One CRM foundation with a practical growth path
Begin with the useful Free/Core edition, add Pro when sales operations and automation need more structure, and deploy Enterprise when branches, isolation and governed delivery become essential.
CRM Free / Core
Contacts, companies, basic deals and tasks, notes, follow-up, Customer 360, lists, tags and import/export.
CRM Pro
Automation, communications, calendar, scoring, segmentation, reporting, commercial operations and integrations.
CRM Enterprise
Workspaces, enforceable isolation, governance, audit logs, API keys, signed webhooks and scheduled reporting.
Edition comparison
| Capability | Free/Core | Pro | Enterprise |
|---|---|---|---|
| Contacts, companies, notes and activity | ✓ | ✓ | ✓ |
| Basic deals, tasks and follow-up queue | ✓ | ✓ | ✓ |
| Lists, tags and CSV import/export | ✓ | ✓ | ✓ |
| Visual workflow automation | — | ✓ | ✓ |
| Communications, calendar and daily agenda | — | ✓ | ✓ |
| Lead scoring, segmentation and assignment | — | ✓ | ✓ |
| Advanced reporting and forecasting | — | ✓ | ✓ |
| Quotes, renewals, contracts and customer success | — | ✓ | ✓ |
| Branches and enforceable workspace isolation | — | — | ✓ |
| Audit logs, API keys and signed webhooks | — | — | ✓ |
| Workspace scheduled reports and delivery logs | — | — | ✓ |
Useful enough to replace the first spreadsheet
CRM Free/Core provides the essential records and daily follow-up tools a small business needs without locking basic customer management behind a paid edition.
- Contacts, companies, deals and tasks
- Notes, activity and follow-up queue
- Customer 360, lists and tags
- CSV import/export and integration hooks
Add automation, intelligence and commercial depth
CRM Pro supports growing sales teams with visual workflows, communications, calendar operations, lead intelligence, reporting, quotes, renewals, contracts, targets and integration administration.
- Visual workflow and email builder
- Sales Desk, communications and calendar
- Advanced reports, forecasts and customer success
- Commercial, contract, territory and partner operations
Operate multiple branches and governed integrations
CRM Enterprise applies enforceable workspace membership and record isolation while adding delivery controls, signed events, audit evidence and scheduled workspace reporting.
- Branches and active workspaces
- Granular Enterprise roles and permissions
- Audit logs, API keys and connector controls
- Signed webhooks and scheduled report delivery
Deploy the edition that matches your operating reality
The three packages are designed as one coordinated stack. Install Core first, then Pro, then Enterprise where required.