Pricing that scales with your business

Standard

Automatically enrich your CRM with relationships and activities.

per user/month
billed annually

or call

Sync missing contact records
Sync emails and meetings
Score engagement

Helping companies like

Improve sales forecasting and performance.

per user/month
billed annually

or call

Everything in Standard, plus
Forecasting insights
Pipeline risk management
Activity reporting

Helping companies like

Bespoke reporting and advanced configuration.

per user/month
billed annually

or call

Everything in Professional, plus
Customized Salesforce reports
SSO & Service Account support
Professional Services

Helping companies like

Forecasting
Projected Revenue New Feature Predict what the sales team will close at the end of the month/quarter.
Forecast Trends Track how the forecast has changed.
Forecast Pacing Track pipeline against the required pace to hit quota.
Forecast Insights Discover actionable insights to improve sales performance.
Deal Score New Feature Understand the likelihood of a deal closing.
Forecast Insights Notifications Get forecast updates sent directly to your Inbox.
User & Team Filters Deep-dive into individual and team forecasts.
Date Filters View current, previous and future quarters as well as month-by-month.
Forecast Submissions Submit commit and upside forecasts from within the platform. These updates sync automatically with your CRM.
Potential Revenue Coming Soon See how much revenue you could achieve by prioritizing key deals.

Pipeline
Pipeline Trends & Flow Chart Track how the pipeline has changed.
Pipeline Insights Discover actionable insights to improve sales performance.
Pipeline Benchmarks Leverage historical analysis to establish pipeline benchmarks.
Opportunity Engagement Scoring Understand how strong relationships are based on analysis of engagement.
Opportunity 360° View Easily browse and deep-dive into every Opportunity.
Pipeline Insights Notifications Make better decisions faster with pipeline email summaries.
User & Team Filters Deep-dive into individual and team pipelines.
Date Filters Compare current, previous and future quarters as well as month-by-month.
Inline Editing Adjust deal value, close date and deal stage from within the platform and automatically sync changes with your CRM.
Slack Integration Coming Soon Streamline pipeline communications using Slack.

Relationships
Relationship Mapping Track relationships between every employee and customer.
Engagement Scoring Understand how strong relationships are based on analysis of engagement.
Engagement Scoring Trends Track how engagement is increasing or decreasing between employees and customers.
Account-Based Insights Understand the breadth and depth of relationships against every Account.
Account-Based Relationship Chart View a real-time Org Chart of your relationships at every Account.
360° View (via Salesforce Managed Package) Deep-dive into relationships and activities against every record in Salesforce.

Sales Performance
Sales KPI Report & Trends Easily track Sales KPIs, including Win Rates, Sales Cycles, Average Deal Value, Average Relationships and Average Engagement.
Sales Activity Report & Trends Easily track sales activity, including emails, meetings and calls.
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.
Roll-Up Summaries Coming Soon See how well your teams and reps are performing.

CRM Automation
Email Sync Automatically sync emails to the CRM.
Calendar Sync Automatically sync calendar events to the CRM.
Contact Capture Automatically capture contacts from employee mailboxes and sync them to the CRM.
Contact Alerts Automatically update out-of-date records, including new phone numbers and job titles, and out-of-office and left business detection.

Configuration & Setup
User Management Manage all users licences and configurations from a single console.
Single Sign-On (SSO) Support Support for Single Sign-On.
Service Account Support for Gmail and Outlook Service Accounts.
Sandbox Support for Salesforce Sandbox environments.
Customized Salesforce dashboards Build customized Salesforce Dashboards from Ebsta’s insights.

Services & Support
Knowledge Base
Email
Account Manager
Training
RevOps Professional Services			Get in Touch

Boost productivity from you Inbox.

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)