Plans & Pricing
Find the plan that’s best for you!
Feature Comparison
Included in your plan
Extended
$1,500/mo
Gold
$3,000/mo
Platinum
$6,000/mo
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Custom Field Creation | |||
List View Creation | |||
Basic Dashboard and Report Creation | |||
User Management | |||
Einstein Activity Capture | |||
Out of the Box Cadence Creation | |||
Queue and Assignment Rules | |||
Duplicate / Matching Rules | |||
Customize Lightning Page Layouts | |||
Record Type Management | |||
Custom Path / Settings Management | |||
Advanced Dashboard and Report Creation | |||
Custom User Profiles and Permission Sets | |||
Advanced Cadence Creation | |||
Customize Lightning Homepages | |||
Basic Campaign Management | |||
Advanced Campaign Management | |||
Monthly Admin Coaching Sessions | 0 | 0 | 2 |
Meeting Time* | 30 min/mo | 60 min/mo | 90 min/wk |
SLA |
48 Hours | 48 Hours | 24 Hours | |
What’s Included |
Automation Services | |||
0 | 2 | 4 |
Scheduled Meetings | |||
Data Migration Services | |||
Add-On Services | Add-On Services | Initial Data upload of 30 total fields across Leads, Opportunities, Accounts and Transactions |
Integrations Services | |||
Support Request Process | |||
Support Request Process | |||
Development Services | |||
Add-On Services | Add-On Services | Add-On Services |
Coaching Services | |||
Add-On Services | Add-On Services | Add-On Services |
Client Admin Training Services | |||
Frequently asked questions
* Subject to client needs. We aim to keep client meetings at 30 min or less per week.