CRM core includes contacts, organizations, opportunities and manual follow-ups. Access requires a current workspace plan with CRM, an active session and membership, an eligible built-in role and the relevant CRM permissions.
Launch includes CRM core within its contact, open-deal and pipeline limits. Core adds internal proposal drafts and permitted won-deal handoff into a client/project. Scale adds manual scoring and probability-based forecasts. These are not AI-generated predictions, signed quotes or automatic proposal delivery.
"},{"heading":"Who can use CRM","html":"Founder, CEO, commercial and manager roles can use CRM when their workspace permissions allow it. The broader employee, accountant and lawyer rollout is separate. CRM is not automatically visible to every member.
"},{"heading":"Check extensions separately","html":"Inbox channels, lead capture, notifications, routing, integrations and CRM reports have separate setup and rollout gates. AI sales assistance remains in development. Buying a plan does not activate every extension.
"},{"heading":"CRM system, CRM platform or CRM tools: what you get","html":"A CRM system, a CRM platform, CRM tools, a small business CRM: different searches for the same need, one place for the people you sell to and the deals in progress. In PLYNTUM the CRM is part of the workspace that already holds projects, hours and invoices. From Core, an authorized user can hand a won deal off into a client and a project.
| Plan | Contacts | Open deals | Pipelines |
|---|---|---|---|
| Launch | 1,000 | 100 | 1 |
| Core | 5,000 | 500 | 3 |
| Scale | 25,000 | 2,500 | 10 |
| Intelligence | 100,000 | 10,000 | 25 |
Prices are per workspace with members included, from $44 a month billed annually on Launch. Internal proposal drafts and the won-deal handoff start on Core; manual forecasts on Scale. To compare CRMs for a small team, see our small business CRM guide and HubSpot alternatives.
"},{"heading":"Related pages","html":""}]}}