Everything BD, Marketing, and Sales need to create demand, focus follow-up, move deals forward, and close pipeline without stitching together 40+ standalone tools.
Unlike Salesforce and HubSpot, we do not turn every interaction into more admin. You control what is shared, and PipeLance keeps the next move attached to the deal.
Feature gating and deployment packaging are already represented in the application entitlement layer.
Core CRM functionality
12 capabilities
Pipeline collaboration + guidance
24 capabilities
Full platform access
33 capabilities
One subscription. 33 connected capabilities. Less stack fragmentation.
$3,350/user/month. Replaced by one flat-rate subscription.
Based on average per-seat pricing across the tools above.
Complete feature inventory across configurable deployment packages.
| Feature |
Base
12 capabilities
|
Plus
24 capabilities
|
Ultimate
33 capabilities
|
|---|---|---|---|
| CRM & Pipeline | |||
|
Contacts, Companies & Deals
Unlimited records, custom fields, full history
|
✓ | ✓ | ✓ |
|
Pipeline Management
Visual pipeline, drag-and-drop, custom stages
|
✓ | ✓ | ✓ |
|
Tasks & Reminders
Task management with due dates and assignments
|
✓ | ✓ | ✓ |
| Email & Sequences | |||
|
Email Sync
Gmail & Outlook two-way sync
|
✓ | ✓ | ✓ |
|
Email Sequences
Automated multi-step email campaigns
|
✓ | ✓ | ✓ |
|
AI Email Drafts
One-click contextual emails
|
✓ | ✓ | ✓ |
|
Email Tracking
Opens, clicks, and reply detection
|
✓ | ✓ | ✓ |
|
Email History Retention
How long email history is stored
|
30 days | 90 days | 365 days |
| Sales Plays & Automation | |||
|
Trigger-Based Plays
Auto-execute actions on health drops, inactivity, stage changes, or close date alerts
|
— | ✓ | ✓ |
|
Enrollment Rules
Automatically enroll contacts into sequences based on criteria
|
— | ✓ | ✓ |
|
Stage Automation
Move deals and update fields automatically when conditions are met
|
— | ✓ | ✓ |
|
Automation Logs
Full audit trail of every automated action taken
|
— | — | ✓ |
| Lead Enrichment | |||
|
Contact & Company Enrichment
Auto-enrich with firmographic data
|
25/user/mo | 50/user/mo | 150/user/mo |
|
Intent Signals
Buying signals and engagement scoring
|
✓ | ✓ | ✓ |
| Demand Generation | |||
|
One-Click Import
Import prospects to CRM instantly
|
✓ | ✓ | ✓ |
|
Lead Source Tracking
Full attribution on imported leads
|
✓ | ✓ | ✓ |
|
Basic ICP Scoring
Default template 0-100 scoring
|
✓ | ✓ | ✓ |
|
Discovery Badges
ICP indicators on contact cards
|
✓ | ✓ | ✓ |
|
Prospect Discovery
AI-powered search across data sources
|
— | ✓ | ✓ |
|
ICP Profile Builder
Define custom ICP criteria
|
— | ✓ | ✓ |
|
Tiered Classification
A/B/C/D prospect categorization
|
— | ✓ | ✓ |
|
Sequence Auto-Enrollment
6 trigger types for automation
|
— | ✓ | ✓ |
|
Priority Rules
Handle sequence conflicts
|
— | ✓ | ✓ |
|
ICP Conversion Reporting
Funnel analytics by ICP tier
|
— | ✓ | ✓ |
|
AI Field Extraction
Review AI-suggested field values
|
— | ✓ | ✓ |
|
Custom Extraction Fields
Define custom fields to extract
|
— | — | ✓ |
|
Auto-Apply Extractions
Apply field values without review
|
— | — | ✓ |
|
Signal-Based Stage Progression
Auto-move deals on signals
|
— | — | ✓ |
|
Auto-Execute Mode
Full pipeline automation
|
— | — | ✓ |
|
Automation Impact Metrics
Measure automation effectiveness
|
— | — | ✓ |
|
ICP-Weighted Pipeline
Advanced pipeline analytics by ICP
