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Pricing guides

Straight answers to the questions that decide a purchase: what a plan actually costs, what a free tier really includes, and whether a tool does the thing you need it to.

42 guides published · page 1 of 4

GuideSales and CRMStraight answer

What is a CRM database? The part of a CRM that actually matters

A CRM database is the structured store of contacts, companies, deals, and every interaction between them. Understanding its shape explains why migrations are hard and why duplicates multiply.

Updated
GuideSales and CRMStraight answer

HIPAA compliant CRM: the BAA is gated behind the enterprise tier

Most mainstream CRMs will sign a business associate agreement only on their highest plan. HubSpot needs Enterprise plus a Healthcare add-on. Configuration does not make a lower plan compliant.

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GuideFinance and adminStraight answer

What is opening balance equity, and why yours should be zero

QuickBooks creates opening balance equity to hold the other side of any starting balance you enter. It is a temporary holding account. A balance sitting there means something was never finished.

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