Simple pricing with no hidden fees or bloated bundles.
Start with a 7-day free trial on any plan. All core dashboards are included. Upgrade only when your team and reporting depth grow.
Free trial
7 days
Built-in dashboards
3
Custom dashboards
Platinum
Pick the seat count and support level that fits your team.
Every plan includes the core platform, invoicing, built-in dashboards, and a 7-day free trial. Platinum unlocks custom dashboards, onboarding, and priority support.
Silver
Gold
Platinum
Compare what changes as your team scales.
Every plan starts with the core operating system. The higher tiers expand seats, support, and custom reporting power.
| Feature | Silver | Gold | Platinum |
|---|---|---|---|
| Core Platform | |||
| Active users | 1 | 3 | Unlimited |
| Contacts | 50 | 200 | Unlimited |
| Offers | 5 | 15 | Unlimited |
| Invoices / month | 10 | 50 | Unlimited |
| Isolated workspaces | |||
| Permission-based access control | |||
| Timezone-aware reporting | |||
| CRM & Contacts | |||
| 12-step sales funnel | |||
| Kanban board view | |||
| 24 lead source types | |||
| Contact assignment | |||
| Full audit trail | |||
| Client invoicing | |||
| Dashboards | |||
| Sales Dashboard | |||
| Financial Dashboard | |||
| Sources Dashboard | |||
| Custom dashboards (drag & drop) | — | — | |
| Up to 100 custom widgets | — | — | |
| Planning & Forecasting | |||
| Lifestyle Calculator | |||
| Goal-based operating targets | |||
| Support & Onboarding | |||
| Email support | |||
| Premium chat support | — | — | |
| Premium onboarding | — | — | |
| Documentation access | |||
Pricing questions, answered
Clear answers for the teams comparing tools, tightening operations, or deciding how to roll out better reporting.
Every plan starts with a 7-day free trial so you can evaluate the product before committing to a subscription.
Yes. You can upgrade at any time, and downgrades take effect at the end of your current billing cycle.
You retain access until the end of your billing cycle, and your data stays preserved.
Yearly billing saves roughly 15-17% compared to monthly billing and is charged once per year.
Choose the plan that matches how you operate.
Start on any tier, bring your team in, and upgrade only when you need more seats or custom dashboard power.
Trial
7 days
Setup
Live in under an hour
Dashboards
Included on every plan
Launch checklist
Start with the essentials
Start with the plan that fits your team today, then scale up only when you need more seats or custom dashboard flexibility.