Pro Suite

Bigger goals come with more moving parts. Pro Suite keeps them all in motion — with advanced automation, deeper customization, and the integrations to match — so your small business can keep executing at the level your ambition demands.

See what Pro Suite can do

Handle more — without the overhead

A woman showing two other people something on a monitor

Fast setup, deeper capability

Pro Suite gets you up and running quickly — with the advanced tools, automation, and customization there when you need them.

A woman pointing to a man on a ladder

Every customer interaction, in full context

Connect sales, service, marketing, commerce, and Slack into one complete customer view — plus over 150 built-in connectors for the tools your team already uses, including QuickBooks, Jira, and Zendesk. No coding, no IT team, no switching tabs.

An image of a woman looking at a monitor

Less manual work. More momentum.

Put AI and customizable workflows to work on the repetitive stuff — including automated data flows between your connected apps — so your team stays focused on the deals and relationships that move the business forward.

Two women looking at a monitor and smiling

Always know where you stand

Forecasting, quoting, quotas, and dashboards give you clear visibility into performance — so every decision comes from clarity, not guesswork.

Pro Suite FAQs

Pro takes the complete CRM suite to the next level. It builds upon Starter Suite with even more sales, service, marketing, and commerce capabilities, along with a built-in AI assistant. Ambitious teams can manage complex processes with connected Slack conversations, enhanced customization and automation, and access to additional apps that match their serious demands. Watch the demo video to see Pro in action.

Pro Suite includes a conversational AI assistant that handles the heavy lifting so your team can focus on revenue. Users talk directly to the AI to execute work via simple prompts. The assistant reads, summarizes, and updates customer details, and instantly analyzes video call recordings to create meeting transcripts. A lean sales team can use the assistant to draft customer emails based on past interactions—eliminating manual data entry.

Getting started is completely turnkey. Simply sign up for a free 30-day trial to begin exploring the platform immediately. To help you hit the ground running, take advantage of these built-in resources:

Guided Checklist: Follow step-by-step guidance to get your CRM up and running quickly.

Interactive Demos: Click through to see Pro Suite's advanced tools in action before you build.

Live Workshops: Learn best practices directly from our experts in guided, interactive sessions.

When you're ready, you can purchase Pro Suite hassle-free through our simple self-checkout.

Yes, Pro gives you access to AgentExchange, a marketplace for apps that help you connect your CRM to external systems and data sources. When your workflows demand it, you can seamlessly integrate your favorite apps and discover powerful new solutions.

You can try Pro Suite for 30 days - no credit card required. Pro starts at $100 USD per user, per month (annual contract required). 

Your plan includes 2,000 email sends per month. Need to run larger campaigns? You can easily add 1,000 extra sends for just $10 USD per month. 

Processing payments with Pro Suite is strictly pay-as-you-go. Rates vary by region and payment method—for example, U.S. credit card payments are 2.9% + $0.30 USD per transaction.