Full Salesforce plan functionality requires Salesforce Enterprise at minimum and Bulk API enabled.
Organizations on Salesforce Professional should validate which features remain available before signing or starting a pilot.
Evidence source ↗
Ebsta
Ebsta connects CRM and communication activity to relationship insights, deal analysis, pipeline management and sales forecasting for B2B teams.
Sales Pipeline Management
7 key claims verifiedOur editorial team checked this profile against vendor documentation, pricing information, company information. Supported by 6 documented sources.
Editorial overview
Aggregated Overview
Feature breadth is documented across conversation, relationship and revenue intelligence. Capterra shows positive ratings, while pricing is quote-based on the official site and full Salesforce capabilities require qualifying CRM access.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Overview
Ebsta is a revenue intelligence product for sales teams. It connects CRM, email, calendar and conversation data to support relationship scoring, deal inspection, pipeline management and forecasting.
The product has Conversation Intelligence, Relationship Intelligence and Revenue Intelligence plans. Official pages document Salesforce and HubSpot integrations. Fullcast announced its acquisition of Ebsta on August 28, 2025.
Ebsta Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Best suited to
B2B sales and revenue operations teams using Salesforce or HubSpot that want to connect customer activity with relationship scoring, deal inspection and pipeline forecasting.
Look elsewhere if
Teams seeking a standalone CRM, a public self-service price list, or unrestricted Salesforce deployment without Enterprise edition and Bulk API access should verify fit before adopting, and should evaluate alternatives such as Gong instead.
Platforms
Cloud, Gmail, Microsoft Outlook, Web
TechZella assessment
7.8/10
Ebsta — What Sets It Apart?
These are the product-specific differences that may matter when deciding whether the software fits your workflow. They are based on documented evidence rather than a universal ranking.
- Combines conversation analysis, relationship scoring and pipeline forecasting in separately described product plans.
- Salesforce users can access Ebsta as a managed package within CRM records, with relationship and activity insights tied to those records.
- Relationship scoring draws on recorded customer interactions and activity signals rather than CRM opportunity fields alone.
Ebsta Pros & Cons
Pros
- Combines conversation, relationship and revenue intelligence features in one product family.
- Salesforce and HubSpot connections support CRM-linked activity and deal analysis.
- The vendor documents its data location, encryption and role-based access controls.
- A 14-day trial is available for three plans.
Cons
- Official product pricing is quote-based rather than publicly itemized.
- Full Salesforce plan access requires Salesforce Enterprise and Bulk API.
- The vendor identifies AWS US East as the storage location.
- Salesforce API limits can prevent Ebsta connections or searches when exhausted.
Ebsta Gotchas & Operational Limits
These are documented constraints or practical friction points that may matter before you adopt the product.
Ebsta stores data in AWS US East, according to its security page.
Buyers with geographic data-residency requirements should confirm whether that location is acceptable for their data.
Evidence source ↗Salesforce API limits can prevent Ebsta from connecting or returning search results until limits replenish.
A team with heavy CRM API usage may need an administrator to monitor shared Salesforce API capacity.
Evidence source ↗Ebsta Pricing & Plans
Conversation Intelligence
Get a quote
annual payment terms
Call playback, conversation summaries, topic tracking and configurable insights. Official pricing does not display a dollar amount.
Check current pricing →Relationship Intelligence
Get a quote
annual payment terms
Relationship scoring, relationship mapping and relationship trends. Official pricing does not display a dollar amount.
Check current pricing →Revenue Intelligence
Get a quote
annual payment terms
Deal insights, pipeline management and forecasting. Official pricing does not display a dollar amount.
Check current pricing →Free trial
Free
14 days
Trial is listed for Conversation Intelligence, Relationship Intelligence and Revenue Intelligence. Connect Salesforce or HubSpot to start.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Ebsta Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
At a glance
Sales Pipeline Management| Decision factor | Ebsta | Gong |
|---|---|---|
| Core scope | Offers conversation, relationship and revenue intelligence for deal, pipeline and forecasting workflows. | Gong describes a revenue platform centered on recording, transcribing and analyzing customer interactions alongside revenue workflows. Source ↗ |
| CRM integrations | Official pages document Salesforce and HubSpot connections. | Gong documents native Salesforce, HubSpot and Microsoft Dynamics CRM integrations, plus a CRM API for other systems. Source ↗ |
| Pricing model | Official plan page uses Get a Quote; the terms describe annual advance payment. | Gong says pricing depends on per-user licenses and a platform fee, with a customized proposal. Source ↗ |
| Deployment model | Salesforce edition access includes a managed package installed and configured by a Salesforce administrator; Ebsta also documents HubSpot integration. | Gong describes cloud/browser access and administrator-configured integrations. Source ↗ |
Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Ebsta.
