| Price from | $15/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 4 | 4 |
| Spec score · CRM Software | 9.4 (#5) | 7.5 (#180) |
| AI features | Yes | Yes |
| Customization | Entity Manager lets administrators create custom entities, fields and relationships through the interface without coding. | Gridlex lists custom models, apps, fields, forms, page layouts, user experience, reports, permissions, and widgets. |
| Free trial | Yes | Yes |
| Headquarters | Austin, Texas, USA | Orlando, Florida, United States |
| Integrations | Official integrations cover Google, Outlook, Zoom, Stripe, Mailchimp, maps and supported VoIP providers; Zapier and Make can also connect it to other services. | Named standard integrations include QuickBooks, Xero, Sage, Cin7, HubSpot, and Salesforce. |
| Marketing automation | Yes | Yes |
| Visual sales pipeline | Yes | Yes |