Subscription levels

I know it can be unclear which subscription to purchase but it is fairly simple. If you just want to create sales scripts and access the library of documents, you can purchase Scripter.

If you want to create scripts, access the library of documents, and use our CRM and email automation tools, you will need Pro.

The Lite is designed for adding individual salespeople to a Pro account and is stripped down a bit and does not include the sales message builder. If you only wanted to use the CRM and email automation, you could use this subscription.

But since it does not have the Sales Message Builder, while you will have access to the library of documents, the documents will not be filled in with any of your information.
Last edited: