- 5 min read
- Feature
This article is here to assist you in deciding which plan is suitable for your team. It will provide you with a comprehensive understanding of the key distinctions among all the plans.
The Free Plan
If you want to use SalesTitan.io to organize your projects in a basic way, the Free Plan (previously named the “Individual Plan”) is free for you. This plan provides you with all the essential features of the platform. Here are the features that are included in the Free Plan:
- Main boards with limitation
All members of your team can access and view the main boards under the Free Plan. You can create multiple main boards, but there is a limit on the number of items that can be created in your account. For further details on the restrictions of the Free Plan, refer to this article.
- Communication
You can use the @mention feature to communicate with your team members contextually. Additionally, you can create teams and manage all your files through the updates section of each item.
- Simple search function
You can use the board filter feature to filter tasks or specific information within a board. This feature is available on each of your boards. You can find more details here to learn more about the board filter.
If you need to filter anything across your entire SalesTitan.io account, you may need to upgrade to the Standard Plan, which offers the Search Everything feature.
- Limited Column Center
All columns in the column center are available on the Free Plan except for the formula and time tracking columns. If you want to know more about the available column options, please refer to this article.
- Files View
The Files View feature lets you access all the files uploaded to a board from a single place, either as a list or thumbnails. This feature lets you preview, download, or open the files in the associated update section. For more information, please refer to this article.
- Forms View
With SalesTitan.io, you can easily convert your boards into forms with just one click. These forms can be sent to your contacts to gather information as new items. To add this feature to your board, click the “Add View” tab. For more information on how to use this feature, check out this article.
- Kanban View
One of the ways to visualize the content of your board is by using Kanban, which is a popular project management methodology. To learn how to use this feature, refer to this article.
- One board per dashboard
Dashboards are an effective way to present crucial information in one location. The available 15 widgets enable you to monitor project advancement, expenses, and many other aspects. With the Free Plan, you can make unlimited dashboards and widgets. However, each dashboard can display information from only one board.
- 500 MB Storage
The Basic Plan
The Basic Plan is designed to provide users with fundamental features of the SalesTitan.io platform, making it a suitable option for straightforwardly organizing projects and collaborating with your team. The plan offers the following features:
- Unlimited viewers
You can invite an unlimited number of viewers to your account without affecting your billing plan. You can find out more about viewers by clicking on this link.
- Main boards
All team members can see and use the main boards, and you can create as many as you want for yourself and your team. Additionally, there are board templates available if you need some ideas.
- Communication
Using the “@ mention” feature, you can communicate with your team members in a relevant context. Additionally, you can create teams and oversee all your files through the updates section of each item.
- Simple search function
You can use the board filter located on each of your boards to filter the assigned tasks or any specific information within your board. Search Everything is available on our standard plan if you want to search for anything across your SalesTitan.io account. More on that is below.
- Limited Column Center
With the Basic Plan, you can access most columns in the column center except for the Formula Column and the Time Tracking Column. If you want to know more about the available column options, please refer to this article.
- Files View
With just one click, you can transform your boards into forms and send them to your contacts. Every submission received will be added as a new item on the board. For more information on this feature, you can refer to this article.
- Forms View
Transform your boards into forms with a single click and send them to your contacts. Every submission will be added as a new item to the board. To gain more knowledge about this functionality, you can read this article.
- Kanban View
The Kanban methodology, a prevalent project management technique, can be utilized to visualize the content of your board. To learn how to use this feature, refer to this article.
- 1 board per dashboard
Dashboards provide an excellent opportunity to showcase essential information in one place. With 15 available widgets, team members can keep track of project progress, monitor the budget, estimate their colleagues’ workload, and perform several other functions. In the Basic plan, you can create as many dashboards and widgets as you desire, but each dashboard can display information from only one board. Consequently, your capacity to analyze data across multiple boards using dashboards is restricted with this plan.
- 5 GB Storage
The Starter Plan
The most popular subscription option is the Standard Plan, which includes all the features provided in the Basic Plan along with the following:
- Limited guests
Under the Starter Plan, you can invite up to three guests without any additional charge. However, the fourth guest will be considered a billed team member. Every group of four guests will be counted as one billed team member. To acquire more information about guests, refer to this article.
- Shareable boards
Shareable Boards permit you to collaborate with external users (guests) by sharing specific projects without providing them access to your entire account. To gain more insight into shareable boards, click here.
- The Timeline
The Standard Plan provides access to the timeline view, a graphical arrangement of your items sorted by the dates entered in the Timeline Column. To understand how this feature functions, refer to this article.
- Advanced filter search
You can search for anything within your account, including files, updates, and items, using the Search Everything function. Additionally, the board filter can be used to sort any data within a board.
- The Calendar View
The calendar view lets you see all the tasks with a date and timeline column in a calendar format. You can personalize your calendar view according to day, week, or month. You can also choose which column to display on your calendar. To gain further insight into this feature, refer to this article.
- The Map View
With the map view, you can view your Location Column and/or Country Column on a single map. To understand how this feature functions, refer to this article.
