Pricing
Plans for the way your agency grows
Start with the essentials, then add the controls, portals and automation your operation needs.
Starter
$529/year
3 seats · core operations
A new agency getting its process under control.
- Leads, cases and checklists
- Client portal included
- Invoices and payment tracking
- Excel import
Growth
$1,285/year
10 seats · multi-service
An established agency running multiple service lines.
- Everything in Starter
- Recruitment: job orders and candidates
- SMS and WhatsApp notifications
- Multiple service lines on one platform
Pro
$2,689/year
30 seats · every module
Multi-branch operations that need control and scale.
- Everything in Growth
- E-signature packets and OCR scanning
- Partner portal and custom domain
- Coaching batches and attendance
- Multiple branches
Enterprise
Talk to us
Unlimited seats
Groups and franchises with particular needs.
- Everything in Pro
- Unlimited seats and branches
- Dedicated onboarding and data import
- Priority support line
On every plan
- Unlimited leads, cases and documents
- Client portal included
- Full audit trail
- Per-agency data isolation & encrypted PII
- 14-day free trial, no card required
Pricing questions
›Is there a per-case charge?
No. Cases and documents are unlimited on every plan. An optional per-case billing model exists for special enterprise setups — if it ever applies to you, it is written on the plan, not hidden.
›Can I switch plans later?
Yes, up or down at any time. Downgrades check your current usage first — seats, cases and storage — so nothing is lost.
›What happens when the trial ends?
You pick a plan and keep working. If you decide not to, your data stays exportable — it is yours.
›Do clients pay to use the portal?
No. Every client, partner and sponsor login is included, on every plan.
Start your free trial
Create your agency in minutes. Your 14-day trial starts without a card.