Begin your journey to predictable revenue.
Select your CRM
Sync
Automatically capture every contact and activity in the CRM.
£26
$30
per user/month
billed annually
Auto-sync missing contact records
Auto-sync emails
Auto-sync meetings
Helping companies like
Relationship Intelligence
Map and score your business relationships.
£44
$50
per user/month
billed annually
Relationship Scoring
Relationship Mapping
Relationship Trends
Helping companies like
Revenue
Intelligence
Forecasting and pipeline management suite.
£60
$70
per user/month
billed annually
Forecasting
Pipeline Management
Deal Insights
Helping companies like
Compare plans
Sync
Relationship Intelligence
Revenue Intelligence
| CRM Contact and Activity Capture | |||
|---|---|---|---|
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Email Sync Automatically sync emails to the CRM. |
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Calendar Sync Automatically sync calendar events to the CRM. |
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Contact Capture Automatically capture contacts from employee mailboxes and sync them to the CRM. |
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Contact Alerts Automatically update out-of-date records, including new phone numbers and job titles, and out-of-office and left business detection. |
| Relationship Intelligence | |||
|---|---|---|---|
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Relationship Score Understand how strong relationships are based on analysis of engagement. |
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Relationship Score Trends Track how engagement is increasing or decreasing between employees and customers. |
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Relationship Mapping Track relationships between every employee and customer. |
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Account-Based Insights Understand the breadth and depth of relationships against every Account. |
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360° View (via Salesforce Managed Package) Deep-dive into relationships and activities against every record in Salesforce. |
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Customized Salesforce Dashboards Build customized Salesforce Dashboards from Ebsta’s insights. |
| Forecasting | |||
|---|---|---|---|
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Projected Revenue Predict what the sales team will close at the end of the month/quarter. |
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Forecast Roll-Ups See how well your teams and reps are performing. |
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Forecast Trends & Flow Chart Track how the forecast has changed. |
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Forecast Pacing See how your pipeline is progressing against the required pace to hit quota. |
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Forecast Insights Discover actionable insights to improve sales performance. |
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Forecast Insights Notifications Get forecast updates sent directly to your Inbox. |
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Forecast Submissions Submit commit and upside forecasts. |
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Waterfall Chart See how commit and upside forecasts have changed and understand which opportunities drove this change. |
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User & Team Filters Deep-dive into individual and team forecasts. |
| Pipeline Management | |||
|---|---|---|---|
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Pipeline Trends & Flow Chart Track how the pipeline has changed. |
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Pipeline Insights Discover actionable insights to improve sales performance. |
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Pipeline Benchmarks Leverage historical analysis to establish pipeline benchmarks. |
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Opportunity Relationship Scoring Understand how strong relationships are based on analysis of engagement. |
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Positive and Negative Factors Real-time indicators on the performance of each deal. Monitor deal performance through 7 key factors which enable users to address issues as they arise. |
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Deal Score Understand the likelihood of a deal closing. |
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Deal Qualification Guide The framework you need to qualify prospects & identify the factors which define sales success. |
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Opportunity 360° View Easily browse and deep-dive into every Opportunity. |
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Pipeline Insights Notifications Make better decisions faster with pipeline email summaries. |
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User & Team Filters Deep-dive into individual and team pipelines. |
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Inline Editing Adjust deal value, close date and deal stage from within the platform and automatically sync changes with your CRM. |
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Slack Integration Streamline pipeline communications using Slack. |
| Sales Performance | |||
|---|---|---|---|
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Sales KPI Report & Trends Easily track Sales KPIs, including Win Rates, Sales Cycles, Average Deal Value, Average Relationships and Average Engagement. |
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Sales Activity Report & Trends Easily track sales activity, including emails, meetings and calls. |
| Configuration & Setup | |||
|---|---|---|---|
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User Management Manage all users licences and configurations from a single console. |
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Single Sign-On (SSO) Support Support for Single Sign-On. |
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Service Account Support for Gmail and Outlook Service Accounts. |
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Sandbox Support for Salesforce Sandbox environments. |
| Services & Support | |||
|---|---|---|---|
| Knowledge Base | |||
| Account Manager | |||
| Training |
Inbox - Gmail and Outlook
Boost productivity from your Inbox.
£26
per month, billed annually
$30
per month, billed annually
| Inbox Standalone | |
|---|---|
| Email tracking | |
| Cadences | |
| Email templates | |
| Meeting scheduler | |
| Calendar sync | |
| Open, click and reply rate analysis | |
| View, edit and update CRM records | |
| Add emails to CRM | |
| Add attachments to CRM | |
| Website optimizations (including LinkedIn, Xing, Indeed, Monster and 50+ more) |