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
Save 10% with yearly billing
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
Individual Pro
AI-powered tools and automation for the agent who's scaling.
$50 /month
Save 10% with yearly billing
20 GB storage
- Everything in Basic
- Advanced portfolio management
- AI assistant & content generator
- Unlimited drip campaigns
- Premium campaign templates
- Advanced analytics & reports
- Free marketing page
- Dynamic QR codes
- Digital business cards
- Prospect personas (AI)
- Email support
Team Plans
Team Basic
Bring an agency team into one shared workspace.
$70 /5 seats/month
Save 10% with yearly billing
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
Most Popular
Team Pro
AI prospect scoring, unlimited campaigns, and advanced reporting for agencies.
$150 /50 seats/month
Save 10% with yearly billing
100 GB shared storage
- Everything in Team Basic
- Advanced portfolio management
- AI assistant & content generator
- Unlimited drip campaigns & analytics
- Premium campaign templates
- Advanced analytics & custom reports
- Free business marketing pages (for claimed seats)
- Dynamic QR codes
- Digital business cards
- Prospect personas (AI)
- Email support
Team Premium
Full platform access and concierge support for enterprise agencies.
$250 /100 seats/month
Save 10% with yearly billing
500 GB shared storage
- Everything in Team Pro
- Unlimited marketing pages
- 10x AI usage limits
- Priority support
Compare every feature
See exactly what's included in each plan.
| Feature | Basic | Pro | Team Basic | Team Pro Popular | Premium |
|---|---|---|---|---|---|
| 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 campaigns | 3 | Unlimited | 3 | Unlimited | Unlimited |
| Premium campaign templates | — | — | |||
| Advanced analytics & reports | — | — | |||
| Business marketing page | — | — | 1 page | 1 page | Unlimited |
| Agent marketing pages | — | 1 page | — | Per claimed seat | Unlimited |
| Digital business cards | — | — | |||
| QR code generator | Static | Dynamic | Static | Dynamic | Dynamic |
| AI & Intelligence | |||||
| AI assistant | — | — | |||
| Content generator | — | — | |||
| Prospect personas | — | — | |||
| AI usage limits | — | Standard | — | Standard | 10x |
| Team & Admin | |||||
| Seats included | 1 | 1 | 5 | 50 | 100 |
| Storage | 5 GB | 20 GB | 50 GB | 100 GB | 500 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 immediately, and you pay the prorated difference for the rest of the current period. Downgrades take effect 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?
Each team plan includes a fixed number of seats, listed on its plan card. For more seats, move up a plan or contact us about a custom plan.
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.