Free+
People
Maintain individual contact profiles with the details and history your team has actually recorded.
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THE COMPLETE FEATURE GUIDE
Everything in its right place.
Explore the tools behind a clearer customer relationship. Every capability below has its own explanation and the first plan that includes it.
89 individual features11 areas of work4 plans
Inside LeadBin / TodaySAMPLE WORKSPACE
EXPLORE THE WORKSPACE
A place for every part of the work.
Plan labels show the minimum tier for a generally available feature. Higher plans include the lower tiers. Some features still depend on role, setup, or a workspace-specific release gate.
01 / 11
Customer records
Keep the people, organizations, and context behind every next step together.
Free+
Companies
Organize account details and open the contacts, opportunities, tasks, and notes related to each organization.
Free+
Record associations
Link people, companies, opportunities, and work items so a teammate can follow the relationship without recreating it.
Free+
Contact activity
See saved touchpoints and updates in context. Missing off-platform activity is not inferred.
Free+
Notes
Record the details of a conversation or decision alongside the relevant customer record.
Free+
Record search and filters
Find the right customer or work item in workspace-scoped lists and search results.
Starter+
Contact Journey
Follow saved forms, notes, and matched activity for a person in chronological context, with source coverage kept visible.
Free+
People Import Center
Preview CSV or Excel files, review exact-email updates, and download row-level results. Ambiguous matches are held for review; workspace contact limits still apply.
Free+
People workbench
Search and filter the full workspace, edit common sales fields inline, and review selected-record changes before applying them.
Free+
Shared prospect lists
Organize contacts in workspace-shared static or filter-based lists without starting outreach automatically.
Free+
Company CSV imports
Preview and import up to 250 companies from a CSV file in the selected workspace. Existing matches are skipped; no marketing consent is created.
Growth+
Custom fields
Capture team-specific details on supported records without forcing them into a note or an unrelated standard field.
Growth+
Saved views
Return to frequently used list filters and sorting without changing the underlying records.
02 / 11
Daily work & priorities
Turn recorded customer activity into an understandable action list.
Free+
Basic Today view
Start with a simple view of the tasks and customer work that need your attention.
Starter+
Full Today workspace
Review tasks, meetings, pipeline items, tickets, and next actions in one connected daily view.
Free+
Tasks
Create, assign, date, and complete follow-ups linked to the people or accounts involved.
Free+
Calendar
Review tasks and LeadBin meetings in month, week, or day view. Switch between assigned tasks and the whole workspace; connected provider events require a separate approved pilot.
Free+
LeadBin meetings
Schedule a private or workspace-visible meeting and add a supported HTTPS meeting link. Saving it does not send invitations or create a call with that external provider.
Starter+
Task views and workload
Review due, overdue, upcoming, and assigned work so ownership remains visible.
Starter+
Follow-through checks
Review recorded task progress and identify work that has not reached a saved next step.
Growth+
Revenue Rescue
Surface recorded missed follow-ups, quiet deals, renewals, reactivation candidates, and proposal follow-up with links to the evidence.
Growth+
Finding explanations
Open the source and reason for a Rescue finding before deciding whether it deserves action.
Growth+
Finding actions
Create a task, log a call, or snooze a supported finding without treating urgency as a predicted outcome.
Growth+
Scout assistant
Explore linked records, ask grounded questions about workspace activity, and prepare human-reviewed drafts, subject to permissions and data-sharing choices.
03 / 11
Teamwork
Discuss the next step in the same workspace as the customer work.
Free+
Team updates
Keep one shared conversation for active members of a workspace, with messages that remain available after leaving the page.
Free+
Direct and group messages
Keep an ongoing private conversation with one or more active members of the same workspace; only its participants can open it.
Free+
Record conversations
Discuss a company or opportunity beside its CRM context. Ticket-linked conversations require a plan with Tickets.
Free+
Replies, mentions, and search
Reply to a message, mention a teammate, and search supported conversations without crossing workspace boundaries.
Free+
Unread and pop-out chat
See unread conversation alerts and keep a compact Teamwork window open while working elsewhere in LeadBin.
Free+
Conversation follow-up tasks
Turn a workspace or record message into an assigned task linked back to its source. Private messages cannot become workspace-visible tasks.
