THE QUICK TAKE
Customise a sales process
Explore it when you need to model your own sales process.
Where to start
Explore it when you need to model your own sales process.
Use this as a reason to investigate, rather than a final recommendation. The right fit depends on the workflow, the selected plan and the people using it.
What to check in a trial
Check which edition supports the customisation your team needs.
- Import a small synthetic contact list, including one duplicate.
- Move an opportunity through your actual sales stages.
- Assign a follow-up and check how it appears to a colleague.
- Export contacts and opportunities, then inspect the resulting files.
Plan and cost questions
Start with the cost per active sales user. Compare the complete workflow with the current vendor quote. This profile does not claim a verified live price.
- Which automation and reporting features require an upgrade?
- Are email synchronisation and additional pipelines included?
- Can contacts, notes and attachments all be exported?
Before you commit
Record the selected plan, required add-ons, billing period and the date of the quote. Keep one accepted output or completed workflow as evidence. If a mandatory requirement fails, revisit the shortlist before buying.
Sources & scope
Product descriptions are based on official vendor pages consulted on 24 October 2026. The evaluation questions are our editorial framework. This is desk research, not a hands-on product test; plan details must be checked with the vendor.