For pilots and small teams who want the essentials.
For organizations standardizing cross‑functional execution at scale. Everything in Basic, plus:
| Capability | Basic | Pro |
|---|---|---|
| Channel creation from Salesforce records | ✓ | ✓ |
| Team & group chat creation | — | ✓ |
| Notifications (field & stage changes) | ✓ | ✓ (with escalations) |
| Salesforce tab auto‑pinned | ✓ | ✓ |
| Read‑only record tab | ✓ | ✓ |
| Record↔space linking (duplicate prevention) | — | ✓ |
| Advanced rules & targeting (AND/OR, dynamic naming) | — | ✓ |
| Stage‑based checklists & enablement content | — | ✓ |
| Approvals & SLAs in Teams | — | ✓ |
| Templates & provisioning (Planner/SharePoint/Lists/Power BI) | — | ✓ |
| Membership sync from Salesforce | — | ✓ |
| Lifecycle automation (auto‑archive) | — | ✓ |
| Admin dashboard, retries & queue, audit & analytics | — | ✓ |
| API & webhooks / Power Automate | — | ✓ |
| Azure AD SSO & encryption | ✓ | ✓ |
| Data residency options | — | ✓ |
If you want to pilot record‑driven Channel creation with notifications and Salesforce context in Teams—without changing your processes yet.
Get now →if you’re ready to standardize execution across Sales, Service, and Success with approvals, playbooks, templates, and lifecycle governance
Get now →Yes—start free on Basic. Upgrade to Pro when you need advanced automation.
Absolutely. You can upgrade from Basic to Pro at any time.
You’ll connect via OAuth (Salesforce) and Azure AD; after that, choose target Team(s) for channels and you’re set.
Customer files and conversations remain in Microsoft 365; CRM data stays in Salesforce. nFlow stores orchestration metadata; data residency options are available on Pro.
Yes — Pro includes the full feature set (rules, templates, approvals, membership sync, lifecycle, analytics, API, and more).
Yes — talk to sales for tailored packaging.