AI lead scoring, multi-channel capture, and automated onboarding — included on every plan. Pick the tier that fits your team size. Upgrade or downgrade anytime.
Start your free 14-day trial →No credit card required · Full Pro access during trial
Free forever · No credit card
For solo consultants or agencies testing the waters. AI scoring included. No credit card, no time limit.
Billed annually · Save $96/yr
For agencies with a steady flow of inbound leads and a team that needs to move fast.
Billed annually · Save $360/yr
For agencies scaling past 10 people who need sub-accounts, advanced AI, and full integrations.
Billed annually · Save $600/yr
For established agencies that need white-label, unlimited seats, and a dedicated success manager.
All trials start at full Pro-level access regardless of which plan you intend to use. Yearly plan pricing shown above.
✓ No credit card to start
✓ Cancel anytime
✓ Switch plans instantly
✓ Full Pro access during trial
✓ Built for agencies of every size
What you get on every paid plan
0–100
AI score on every lead
AI reads, scores, and summarizes every inquiry. Your team only touches the ones that matter.
Auto
onboarding on close
Won a deal? Onboarding starts automatically. No Slack messages. No forgotten checklists.
Instant
enrichment & alerts
AI enrichment + Slack/email alerts mean your team sees scored leads the moment they arrive.
Full comparison
| Feature | Free | Growth | Pro | Agency |
|---|---|---|---|---|
| Pricing | ||||
| Monthly price | Free | $42/mo | $139/mo | $299/mo |
| Yearly price | Free | $34/mo | $109/mo | $249/mo |
| Usage Limits | ||||
| Active contacts | 500 | 5,000 | Unlimited | Unlimited |
| Team seats | 2 | 8 | 25 | Unlimited |
| Onboarding flows | 2 | 10 | Unlimited | Unlimited |
| Proposals/mo | 5 | Unlimited | Unlimited | Unlimited |
| Invoices/mo | 10 | Unlimited | Unlimited | Unlimited |
| Campaign sends/mo | 250 | 2,500 | 10,000 | Unlimited |
| SMS/mo | — | 150 | 750 | 3,000 |
| Automation runs/mo | — | 1,000 | 10,000 | Unlimited |
| Pipelines | 1 | 5 | Unlimited | Unlimited |
| Native integrations | — | 15 | 29 | Unlimited |
| Landing pages | — | 3 | 10 | Unlimited |
| Sub-accounts | — | — | 3 | 25 |
| Storage | 1 GB | 5 GB | 20 GB | 100 GB |
| Core Features | ||||
| AI enrichment & lead scoring | ✓ | ✓ | ✓ | ✓ |
| Kanban + list view | ✓ | ✓ | ✓ | ✓ |
| Tags, filters & CSV export | ✓ | ✓ | ✓ | ✓ |
| Time tracking | ✓ | ✓ | ✓ | ✓ |
| Proposals & templates | ✓ | ✓ | ✓ | ✓ |
| Invoicing | ✓ | ✓ | ✓ | ✓ |
| Email campaigns | ✓ | ✓ | ✓ | ✓ |
| AI & Growth | ||||
| AI draft replies | — | ✓ | ✓ | ✓ |
| AI follow-up suggestions | — | ✓ | ✓ | ✓ |
| SMS campaigns (Twilio) | — | ✓ | ✓ | ✓ |
| Multi-channel intake | 2 channels | 6 channels | 9 channels | 9 channels |
| Client portal | — | ✓ | ✓ | ✓ |
| AI Insights (analytics) | — | — | ✓ | ✓ |
| AI churn prediction + forecast | — | — | ✓ | ✓ |
| Power Features | ||||
| Gantt charts + resource planning | — | — | ✓ | ✓ |
| E-signature on proposals | — | — | ✓ | ✓ |
| Branded proposal templates | — | — | ✓ | ✓ |
| Recurring invoices + reminders | — | — | ✓ | ✓ |
| Zapier integration | — | — | ✓ | ✓ |
| API access | — | — | ✓ | ✓ |
| White label | — | — | Logo & colors | Full white label |
| Enterprise | ||||
| AI bulk enrichment | — | — | — | ✓ |
| SSO/SAML + custom domain | — | — | — | ✓ |
| Webhooks + SDK | — | — | — | ✓ |
| Capacity forecasting (30/60/90d) | — | — | — | ✓ |
| Profitability + margin alerts | — | — | — | ✓ |
| Client billing pass-through | — | — | — | ✓ |
| 365-day audit log | — | — | — | ✓ |
| Support | ||||
| Support | Community + AI bot | Email + chat | Priority + 2 onboarding calls | Dedicated CSM + 4hr SLA |
After 14 days, you'll be prompted to choose a plan. If you don't pick one, your account moves to Free-tier limits (500 contacts, 2 seats, 2 onboarding flows) until you do — no data is deleted. Your trial gives you full Pro access regardless of which plan you intend to use.
Yes. Upgrade or downgrade at any time from Settings → Billing. Changes take effect immediately. No friction, no waiting period.
Any contact with a status of Lead, Client, or Inactive. Archived and deleted contacts do not count toward your limit. Archive contacts you're no longer working with to free up space.
No. Your 14-day trial starts immediately with no payment information required. You only need a card when you choose a plan at the end of your trial.
Growth, Pro, and Agency plans include native connectors for CRM, project management, and communication tools. Pro and Agency plans also include Zapier (5,000+ apps) and API access for custom integrations.
Yes. Cancel from your billing settings whenever you want. No calls, no cancellation fees, no runaround. If you're on a yearly plan, you keep access until the end of your billing period.
Still have questions? Email us — we reply same day.
Ready?
Try every feature for two weeks. Pick a plan when you're ready. Cancel before your trial ends and you won't be charged a cent.
Start your free 14-day trial →No credit card required · Full Pro access · Cancel anytime