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
Visual workspace
Included Sweep users
3
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
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
Update Salesforce from Slack
Deal rooms
Rep productivity workflows
Custom Salesforce layouts
Curated Salesforce dashboards
AI agents
Optimization agents
Monitoring agents
Documentation agent
End user support agent
Add-On
Marketing attribution
Hubspot integration
Campaign enrollment automation
Add-On
Multi-touch attribution
Enterprise features
Single sign-on (SSO)
Custom permissions & roles
Custom deployment approval
Professional services

Optimize

$2.5K

Per month, billed annually

Everything in Analyze, plus:

Visual workspace - (Full access)

Automations hub

Data quality engine (included add-on)

10 Sweep users

See all features
Visual workspace
Included Sweep users
10
Salesforce visualization
Funnel editor
Templates & plugins
Collaboration
Review and approve changes
Version control
Documentation
Dependency analysis
Object relationship mapping
AI-generated descriptions
Field utilization
Change feed
Login history
Custom annotations & tagging
CPQ documentation
Add-On
Data quality engine
Deduplication
Advanced merge
Lead to account Matching
Leads and contact matching
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
Update Salesforce from Slack
Deal rooms
Rep productivity workflows
Custom Salesforce layouts
Curated Salesforce dashboards
AI agents
Optimization agents
Monitoring agents
Documentation agent
End user support agent
Add-On
Marketing attribution
Hubspot integration
Campaign enrollment automation
Add-On
Multi-touch attribution
Enterprise features
Review and approve changes
Single sign-on (SSO)
Custom permission roles
Custom deployment approval processes
Professional services

Control

$5K

Per month, billed annually

Everything in Optimize, plus:

Documentation agent

Optimization and Monitoring agents (up to 10)

End user support agent

Unlimited Sweep users

See all features
Visual workspace
Included Sweep users
Unlimited
Salesforce visualization
Funnel editor
Templates & plugins
Collaboration
Review and approve changes
Version control
Documentation
Dependency analysis
Object relationship mapping
AI-generated descriptions
Field utilization
Change feed
Login history
Custom annotations & tagging
CPQ documentation
Add-On
Data quality engine
Deduplication
Advanced merge
Lead to account matching
Leads and contact matching
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
Update Salesforce from Slack
Deal rooms
Rep productivity workflows
Custom Salesforce layouts
Curated Salesforce dashboards
AI agents
Optimization agents
Up to 10
Monitoring agents
Documentation agent
End user support agent
Marketing attribution
Hubspot integration
Campaign enrollment automation
Add-On
Multi-touch attribution
Enterprise Features
Review and approve changes
Single sign-on (SSO)
Custom permission roles
Custom deployment approval processes
Professional services

Enterprise

1,000+ Salesforce licenses

Let's talk

Everything in Control, plus:

Optimization agents - unlimited

GTM hub

Enterprise features

See all features
Visual workspace
Included Sweep users
Unlimited
Salesforce visualization
Funnel editor
Templates & plugins
Collaboration
Review and approve changes
Version control
Documentation
Dependency analysis
Object relationship mapping
AI generated descriptions
Field utilization
Change feed
Login history
Custom annotations & tagging
CPQ documentation
Add-On
Data quality engine
Deduplication
Advanced merge
Lead to account matching
Leads and contact matching
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
Update Salesforce from Slack
Deal rooms
Rep productivity workflows
Custom Salesforce layouts
Curated Salesforce dashboards
AI agents
Optimization agents
Monitoring agents
Documentation agent
End user support agent
Marketing attribution
Hubspot integration
Campaign enrollment automation
Multi-touch attribution
Enterprise features
Review and approve changes
Single sign-on (SSO)
Custom permission roles
Custom deployment approval processes
Professional services

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

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
Optimize
Control
Enterprise
Visual workspace
Included Sweep users
3
10
Unlimited
Unlimited
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
Optimization agents
Up to 10
Monitoring agents
Documentation agent
End 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