Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos
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CEB Pricing & Platform Comparison

Why CEB Exists

Modern businesses don’t struggle from lack of tools. They struggle from fragmentation — sales in one system, forecasting in spreadsheets, delivery in another platform.

CEB replaces structural chaos with operational clarity — connecting revenue and execution in one continuous closed-loop system.

Lead Capture Qualification Deal Intelligence Revenue Forecasting Project Conversion Task Execution Audit Logging Workspace Health

Replace 3–5 Tools With One System

CEB eliminates tool stacking by unifying CRM, project management, revenue forecasting, sales tracking, and operational accountability into one deterministic system.

CRM Platform
Project Management Tool
Sales Pipeline Tracker
Calendar & Task System
Spreadsheet Forecasting

Plans That Scale With Your Vision

Run your projects, CRM, and client workflows in one organized workspace.

Starter
Best for solo founders organizing their work internally before onboarding clients.
$49 /month
3-Day Free Trial
  • Project creation & management
  • Task lists with status tracking
  • Tasks automatically linked to projects
  • Smart calendar (Month, Week & Agenda views)
  • Tasks & events visible in one unified timeline
  • CEB™ Activity Intelligence (Starter Edition)
  • Automatic record of all workspace activity
  • See task, project & calendar changes instantly
  • Unified Search across your workspace
  • Filter activity by date, member, or area
  • Unified workspace view across projects, tasks & calendar
  • No manual logging or automation setup required
  • 1 dedicated workspace
  • Client workspaces per month: 3
  • Onboarding workspaces per month: 3
Start Free Trial
Popular
Creator
Designed for freelancers, coaches, and small teams who work with real clients.
$99 /month
  • Everything in Starter, plus:
  • Kanban boards for visual task flow
  • List & Kanban task views
  • Advanced task statuses & priorities
  • Drag-and-drop task movement
  • Clear task progress visibility across projects
  • CEB™ Activity Intelligence (Creator Edition)
  • Expanded activity timeline with deeper history
  • Track task creation, updates, completions & reassignments
  • See who did what — and when — across your workspace
  • Workflow-level visibility across tasks & projects
  • Unified Search across tasks, projects & activity logs
  • Advanced activity filters by action type & entity
  • Invite 1 team member
  • Owner & Admin role access
  • Client workspaces per month: 6
  • Onboarding workspaces per month: 6
Upgrade to Creator
Professional
Pro
For agencies and product teams building at scale.
$229 /month
  • Everything in Creator, plus:
  • Full CRM system (Leads, Contacts & Deals)
  • CRM Overview dashboard with pipeline visibility
  • Track every lead, deal stage & sales outcome
  • Deal-to-Project automation
  • Projects automatically created from won deals
  • Sales activity connected directly to delivery work
  • CEB™ Activity Intelligence (Pro Edition)
  • Automated CRM activity tracking
  • Automated system-wide activity logs
  • Track actions across CRM, projects, tasks & calendar
  • Cross-system accountability — no blind spots
  • Unified view of Sales → Projects → Tasks → Calendar
  • Operational visibility across people, work & revenue
  • See bottlenecks before they become problems
  • Up to 5 team seats included
  • Role-based access (Owner, Admin & Member)
  • Client workspaces per month: 10
  • Onboarding workspaces per month: 10
Upgrade to Pro
Enterprise
Agency
Built for scaling teams, studios & high-volume agencies.
$399 /month
  • Everything in Pro, plus:
  • Multi-client workspaces under one account
  • Separate projects, tasks & calendars per client
  • Client-level CRM (Leads, Contacts & Deals)
  • Dedicated pipelines per client or workspace
  • Deal → Project automation per client
  • Projects auto-created when deals are won
  • Sales activity fully connected to delivery work
  • Connected tasks across List & Kanban views
  • Calendar ↔ task sync across all client workspaces
  • Never double-enter work across tools or clients
  • CEB™ Activity Intelligence (Agency Edition)
  • Centralized activity logs across all clients
  • Cross-workspace accountability & visibility
  • See who did what — across every client
  • Role-based access control across teams & clients
  • Control visibility per workspace, role & member
  • Up to 15 team seats included
  • Priority support
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Platform Comparison

Compare how CEB aligns with commonly used work management platforms across structure, automation, CRM, and agency workflows.

Purpose & Core Focus CEB Trello Asana HubSpot Notion
Primary focus Running projects, clients, and sales in one connected workspace Visual task & board management Team task & project coordination CRM, sales & marketing management Flexible workspace for notes, docs & databases
Projects Native Board-based Native Limited Manual setup
Tasks Native Cards Native Limited Manual setup
Kanban boards Yes Yes Yes No Optional
Calendar (tasks + events) Native Limited / add-ons Yes Yes Manual
Unified timeline Yes No Partial No No
Task → project linking Automatic Manual Manual No Manual
Deal → project automation Yes No No No No
CRM (leads, deals, contacts) Yes (Pro+) No No Yes Manual databases
Unified activity log Yes Board-level Project-level CRM-level Page-level
Multi-client workspaces Yes (Agency) No No Yes (accounts) Manual
Works out of the box Yes Partial Partial Partial No

How these platforms differ

CEB is a closed-loop revenue-to-execution operating system — automatically connecting lead capture, sales intelligence, forecasting, project delivery, task execution, and audit tracking in one continuous flow.

Trello emphasizes visual task organization using boards.

Asana focuses on structured task and project coordination for teams.

HubSpot is a CRM-first platform for sales and marketing operations.

Notion provides flexible building blocks for documentation and custom workflows.