts Secure-message composition. Official documentation · Oct 20, 2026Source
Core capabilityAI-assisted CRM or sales actionsUse AI to propose or execute a CRM update, workflow or prospecting action. 2.4 points maximum	Supported2.4 / 2.4 pts Predefined action selection. Official documentation · Oct 20, 2026Source
Depth checkInspect evidence behind sales AILink a sales AI insight or summary to the underlying record, meeting, email or source context. 3.2 points maximum 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.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkReview or constrain AI record/outreach actionsReview AI-proposed updates/outreach, or configure bounded permissions before execution. 4 points maximum 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 Optional Wingman approval. Official documentation · Oct 20, 2026Source
Depth checkUpdate CRM fields through a mobile AI assistantDemonstrate "Update CRM fields through a mobile AI assistant" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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 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 · Oct 21, 2026Source
Depth checkRead cached CRM records offlineDemonstrate "Read cached CRM records offline" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkEdit records offline and sync changesDisconnect the test phone, edit a CRM record, reconnect and verify synchronization and conflict handling. 2.5 points maximum 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 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 · Oct 21, 2026Source
Depth checkReassign a record owner from mobileDemonstrate "Reassign a record owner from mobile" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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 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 · Oct 21, 2026Source
Depth checkCreate contacts from scanned business cardsDemonstrate "Create contacts from scanned business cards" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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 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 · Oct 21, 2026Source
Depth checkUndo a specific bulk importDemonstrate "Undo a specific bulk import" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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 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 · Oct 21, 2026Source
Depth checkDetect meeting-booking conflictsDemonstrate "Detect meeting-booking conflicts" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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 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 · Oct 21, 2026Source
Depth checkAttach recorded voice notes to recordsDemonstrate "Attach recorded voice notes to records" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum 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 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 · Oct 21, 2026Source

Compare in CRM & sales →

AI agents & agent platforms · 28 features

41–100/100 documented fit

Core capabilities20–32 / 32 pts6/10 checks with established status

Workflow depth20.8–68 / 68 pts4/18 checks with established status

Show checksShowing fewer rows does not change the score.

