Simple, transparent pricing
Pick the plan that matches how your team works today — upgrade any time as your prospect pipeline grows.
Annual billing saves you money over paying monthly. All prices exclude applicable taxes.
Starter
Core CRM for teams getting off spreadsheets.
- Leads, contacts, accounts and deals
- Activities and calendar
- Standard reports
- CSV and Excel import
- Custom fields
- Branded Quotes, Orders and Invoices
- AI Support Agent with in-app ticketing
Growth
Everything in Starter, plus the full prospect pipeline.
- Everything in Starter
- Full Prospect Database
- Smart document imports (CSV, Excel, Word, PDF)
- Products and quotes
- Sales orders and invoices
- Campaign reporting
- Automations
- Scheduled data sources
- Scheduled report emails
- Multi-branch organizations
AI Pro
Everything in Growth, plus controlled AI execution.
- Everything in Growth
- Prompt command bar
- Generative Reports with Prompt
- AI lead scoring
- AI-drafted follow-ups
- AI Memory
- AI Control Center
- Approval policies
- Bulk email with your own SMTP
- Higher AI usage allowance
- Executive LiveView — secure, temporary sharing of live management dashboards and Generative UI reports
Enterprise
Custom pricing for larger or regulated teams.
- Advanced permissions
- SSO when available
- Audit and security controls
- Custom integrations
- Data migration
- Dedicated onboarding
- Priority human escalation
- Custom support SLA
Pricing questions
Can I migrate from another CRM?+
Yes. Export your data as CSV or Excel and import it directly, or talk to us about assisted migration for larger datasets.
Is a credit card required for the trial?+
No. The 14-day free trial does not require a credit card.
How is AI usage calculated?+
AI Pro includes a monthly usage allowance for AI-assisted actions such as scoring, follow-up drafts and Prompt commands. Enterprise plans can set a custom allowance.
More questions? Talk to our team