Designed for teams who want to treat sales and retention like a discipline, with the visibility, automation, and control to grow on purpose, not by accident.
- Advanced workflows
- Custom objects or additional pipelines (e.g., partners, referrals, onboarding)
- Role‑based permissions and approval flows
- Advanced reporting (cohort, win‑loss, LTV, retention)
- SLA tracking and task‑level performance metrics
- Priority support with faster response times
- Optional onboarding/implementation package
- Optional success calls or strategy reviews
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