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
  • Calendar & meeting booking
  • Commission logging
  • 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
  • AI assistant & content generator
  • Unlimited drip campaigns
  • Advanced analytics & reports
  • Free landing page
  • Dynamic QR code generator
  • Digital business cards
  • Prospect personas (AI)
  • Exam prep & certification tracking
  • 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
  • Calendar & meeting booking
  • Static QR codes generation
  • Course & quiz builder (Academy)
  • Contact import & export
  • 3 active drip campaigns
  • Free business landing page
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Most Popular

Team Pro

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

$350 /20 seats/month

100 GB shared storage

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

Full platform access and concierge support for enterprise agencies.

$950 /50 seats/month

500 GB shared storage

  • Everything in Team Pro
  • Digital business cards
  • 10x AI usage limits
  • Portfolio & advanced CRM
  • Exam prep & certification tracking
  • 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
Commission logging
Contact import & export
Content & Campaigns
Active drip campaigns3Unlimited3UnlimitedUnlimited
Campaign analytics——
Business landing page——1 page1 page1 page
Agent landing pages—1 page—Per claimed seatPer claimed seat
Digital business cards———
QR code generator—DynamicStaticDynamicDynamic
Widget embedding———
AI & Intelligence
AI assistant——
Content generator——
Prospect personas——
AI usage limits—Standard—Standard10x
Team & Admin
Seats included1152050
Storage5 GB20 GB50 GB100 GB500 GB
Shared pipeline visibility——
Academy (courses & quizzes)——
Portfolio & advanced CRM————
Exam prep & certifications———
Support & Data
AI agent support
Email support——
Priority support————
Data export
API access————Coming soon

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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