Our Plans
Standard
For the teams that want a high-performing project pursuit tool without centralizing project data and connecting to external data sources- Centralize Project Data
- Customizable Dashboards & Reports
- Integrate with 3rd Party Project Management and Accounting Solutions
- Billings
- Timesheets
- Financials & Schedule
- Manage Customer & Company Details
- Account & Contact Management
- Employee & My Organization Management
- Education
- Practice Areas
- Registrations
- Resumes
- Task & Activity Management
- Pursue & Land the Right Projects
- Projects Lifecycle
- Competitor Analysis
- Project Team Management
- Schedules & Pricing
- TrebleHook Predictive Analytics
- Recognition & Classifications
- Proposals
- Collaborate across your Organization
- Files
- Topics and Recommendations
- Chatter
- Access Salesforce Ecosystem
- AppExchange
- Mobile App
- Workflows & Automation
- Email Integration with Outlook and Gmail
- Sales, Marketing, Service Cloud
- Data Storage
- 10 GB + 20 MB per user
- File Storage
- 10 GB + 2 GB per user
- TrebleHook Support
- Unlimited
Enterprise (most popular)
For the organization that wants to centralize project data, manage customer relationships, and Pursue and Land the Right Projects- Centralize Project Data
- Customizable Dashboards & Reports
- Integrate with 3rd Party Project Management and Accounting Solutions
- Billings
- Timesheets
- Financials & Schedule
- Manage Customer & Company Details
- Account & Contact Management
- Employee & My Organization Management
- Education
- Practice Areas
- Registrations
- Resumes
- Task & Activity Management
- Pursue & Land the Right Projects
- Projects Lifecycle
- Competitor Analysis
- Project Team Management
- Schedules & Pricing
- TrebleHook Predictive Analytics
- Recognition & Classifications
- Proposals
- Collaborate across your Organization
- Files
- Topics and Recommendations
- Chatter
- Access Salesforce Ecosystem
- AppExchange
- Mobile App
- Workflows & Automation
- Email Integration with Outlook and Gmail
- Sales, Marketing, Service Cloud
- Data Storage
- 10 GB + 20 MB per user
- File Storage
- 10 GB + 2 GB per user
- TrebleHook Support
- Unlimited
Executive View Only
For Executives or Project Teams who want to view dashboards and reports as well as communicate with internal teams- View Only
- Customizable Dashboards & Reports
- Integrate with 3rd Party Project Management and Accounting Solutions
- Billings
- Timesheets
- Financials & Schedule
- View Only
- Account & Contact Management
- Employee & My Organization Management
- Education
- Practice Areas
- Registrations
- Resumes
- Task & Activity Management
- View Only
- Projects Lifecycle
- Competitor Analysis
- Project Team Management
- Schedules & Pricing
- TrebleHook Predictive Analytics
- Recognition & Classifications
- Proposals
- View Only
- Files
- Topics and Recommendations
- Chatter
- View Only
- AppExchange
- Mobile App
- Workflows & Automation
- Email Integration with Outlook and Gmail
- Sales, Marketing, Service Cloud
- Data Storage
- 10 GB + 20 MB per user
- File Storage
- 10 GB + 2 GB per user
- TrebleHook Support
- Unlimited
FAQ
Do I also need to purchase a Salesforce license?
No, while we leverage the robust infrastructure of Salesforce, TrebleHook operates independently and allows you to pursue and win the right projects 100% within our system.
How many licenses do I need?
Well, that certainly depends on the size and make-up of your organization. Typically, dedicated Business Development and Marketing professionals will need their own licenses. We also recommend that executives who want to see the robust project data and dashboarding also get a license.
What if I already use Salesforce?
No problem, we can add many of the TrebleHook features and functionality to your existing Salesforce ecosystem. Or, we can provide Salesforce consulting to optimize your current environment for your business.
What if our Principals are the ones in charge of pursuing work?
No problem, TrebleHook is super easy and intuitive to use. We can integrate TrebleHook into their workflow with little interference to their typical day.
