Find the plan that works for you

Analyze

$1.5K

Per month, billed annually

Analyze includes:

Visual workspace (Read-only access)

Documentation hub

3 Sweep users

See all features

Control

$2.5K

Per month, billed annually

Everything in Analyze,
plus:

Visual workspace - (Full access)

Automations hub

Data quality engine (included add-on)

5 Sweep users

See all features

Agentic

$5K

Per month, billed annually

Everything in Control,
plus:

Documentation Agent

Process and Monitoring Agents (up to 10)

User Support Agent (up to 500 users)

10 Sweep users

See all features

Enterprise

1,000+ Salesforce licenses

Let's talk

Everything in Agentic,
plus:

Process Agents - unlimited

Enterprise features

See all features

Add ons

Data quality engine

$10 per SF license / month

Custom duplicate identification and merging logic, lead to account matching, and URL verification

GTM hub

$25 per end user / month

Automated routing, Slack alerts, deal rooms, and the ability to update Salesforce from Slack

User Support Agent

$5 per end user / month

An AI agent to answer your end users' questions in Salesforce with built-in escalation management and ticketing system integration

Marketing attribution center

$6K per year

Hubspot >< Salesforce marketing attribution center: manage campaigns, enrollment statuses, and enrollment rules from a single platform

CPQ documentation

$6K per year

Expansion of our AI-generated documentation and AI assistant for CPQ elements

Sweep users package

$6K per year

5 additional users in Sweep

Analyze
Control
Agentic
Enterprise
Visual workspace
Included Sweep users
3
5
10
10
Salesforce visualization
View Only
Funnel editor
View Only
Templates & plugins
View Only
Collaboration
Review and approve changes
Version control
Documentation
Dependency analysis
Object relationship mapping
AI-generated descriptions
Field utilization
Change Feed
Custom annotations & tagging
Documentation export
CPQ documentation
Add-On
Add-On
Add-On
Add-On
Data quality engine
Deduplication
Advanced merge
Lead to account matching
Leads and contact matching
Add-On
Advanced matching
URL verification
Automations
Rollup builder
Automation builder
Batch jobs
Trigger external webhooks
GTM hub
Automated routing (Any object)
Round-robin assignments
Capping management
Territory management
Real-time and batch routing
Slack notifications
Add-On
Add-On
Add-On
Update Salesforce from Slack
Deal rooms
Rep productivity workflows
Custom Salesforce layouts
Curated Salesforce dashboards
AI agents
Process Agents
Up to 10
Monitoring Agents
Documentation Agent
User Support Agent
Add-On
Add-On
Marketing attribution
HubSpot integration
Campaign enrollment automation
Add-On
Add-On
Add-On
Multi-touch attribution
Enterprise features
Single sign-on (SSO)
Custom permissions & roles
Custom deployment approval
Professional services