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When to Use Each Endpoint

Use this guide to choose the right Single Profile Analysis endpoint for your use case. It consolidates the decision criteria that previously lived inside the CRM Plus page.

  • CRM Basic → Fast qualification and high-volume prospecting
  • CRM Complete → Deep behavioral insights for most sales motions
  • CRM Plus → Premium, AI-enhanced insights for strategic, high-stakes deals

CRM Basic — When to Use​

  • Quick lead qualification
  • High-volume prospecting
  • Budget-conscious campaigns
  • Basic personality insights are sufficient

Go to: CRM Basic endpoint

CRM Complete — When to Use​

  • Standard behavioral analysis is sufficient
  • Budget constraints (2 credits vs 3 credits)
  • Don't need real-time market intelligence
  • Faster processing time needed (8-12s vs 15-25s)

Go to: CRM Complete endpoint

CRM Plus — When to Use​

  • Targeting high-value enterprise accounts (Fortune 500, large enterprises)
  • Need current market intelligence and industry trends
  • Complex sales cycles requiring deep strategic insights
  • Preparing for C-level meetings and strategic discussions
  • Want AI-powered engagement strategies
  • Industry dynamics are rapidly changing

Go to: CRM Plus endpoint

Quick Comparison​

FeatureBasicCompletePlus
Credits123
OCEAN/MBTIBasic/noFullFull
Buyer PlaybookBasicAdvancedAdvanced
AI Market IntelligenceNoNoYes
Best ForQualificationMost dealsStrategic, high-stakes