Alert Reminders are notifications that appear to alert you of an upcoming deadline, aiding in keeping you on schedule. This article will explain a few methods for creating alert reminders. Let’s delve into it!
Deadline Mode
The Deadline Mode Notifications function enables you to receive alerts when the due date for your project is approaching or has already passed. For the deadline mode to function, you will require a status column and a date or timeline column. The deadline mode will link both columns and display the status of your tasks visually, such as whether they are overdue, on time, and more.
- Automations/ Integrations
Are you seeking to streamline your workflow and eliminate manual tasks? Do you want to connect SalesTitan.io with other applications? You can limitlessly integrate with platforms like Excel, Google Drive, Dropbox, and your calendar on the Standard plan.
With the Starter plan, you have a monthly allowance of 250 actions for automation and integrations. Follow this link to learn more about activities and the pricing structure for automation and integrations.
- 5 boards per dashboard
The Standard plan offers the ability to create numerous dashboards and widgets, which can be customized to display key information in one place. This includes various features such as tracking project progress, managing budgets, and estimating workload. While there is no limit to the number of dashboards and widgets that can be created, each dashboard can only show information from up to five different boards.
- 20 GB Storage
The Professional Plan
The Professional Plan, which is the plan used during your trial, is the most advanced plan available. It encompasses all the features of the Basic and Standard plans in addition to the following features:
- Higher Automations/ Integrations limit
The Professional plan provides 25,000 actions for Automation and 25,000 for Integrations per month. To learn more about the pricing for automation and integrations, click on this link.
- Advance permission and restriction settings
With permissions and restrictions, you can determine who can access and modify the content of a board and its columns.
- The Workload View
By adding the workload view to your board, you can get a clear and comprehensive overview of how the workload is distributed among your team members. This feature lets you quickly determine which team members are overburdened and adjust the workload accordingly by assigning upcoming tasks to other members or rescheduling existing ones. Moreover, you can modify the due dates or reassign the duties to ensure everyone stays on track and completes the work within the specified timeframe.
- The Chart View
You have complete access to our Views Center, which includes all the views offered in the Basic and Standard plans and the impressive Chart view. You can refer to this article to gain more knowledge about the Chart view.
- Full access to the column center
With this plan, you have complete access to the Column Center, which comprises various features such as the Formula Column, Time Tracking Column, and more.
- The Tags Column
Using the Tags column, you can categorize items across various groups or boards in your account using a consistent keyword. To gain more knowledge on tags, refer to this article.
- The Formula Column
This column provides the functionality to perform calculations with data from other columns. It can handle basic mathematical operations and more advanced functions and formulas. For more information, check out this resource.
- The Time Tracking Column
Are you curious about the amount of time spent on each task? You can now monitor it with the time-tracking column! Learn about its functionality by referring to this article.
- 10 boards per dashboard
Dashboards are an excellent tool to showcase important information in a single location. With numerous widgets available, team members can now comprehend project progress, keep track of the budget, estimate their colleagues’ workload, and much more. You can create unlimited dashboards and widgets in the Professional plan, but each dashboard is limited to information from 10 boards.
- Google Authentication
By using Google Authentication, you can sign in to your SalesTitan.io account with your Google account credentials for improved security and to avoid having to remember multiple passwords.
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100 GB Storage
The Enterprise Plan
The Enterprise Plan is our most advanced plan. It includes all the features of the Pro Plan plus the following:
- 250,000 Automations/ Integrations
Would you like to streamline your processes and automate tasks? Interested in integrating SalesTitan.io with other platforms? With the Enterprise plan, you can enjoy 250,000 actions for automation and 250,000 for Integrations each month. For more details about pricing for automation and integrations, click here.
- 50 boards per dashboard
In the Enterprise plan, you can create unlimited dashboards and widgets with the possibility of incorporating information from up to 50 different boards. These dashboards help display essential information in one place and feature 15 available widgets that can track project progress, budget, workload allocation, and more.
- Advanced security features
This plan allows you to use the panic button feature, which temporarily blocks your account when your team’s login details have been compromised. Additionally, you can control the session timeout, enabling you to manage your team’s sessions and prevent any inactivity timeouts.
- Single Sign-On
You no longer have to remember multiple passwords! Log in using your SAML accounts, such as Okta, OneLogin, or a custom SAML. Refer to this article for more information about this feature.
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HIPAA compliance program
We want to make it as easy as possible for you to learn how to keep your account secure and meet your legal requirements. We have put together a few tips that you should consider when configuring your account. For more information, check out this article.
- IP restrictions
We aim to simplify the process of learning how to maintain your account’s security and meet your legal obligations. We have compiled a few suggestions you should consider while setting up your account. To know more, you can refer to this article.
- Audit log
The audit log feature enables Admins to view the last login details of team members, including the device used and the session IP address. By monitoring this information, Admins can detect unusual or suspicious activities and utilize the panic button if necessary.
1000 GB Storage
More storage means more space to store essential documents, files, and images.
This has helped you gain a clear understanding of the distinctions between the plans!
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.