Flexible Free Trial
Create up to 25 meeting plans
Align key stakeholders: Keep buyers, finance, legal, and IT on the same page.
Unlimited number of trial users
20 hours of call recording to try free
After your free trial ends, ongoing license options include:
Up to 5 total users
Create, read, edit plans
Unlimited meeting plans
One workspace per domain
Up to 20 total users
Basic CRM support
10 hours call recording hours/paid user/month*
One workspace per domain
No limit to # of users
Advanced CRM support
20 hours call recording hours/paid user/month*
5 workspaces per domain
No limit to # of users
Custom CRM support
Unlimited call recording
Unlimited workspaces per domain
Priority support
Up to 5 total users
Create, read, edit plans
Unlimited meeting plans
One workspace per domain
Up to 20 total users
Basic CRM support
10 hours call recording hours/paid user/month*
One workspace per domain
No limit to # of users
Advanced CRM support
20 hours call recording hours/paid user/month*
5 workspaces per domain
No limit to # of users
Custom CRM support
Unlimited call recording
Unlimited workspaces per domain
Priority support
Business and Enterprise licenses come with unlimited free collaborator seats for users to read and edit
Add your whole team and everyone can collaborate on meetings - You only pay for people that use the product to set recording or Admin Functions.
Selecting the right tier for your needs
Admins and Creators are paid user types who can create new meeting plans, schedule/start call recordings, and create new plan templates.
Admins also have access to Workspace configuration and settings. Collaborators are users who can read and edit existing meeting plans, and are free for Essentials, Business, and Enterprise licenses.
Creator roles are best for users who regularly host meetings, or are responsible for early stages of planning for meetings.
Collaborator roles are best for users in cross-functional roles that attend meetings, but aren't organizing or leading them, or functions that need to be aware of customer activity, such as product, operations, or engineering.
Up to 5 total
Up to 20 total
Up to 20 total
Unlimited
- One CRM
- Supports default CRM fields
- Multiple CRMs
- Supports custom CRM fields (on standard objects)
- Up to 3 customized CRM views
- Multiple CRMs
- Supports custom CRM objects
- Unlimited customized CRM views
20 hours - one time allocation
10 hours/month per paid user
(hours accrued expire at the end of the license term)
20 hours/month per paid user
(hours accrued expire at the end of the license term)
Unlimited call recording for each paid user
Support alias
Support alias
Priority support
Dedicated Slack channel &jump the line for email support
Available to purchase
Available to purchase
Included
Included
1
1
2
5
billed annually
Up to 5 total
Up to 20 total
Up to 20 total
Unlimited
- One CRM
- Supports default CRM fields
- Multiple CRMs
- Supports custom CRM fields (on standard objects)
- Up to 3 customized CRM views
- Multiple CRMs
- Supports custom CRM objects
- Unlimited customized CRM views
20 hours - one time allocation
10 hours/month per paid user
(hours accrued expire at the end of the license term)
20 hours/month per paid user
(hours accrued expire at the end of the license term)
Unlimited call recording for each paid user
Support alias
Support alias
Priority support
Dedicated Slack channel &jump the line for email support
Available to purchase
Available to purchase
Included
Included
1
1
2
5
.svg)
.svg)
%201.svg){kind=icon}
Hands-on Onboarding
Jump-start your customer meeting optimization and get set up for success with dedicated onboarding sessions, including:
Workspace configuration meeting with Admins
Onboarding and User Enablement Program including a dedicated user training session, account setup help, 4 sessions of open office hours
Template creation - we will configure up to 5 custom templates for you
Subject to change, last revised 1/12/2024