From first message to won deal

Yes. Contacts, companies, a deal pipeline, deal pages, today's priorities, the lead inbox, deal sharing and lead alerts are part of every plan, Free included. Automatic lead capture and round-robin start on Standard; extra pipelines, the forecast, sales goals, meetings, sequences, products, sales teams and the Sales AI tools on Professional; quotes and two-way CRM sync on Premium.

Yes. On every plan you rename, add, reorder and remove the stages of your pipeline, and the deal board flags deals that stall, pass their close date or have no next step. A second pipeline, stage win probabilities, the weighted forecast and monthly or quarterly goals for a rep, a team or the company — with attainment and pace on the forecast and the Sales home — come with Professional.

It writes, it never sends. On Professional the Eagle AI drafts one sequence email or a whole sequence — the timing, the emails and optional call tasks — from the ideal customer you describe and the names of your products. A generated sequence is saved as a draft: nothing goes out until a rep has reviewed it, activated it and enrolled contacts.

Not for leads, the pipeline, meetings or quotes. If your team lives in HubSpot, Pipedrive or Zoho, Premium keeps both in sync in both directions. Connecting moves nothing on its own: you preview what will change, then import.

Reps see their own and unassigned leads and deals by default, plus anything shared with them. A deal can be shared with a colleague, a team or the whole company, with view or edit rights, and admins choose per person which products they can use.

They see that a conversation happened and its status. The channel, the summary, the rating and a link to the conversation show only if they can open that support inbox themselves. Campaign opens, clicks and form sign-ups show only to people with Marketing access.

No. It never reaches out first. Buying-intent detection only suggests leads, the optional AI sales assistant in your chat widget — off until you switch it on — asks your qualifying questions and offers your booking page, and the follow-up email on a deal page is a draft the rep copies and sends. Everything Eagle AI finds is a suggestion a person accepts.

From each rep's own connected mailbox, so replies land where the rep works. Sequences send inside office hours with a daily limit per rep, and stop on a reply, a booked meeting or a closed deal. Every sequence email carries an opt-out link; using it records the unsubscribe and stops every sequence for that person.