Premium, self-serve, no sales call.
Pay per active seat. 14-day free trial on every plan. Save 20% paid annually. No setup fees, no implementation contracts, no long-term commitments.
Pro
The whole CRM, with calling, SMS, and a taste of Victor.
- Companies, contacts & leads (multiple email addresses per contact)
- Configurable pipelines & stages
- Activities, tasks & calendar
- Mobile app + GPS quick-log
- Email & calendar sync (Microsoft & Google)
- Built-in phone system — softphone, recording, transcription, transfers, voicemail, IVR
- Power-dial call cadence — queue + auto-pop + dispositions
- Two-way SMS messaging
- Meeting scheduler — Calendly-style public booking pages
- Embeddable web forms for lead capture
- Sequences with templates, snippets, A/B subject variants, bulk enroll
- Per-send open & click tracking + scheduled send on 1-off emails
- Email threads grouped on Company / Contact detail
- [[record links]] and @mentions inside notes
- Gmail-style WYSIWYG signature editor (no HTML required)
- Saved views / smart lists across every record type
- Bulk edit — mass set-field, reassign, delete
- Global cross-record search + recently-viewed strip
- Keyboard chord shortcuts (g d, g c, g o) + ? cheat-sheet
- Files attached to records with version history
- Customer-facing knowledge base at /kb/your-workspace
- Chrome extension for Gmail + LinkedIn
- Integrations marketplace + REST API
- In-app notifications feed
- Victor chat — taste the coach
- AI: 100 personalized email drafts · 25 lead scores · 5 conversation-intel call hours / user / month
Team
Victor becomes the coach — methodology, conversation intel, AI on every touch.
- Everything in Pro, plus:
- Victor — AI deal coaching — prioritized next-best-moves per deal
- Sales-methodology guidance (MEDDIC, SPIN, Challenger, Gap Selling, Solution Selling, or Cortova hybrid)
- Manager coaching-alerts widget on the dashboard
- AI conversation intelligence on every call — summary, talk-time, objections, next steps
- Predictive lead scoring with one-line reason on every lead
- AI data enrichment — domain → company info, with preview before apply
- AI personalizes the body of every email per recipient
- AI reply classifier + drafted responses
- Send-time optimization (learns each contact's best hour)
- AI suggest-next-step, spam linter, persona-aware drafts
- Forecasting UI — commit / best case / pipeline categories with org rollup
- Forecast lock + week-over-week diff (pulled in / pushed out / slipped)
- Side-by-side rep comparison report
- Fiscal-year configuration + loss-reason / competitor tracking
- Deal team — multiple owners per opportunity with split percentages
- Contact deduplication tool
- CPQ — multi-line quotes, product bundles, volume-tier discount rules
- Multi-pick bundles + sync from / regenerate quote from Opportunity products
- Native e-signature for quotes & contracts
- Workflow automation — multi-step rules with task/email/webhook actions
- If/else branches + wait-until-condition steps + per-rule completion funnel
- Drag-and-drop visual workflow canvas + list view
- Dry-run + test-fire + per-fire run inspector
- Multi-step approval chains — discount/quote escalation with manager routing
- Web Push notifications
- Goals, leaderboard, reports & dashboards
- AI: 1,000 personalized email drafts · 250 enrichments · unlimited lead scoring · unlimited conversation-intel hours / user / month
Scale
Victor runs the motion — autonomous outreach, governance, the full developer platform.
