Starter
For solo advisors and very small teams getting organised.
$29/ month
Billed monthly
- Up to 3 users
- Up to 2,500 contacts
- Contacts, companies and properties
- Deal pipeline and tasks
- File manager (5 GB)
- Mobile friendly
- Daily backups
- Email support
Home/Pricing
Simple plans that grow with your team.
Start small and upgrade when you are ready. Purchasing opens soon, so join the waitlist to be first in line.
Professional
For growing teams that run clients, projects and billing together.
$79/ month
Billed monthly
- Up to 10 users
- Unlimited contacts
- Everything in Starter
- Projects, task buckets and billing
- Calendar, reports and CSV / PDF export
- Roles, history and duplicate merge
- Two-factor sign-in
- File manager (50 GB)
- Priority support
Enterprise
For brokerages and larger organisations with custom needs.
Custom
Tailored to your team
- Unlimited users
- Everything in Professional
- Guided data migration
- Onboarding and team training
- Custom pipelines and fields
- Dedicated support contact
Prices shown in US dollars. Purchasing is not open yet - join the waitlist and we will email you when it is.
Compare plans
Everything side by side
| Starter | Professional | Enterprise | |
|---|---|---|---|
| Capacity | |||
| Users | Up to 3 | Up to 10 | Unlimited |
| Contacts | Up to 2,500 | Unlimited | Unlimited |
| File storage | 5 GB | 50 GB | Custom |
| Core CRM | |||
| Contacts and companies | ✓ | ✓ | ✓ |
| Properties and listings | ✓ | ✓ | ✓ |
| Deal pipelines | ✓ | ✓ | ✓ |
| Tasks | ✓ | ✓ | ✓ |
| File manager | ✓ | ✓ | ✓ |
| Website lead inbox | ✓ | ✓ | ✓ |
| Mobile layout | ✓ | ✓ | ✓ |
| Delivery and insight | |||
| Projects, task buckets and billing | - | ✓ | ✓ |
| Calendar | - | ✓ | ✓ |
| Reports | Basic | Full | Full |
| CSV and PDF export | - | ✓ | ✓ |
| Team and security | |||
| Roles and permissions | - | ✓ | ✓ |
| Change history | - | ✓ | ✓ |
| Duplicate finder and merge | - | ✓ | ✓ |
| Two-factor sign-in | - | ✓ | ✓ |
| Daily backups | ✓ | ✓ | ✓ |
| Support | |||
| Support | Priority | Dedicated contact | |
| Guided data migration | - | - | ✓ |
| Onboarding and training | - | - | ✓ |
| Custom pipelines and fields | - | - | ✓ |
Included in every plan
The essentials, always
Your data stays yours
Export your contacts and records any time. There is no lock-in.
Daily backups
A complete backup runs every day and recent copies are kept for you.
No setup fees
Sign up, import your contacts and start. Enterprise includes guided migration.
FAQ
Billing questions
When can I buy a plan?
Purchasing is coming soon. Join the waitlist and we will email you the moment it opens. Existing account holders can keep logging in as usual.
Can I change plans later?
Yes. You will be able to move between plans as your team grows, and your data stays exactly as it is.
What counts as a user?
Anyone who signs in to your CRM, whether an admin, manager or agent.
Is there a free trial?
We plan to offer one when sign-ups open. Join the waitlist to hear about it first.
Do you offer discounts for annual billing?
Yes. Yearly billing is 20 percent less than paying month by month.
Can you help us move from another CRM or spreadsheet?
You can import contacts yourself from a CSV file on any plan. Enterprise includes guided data migration.
Ready to get your business organised?
Log in if you already have an account, or join the waitlist to be first in line when sign-ups open.