Plans that scale with your business.
Starter
Per month, billed annually
For solo client work
- 500 contacts & 250 accounts
- 10 projects, 100 invoices, and 25 docs
- Calendar, payments, and 500 AI credits
Pro
Per month, billed annually
For growing service teams
- Unlimited contacts, projects, docs, and invoices
- Workflows, API, email, tickets, and reports
- 3 pipelines, 3 calendars, and 2,000 AI credits
Business
Per month, billed annually
Everything needed to run your business
- Client portal branding and custom domain
- Commerce, subscriptions, brands, and custom SMTP
- QuickBooks or Xero, 50 automations, and 6,000 AI credits
Scale
Per month, billed annually
Grow without growing overhead
- Autonomous AI Workers across your operation
- Formal accounting and accounting intelligence (coming soon)
- Advanced execution with 15,000 AI credits
Need more than 15 users? Talk to us about Enterprise
Compare plans
Everything you need, at every stage
| Starter 1 seat | Pro 3 seats | Business 7 seats | Scale 15 seats | |
|---|---|---|---|---|
| CRM | ||||
| Contacts | 500 | Unlimited | Unlimited | Unlimited |
| Accounts | 250 | Unlimited | Unlimited | Unlimited |
| Deals pipelines | 1 | 3 | Unlimited | Unlimited |
| Forms | 5 | Unlimited | Unlimited | Unlimited |
| Tickets | ||||
| Client portal | Branded | Branded | ||
| Projects & Tasks | ||||
| Projects | 10 | Unlimited | Unlimited | Unlimited |
| Tasks | ||||
| Milestones | ||||
| Time tracking | ||||
| Finance | ||||
| Invoices | 100 | Unlimited | Unlimited | Unlimited |
| Estimates | ||||
| Expenses | 100 | Unlimited | Unlimited | Unlimited |
| Subscriptions | ||||
| Online payments | ||||
| QuickBooks or Xero | Standard | Advanced | ||
| General ledger and journals | Coming soon | |||
| Financial statements and reconciliation | Coming soon | |||
| Documents | ||||
| Docs | 25 | Unlimited | Unlimited | Unlimited |
| Wikis & pages | ||||
| Files | ||||
| Storage | 5 GB | 25 GB | 100 GB | 250 GB |
| Team & Scheduling | ||||
| Included team seats | 1 | 3 | 7 | 15 |
| Calendar connections | 1 | 3 | 10 | Unlimited |
| Team scheduling | ||||
| HRM | ||||
| Automation & Integrations | ||||
| Automations | 10 | 50 | 250 | |
| Workflow runs/mo | 1,000 | 10,000 | 50,000 | |
| API access | ||||
| Zapier integration | ||||
| Custom webhooks | ||||
| AI Workers | ||||
| Advanced execution controls | ||||
| AI, Branding & Add-ons | ||||
| AI credits | 500 | 2,000 | 6,000 | 15,000 |
| Custom domain | Add-on: $19/mo | Add-on: $19/mo | ||
| Custom SMTP | Add-on: $19/mo | Add-on: $19/mo | ||
| Commerce | ||||
| Extra team seats | $20/seat/mo | $20/seat/mo | $20/seat/mo | |
Frequently asked questions
Can't find what you need? Reach out to our team
The 14-day trial includes Business features. Scale-only capabilities such as AI Workers are not included. At the end, choose any paid plan or continue on Free; your workspace and data stay in place.
Starter includes 1 seat, Pro includes 3, Business includes 7, and Scale includes 15. Extra team seats are available on Pro, Business, and Scale for $20 per seat per month.
No. Contacts, leads, clients, and prospects do not count as users. Pro, Business, and Scale include unlimited contacts.
Yes. Changes take effect immediately and billing is prorated.
Brand customization includes client portal customization, a custom domain, and custom SMTP. It is included on Business and Scale, and available as the Branded Client Portal add-on for Starter and Pro at $19/month or $15/month when billed annually.
Yes. We use multiple firewalls, encryption, and industry-standard security safeguards to protect your data.
Yes. You can run as many businesses under one master account as you need. Billing for each brand is separate.
You can request a full refund within 14 days of starting your subscription — no questions asked.
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