|
— | — | ✓ |
| Call Intelligence | |||
|
Call Import
Import Zoom/Teams/Meet calls with native transcripts
|
— | ✓ | ✓ |
|
AI Call Summaries
Auto-generated summaries and action items
|
— | ✓ | ✓ |
|
Talk Ratios & Analytics
Speaking time, questions asked
|
— | ✓ | ✓ |
|
Call Coaching Tools
Manager feedback and coaching notes
|
— | — | ✓ |
|
Call History Retention
How long call recordings are stored
|
— | 90 days | 365 days |
| Deal Rooms | |||
|
Create Deal Rooms
Branded client portals for each deal
|
3 active | 10 active | Unlimited |
|
Visitor Tracking
See who viewed your deal room
|
✓ | ✓ | ✓ |
|
Engagement Analytics
Document views, time spent, scroll depth
|
✓ | ✓ | ✓ |
|
Custom Branding
Your logo, colors, and domain
|
— | ✓ | ✓ |
|
Real-time Engagement Alerts
Notifications when clients view content
|
— | ✓ | ✓ |
| Proposals | |||
|
Proposals & Quotes
Create and send professional proposals
|
✓ | ✓ | ✓ |
|
Proposal Approval Workflows
Route proposal and discount decisions through governed manager review
|
✓ | ✓ | ✓ |
| Deal Intelligence | |||
|
Deal Health Scores
Formula-based deal health 0-100
|
✓ | ✓ | ✓ |
|
Risk Factors & Signals
Auto-detected risks and positive signals
|
✓ | ✓ | ✓ |
|
AI Deal Recommendations
Suggested next actions for each deal
|
— | ✓ | ✓ |
|
Conversation Summaries
AI summaries across emails and calls
|
— | ✓ | ✓ |
|
Win Predictions
AI-powered close probability
|
— | — | ✓ |
| Scheduling | |||
|
Calendar Sync
Google Calendar and Outlook sync
|
✓ | ✓ | ✓ |
|
Scheduling Pages
Calendly-style booking pages
|
— | ✓ | ✓ |
| SMS Messaging | |||
|
SMS Messaging
Send and receive text messages
|
— | — | 50/user/mo |
| Pipeline Assistant | |||
|
AI Email Drafts
Contextual email generation
|
✓ | ✓ | ✓ |
|
AI Meeting Prep
Deal briefs before meetings
|
✓ | ✓ | ✓ |
|
AI Image Extraction
Auto-extract text from images
|
— | ✓ | ✓ |
|
AI Image Search
Search across uploaded images by content
|
— | ✓ | ✓ |
|
AI Content Suggestions
Smart content recommendations
|
— | ✓ | ✓ |
|
⚡ Lightning Mode
GPT-4o-mini — streaming, sub-second responses for everyday CRM queries and quick actions
|
✓ | ✓ | ✓ |
|
🧠 Deep Mode
Claude Sonnet 4 — complex reasoning, agentic multi-step execution, cross-domain analysis
|
— | ✓ | ✓ |
|
Voice Input
Speak or type — voice commands available on mobile web and desktop
|
— | ✓ | ✓ |
| Support & Tickets | |||
|
Support Inbox
Unified inbox for customer communications
|
✓ | ✓ | ✓ |
|
Ticket Management
Create, assign, and track support tickets
|
✓ | ✓ | ✓ |
| Live Chat | |||
|
Embeddable Chat Widget
Add live chat to any website or app with one JS snippet
|
— | ✓ | ✓ |
|
AI-Powered Responses
AI handles common questions automatically, escalates to human when needed
|
— | ✓ | ✓ |
|
Agent Inbox
Unified inbox for all active conversations with assignment and presence
|
— | ✓ | ✓ |
|
CSAT Surveys
Post-chat satisfaction ratings collected automatically
|
— | ✓ | ✓ |
|
Conversation Routing
Route chats to the right agent by skills, availability, or round-robin
|
— | — | ✓ |
| Knowledge Base | |||
|
Internal Knowledge Base
Searchable articles for team procedures, playbooks, and training
|
✓ | ✓ | ✓ |
|
Customer-Facing Help Center
Public help articles with full-text search for customers
|
✓ | ✓ | ✓ |
|
Article Analytics
View counts, helpful votes, and search ranking per article
|
— | ✓ | ✓ |
|
