Which tier do Flow, Ledger, and Insight SQL require?

Team or Growth on standalone Momentum or Resolve. Starter cannot attach these add-ons — upgrade the seat to Team first, then add the app.

Can we buy Insight SQL and basic Insight dashboards together?

No — Insight SQL includes the full SQL workspace and dashboards. Do not stack both; pick Insight SQL when RevOps needs SQL, or stay on included dashboards until then.

Who should get the Ledger add-on?

Finance and billing operators who issue invoices from closed-won opps — not every AE. Sales stays on CRM seats; one or two Ledger seats often cover mid-market volume.

When do add-ons make One cheaper?

When multiple people need Ledger, Flow, and Insight SQL across dual Momentum and Resolve lines — standalone per-seat stacks climb fast. Compare at app.salestrics.com/pricing before annual commit.

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August 20, 2026 4 min read Salestrics Team

Flow, Ledger, and Insight SQL: Which Add-Ons to Buy

After you pick a standalone tier — see Starter vs Team vs Growth — the next invoice surprise is add-ons. Flow, Ledger, and Insight SQL attach to Team and Growth per person; they are not included on Starter. Mid-market operators who mirror legacy stacks buy all three for everyone; disciplined teams attach each add-on to the role that actually uses it. This 2026 guide maps buy order, seat exceptions, duplicate-app traps, and when bundled Salestrics One beats a la carte math.

Add-on catalog (reference)

Add-on	Price	Eligible tier	Primary owner
Flow	$5/person/mo	Team, Growth	RevOps, ops
Ledger	$35/person/mo	Team, Growth	Finance, billing
Insight SQL	$25/person/mo	Team, Growth	RevOps, analytics
Orbit	$5/person/mo	Growth only (included on Growth)	Partner, marketing
Connect	$10/person/mo	Starter add-on; included Team+	Customer-facing GTM

Full catalog and limits: app.salestrics.com/pricing and Changelog #17.

Buy order (recommended)

Prove core motion — mail on account, stages, Connect if customer-facing
Ledger — when quotes close and finance re-keys amounts elsewhere today
Flow — when approvals and handoffs need audit trails beyond stage changes
Insight SQL — when dashboard exports fail and RevOps lives in SQL
Orbit — when partner-led GTM is daily, not experimental

Skipping straight to Insight SQL before pipeline hygiene produces pretty reports on messy data. Start with habits: mail on account and forecast hygiene.

Ledger — when finance owns the graph

Ledger issues invoices and tracks payment on the same account graph as CRM — not a separate billing tool with nightly sync.

Buy when — closed-won opps feed invoice creation weekly+
Seat map — finance controller + billing specialist, not full sales pod
Skip when — invoicing still in QuickBooks with no plan to connect motion
Pair with — quote-to-close and CRM and finance guide

One Ledger seat at $35/mo often covers mid-market invoice volume. Adding Ledger to ten AEs who never open finance screens is a legacy habit — not a requirement.

Flow — when workflows need teeth

Flow runs approvals, routing, and operational workflows on the record graph — useful when “change stage” is not enough audit trail.

Buy when — discount approvals, procurement gates, or CS escalations repeat
Seat map — RevOps builder + one backup admin; not every rep
Skip when — stages and mail policy still undefined — Flow automates chaos
Pair with — finance permissions before money-moving flows go live

Flow at $5/person is cheap — which is why teams over-buy it. Prove one workflow on Team tier before attaching Flow to eight seats.

Insight SQL — when dashboards are not enough

Insight SQL is the full SQL workspace — it includes dashboards. Basic Insight dashboards ship on every plan; do not pay for SQL until exports and joins fail.

Buy when — RevOps publishes board metrics from SQL, not CSV exports
Seat map — one to three analytics owners; read-only consumers use shared views
Skip when — pipeline dashboard plus Monday MCP read covers leadership
Anti-pattern — buying Insight SQL because “we are data-driven” without a query owner

Explore included analytics first: Insight on Salestrics.

Seat map template

Role	Line + tier	Typical add-ons
AE (customer-facing)	Momentum Team	Connect included; rarely Ledger
CS / desk	Resolve Team	Support Embed on Resolve Team+; Flow if escalations
Finance	Momentum Team or Resolve Team	Ledger
RevOps	Momentum Team	Flow, Insight SQL
Partner manager	Momentum Growth	Orbit included on Growth

Document exceptions in Admin → Billing. Template: in-app billing RevOps playbook.

Worked example: eight-person GTM + finance

Stack	Monthly estimate	Notes
5× Momentum Team	$195	Connect included
2× Resolve Team	$78	Desk seats
1× Ledger add-on	$35	Finance only
1× Insight SQL add-on	$25	RevOps only
Total	$333	Under One Team $499 cap

Standalone wins here — until you add Flow on six people, second Ledger seat, and Resolve on everyone. Rerun math quarterly: One vs standalone.

When to stop stacking and buy One

Dual lines on paid tiers — Momentum Team + Resolve Team for most of org
Three add-ons × many seats — Ledger + Flow + Insight SQL multiplication
Under teammate cap — 15 on One Team, 50 on One Growth
Renewal fatigue — finance reconciles five add-on line items monthly

One bundles every add-on — no per-person scavenger hunt at checkout.

Anti-patterns

Ledger on every AE — finance still invoices in external ERP
Insight SQL + basic Insight — duplicate spend; SQL includes dashboards
Flow before stages — workflows encode wrong motion
Add-ons on Starter — invalid; upgrade seat to Team first
Annual add-on commit day one — prove monthly for one cycle when possible

90-day add-on review

Usage — who logged into Ledger, Flow, Insight SQL last 30 days
Seat exceptions — still documented with owner name
One math — rerun if headcount or second line joined
Duplicate apps — paying Zapier for what Flow should own

MCP prompt (add-on audit)

List teammates with Flow, Ledger, or Insight SQL add-ons and last activity per app in 30 days. Flag seats with add-ons but no logins — recommend removal or seat downgrade.