CRM & Forms:

Customer & Account Management. Forms Builder (Basic).

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Billing & CPQ:

Product Catalog & Pricing. Basic Quoting (Templates).

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Core Platform:

SSO (SAML) & User Provisioning. Basic Calendar Integration.

Everything in Growth, PLUS: Advanced CRM (Accounts, Contacts, Opps). Sourcing & Lead Management.

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Recurring Billing & Invoicing. Full CPQ (Custom Pricing Logic). Revenue Recognition (RevRec).

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Google/MSFT Sync (Calendar & Email). Customer Portal (Limited Access). Automation & AI Assist.

Everything in Professional, PLUS: Multi-Entity Support. Custom Security Roles (RBAC).

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Multiple Currencies & Legal Entities. Advanced RevRec Compliance.

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Dedicated Success Manager. Advanced Data Sync (Airbyte, ETL).