Why choose it: Sales teams with a defined multi-step deal process who want the CRM to enforce each stage and adapt layouts per role.
Strengths
- • Blueprint transitions can require fields and trigger emails, tasks or field updates on each stage change.
- • Canvas lets admins redesign record detail and list views without writing code.
Limitations
- • Blueprint is not available on the Free or Standard editions.
- • Zia conversational AI, territories and custom modules start at the Enterprise edition.
