| Platform |
|---|
| Named seats | 1 to 50 | 1 to 50 | 1 to 50 | 1 to 50 | Contractual |
|---|
| Volume discount | 0–10% | 0–10% | 0–10% | 0–10% | Negotiated volume |
|---|
| Named users | — | Occupy a seat | Occupy a seat | Occupy a seat | Contractual |
|---|
| Read-only permission | — | No editing, export, or execution | No editing, export, or execution | No editing, export, or execution | As contracted |
|---|
| Revenue teams | — | 1 | Up to 3 | Multi-team | Multi-entity |
|---|
| Stored contacts and deals | — | No per-record charge | No per-record charge | No per-record charge | Contractual scale policy |
|---|
| CRM and commercial memory | Essential | Complete | Complete | Complete | Complete |
|---|
| CRM records | Up to 50k | Up to 250k | Up to 1 million | Up to 1 million | Contractual |
|---|
| Commercial pipelines | 10 | 25 | No commercial cap | No commercial cap | Contractual |
|---|
| Custom fields | Essential | 25 | 50 | 200 | Contractual |
|---|
| Technical capacity |
|---|
| Personal mailboxes per seat | 1 | 1 | 2 | 3 | Contractual |
|---|
| Storage per seat | 25 GB | 50 GB | 100 GB | 200 GB | Contractual |
|---|
| Webhook destinations | 5 | 20 | 100 | No commercial cap | Contractual |
|---|
| Active workflows | 10 | 50 | No commercial cap | No commercial cap | Contractual |
|---|
| Active sequences | 5 | 25 | No commercial cap | No commercial cap | Contractual |
|---|
| Dashboards | 10 | 30 | 100 | No commercial cap | Contractual |
|---|
| Conversations |
|---|
| Conversations | — | Essential | Advanced | Multi-team | Contractual |
|---|
| Shared omnichannel connections | Up to 3 | Up to 10 | Up to 20 | Up to 50 | Contractual |
|---|
| LinkedIn Inbox · personal account | $59 per organization/month · includes 3 accounts | $59 per organization/month · includes 3 accounts | $59 per organization/month · includes 3 accounts | 3 accounts included · additional accounts $19/month | Contractual |
|---|
| WhatsApp and provider fees | — | Official fees passed through | Official fees passed through | Official fees passed through | Official fees passed through |
|---|
| Ownership, handoff, and SLA | — | Base | Advanced | Governed | Contractual |
|---|
| Meetings |
|---|
| Meetings Intelligence | Optional module | Optional module | Optional module | Optional module | Contractual |
|---|
| Transcription, summary, Debriefer, and meeting Briefer | Included in module | Included in module | Included in module | Included in module | Contractual |
|---|
| Audio and video processing | Uses shared Credits | Uses shared Credits | Uses shared Credits | Uses shared Credits | Contractual |
|---|
| Manual meeting uploads | 5/recorder seat/month | 10/recorder seat/month | 20/recorder seat/month | 50/recorder seat/month | Contracted capacity |
|---|
| Note regenerations | New analysis uses Credits with a preview | New analysis uses Credits with a preview | New analysis uses Credits with a preview | New analysis uses Credits with a preview | Contractual policy |
|---|
| Revenue Intelligence |
|---|
| Stellan | Basic | Essential | Advanced | Cross-team | Custom |
|---|
| Pipeline signals | Assisted, without continuous monitoring | Essential | Predefined | Custom | Contractual |
|---|
| Scoring and prioritization | — | As commercially cataloged | As commercially cataloged | Governed by scope | Customized by contract |
|---|
| Deal Monitor / Deal Health | — | Manual view | Standard monitoring | Custom rules | Contractual |
|---|
| Forecast | — | Basic pipeline | Operational forecast | Predictive and what-if | Contractual |
|---|
| Agents |
|---|
| Agent catalog | Manual assistance | Foundation and assistance | Intelligence and action | Governance and scale | Contractual |
|---|
| Specialized assistants | Stellan, Debriefer, and manual Briefer | As contracted in catalog | As contracted in catalog | Governed by scope | Customized by contract |
|---|
| Approved actions | Manual execution with confirmation | Approved tools | Approved tools and actions | Policies and budgets | Contractual policies |
|---|
| Shared Credits | 1,500 per active seat/month | 2,500 per active seat/month | 5,000 per active seat/month | 7,500 per active seat/month | Contractual |
|---|
| Credit packs | 1k, 2.5k, 5k, 10k, 20k, 50k, and 100k | 1k, 2.5k, 5k, 10k, 20k, 50k, and 100k | 1k, 2.5k, 5k, 10k, 20k, 50k, and 100k | 1k, 2.5k, 5k, 10k, 20k, 50k, and 100k | Contractual |
|---|
| Prospecting |
|---|
| Search, filters, and list building | Included | Included | Included | Included | As contracted |
|---|
| Verified data and AI research | Uses Credits | Uses Credits | Uses Credits | Uses Credits | Contracted budget |
|---|
| Sequences and cadences | Not included | Essential | Advanced | At scale | Contracted capacity |
|---|
| AI SDR | Organization add-on | Organization add-on | Organization add-on | Organization add-on | Contractual |
|---|
| Automation |
|---|
| Automations | Not included | Essential | Advanced | Multi-team and governed | Contracted capacity |
|---|
| Analytics and Marketing |
|---|
| Analytics | Basic | Operational | Advanced | Executive | Custom |
|---|
| Integrations, API, and MCP |
|---|
| API | Not included | Limited read access | Read and actions | Scale and audit | SLAs and rate limits |
|---|
| MCP | Not included | Approved tools | Approved tools and actions | Budgets and governance | SLA and capacity |
|---|
| Standard integrations | Email, calendar, and meetings | Included for the outcome | Standard catalog | Catalog and governance | Catalog and customization |
|---|
| Governance |
|---|
| Security and administration | — | Base RBAC | Permissions and audit | SSO and governance | SCIM, residency, and special requirements |
|---|
| Support | — | Standard | Priority | Dedicated success | Contracted SLA |
|---|