Monthly Plans
Monthly Plans | Professional | Enterprise |
| Features | |||
|---|---|---|---|
| Features | Professional | Enterprise | |
| Presales Collaboration and Management | |||
| Collaborate with Unlimited Internal Teams | |||
| Collaborate with Unlimited Customers | |||
| Collaborate with Unlimited Partners/Resellers | |||
| Presales Lifecycle Management | |||
| One Board for Shared To-Do List | |||
| Mutual Action Plan Builder | |||
| POC/POV Scope Collaboration | |||
| Shared space for storing documents | |||
| Tickets for Feature Request & Escalations | |||
| Project Health Status (Red/Yellow/Green) | |||
| Custom Tags | |||
| Custom Fields | |||
| Post Sales Transition and Handoff | |||
| Time Tracking of Presales Activities | |||
| Kanban Dashboard | |||
| Reports & Insights | |||
| Timeline View | |||
| Insights Dashboard | |||
| Team Utilization Dashboard | |||
| Time spent in Presales Stages | |||
| Competitor Analysis | |||
| Presales Impact of Feature Requests | |||
| Report based on Territory/Regions | |||
| Presales Win/Loss Report | |||
| High Value POC/POV Tracking | |||
| Active POCs MoM or QoQ | |||
| Success Criteria Effectiveness Report | |||
| Automation of Data Entry | |||
| Automation & Validation | |||
| Validation Engine for Data Sanity | |||
| Automated Document Generator | |||
| Unlimited Scope Templates | |||
| Unlimited Task Templates | |||
| Unlimited Document Templates | |||
| Unlimited Notes Templates | |||
| Unlimited Master Templates | |||
| Integrations | |||
| Salesforce to Success data sync | |||
| Success to Salesforce data sync | |||
| HubSpot to Success data sync | |||
| Success to HubSpot data sync | |||
| Jira | |||
| Slack | |||
| Microsoft Teams | |||
| Microsoft Office 365 | |||
| API’s & Webhooks | |||
| Platform Management | |||
| Role Based Access Control | |||
| Content Management | |||
| Single Sign On | |||
| Users | Unlimited free users included | Unlimited free users included | |
| POCs in the Queue | Unlimited | Unlimited | |
| Active POCs | Unlimited | Unlimited | |
| Pricing | $990/month for first 10 active Projects and $99/POC/month thereafter | Contact us | |
