Begin your journey to predictable revenue.

Sync

Automatically capture every contact and activity in the CRM.

per user/month
billed annually

Auto-sync missing contact records
Auto-sync emails
Auto-sync meetings

Helping companies like

Map and score your business relationships.

per user/month
billed annually

Everything in Sync, plus
Relationship Scoring
Relationship Mapping
Relationship Trends

Helping companies like

Forecasting and pipeline management suite.

per user/month
billed annually

Everything in Relationship Intelligence, plus
Forecasting
Pipeline Management
Deal Insights

Helping companies like

CRM Contact and Activity Capture
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Contact Alerts Automatically update out-of-date records, including new phone numbers and job titles, and out-of-office and left business detection.

Relationship Intelligence
Relationship Score Understand how strong relationships are based on analysis of engagement.
Relationship Score Trends Track how engagement is increasing or decreasing between employees and customers.
Relationship Mapping Track relationships between every employee and customer.
Account-Based Insights Understand the breadth and depth of relationships against every Account.
360° View (via Salesforce Managed Package) Deep-dive into relationships and activities against every record in Salesforce.
Customized Salesforce Dashboards Build customized Salesforce Dashboards from Ebsta’s insights.

Forecasting
Projected Revenue Predict what the sales team will close at the end of the month/quarter.
Forecast Roll-Ups See how well your teams and reps are performing.
Forecast Trends & Flow Chart Track how the forecast has changed.
Forecast Pacing See how your pipeline is progressing against the required pace to hit quota.
Forecast Insights Discover actionable insights to improve sales performance.
Forecast Insights Notifications Get forecast updates sent directly to your Inbox.
Forecast Submissions Submit commit and upside forecasts.
Waterfall Chart See how commit and upside forecasts have changed and understand which opportunities drove this change.
User & Team Filters Deep-dive into individual and team forecasts.

Pipeline Management
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 Relationship Scoring Understand how strong relationships are based on analysis of engagement.
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.
Deal Score Understand the likelihood of a deal closing.
Deal Qualification Guide New Feature The framework you need to qualify prospects & identify the factors which define sales success.
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.
Inline Editing Adjust deal value, close date and deal stage from within the platform and automatically sync changes with your CRM.
Slack Integration New Feature Streamline pipeline communications using Slack.

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.

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.

Boost productivity from you Inbox.

per month, billed annually

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)