Health score
Usage, support tickets and sentiment combine into one score per account.
Each account gets a health score from its product usage, open tickets and revenue, so a risky renewal shows up while there is still time to act.
Usage, support tickets and sentiment combine into one score per account.
Accounts at risk are flagged ahead of the renewal date with an owner and a next step.
When an account is ready to grow, the opportunity goes into the sales pipeline.
Per seat, per month. Longer terms lower the rate; Enterprise is quoted to your scale.
Annual term · 20% off monthly rate
The modules you choose with Cortex insights, MFA and starter limits. 48-hour support response.
Annual term · 20% off monthly rate
SSO, custom roles, a 90-day audit log and higher limits for growing teams. 24-hour support response.
Governance and unlimited scale: multi-IdP SSO, IP allowlist, field permissions, sandbox, legal hold and priority dedicated 24x7 support.
| Feature | Core | Pro | Ent.Enterprise |
|---|---|---|---|
| Customer health scores | |||
| Renewals pipeline | |||
| Expansion opportunities | |||
| Success plans and calls-to-action | |||
| QBR builder | |||
| Onboarding tracking and advocacy | |||
| Portfolio dashboards and reports | |||
| Cortex credits included (per seat / mo) | ~40 per $1 of seat price | ~40 per $1 of seat price | Custom |
| Public API requests (per workspace / day) | 50,000 | 100,000 | 250,000 |
| File storage (per workspace) | 25 GB | 150 GB | 1 TB, expandable |
| Cortex insights · Cortex actions | Insights | Insights + actions | Insights + actions |
| API keys / outbound webhook endpoints | ✕ / 2 | 5 / 25 | Unlimited |
| Custom roles · field-level permissions | 3 roles | Unlimited + field-level | |
| Audit log | Login history only | 90 days | 1 year + export |
| SAML / OIDC SSO | SSO-required + multiple IdPs | ||
| Enforce MFA | Admins | All users | All users |
| IP allowlist · legal hold · sandbox | |||
| Data Processing Agreement | Standard DPA | Standard DPA | Standard or negotiated |
| Support | Email · 48-hour response | Priority email · 24-hour response | Priority dedicated 24x7 support |
Book a walkthrough with our team, or start the 30-day free trial and set it up yourself. No card needed.