Ebsta Features
Conversation Intelligence
- Call playback and conversation snippets
- Topic tracking and key-moment summaries
- Customizable call insights
- AI Bot for follow-ups, call investigation and recommendations
- Call-detail synchronization to CRM
Relationship Intelligence
- Email and calendar synchronization
- Contact capture from employee mailboxes
- Relationship scoring and trends
- Relationship mapping
- Account-based relationship insights
Revenue Intelligence
- Deal insights and opportunity health signals
- Pipeline management and change analysis
- Projected revenue and forecast roll-ups
- Forecast trends, pacing, insights and submissions
- Funnel and team analytics
CRM integrations
- Salesforce managed package
- HubSpot integration
- Salesforce reporting through custom fields or custom objects
Demo & Screenshots
Ebsta Specifications
| Deployment | Cloud service; Salesforce managed-package installation requires an administrator |
|---|---|
| CRM integrations | Salesforce and HubSpot |
| Email clients | Gmail and Outlook; Outlook desktop for Windows and Outlook online |
| Salesforce prerequisite | Salesforce Enterprise minimum and Bulk API enabled for all features of the three intelligence plans |
| Data storage region | AWS US East, according to the vendor security page |
| Encryption | Vendor states that data is encrypted in transit and at rest |
| Security certification | Vendor states ISO 27001 compliance |
| API requirement | Salesforce API access is required for the Salesforce connection; API limits can affect service availability. Public Ebsta API documentation was not located in the reviewed sources. |
| Free trial | 14 days for Conversation Intelligence, Relationship Intelligence and Revenue Intelligence |
| Pricing model | Quote-based on the official pricing page; terms describe annual advance payment |
Deployment & System Footprint
Verified installation, hosting, administration, or environment details that can affect implementation.
| Installation or hosting | Cloud service with Salesforce managed-package deployment; the Salesforce package requires an administrator to install and configure it. Source ↗ |
|---|---|
| Supported CRM connections | Official product pages document Salesforce and HubSpot integrations. Source ↗ |
| Email and calendar connections | The pricing FAQ confirms Gmail and Outlook support, including service accounts; Outlook support covers Windows desktop clients and Outlook online. Source ↗ |
Migration & Lock-In
Documented portability, standards, export, or switching considerations. No switching-cost score is shown unless the evidence supports one.
CRM data portability
The public pages reviewed describe CRM synchronization and data capture, but do not specify a complete export or migration process. Confirm export formats and record handling with Ebsta before switching.
Evidence source ↗Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
7.8/10Moderate confidence
Feature breadth is documented across conversation, relationship and revenue intelligence. Capterra shows positive ratings, while pricing is quote-based on the official site and full Salesforce capabilities require qualifying CRM access.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
Editorial transparency
Our Review Methodology
Key claims are linked to the sources used to verify them. This evidence record is separate from third-party user ratings.
TechZella evaluates software using documented product capabilities, pricing information, usability and value considerations, independent user evidence where available, and competitive context. The assessment is an editorial review, not a hands-on test unless one is explicitly identified. Our editorial assessment is based on 6 documented sources.
What TechZella adds
- Combines conversation analysis, relationship scoring and pipeline forecasting in separately described product plans.
- Salesforce users can access Ebsta as a managed package within CRM records, with relationship and activity insights tied to those records.
- Relationship scoring draws on recorded customer interactions and activity signals rather than CRM opportunity fields alone.
Important limitations
- The official pricing page requires prospects to request a quote, so buyers cannot calculate current list pricing from the public plan page.
- The vendor says full Conversation Intelligence, Relationship Intelligence and Revenue Intelligence access on Salesforce requires at least Salesforce Enterprise and Bulk API enabled.
- Ebsta's published security page places stored data in AWS US East, which may not meet every organization's data-location requirements.
Evidence-backed claimsEbsta was founded in 2012. Fullcast acquired Ebsta in August 2025. Ebsta offers a 14-day free trial for three listed plans. Salesforce full-feature access has edition and API prerequisites. Ebsta provides Salesforce and HubSpot integrations. Ebsta states that its data is stored in AWS US East and encrypted in transit and at rest. Official pricing is quote-based rather than a public dollar list.
Ebsta's announcement of its HubSpot launch states that the company was founded in 2012.
View source ↗Verified 2026-11-03Fullcast's acquisition announcement is dated August 28, 2025 and names Ebsta as the acquired company.
View source ↗Verified 2026-11-03The official pricing FAQ lists a 14-day trial for Conversation Intelligence, Relationship Intelligence and Revenue Intelligence.
View source ↗Verified 2026-11-03The pricing FAQ says Salesforce Enterprise is the minimum for all features of the three plans and Bulk API must be enabled.
View source ↗Verified 2026-11-03The vendor's integrations page links to both CRM integration offerings.
View source ↗Verified 2026-11-03The security page identifies the AWS region and describes encryption during transmission and at rest.
View source ↗Verified 2026-11-03The official pricing page labels the product plans Get a Quote.
View source ↗Verified 2026-11-03Ebsta FAQs
Answers begin with the clearest available response, followed by the context that helps you act on it.
Does Ebsta offer a free trial?
Yes. Ebsta lists a 14-day trial for Conversation Intelligence, Relationship Intelligence and Revenue Intelligence. The Enterprise trial requires contacting the company.
Which CRM systems does Ebsta support?
Ebsta's product pages document Salesforce and HubSpot integrations. Salesforce full-feature access requires Salesforce Enterprise and Bulk API.
Does Ebsta support Gmail and Outlook?
Yes. The official FAQ lists Gmail and Outlook, including Outlook desktop for Windows and Outlook online.
Does Ebsta publish its plan prices?
No. The official pricing page asks buyers to request a quote for its listed plans.
Where does Ebsta store data?
Ebsta's security page says data is stored in AWS US East and is encrypted in transit and at rest.
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