Plans & pricing
Compare agency CRM plans by features, team capacity, and storage. Choose monthly or yearly billing.
For solo operators and small teams just getting started.
7-day trial available. Review payment details at checkout.
For growing teams that need structure across operations and client delivery.
7-day trial available. Review payment details at checkout.
For established businesses that need advanced HR, integrations, and full operational control.
7-day trial available. Review payment details at checkout.
A closer look
Compare team capacity, storage, and the tools included in each plan.
| Find your fitEverything at a glance. |
Solo
USD 9.00/ monthbilled monthly
|
Recommended Small
USD 19.00/ monthbilled monthly
|
Large
USD 39.00/ monthbilled monthly
|
|---|---|---|---|
| Workspace capacity | |||
| Users | Just you | Up to 5, including you | Up to 12, including you |
| Storage | 5 GB | 10 GB | 20 GB |
| Social accounts | 1 | 3 | Unlimited |
| Clients & sales | |||
| Clients | Included | Included | Included |
| Estimates | Included | Included | Included |
| Leads | Included | Included | Included |
| Products | Included | Included | Included |
| Contracts | Included | Included | Included |
| Orders | Included | Included | Included |
| Projects & delivery | |||
| Projects | Included | Included | Included |
| Tasks | Included | Included | Included |
| Time Logs | Included | Included | Included |
| Tickets | Included | Included | Included |
| Forms | Not included | Included | Included |
| Billing & finances | |||
| Invoices | Included | Included | Included |
| Payments | Included | Included | Included |
| Reports | Included | Included | Included |
| Expenses | Included | Included | Included |
| Bank Account | Included | Included | Included |
| Team & operations | |||
| Leaves | Included | Included | Included |
| Holidays | Included | Included | Included |
| Events | Included | Included | Included |
| Employees | Not included | Included | Included |
| Attendance | Not included | Included | Included |
| Messages | Not included | Included | Included |
| Additional tools | |||
| Server Manager | Not included | Included | Included |
Your plan includes the features and limits listed here. Back to plans
A little more clarity
Answers to the questions that come with your next step.
Flat-rate plans include the team capacity shown on the card. Per-seat plans charge for workspace seats; checkout shows the seat count and total before you continue.
Only plans marked with a trial include one. The duration is shown on the plan. Checkout confirms whether a payment card is required and when a charge will happen. Cancel before your trial ends to avoid a scheduled charge.
Yearly prices are totals for a full year. Any savings shown are calculated against 12 monthly payments for the same plan. Discounts depend on the plan.
All prices are in US dollars, and your card is charged in US dollars. If your card uses another currency, your bank converts the amount and may add a fee.
Workspace owners can review plan and cancellation options in Billing. If an option is unavailable, contact our team for help. Scheduled cancellations take effect at the end of the paid period or trial. Team members should contact their billing administrator.
Your clients, your team, and your next project.
Give them a place to come together.