- Everything in Team, plus:
- Account-based orchestration — multi-role plays per company
- Signal-driven enrollment — auto-fire cadences from CRM events
- AI BDR autonomous send — Victor replies with your final say
- AI Conditions inside workflows — plain-English gates Victor evaluates
- AI run summaries, rule optimizer, automation-opportunity discovery
- Conversational rule builder + workflow simulator + time-travel preview
- Bulk-approve from inbox + delegate-while-out coverage
- Territory management — auto-assign new leads by state, postal prefix, or industry
- Field-level read/write permissions per role
- Tamper-evident audit log on every record (SQL-trigger captured)
- Filtered audit CSV export — role + date range + entity scope
- GDPR — consent log, DSAR JSON export, one-click subject erasure
- Mailbox warmup + send budgets — deliverability infrastructure
- Auto-coaching: Victor reviews finished cadences and proposes rewrites
- Cross-tenant anonymized benchmarks
- Custom objects & fields
- Developer API with scoped keys, per-key usage + rate limits + idempotency
- Cursor pagination on every list endpoint
- Official SDKs for Node/TypeScript, Python, and PHP
- Signed webhooks (v2 HMAC) over 20+ event types — inspector, replay, test-send
- OpenAPI 3.1 + Scalar docs + Postman + llms.txt for AI tooling
- AI integration assistant + receiver scaffolder + scope recommender + troubleshooter
- Founder-led priority support
- AI: 5,000 personalized email drafts · 1,000 enrichments · 1,000 AI BDR autonomous sends · unlimited everything else / user / month
Enterprise
For orgs that need SSO, custom compliance posture, and an SLA.
- Everything in Scale, plus:
- SSO via Microsoft Entra ID (Roadmap)
- SAML 2.0 for non-Microsoft IdPs (Roadmap)
- Indefinite audit-log retention
- Custom compliance posture (HIPAA / FINRA flags)
- 99.95% uptime SLA
- Sandbox environment (Roadmap)
- Custom AI usage caps tuned to your motion
- Direct line to the founder
Prices in USD, billed per active user. AI usage caps are soft — a 20% grace window is allowed before any upgrade prompt.
Questions, answered
Is there really a free trial — no credit card?
Right. 14 days on any plan, with your own data. No card on file. We'll email when the trial is close to ending; you choose whether to subscribe.
Can I change plans later?
Anytime. Upgrade or downgrade from the Billing page and we prorate the difference. Cancel any time from the same page.
What happens when I hit an AI usage cap?
You get a 20% grace window above the listed cap — the feature keeps working, you see a soft notice, and the upgrade prompt only appears at the end of the grace. We don't break flow on the 101st draft when your plan is 100.
Which methodologies are supported?
MEDDIC, SPIN, Gap Selling, Solution Selling, Challenger, and the Cortova hybrid — or define your own criteria. Victor coaches against whichever one you pick.
Do you support field sales teams?
Activity mapping, optimized route planning, GPS check-ins, and an installable mobile app are core — not add-ons. Built for the rep in the car between meetings.
How is this different from Salesforce / HubSpot / Pipedrive?
Those tools count what reps did. Cortova coaches them on what to do next — methodology criteria scored on every deal, AI-drafted next moves in the flow of work, and forecasts that reflect quality, not just activity.
"AI BDR autonomous send" — does Victor actually send emails on its own?
Only when you turn it on, only on sequences you've enabled, only when its confidence on the reply intent is above the threshold you set, and only after a delay you choose — during which the rep can cancel any pending send from one screen. Everything else lands as a drafted task in the rep's queue. You stay in the driver's seat.
What's the difference between Pro, Team, and Scale sequences?
Pro sends and tracks. Team adds the AI authoring assist — personalizes each email, classifies each reply, drafts the response, optimizes send time per recipient. Scale adds the strategic moats — account-based orchestration, signal-driven auto-enrollment, autonomous reply send, mailbox warmup, and Victor's auto-coaching after a cadence completes.
What's in Enterprise?
Everything in Scale, plus SSO (Entra ID and SAML 2.0 — both on the roadmap), indefinite audit-log retention, custom compliance posture (HIPAA / FINRA), 99.95% uptime SLA, sandbox environment (roadmap), and custom AI usage caps tuned to your motion. Minimum 25 seats, annual contract. Talk to us.
Do I own my data?
Always. Export everything to CSV anytime. We don't sell or train models on your data.
What happens to my data if I cancel?
Your workspace stays read-only for 30 days so you can export. After that we delete it. No surprise lock-ins.