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CRM software / YOUR COMPARISON
52% evidence coverage
With AI excluded: 44–100/100
£32.00
user/month · VAT basis not stated
Growing B2B teams linking pipeline management to quotations, orders and finance.
Official pricing publishes GBP editions and UK customer examples.
The first number is earned from documented features. Unverified capabilities create the range. Product scores do not establish the quality, reliability or price of a particular plan.
| Capability & demo question | Workbooks52–100/100 documented fit |
|---|---|
Core workflowContacts linked to organisations7.0 points availableAsk in the demoCreate a person, link them to an organisation and show their shared activity history. | ✓ Supported Account and contact management is included. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowCustom sales pipelines7.0 points availableAsk in the demoCreate stages with probabilities and move a deal through them. | ✓ Supported Opportunity and pipeline management is included. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowTwo-way email history7.0 points availableAsk in the demoSend and receive an email and show both against the correct contact. | ✓ Supported Exchange integration synchronises email and related activity. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowOwned follow-up tasks7.0 points availableAsk in the demoAssign a dated follow-up to another seller and show their overdue queue. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points |
Core workflowPipeline and activity reporting7.0 points availableAsk in the demoFilter open pipeline by owner and expected closing month. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points |
Workflow depthDuplicate merge4.0 points availableAsk in the demoImport a duplicate and merge it without discarding useful history. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthRequired stage-specific fields4.0 points availableAsk in the demoPrevent a deal entering proposal stage until required information is entered. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthRule-based lead assignment4.0 points availableAsk in the demoRoute two enquiries to different owners based on territory or value. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthConditional follow-up automation4.0 points availableAsk in the demoStart a sequence and show what changes when the prospect replies. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthForecast and recurring revenue4.0 points availableAsk in the demoSeparate one-off and recurring revenue in a forecast. | ? Not verified Forecasting is documented; recurring-revenue model needs a demo. 0.0–4.0 / 4.0 pointsEvidence ↗ |
Workflow depthTracked quotations4.0 points availableAsk in the demoProduce a quotation from deal products and retain the sent version. | ✓ Supported CRM edition supports quotations. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthRecord visibility permissions4.0 points availableAsk in the demoShow what a salesperson can and cannot see in another team's accounts. | ✓ Supported Advanced Security adds configurable access and single sign-on. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthField change history4.0 points availableAsk in the demoFind who changed an opportunity amount and when. | ✓ Supported Audit Trail records who changed a value and when; extension charge applies. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthCustom related records4.0 points availableAsk in the demoLink a custom asset or contract record to a customer. | ✓ Supported Custom Records supports related business-specific records. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthAPI read and write4.0 points availableAsk in the demoCreate a record externally and retrieve the resulting identifier. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthUsable record export5.0 points availableAsk in the demoExport contacts and deals with stable identifiers and relationships. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points |
Workflow depthSales-to-delivery handover5.0 points availableAsk in the demoTurn a won deal into an owned delivery process without re-entering customer details. | ? Not verified Project and contract modules exist; won-deal conversion needs validation. 0.0–5.0 / 5.0 pointsEvidence ↗ |
AIContext-aware AI email drafts5.0 points availableAsk in the demoDraft a follow-up grounded in the actual contact or opportunity history. | ✓ Supported Email Agent uses opportunity and interaction context. 5.0 / 5.0 pointsEvidence ↗ |
AIAI meeting or record summaries5.0 points availableAsk in the demoSummarise a real interaction and identify the next action. | ✓ Supported Scribe captures meeting summaries and actions. 5.0 / 5.0 pointsEvidence ↗ |
AIAI prioritisation or research5.0 points availableAsk in the demoShow prospect research or a recommended next action and the information behind it. | ✓ Supported Research Agent and Sales Coach recommend focus and next steps. 5.0 / 5.0 pointsEvidence ↗ |
“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.