Start your free trial

Unlimited users and boards. No credit card needed.

Choose team size:
3 Seats
Yearly SAVE 18%
Up to 2 seats
Store and visualize your own contacts
Up to 2 team members
Collaborate in teams of up to 2 members.
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Up to 1,000 contacts
Within boards we have rows, or 'items' - an item can be anything you want it to be - task, project, customers, etc. Each free account starts with 200 free items. You can get more items by referring friends to create their own accounts.
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Web forms to capture leads
Embed a form on your website to capture visitors information.
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seat /
Total $30 / month
Billed annually
Organize all your team’s leads, contacts, & deals
Unlimited customizable pipelines
Customize your pipeline to fit your sales cycle without the need for a developer.
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Unlimited contacts
Build an unlimited database of contacts.
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Unlimited boards
Add as many boards as you like. Boards are the place for organizing your work and data (e.g. projects, clients, processes).
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Templates for lead, contact & deal management
Store your leads, contacts & deals with ready-made templates.
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iOS & Android apps
Stay Connected on-the-go and access from your smart phone.
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Unlimited free viewers
Give viewers read-only access to data within your account.
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Create a dashboard based on 1 board
Dashboards are free, each Dashboard can combine data from 1, 5, 10 or 50 boards, depending yon your plan.
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seat /
Total $72 / month
Billed annually
Gain insights into your entire sales cycle and forecasting
Sales forecasting
Manage, track, and adjust your predicted sales revenue.
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Email tracking & automations
Set automated rules & notifications when a lead receives, opens, or replies to an email.
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Google Calendar sync
Connect your Google Calendar to schedule & manage meetings seamlessly.
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Sales analytics
Gain insights into your pipeline & forecasting with a real-time, fully-customizable dashboard.
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Customizable email signatures
Add a professional signature to your emails (HTML-supported).
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Custom CRM automations (25,000 actions per month)
Create your own automations to keep all your sales CRM processes moving forward.
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Custom CRM integrations (25,000 actions per month)
Connect the tools you already use (such as PandDoc and Aircall) to enhance your sales CRM workflows.
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Create a dashboard that combines 10 boards
Dashboards are free, each Dashboard can combine data from 1, 5, 10 or 50 boards, depending yon your plan.
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Manage pre- to post-sales with enterprise-level features
Lead scoring
Automatically score your leads based on custom criteria.
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Team goals
Manage your team’s quotas & track attainment over time.
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Advanced analytics (dashboards up to 50 boards)
Gain insights into your team’s performance & activities, pipeline, revenue, expected collection, & more.
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Account management
Track the onboarding progress of your clients & manage renewals.
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Documents for sales
Create a library of all the documents you need to close deals, including legal, security and more.
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Enterprise-scale automations & integrations
Includes 250K automation & integration actions per month.
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Enterprise-grade security & governance
Get top-tier security features & user management controls.
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Multi-level permissions
Control who can access data & files at every level of your organization.
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HIPAA Compliance
Ensure compliance with the Health Insurance Portability & Accountability ACT (HIPAA).
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Complete features list

Over 100,000 organizations worldwide rely on

Frequently Asked Questions

  • If you would like to access beyond the 14-day trial, you can do so through purchasing a plan. If you are a student or a nonprofit, you may be qualified to access for free or at a discount by filling out the designated forms.
  • starts from $24 per month for 3 users and goes up from there based on your chosen plan and team size. If you are over 40 users, you can request a quote to get an exact price.
  • Yes, you can pay monthly for your account. Choose the monthly option on the pricing page and you will be able to pay on a per month basis. The monthly plan is not discounted so if you are looking to save, we recommend the yearly plan.
  • We understand that each organization is unique, requiring specific features to support its workflows and projects. Above you can see the features included in the different plans to support your needs. If you need help in choosing the right plan for you, check out this article or reach out to our sales team.
  • Our pricing is based on 2 variables: the feature plan you’d like to use, and the number of users on the platform. Once you’ve decided on the feature plan and users, choose your preferred subscription payment: month-to-month or annual. Payment is made in one upfront installment (so if you purchase a plan for one year, you will pay for one year upfront).
  • If you’ve paid for a yearly subscription in the last 30-days, and need to cancel your account, you are entitled to a prorated refund. We will automatically refund you the remaining balance from your original purchase. Simply cancel the account from the Admin section, and your account will be automatically refunded. If you have any questions, you can always reach out to
  • Yes, through choosing a yearly plan, you will receive an 18% discount.
  • Yes, our Student Program offers great opportunities and options for students and student organizations who would like to implement in their classes. University/college students, student organisations, fraternities, and sororities can all join the student programs.
  • is a proud supporter of organizations that do great things around the world. That’s why we offer discounted pricing for qualified nonprofit organisations. Click here to find out more about our nonprofit plan and pricing.
  • If you are an admin of your account, you can access your purchase history, invoices, payment details, plan type, and more. Learn how to manage your billing details here.
  • You can make changes to your plan at any time by changing your plan type and adding and removing users (Note that post the refund period, we offer no refunds for downgrades). To change your plan, simply go into the Admin section and click on the Billing option. From there, click on 'change plan', pick the desired plan, and enjoy!
  • The security of our customer’s data is our top priority. is built with strict security requirements and protocols to secure your data, such as ISO/IEC 27001 and ISO/IEC 27018, and is undergoing annual security audits and assessments. We use high physical, procedural, and technical security measures to preserve the integrity and security of your data, as well as adhering to the strictest data protection laws.
  • We accept the following payment methods: All the major credit cards (excluding debit cards) - Visa, Master Card, American Express, Discover, Diners Club, JCB, Carte Bleue, Union Pay. You can also purchase your subscription with PayPal. (Note this may be subject to change depending on your location.)
    We accept invoices for Enterprise orders that meet a minimum fee - Feel free to reach out to for more information.
  • Yes, the platform is available on both IOS and Android devices. You can download them on the Apple or Google Play Stores. Learn more here.

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