AI agents & agent platforms · 28 weighted capability checks
Feature / weight	Support, evidence & points
Core capabilityKnowledge-source groundingGround agent answers in configured business documents or help content. 4 points maximum	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityConnected business-record contextRetrieve or use business-system records beyond a static article corpus. 4 points maximum	Supported4 / 4 pts Allowed fields only. Official documentation · Oct 20, 2026Source
Depth checkInspectable source evidenceInspect source references or retrieved content supporting an agent answer. 5.6 points maximum Ask for a demonstration Ask a policy question and open the evidence used for the agent’s response. A scenario to run with the supplier; not a completed product test.	Not verified0–5.6 / 5.6 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkRestricted retrieval contextRestrict retrieved knowledge or record fields by identity, audience or configured data scope. 6.4 points maximum Ask for a demonstration Ask the same question with two different permissions and show the difference in retrieved context. A scenario to run with the supplier; not a completed product test.	Supported6.4 / 6.4 pts Field allowlist. Official documentation · Oct 20, 2026Source
Core capabilityConnected tools and actionsInvoke a tool or perform a documented connected-system action. 4 points maximum	Supported4 / 4 pts Predefined action selection. Official documentation · Oct 20, 2026Source
Core capabilityMulti-step agent workflowsConfigure an agent to follow or coordinate a multi-step business workflow. 4 points maximum	Supported4 / 4 pts Predefined action selection. Official documentation · Oct 20, 2026Source
Depth checkHuman approval for selected tool actionsRequire approval before a configured agent performs selected business actions. 5.6 points maximum Ask for a demonstration Ask for a consequential change and show the agent waiting for explicit approval. A scenario to run with the supplier; not a completed product test.	Supported5.6 / 5.6 pts Optional Wingman approval. Official documentation · Oct 20, 2026Source
Depth checkStructured tool inputs and validationDefine required tool parameters or validation before an action is sent to a business system. 6.4 points maximum Ask for a demonstration Omit or corrupt a required input and show how the agent/tool handles it before execution. A scenario to run with the supplier; not a completed product test.	Not verified0–6.4 / 6.4 pts Allowed fields only. Not verified · Oct 20, 2026Source
Core capabilityAgent monitoring or tracesInspect agent activity, conversation history or execution traces. 3.2 points maximum	Supported3.2 / 3.2 pts Decision run history. Official documentation · Oct 20, 2026Source
Core capabilityHuman handoff or approvalHand work to a person or require an explicit human approval point. 3.2 points maximum	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkStep-level agent execution traceInspect a sequence of agent decisions/tool calls and their execution results. 4.8 points maximum Ask for a demonstration Open one failed task and show which tool call failed and what happened next. A scenario to run with the supplier; not a completed product test.	Supported4.8 / 4.8 pts Decision run history. Official documentation · Oct 20, 2026Source
Depth checkContext-preserving human escalationHand a task/conversation to a person with the history or relevant task context available. 4.8 points maximum Ask for a demonstration Escalate midway through a task and show the context available to the human. A scenario to run with the supplier; not a completed product test.	Not verified0–4.8 / 4.8 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAgent access controlsRestrict user, role or data access for agents and their administration. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAudit or deployment controlsAudit agent-related operations or control deployment environments and configuration. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkAgent configuration history or versionsInspect configuration changes or published agent versions. 3.2 points maximum Ask for a demonstration Change an agent instruction and show the previous version or change record. A scenario to run with the supplier; not a completed product test.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkCredential or connection access boundarySeparate agent credentials and connection permissions from unrestricted general workspace access. 4 points maximum Ask for a demonstration Show who can use versus change the agent’s connected-service credentials. A scenario to run with the supplier; not a completed product test.	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAgent behavior configurationConfigure instructions, behavior or agent workflow logic. 2.4 points maximum	Supported2.4 / 2.4 pts Selectable model/provider. Official documentation · Oct 20, 2026Source
Core capabilityAgent testing or evaluationTest or evaluate configured agents with documented evaluation, test or comparison tools. 2.4 points maximum	Supported2.4 / 2.4 pts Sample-record test. Official documentation · Oct 20, 2026Source
Depth checkRepeatable agent test setsRun a saved collection of test cases against changed agent behavior. 3.2 points maximum Ask for a demonstration Run the same saved test set before and after changing instructions and compare failures. A scenario to run with the supplier; not a completed product test.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkInspect evaluation evidence or outcomesInspect per-case responses, tool results or evaluation outcomes beyond one overall score. 4 points maximum Ask for a demonstration Open a failed test and show the expected outcome, actual response and supporting trace. A scenario to run with the supplier; not a completed product test.	Supported4 / 4 pts Sample-record test. Official documentation · Oct 20, 2026Source
Depth checkLimit the number of agent reasoning iterationsSet a low iteration cap on a test agent with a looping tool. Show where execution stops and how the failure is reported. 2.5 points maximum Ask for a demonstration Set a low iteration cap on a test agent with a looping tool. Show where execution stops and how the failure is reported. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkStream a response before generation completesDemonstrate "Stream a response before generation completes" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Stream a response before generation completes" 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 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 · Oct 21, 2026Source
Depth checkSwitch to a configured backup model after failureDemonstrate "Switch to a configured backup model after failure" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Switch to a configured backup model after failure" 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 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 · Oct 21, 2026Source
Depth checkTest agent behavior against prompt-injection casesDemonstrate "Test agent behavior against prompt-injection cases" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Test agent behavior against prompt-injection cases" 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 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 · Oct 21, 2026Source
Depth checkDelete one conversation's persistent agent memoryDemonstrate "Delete one conversation's persistent agent memory" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Delete one conversation's persistent agent memory" 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 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 · Oct 21, 2026Source
Depth checkRun independent agent tools in parallelDemonstrate "Run independent agent tools in parallel" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Run independent agent tools in parallel" 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 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 · Oct 21, 2026Source
Depth checkRedact sensitive data before model processingDemonstrate "Redact sensitive data before model processing" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Redact sensitive data before model processing" 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 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 · Oct 21, 2026Source
Depth checkEnforce a token or spend budget per agent runDemonstrate "Enforce a token or spend budget per agent run" with test data. Show the result, an exception case, and the required plan. 2.5 points maximum Ask for a demonstration Demonstrate "Enforce a token or spend budget per agent run" 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 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 · Oct 21, 2026Source

Compare in AI agents & agent platforms →

Project management · 28 features

36–95/100 documented fit

Core capabilities19.6–30 / 32 pts6/10 checks with established status

Workflow depth16.4–65.2 / 68 pts4/18 checks with established status

Show checksShowing fewer rows does not change the score.

