Apex
$ 0  / mo
30 users License
Secure Storage

  • ✓ North America Servers

  • ✓ Secure & scalable storage

  • ✓ Help Desk Contact

  • ✓ Real-time Data Dashboard

  • ✓ Mobile access anywhere

  • ✓ Unlimited Custom Fields

  • ✓ API Access

  • ✓ Fast navigation and instant search

  • ✓ Role-based access and audit history

  • ✓ Guided setup with templates and imports

  • ✓ Real-time dashboards and scheduled reports

  • ✓ Expandable storage as your business grows

  • ✓ Auto-updated dashboards and email summaries

  • ✓ Import / Export capabilities

Note: The Apex plan is free and comes with storage suitable for most small teams. As your usage grows, you can unlock more storage, advanced features, and bespoke solutions from $10/month.

Enterprise
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Bespoke Solution
Unlimited Users

  • ✓ Global Servers

  • ✓ Unlimited Storage

  • ✓ Unlimited Users

  • ✓ Help Desk Support

  • ✓ Custom API Solution

  • ✓ Bespoke navigation

  • ✓ Bespoke dashboards and email summaries

  • ✓ Deal, activity, and revenue filters

  • ✓ Branded reports

  • ✓ Full library of pre-built reports

  • ✓ Drill into KPIs and conversion trends

  • ✓ Forecast revenue and pipeline health

  • ✓ Dashboards load fast, even at scale

  • ✓ Real-time insights with live updates

  • ✓ One-click export to CSV/PDF or BI tools

  • ✓ Data validation and deduplication

  • ✓ Segment contacts and tailor campaigns

  • ✓ Track every call, email, and meeting

  • ✓ Share notes and assign follow-ups

  • ✓ Auto reminders, thank-yous, and offers