Use Cases & Templates
Role-based quick starts with AI-assisted workflows. Pick a persona, use the template, and ship faster.
Is there a free plan?
Yes. Free includes core apps with hard limits; AI wallet top-ups available.
Are limits hard caps?
Yes. Add usage upgrades or move plans to go beyond included limits.
Do you support SSO/SCIM?
Enterprise includes SSO/SCIM and stronger controls. Talk to sales.
Owner / Founder
Outcome-focused workflows.
• Cut tool spend by consolidating CRM + contracts + marketing
• Board-ready revenue and cash visibility
• Launch campaigns faster with AI assistants
What you'll use
Start from templates
COO / Operations
Outcome-focused workflows.
• Automate lead-to-cash with approvals and audit logs
• Standardize processes across teams
• Track usage and spend within limits
What you'll use
Start from templates
RevOps / Sales
Outcome-focused workflows.
• Pipeline, contracts, and billing stay in sync
• AI playbooks for outreach and renewals
• Velocity, churn risk, and deal health dashboards
What you'll use
Start from templates
Marketing
Outcome-focused workflows.
• Campaign briefs, assets, and AI content with governance
• Multi-channel updates without switching tools
• Launch checklists and approvals
What you'll use
Start from templates
Governed AI
Role-aware actions, approvals, and audit logs.
Hard limits
Clear usage caps with optional upgrades.
Security-first
RBAC, encryption, incident response; see Trust & AI Governance.
Learn more on Security & Trust and AI Governance.
Ready to start?
Pick a template and launch in minutes. Hard limits, clear pricing, AI included.