Project management · 28 weighted capability checks
Feature / weight	Support, evidence & points
Core capabilityTasks and structured workOrganize project tasks or work items in a plan. 4 points maximum	Supported4 / 4 pts Tasks, phases and templates. Official documentation · Oct 20, 2026Source
Core capabilityTimeline or dependency planningPlan dates or dependencies in timeline, Gantt or dependency views. 4 points maximum	Limited2 / 4 pts Pinnacle; excludes Super Admin tasks. Official documentation · Oct 20, 2026Source
Depth checkDependency-aware reschedulingMove linked task dates or identify downstream impact when a predecessor changes. 5.6 points maximum Ask for a demonstration Delay a predecessor and show which dependent dates or warnings change. A scenario to run with the supplier; not a completed product test.	Limited2.8 / 5.6 pts Linked dates; Super Admin excluded. Official documentation · Oct 20, 2026Source
Depth checkBaseline or planned-versus-actual trackingCompare a saved or planned schedule with current progress or actual dates. 6.4 points maximum Ask for a demonstration Save a plan, change delivery dates and show the variance from the original plan. A scenario to run with the supplier; not a completed product test.	Not verified0–6.4 / 6.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityDiscussion attached to workDiscuss work through comments, updates or project chat. 4 points maximum	Supported4 / 4 pts Separate client/team discussions. Official documentation · Oct 20, 2026Source
Core capabilityShared documents or reviewCollaborate on documents, attachments or reviewable work within a project. 4 points maximum	Supported4 / 4 pts Shared files. Official documentation · Oct 20, 2026Source
Depth checkWork or document version historyInspect prior task/document values or restore an earlier version. 5.6 points maximum Ask for a demonstration Change shared project content and show the previous version and restoration options. A scenario to run with the supplier; not a completed product test.	Not verified0–5.6 / 5.6 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkScoped external-collaborator accessLimit an external collaborator to selected work while protecting unrelated project information. 6.4 points maximum Ask for a demonstration Invite a test guest to one project and show that another project remains inaccessible. A scenario to run with the supplier; not a completed product test.	Supported6.4 / 6.4 pts Separate client/team discussions. Official documentation · Oct 20, 2026Source
Core capabilityTriggered workflow automationRun configured steps when a task or project event occurs. 3.2 points maximum	Supported3.2 / 3.2 pts Won deal creates delivery. Official documentation · Oct 20, 2026Source
Core capabilityAutomated routing or approvalsAutomatically route work, assign it or initiate a review/approval. 3.2 points maximum	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkMultiple-condition workflow rulesCombine conditions before a workflow changes or routes work. 4.8 points maximum Ask for a demonstration Create a rule for an overdue high-priority item and show that a low-priority item does not trigger it. A scenario to run with the supplier; not a completed product test.	Not verified0–4.8 / 4.8 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkApproval outcomes in the workflowCapture approval/rejection or requested changes and use that result to advance or reroute work. 4.8 points maximum Ask for a demonstration Reject an approval request and show the item returning to its owner with the decision recorded. A scenario to run with the supplier; not a completed product test.	Not verified0–4.8 / 4.8 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityCross-project portfolio visibilitySee or report across multiple projects in one view. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityResource or workload planningReview or allocate team capacity across work. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkCapacity and overload visibilityCompare allocated work with individual or team capacity and identify overload. 3.2 points maximum Ask for a demonstration Over-allocate a person across two projects and show where the conflict appears. A scenario to run with the supplier; not a completed product test.	Not verified0–3.2 / 3.2 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Depth checkPortfolio progress or metric rollupsAggregate progress, dates or configured measures from multiple projects into a portfolio report. 4 points maximum Ask for a demonstration Change a project measure and show the corresponding portfolio total or status update. A scenario to run with the supplier; not a completed product test.	Not verified0–4 / 4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAI work summaries or contentGenerate or summarize content using work or project context. 2.4 points maximum	Not verified0–2.4 / 2.4 pts Not established by reviewed sources. Not verified · Oct 20, 2026Source
Core capabilityAI-driven work actionsUse AI to classify, update, route or execute steps on work items. 2.4 points maximum	Supported2.4 / 2.4 pts Predefined action selection. Official documentation · Oct 20, 2026Source
Depth checkAI respects work-access boundariesDocument that AI uses only work the requester or configured agent can access. 3.2 points maximum Ask for a demonstration Ask AI about a restricted project as a guest and show the boundary. A scenario to run with the supplier; not a completed product test.	Supported3.2 / 3.2 pts Allowed fields only. Official documentation · Oct 20, 2026Source
Depth checkReview or scope AI work-changing actionsRequire approval or explicitly configure which work-changing actions an AI assistant/agent may perform. 4 points maximum Ask for a demonstration Ask AI to update a task and show the review step or configured action permissions. A scenario to run with the supplier; not a completed product test.	Supported4 / 4 pts Optional Wingman approval. Official documentation · Oct 20, 2026Source
Depth checkKeep one task synchronised across multiple projectsDemonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkIdentify the project's critical pathDemonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkRegenerate recurring work after completionDemonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkProtect public intake forms against automated spamDemonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkRecover accidentally deleted tasks or projectsDemonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkCalculate task metrics with formula fieldsDemonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkLink dependencies between separate projectsDemonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source
Depth checkDelegate an absent project approver's decisionsDemonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. 2.5 points maximum Ask for a demonstration Demonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts 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 · Oct 21, 2026Source