Version History
Track all article changes and restore previous versions
|
— | ✓ | ✓ |
| Collaboration | |||
|
Notes
Rich text notes on any record
|
✓ | ✓ | ✓ |
|
Comments & @mentions
Team discussions on any record
|
✓ | ✓ | ✓ |
|
Activity Feed
Full history of all deal activity
|
✓ | ✓ | ✓ |
|
Real-time Presence
See who's viewing the same record
|
✓ | ✓ | ✓ |
|
Coaching Notes
Manager coaching notes with feedback
|
✓ | ✓ | ✓ |
|
Deal Team Assignments
Assign owners and collaborators to deals
|
Basic | Full | Full |
|
Notifications
In-app and email notifications
|
Basic | Full | Full |
| Content & Documents | |||
|
Content Library
Shared sales collateral and templates
|
✓ | ✓ | ✓ |
|
Image Paste & Upload
Add screenshots, photos anywhere
|
✓ | ✓ | ✓ |
|
Data Export
Export contacts, deals, and reports
|
✓ | ✓ | ✓ |
| Privacy & Control | |||
|
Private Workspace
Email stays private until you publish
|
✓ | ✓ | ✓ |
|
Private Notes on Deals
Personal notes only you can see
|
✓ | ✓ | ✓ |
|
Explicit Publish Control
Content doesn't move without action
|
✓ | ✓ | ✓ |
|
AI Privacy Boundaries
AI respects what's private vs published
|
✓ | ✓ | ✓ |
| Reporting & Analytics | |||
|
Basic Reports
Pipeline, activity, and performance reports
|
✓ | ✓ | ✓ |
|
AI-Weighted Forecasting
Commit, best-case, and pipeline views with AI-adjusted probability and weekly snapshots
|
— | ✓ | ✓ |
|
QBR Dashboard
Account health scores, at-risk accounts, expansion pipeline, and churn signals
|
— | ✓ | ✓ |
|
Rep Performance Insights
Activity metrics and tracking
|
— | — | ✓ |
|
Custom Dashboards
Build your own reports
|
— | — | ✓ |
|
Commission Tracking
Track and calculate sales commissions
|
— | — | ✓ |
| Revenue Operations | |||
|
Sales Leaderboard
Rep rankings, quota attainment, and performance benchmarks
|
— | ✓ | ✓ |
|
Quota Management
Set and track individual and team quotas with attainment reporting
|
— | ✓ | ✓ |
|
Customer Success Dashboard
ARR tracking, at-risk accounts, and expansion opportunity pipeline
|
— | — | ✓ |
|
Renewals Pipeline
Native renewal tracking with automated alerts and forecasting
|
— | — | ✓ |
|
Territory Management
Assign and manage geographic or vertical sales territories
|
— | — | ✓ |
|
Approval Workflows
Manager approval gates for discounts and non-standard terms
|
— | — | ✓ |
| Security & Admin | |||
|
Audit Log
Track who accessed what, when
|
— | ✓ | ✓ |
|
API Access
Integrate with your other tools
|
— | Read-only | Full |
|
Webhooks
Real-time event notifications
|
— | ✓ | ✓ |
|
SSO / SAML 2.0
Single sign-on with any SAML 2.0 identity provider
|
— | — | ✓ |
|
SCIM Provisioning
Automated user provisioning and deprovisioning via Okta, Azure AD, or any SCIM-compliant IdP
|
— | — | ✓ |
|
7-Level RBAC
Owner → Admin → Manager → Support → Rep → Member → External
|
3 roles | 5 roles | All 7 roles |
Enterprise-grade security controls. Not bolted on later—architected from day one.
One platform to create, build, and close pipeline.
No per-call, per-email, or per-feature guidance charges. Use it across daily pipeline work.
One platform instead of piecing together point solutions.
Collaboration features that make your whole sales team more effective.
Enter your current tools and team size. Our calculator shows the real cost comparison between your fragmented stack and PipeLance.
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