Pricing Plans
See how our pricing can help you bring costs down and generate better business
Professional
Outsmart the competition with advanced lead routing and intelligent account matching. Easily configure, track, and report on every lead to close deals faster.
What's included
- 2-Way Lead to Account Matching
- Lead Routing
- Email/Portal based support
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Data Dedupe:Add On
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ScheduleNow for Web Forms:Add On
-
ScheduleNow for HandOff:Add On
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On the Spot Transfer:Not Available
Professional Plus
Revolutionize your sales process with effortless lead routing, automated data cleaning, and streamlined, real-time SDR-to-AE handoffs.
Route and schedule meetings directly from your website.
What's included
- 2-Way Lead to Account Matching
- Lead, Contact, Account, and Opportunity Routing
- Lead and Contact Processing
- Lead and Contact Data Dedupe
- ScheduleNow for Web Forms
- ScheduleNow for HandOff
- Dedicated support
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Data Dedupe:Included
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ScheduleNow for Web Forms:Included
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ScheduleNow for HandOff:Included
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On the Spot Transfer:Add On
*Prices are for planning purposes only. The actual cost may vary
based on the signed contract.
Complete Features Details
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Round Robin Sales Team | |||||
| Weighted Round Robin Sales Team | |||||
| Sales Team Queue Management | |||||
| Account Executive to SDR Mapping | |||||
| Sales persons and Account Mapping | |||||
| Sales persons and custom Group Mapping |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Assign Leads to Matched Account Owner, Owner’s Manager | See Contact | ||||
| Assign Leads to Matched Opportunity Owner | See Contact | ||||
| Assign Leads based on Parent or Ultimate Parent Account Lookup | See Contact | ||||
| Assign Leads based on sales persons ID or Email Lookup on Lead Record | See Contact | ||||
| Assign Leads to Round Robin Sales Team | See Contact | ||||
| Assign Leads to Weighted Sales Team | See Contact | ||||
| Assign Leads to Queue in CRM | See Contact | ||||
| Assign Leads based on Last Activity | See Contact | ||||
| Assign Leads to a Named sales persons | See Contact | ||||
| Assign Leads based on Virtual Account List | See Contact | ||||
| Sticky Assignment | See Contact | ||||
| Assign Leads to SDR mapped against Account Executive | See Contact | ||||
| Auto Convert and Merge Leads during Assignment | See Contact | ||||
| Trigger Salesforce Process Builder during Lead Assignment | See Contact | ||||
| Create Tasks upon Lead Assignment | See Contact | ||||
| Cap Number of Leads Assignment to sales persons | See Contact | ||||
| Level or Equalize Lead with-in a Sales Team | See Contact | ||||
| Lead Re-Routing and Escalations (aka SLA Monitoring) | See Contact | ||||
| Assign Leads based on Account’s related object | See Contact | ||||
| Assign Leads based on Custom Account Group | See Contact | ||||
| Assign Leads based on Lookup Object | See Contact | ||||
| Assign Leads based on Master Record | See Contact | ||||
| Data Value Update | See Contact | ||||
| Lead Processing Without Routing | See Contact | ||||
| Inactive Lead Owner Management | See Contact | ||||
| Call 3rd Party API | See Contact | ||||
| Random Split | See Contact | ||||
| Create Sub Router | See Contact |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Assign Contacts to Account Owner | |||||
| Assign Contacts to Opportunity Owner | |||||
| Assign Contacts based on Lookup on the Parent Account Record | |||||
| Assign Contacts based on ID or Email Lookup on Contact Record | |||||
| Assign Contact to Round Robin Sales Team | |||||
| Assign Contact to Weighted Sales Team | |||||
| Assign Contact to a Named sales persons | |||||
| Sticky Assignment | |||||
| Assign Contacts to SDR mapped to an Account Executive | |||||
| Assign Contact based on Last Activity | |||||
| Trigger Salesforce Process Builder during Contact Assignment | |||||
| Create Tasks upon Contact Assignment | |||||
| Assign contacts based on Custom Account Group | |||||
| Data Value Update | |||||
| Contact Processing Without Routing | |||||
| Inactive Contact Owner Management | |||||
| Call 3rd Party API | |||||
| Random Split | |||||
| Assign based on Master Record |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Assign Account based on Virtual Account List | |||||
| Assign Account to Round Robin Sales team | |||||
| Assign Account to Weighted Sales Team | |||||
| Assign Account based on Last Activity | |||||
| Random Split | |||||
| Data Value Update | |||||
| Call 3rd Party API | |||||
| Trigger Salesforce Process Builder workflow during Account Assignment |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Assign Opportunity to Round Robin team | |||||
| Assign Opportunity to Weighted Sales Team | |||||
| Assign Opportunity based on Last Activity | |||||
| Random Split | |||||
| Data Value Update | |||||
| Call 3rd Party API | |||||
| Trigger Salesforce Process Builder workflow during Opportunity Assignment |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Dedupe Leads | Add On | ||||
| Dedupe Contacts | Add On | ||||
| Duplicate Flagging | Add On | ||||
| Merge Leads against Matching Contacts | Add On | ||||
| Convert Leads into Contact | Add On | ||||
| Convert Leads into Contacts + Accounts | Add On | ||||
| Copy Account Data to Lead | Add On |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Online Form Submission | Add On | ||||
| Realtime Routing | Add On | ||||
| Calendar Booking | Add On | ||||
| Custom Thank You Page | Add On | ||||
| Common Calendar | Add On | ||||
| Event Template | Add On | ||||
| Automatic Reminders | Add On | ||||
| Configurable Booking Window | Add On | ||||
| Fallback Assignee | Add On |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Realtime Routing | Add On | ||||
| Preferred Time Selection | Add On | ||||
| Assignment Rollback | Add On | ||||
| Assign to Managers | Add On | ||||
| Multiple Events Options | Add On | ||||
| Automatic Reminders | Add On |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| On the Spot Transfer | Add On | ||||
| Calendar based Assignment | Add On | ||||
| Salesforce Availability based Assignment | Add On | ||||
| Direct Assignment | Add On | ||||
| Live Claim | Add On | ||||
| Broadcast | Add On | ||||
| Automatic Reassignment | Add On | ||||
| Slack, Microsoft Teams and Email Notification | Add On | ||||
| Request Assignment Credit | Add On | ||||
| Realtime Feedback | Add On | ||||
| Conditional Start | Add On |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| Flexible Matching Rules | |||||
| Custom Matching Rules | Add On | Add On | |||
| Must Match Fields | |||||
| Cut Off Scores | |||||
| Tie Breakers | |||||
| Boosting |
| Features | Professional | Professional Plus | Salesforce | Microsoft Dynamics 365 | HubSpot |
|---|---|---|---|---|---|
| LeadAngel API | |||||
| Single Sign On (SSO) | |||||
| CRM Integration | |||||
| Slack | |||||
| Microsoft Teams | |||||
| Twillio | |||||
| Online meeting | |||||
| Marketo | Add On | Add On | Add On | Add On | Add On |