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AI CAPABILITY CHECK

What does its AI actually do?

Native AI capabilities

Assigned skills select business actions or compose client messages.

Official AI source

Documented capabilities

Decision skills
Approval-controlled messages
Run history

Limits to check

Provider/service required
Configured business actions only

Understand the full price

Start lacks deal pipelines. Thrive is $49/month; Pinnacle $99/month. Annual totals $180/$480/$960 respectively.

Billing basis: monthly. Unit: workspace/month. Currency: USD.

Verify current pricing with the vendor

Integrations and deployment

QuickBooks Online (one-way)
Google Calendar (one-way)
Zapier
Bring-your-own AI provider

Security claims require the relevant agreement and technical evidence. This is a review of public documentation.

US buying context

English client-service suite and USD plans.

The evidence record

Clients and companies.

Official evidence

Multiple sales pipelines.

Official evidence

Probability-based forecasts.

Official evidence

Stage-entry/exit actions.

Official evidence

Won deal creates delivery.

Official evidence

Estimates and proposals.

Official evidence

Tasks, phases and templates.

Official evidence

Separate client/team discussions.

Official evidence

Shared files.

Official evidence

Billable time tracking.

Official evidence

Pinnacle; excludes Super Admin tasks.

Official evidence

Linked dates; Super Admin excluded.

Official evidence

Predefined action selection.

Official evidence

Allowed fields only.

Official evidence

Optional Wingman approval.

Official evidence

Configured fallback or stop.

Official evidence

Sample-record test.

Official evidence

Decision run history.

Official evidence

Selectable model/provider.

Official evidence

Secure-message composition.

Official evidence

Source library

Research is based on documentation, not a hands-on performance test. Report a correction.

EXPLORE THE ALTERNATIVES

Keep your options open.

CRM & sales alternatives · highest documented score first.

61–100/100 documented fit

HubSpot Sales Hub

Sales Hub combines a CRM workspace, sales engagement and revenue visibility. Its value is the shared customer context across HubSpot products; the exact sales and AI package matters more than the free CRM entry point.

Good fit forTeams that want sales work connected to an existing or planned HubSpot customer platform.

See pricingper sales seat/month, plus relevant products and usage

View research

56–100/100 documented fit

Pipedrive

Pipedrive centers sales work on a visible pipeline and clear next steps. Its current tiers separate basic organization, automation, full-cycle sales tools and stronger controls, making the plan boundary important for a small team.

Good fit forSales teams that want a focused pipeline workspace with a staged path into automation.

$14.00per seat/month · billed annually

View research

53–100/100 documented fit

Salesforce Sales

Salesforce offers a configurable sales system from Starter Suite through larger Sales Cloud editions. It suits teams that need structured data, process customization and a broader platform, with implementation and packaging decisions up front.

Good fit forSales organizations with multiple processes and the resources to configure a shared revenue platform.

$25.00per user/month

View research

Plans and feature boundaries

The feature score covers the product across documented plans. This table shows package differences; it does not claim that every scored feature is included in the starting price.

Plan	Published price	Documented inclusions	Limits and conditions
Start Plan source ↗	USD 19 Monthly · Confirm billing unit in source	Client records Projects Portal	100GB; unlimited staff and clients; no deal pipelines.
Thrive Plan source ↗	USD 49 Monthly · Confirm billing unit in source	Deal pipelines Proposals Drip campaigns	500GB.
Pinnacle Plan source ↗	USD 99 Monthly · Confirm billing unit in source	Automations Dependencies Support tickets	2TB; AI provider usage separate.