Free+
LeadBin video meetings
Start a private member call from Teamwork or a workspace-visible Calendar meeting, with audio, video, screen sharing, and temporary in-call chat. Rooms allow up to eight participants for 60 minutes; monthly capacity is shared.
Free+
Manual meeting links
Share an existing Google Meet, Microsoft Teams, or Zoom link. Unscheduled Teamwork links stay beside Calendar, not on its dated grid. LeadBin video calls are available to signed-in workspace members, subject to shared usage limits.
04 / 11
Pipeline & deals
Follow opportunity progress while keeping entered amounts distinct from earned revenue.
Free+
Opportunities
Track each deal with its stage, owner, amount, currency, close date, and linked relationships.
Free+
Pipeline board
Move and review opportunities by stage using the process your workspace has configured.
Free+
Pipeline configuration
Adapt stages and pipelines to supported sales processes rather than forcing every deal into one path.
Starter+
Pipeline starter templates
Install a guided stage structure for a common sales process, with review before making it part of your workspace.
Starter+
Pipeline Pulse
See stage distribution, movement, deal values, and recorded conversion evidence in a dedicated dashboard.
Starter+
Stage aging
Inspect how long open deals have sat in their current stage using recorded stage history.
Starter+
Forecast inputs
Review recorded amounts, dates, and probabilities behind weighted estimates, including incomplete inputs needing repair.
Growth+
Proposal drafts
Prepare and version customer proposals, including supported PDF output, before any human-approved delivery.
Growth+
Recorded contracts
Keep supported contract details and milestones connected to the related opportunity; this is not a payment processor.
05 / 11
Lead capture
Give a new inquiry a clear path into the CRM and an accountable next step.
Starter+
Website forms
Build lead forms with reviewed fields and consent wording for approved websites.
Starter+
Verified embed sites
Restrict form embeds to sites your workspace has verified before accepting public submissions.
Starter+
Landing pages
Draft a focused public page around an existing form, then publish it deliberately.
Starter+
Form submissions
Record the inquiry and match or create a contact in the right workspace for follow-up.
Starter+
Form source and response views
Review where submitted leads came from and the responses captured by each form.
Starter+
Lead qualification
Apply supported qualification criteria to recorded lead details before treating an inquiry as a sales-ready opportunity.
Starter+
Lead follow-up routing
Turn an incoming form lead into assigned work instead of leaving the submission in an inbox.
Starter+
Campaign and template drafts
Prepare content and review a consent-qualified audience. Sending requires a separately approved workspace, a connected campaign provider, verified feedback, and a final review.
06 / 11
Repeatable processes
Standardize internal follow-up without silently contacting customers.
Starter+
Playbooks
Give teammates reusable prompts and questions for consistent customer conversations and handoffs.
Starter+
Task workflows
Create supported task and in-app notification rules from recorded CRM events.
Starter+
Workflow templates
Start an internal process from a reusable template, then review and activate its rules intentionally.
Growth+
Sequences
Organize timed follow-up tasks and editable drafts while keeping external delivery subject to separate review and safeguards.
Growth+
Advanced workflow rules
Add supported conditions and more specialized internal automation as the process matures.
Growth+
Outbound webhooks
Configure supported event deliveries to an endpoint you control, with workspace and role checks.
Scale+
Custom-object automation
Create task-oriented rules tied to records of a configured custom-object type.
07 / 11
Customer service
Keep support work connected to the relationship and visible to its owner.
Starter+
Tickets
Record customer issues with priority, status, reviewable history, and one or more assigned teammates.
Starter+
Support forms
Collect structured issue details into the ticket workflow where supported.
Starter+
Ticket activity and response log
Keep an auditable record of status changes and responses that actually happened; logging does not send a message.
Starter+
Ticket reporting
Review saved ticket volume, ownership, and outcomes as part of the service workload.
Scale+
Service targets
Set supported response and resolution targets by priority and review the resulting deadlines.
Scale+
Knowledge base
Maintain reusable support answers with publication and access controls.
08 / 11
QuoteBin
An optional workspace extension for reviewed sales documents and Stripe invoices. Each workspace enables and connects it separately.
Free+
Service catalog
Save reusable services and prices for quotes and invoices in the selected workspace.
Free+
Versioned quotes
Prepare a private draft, publish a branded buyer link and PDF, and keep revisions connected to the original quote.
