Plans & Pricing

Starter

$149/mo

➡️ Unlimited Users
➡️ Core CRM (Contacts, Pipelines, Tasks)
➡️ Email & SMS Campaigns - Monthly Cap
➡️ Appointment Booking
➡️ Basic Reporting & Dashboards
➡️ AI-Powered Voice Calls & Call Tracking
➡️ Advanced Workflows & Automations
➡️ Social Media Scheduling & Reputation Management
➡️ Payments & E-Signature
➡️ Support - Chat & Email
➡️ Connected Domains - 1

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Professional

$249/mo

➡️ Unlimited Users
➡️ Core CRM (Contacts, Pipelines, Tasks)
➡️ Email & SMS Campaigns - Unlimited (Fair Use)
➡️ Appointment Booking
➡️ Basic Reporting & Dashboards
➡️ AI-Powered Voice Calls & Call Tracking
➡️ Advanced Workflows & Automations
➡️ Social Media Scheduling & Reputation Management
➡️ Payments & E-Signature
➡️ Support - Priority
➡️ Connected Domains - Unlimited
➡️ API & Third-Party Integrations
➡️ Dedicated Account Manager @ $199/mo

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Fully Managed CRM

Custom Plan

➡️ Unlimited Users
➡️ Core CRM (Contacts, Pipelines, Tasks)
➡️ Email & SMS Campaigns - Unlimited Managed For You!
➡️ Appointment Booking
➡️ Basic Reporting & Dashboards
➡️ AI-Powered Voice Calls & Call Tracking
➡️ Advanced Workflows & Automations - Unlimited Within Agreed Scope
➡️ Social Media Scheduling & Reputation Management
➡️ Payments & E-Signature
➡️ Support - Priority + Same-Day
➡️ Connected Domains - Unlimited
➡️ API & Third-Party Integrations
➡️ Dedicated Account Manager
➡️ Ongoing Customizations & Campaign Management
➡️ Regular Performance Reviews

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CRM Customization Packages(One - Time)

Service / Package	Basic Setup @ $499	Full Customization @ $1,499
White-Label Branding (Logo, Colors, Subdomain)	✅	✅
Import Existing Contacts	✅	✅
Sales Pipeline Setup	1 Pipeline	Multi-Pipeline (Dept-based)
Automations	Up to 3	Up to 10
Appointment Booking Page Setup	✅	✅
Email/SMS Sending Setup	✅	✅
Custom Reports & Dashboards	❌	✅
Advanced Integrations (Zapier, APIs)	❌	✅
Branded Client Portal Setup	❌	✅
Onboarding & Training	1 Hour	3 Hours
Dedicated Account Manager	❌	Optional ($199/mo)