Pricing

Simple, transparent pricing

Every plan includes a 7-day free trial. Cancel anytime.

Individual Plans

Individual Basic

Everything a solo agent needs to start sending tracked presentations.

$17 /month

5 GB storage

  • Core CRM & prospect pipeline
  • Presentation Hub
  • Video engagement tracking
  • Static QR codes
  • Calendar & meeting booking
  • Basic portfolio management
  • Contact import & export
  • 3 active drip campaigns
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Individual Pro

AI-powered tools and automation for the agent who's scaling.

$50 /month

20 GB storage

  • Everything in Basic
  • Advanced portfolio management
  • AI assistant & content generator
  • Unlimited drip campaigns
  • Advanced analytics & reports
  • Free marketing page
  • Dynamic QR codes
  • Digital business cards
  • Prospect personas (AI)
  • Email support
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Team Plans

Team Basic

Bring an agency team into one shared workspace.

$70 /5 seats/month

50 GB shared storage

  • Shared CRM & pipeline visibility
  • Basic portfolio management
  • Calendar & meeting booking
  • Static QR codes
  • Course & quiz builder (Academy)
  • Contact import & export
  • 3 active drip campaigns
  • Free business marketing page
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Most Popular

Team Pro

AI intelligence and per-prospect carrier comparisons for ambitious agencies.

$150 /50 seats/month

100 GB shared storage

  • Everything in Team Basic
  • Advanced portfolio management
  • AI assistant & content generator
  • Unlimited drip campaigns & analytics
  • Advanced analytics & custom reports
  • Free business marketing pages (for claimed seats)
  • Dynamic QR codes
  • Digital business cards
  • Prospect personas (AI)
  • Email support
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Team Premium

Full platform access and concierge support for enterprise agencies.

$250 /100 seats/month

500 GB shared storage

  • Everything in Team Pro
  • Unlimited marketing pages
  • 10x AI usage limits
  • Priority support
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Compare every feature

See exactly what's included in each plan.

FeatureBasicProTeam BasicTeam Pro PopularPremium
Core
CRM & prospect pipeline
Presentation Hub
Video engagement tracking
Calendar & meeting booking
Basic portfolio management
Advanced portfolio management——
Contact import & export
Content & Campaigns
Active drip campaigns3Unlimited3UnlimitedUnlimited
Advanced analytics & reports——
Business marketing page——1 page1 pageUnlimited
Agent marketing pages—1 page—Per claimed seatUnlimited
Digital business cards——
QR code generatorStaticDynamicStaticDynamicDynamic
AI & Intelligence
AI assistant——
Content generator——
Prospect personas——
AI usage limits—Standard—Standard10x
Team & Admin
Seats included11550100
Storage5 GB20 GB50 GB100 GB500 GB
Shared pipeline visibility——
Academy (courses & quizzes)——
Support
Email support——
Priority support————

Frequently asked questions

How does the 7-day free trial work?
Every plan starts with a full-featured 7-day trial. You can cancel anytime. You pick a plan during signup so your workspace is configured correctly, but you won't be charged until the trial ends.
Can I switch plans later?
Yes. Upgrade or downgrade anytime from the Billing page. Upgrades take effect after current period ellapses. Downgrades apply at the end of your current billing cycle.
What happens when my trial ends?
You'll be prompted to add a payment method. If you don't, your account moves to a read-only state — your data is preserved, but you can't create new presentations or send links until you subscribe.
How does yearly billing work?
Yearly billing saves you 10% compared to monthly. You're billed once per year at the discounted rate. You can switch between monthly and yearly from your Billing settings.
How are team seats priced?
Team plans include a set number of seats. You can incrementally to get additional set of seats. For custom plans, contact us.
What payment methods do you accept?
We accept Visa, Mastercard, American Express, and Discover credit and debit cards. All payments are processed securely.
Can I cancel anytime?
Yes. Cancel from your Billing page at any time. Your subscription remains active through the end of the current billing period. No cancellation fees.
Can I export my data if I leave?
Absolutely. Every plan includes full data export — contacts, pipeline, commissions, and presentation history — in standard formats. Your data is yours.

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