Your workspace
Named users and permissions matched to the purchased scope.
CoreSignal plan
Pro Automation
Connect the steps of your customer journey.
Features available in this plan
What you can build on.
- Growth CRM capabilities
- Custom objects & smart lists
- Documents, contracts & payment links
- Stores, blogs & webinars
These features are enabled in the plan catalogue. Setup, connected accounts, permissions and usage charges remain separate. This does not promise that every channel is already live in your account.
No ambiguity
Your access. Your scope.
Already included
- Contacts, conversations & opportunities
- Calendars & workflows
- Forms, websites & funnels
- Email marketing & social planner
- Campaigns & triggers
- Conversational AI access
- Appointments & call reports
Plus the plan features listed above.
Not included in this subscription
Phone numbers, call minutes, messaging and AI usage, paid third-party apps and custom setup.
Features reserved for higher plans
- Voice AI access
- Attribution & custom reporting
- Advertising performance reports
- Agent Studio & AI Studio
- Content AI & Review AI
- Ask AI access
- Courses & communities
- Membership client portal & certificates
- Private integrations
No automatic charge when the trial ends. Continuing requires your explicit agreement.
Build your configuration
Start with the work your team needs to do.
We map the customer journey, confirm the features enabled for this plan and define any integrations or configuration work before activation.
Your connections
Calendars, communication channels and other services checked for compatibility.
Your budget
Subscription, setup and variable usage presented as separate items.
Explore before committing
Request a 14-day trial.
This request is reviewed before access activation. No payment or paid subscription is created by the form. Paid continuation requires explicit agreement.
Connected tools. Practical outcomes.
Your questions, answered clearly.
What does CoreSignal bring together?
Customer records, conversations, appointments, automation and marketing, with AI capabilities depending on the selected plan. Industry solutions connect these tools around a practical use case.
Which plan should I start with?
Starter CRM covers the essentials. Growth adds conversational AI; Pro Automation adds advanced business tools; Business AI adds voice AI; Premium Ops adds AI studios; Enterprise adds courses and communities. Compare the complete inclusions before choosing.
Is the 14-day trial really without a card?
Yes. Submit the registration request without payment details. Our team confirms the scope, access and start date. The request does not instantly create an account. No paid continuation without your explicit agreement.
Are calls, AI usage and setup included?
Feature access is not unlimited consumption. Phone numbers, minutes, messages, AI usage, paid third-party apps and optional implementation are separate. Applicable costs are confirmed before activation.
Can I connect my existing tools?
We check compatibility, available permissions and any third-party costs first. We do not promise that every marketplace app is included or already connected.
Does AI replace my team?
It helps organise and qualify requests using approved information. Your team keeps responsibility for sensitive decisions, exceptions and follow-up. No guaranteed sales result is promised.
How can I get help?
Use the support form and choose an email response or a callback. For a callback, enter your number with the international prefix. Do not share passwords or sensitive records in public chat.
Do industry solutions add a second subscription?
Reception and Appointments use Business AI; Conversion uses Premium Ops. They do not automatically add a second platform subscription. Configuration and usage are scoped separately.