| Price from | — | $15/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | Yes |
| Web | — | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | — |
| Android | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 4 |
| Spec score · CRM Software | 8.4 (#65) | 9.4 (#5) |
| AI features | Yes | Yes |
| Customization | The product includes customization and workflow tools for managing processes and data. | Entity Manager lets administrators create custom entities, fields and relationships through the interface without coding. |
| Free trial | Yes | Yes |
| Headquarters | Alpharetta, Georgia, United States | Austin, Texas, USA |
| Marketing | Marketing tools support multi-phase campaigns, website visitor tracking and opportunity generation. | Web-to-lead, campaigns and target lists support lead capture and marketing outreach. |
| Marketing automation | Marketing capabilities include managing multi-phase campaigns, tracking website visitors and generating opportunities. | Yes |
| Open source | No | Yes |
| Reporting | Reporting and dashboards provide visibility into sales pipeline, marketing performance and service activity. | Reports support list, grid and joint-grid formats, charts, role access, exports, scheduled email delivery and dashboard display. |
| Security controls | Administrators can manage user and group permissions, data access, login lockouts and system auditing. | The vendor states that cloud services use one-way password hashing, TLS 1.2 or 1.3, role-based access, OpenID Connect, LDAP and MFA where feasible. |
