Business is for larger teams or companies that need more than core CRM, accounting, and reporting.Included Business extrasHigher staff, contact, and storage limits.Custom domain setup eligibility.Strategic ac...

Account Planning helps Business users manage important customer relationships in more depth.What to captureCustomer objectives and current priorities.Known risks, blockers, and decision makers.Upcoming opport...

Automation Manager helps Business users reduce repeated task-management work.Trigger examplesTask created.Task status changed.Priority changed.Start date or due date changed.Start date or du...

Professional and Business include reporting and internal knowledge tools for teams that need more structure.ReportingReview reports across customers, leads, expenses, contracts, projects, tasks, tickets, conversions, and payme...