Free+
Separate contract approval
After quote approval, review a distinct agreement and collect the buyer’s coded approval before issuing its invoice.
Free+
Direct invoices
Draft and review an invoice without a preceding quote or contract; choose a saved contact or enter a one-time recipient.
Free+
Stripe invoice tracking
Issue through the workspace’s own connected Stripe merchant, then review delivery and payment status in QuoteBin.
09 / 11
TimeBin
Optional time tracking linked to CRM work, with evidence behind each hour and payment.
Free+
CRM-linked timer
Start, pause, resume, and stop a persistent timer from a person, company, opportunity, task, or project.
Free+
Manual entries and history
Add and review time entries with their source record, billable status, and edit history.
Free+
Projects and budgets
Track work against a linked company and review recorded hours beside an optional project budget.
Free+
Time and contribution reports
Drill into tracked effort and, where linked, paid QuoteBin invoices. Missing rates or payment links remain visible instead of becoming guessed profit.
10 / 11
Reporting & insight
See what the saved evidence supports—and where it does not.
Starter+
Dashboards
Review workspace-level pipeline, activity, and conversion views built from recorded data.
Starter+
Lead conversion views
Follow defined cohorts of captured contacts toward recorded qualification and opportunity outcomes.
Starter+
Activity reporting
Understand the follow-up and customer events your team has saved in the workspace.
Starter+
Form performance
Inspect recorded submission and conversion evidence with the source and time window in view.
Growth+
Custom reports
Preview and save supported grouped views of people, companies, opportunities, tasks, and tickets.
Growth+
Recorded-data scores
Use supported rule-based scores and health indicators as review aids, not as a published predictive Revenue Risk model.
Scale+
Custom-object reporting
Group and count records from a configured custom-object type using supported fields.
11 / 11
Workspace & control
Give each team a defined space, permissions, and ways to take its data with it.
Free+
Workspace membership
Keep records scoped to the workspace you select and invite teammates within your plan’s member limit.
Free+
In-app notifications
Receive supported workspace alerts about assigned work and other recorded events.
Free+
Personal SMTP email
Connect your own mailbox per workspace to send a reviewed, one-to-one message. This does not sync Inbox or Sent mail or enable campaigns.
Free+
Workspace owner and name
See active owners in workspace settings; an owner or admin can change a workspace’s display name without changing its ID or records.
Free+
Roles and permissions
Control who can view and manage supported areas; the server rechecks permissions when actions are submitted.
Free+
Workspace API tokens
Let authorized owners or admins create tokens for supported API access, subject to scope and security controls.
Free+
Responsive app
Use core LeadBin screens on desktop and mobile-sized browsers.
Free+
Installable app and selected offline work
Install the web app and use supported offline record or draft flows; confirm synchronization after reconnecting.
Scale+
Custom objects
Define additional record types for processes that do not fit the standard CRM entities.
Scale+
Audit log
Review supported administrative and record-change events for accountability.
Scale+
Data export
Export supported workspace data for review or transfer, subject to your role and the available workspace tools.
HONEST ABOUT WHAT IS LIVE
In pilot, not in the plan promise.
These capabilities have separate release requirements. A feature’s appearance in the app or a pilot does not mean it is generally available.
Google Gmail & Calendar
Optional per-user read-only activity sync is restricted to approved pilot accounts while provider verification continues.
Microsoft 365 mail & calendar
Read-only delegated mail and calendar sync is being validated in isolated workspaces; it is not open to every plan.
Campaign email sending
CampaignBin is enabled per workspace and uses a workspace-connected Brevo or campaign SMTP account. Enabling it does not enable sending. Delivery still requires an approved workspace, verified sender and feedback, consent, suppression checks, and an explicit reviewed launch.
Predictive Revenue Risk
The proposed predictive model is not the live rule-based Revenue Rescue ranking and has not passed general-release validation.
Customer-owned revenue integrations
A separate synthetic Stripe sandbox has been exercised; live customer billing and accounting data are not generally connected.
Customer portal
A read-only ticket portal has been tested internally but is not a general customer-facing plan feature.
FIND YOUR FIT
Start with what your team needs now.
Compare the four plans side by side, or begin with a free workspace. No card needed for Free.