Goals.com Pricing & Plans

Pricing

$39

/ mo per user
  • No credit card required during free
  • trial Access every feature with no limitations
  • Complimentary setup
  • Cancel anytime
  • Custom features & integrations
  • Dedicated onboarding, training & support
  • Fully branded experience
  • Exclusive mobile app

Benefit Your Sales Performance

Built to Drive More Sales

Sales Goals
Sales Goals

Included

  • Revenue Mapping: Align individual goals with annual business goals for a collaborative strategy

  • Monitor Team Performance: Monitor how your organization is doing relative to its annual sales goal

  • Instant Progress: Stay on top of goals and instantly monitor revenue progress

  • Individual Accountability: Simple, revenue-based goals that encourage responsibility and execution

  • Dashboard: Easily view each rep’s annual goal and their progress month over month

  • Individual Performance: Quickly monitor each individual salesperson’s performance analytics

  • Performance Management: Easily focus on each reps performance against their monthly goals

  • Flexible Adjustments: Easily adjust team members’ monthly sales goals based on seasonal or performance based factors

Performance Dashboard
Performance Dashboard

Included

  • Total Sales: See your organization’s current sales year to date adjacent to your annual sales goals

  • Monthly Sales: Monitor monthly progress of your monthly sales against your monthly team goals

  • Team ROI: Factor the return and profitability of the sales team

  • Pipeline KPI Summary: Quickly view what’s in your pipeline, how many leads are currently being worked, opportunities, proposals, etc…

  • Leaderboard: Quickly see the volume of deals each rep has closed, deals in the works and revenue performance

Pipeline
Pipeline

Included

  • Pipeline Performance: Quickly view your teams top of funnel, each sales stage performance and click in to further analyze

  • Lead Status: Determine what’s going on with a certain prospect by noticing days aging, scheduled actions, proposal totals, etc

  • CRM Specifics: View an accounts overall status, scheduled actions, proposals, past transactions, reference notes, and save points of contact

  • Efficient Stage Access: Quickly manage accounts by assigning leads, opportunities and account managers for customers

Commissions
Commissions

Included

  • Integrated Commissions: Measure and track the annual and monthly sales commissions for each sales associate.

  • Streamlined Calculations: Automatic and accurate processes that reduce errors and time spent

  • Flexible Structures: Structures built to align with your business including tiered, percentage-based, or fixed rate plans

  • Transparent Details: Understand team member performance with a clear details

  • Realtime Tracking: Instant visibility for tracking commissions in real time

  • Commission Forecast: Set goals and provide insights into potential commission earnings for team members

Team Management
Team Management

Included

  • Team Snapshot: View a quick snapshot of each team member and a roll up of their contributions throughout the year

  • Individual ROI: Easily see who is driving value into the organization versus those that might be breaking even, or even worse

  • Rep Specific Dashboard: View to manage each individual reps pipeline and ongoing performance

  • Morning Brief Email: Provide each team member with a reminder of goal progress and upcoming opportunities

Chat
Chat

Included

  • Manage Chats: Review a sales person’s performance and simply ping the rep in stride

  • Team Collaboration: Team members can message other team members and groups

  • File sharing: Send and receive JPG, JPEG, PNG, GIF, PDF and TXT files via the chatbox

  • Chat notifications: Receive desktop and email notifications for new chat messages.

  • Monitoring Alerts: Quickly identify potential issues or missed opportunities

Highlights
Highlights

Included

  • Celebrate Special Events: Automatically recognize team members’ birthdays and work anniversaries

  • Drive Morale: Show appreciation and recognize team members with a job well done

  • Simple Callouts: Recognize team members for a job well done and drive a winning culture

  • Real-time Notifications: Receive real-time notifications on individual goal progress and achievements

Incentives
Incentives

Included

  • Positive Work Space: Build incentives to encourage and empower team members with confidence

  • Positive Work Space: Build incentives to encourage and empower team members with confidence

  • Sales Contests: Spur sales activity with launching fun sales contests

  • Healthy Competition: Encourage team comradery and a fun competitive atmosphere for all team members

  • Bonuses: Drive longer term incentive strategies for the entire team or individual team members

Wish we had this sooner!

We tried several different CRM’s, all ended up being too complicated and we gave up on them. Goals.com gives us the ability to track revenues, commissions and really what’s important. The team at Goals.com was great to work with and always are there when we need them. Onboarding was super easy and straightforward. Our team quickly adopted the tool and are enjoying how easy it is to use. I would recommend this to anyone who wants their goals and commissions tied into their CRM.

ratings

4.9

Frequently Asked Questions

Do you offer a free trial?

Yes! You will get a free 14-day trial period with our standard and custom plans.

What happens after the free trial period?

After the 14-day trial period, your account will be automatically downgraded until we receive our standard $39 per user/month payment.

Do I have to sign a contract?

No. We bill on a month-to-month basis.

What payment methods do you accept?

We accept Visa, American Express, and MasterCard. Please contact us if additional payment types are needed. 

How do we get started onboarding and how long does it typically take?

Our goal is to get you up and going as quickly as possible. Typically it only takes a couple of hours. We start onboarding with an initial call where we will complete a couple steps to get your account started. We then can easily upload the remaining sales data.