Pricing
The operating system for service founders.
Replace your stack — one platform, configured by AI, priced per company not per seat. From first lead to final invoice: CRM, customer journey, automations, AI assistant, and customer portal — all configured to how your business actually works.
What every plan includes
Every plan ships with the full platform. We don't gate features behind tiers — we scale them with your team size. Pick your tier based on team size and sophistication, not features.
- Full CRM (Contacts, Organizations, Sites, Deals, Quotes)
- Customer Journey configuration
- Customer Portal (your branded client login)
- Communications (email + internal messaging)
- File storage with entity-attached documents
- Microsoft + Google integrations
- AI Assistant + Business Card Reader + Enrich
- Workflow library with versioning
- Industry Blueprint applied at onboarding
- Custom fields + terminology overrides
- Light automations and reports
- Audit logs + data import wizard
Choose your plan
Annual billing saves 15-20% — Solo 15% / Team 16% / Growth 17% / Pro 20%.
Solo
For solo founders, freelancers, fractional executives, and online coaches.
per tenant — not per seat
- 1-2 users
- 500K YOUsage Tokens / mo
- 10 workflows · 30 automations
- 5 GB file storage
- Email support (48hr response)
- 25 custom fields
- Self-serve setup with AI onboarding
"I run my consulting practice solo. I want one tool that handles my pipeline, communications, and client portal — without HubSpot's complexity."
Team
For boutique agencies and small consultancies.
per tenant — not per seat
- 3-7 users
- 1.5M YOUsage Tokens / mo
- 30 workflows · 100 automations
- 25 GB file storage
- Email support (24hr response)
- 100 custom fields
- Custom Blueprint (tailor terminology + journey)
- Self-serve or Guided setup
"We're a 5-person creative agency. We're using HubSpot + Asana + Notion + Calendly — we want to consolidate."
Growth
For established agencies and growing service firms.
per tenant — not per seat
- 8-25 users
- 3M YOUsage Tokens / mo
- Unlimited workflows · Unlimited automations
- 100 GB file storage
- Email + chat support
- Unlimited custom fields
- API access for integrations
- Custom Blueprint
- Default Guided setup
"We're a 15-person agency with multiple service lines. We need real journey logic, deeper automations, and a portal our clients actually use."
Pro
For multi-team agencies and complex operations.
per tenant — not per seat
- Unlimited users
- 10M YOUsage Tokens / mo
- Unlimited workflows · Unlimited automations
- 500 GB file storage
- Priority support + dedicated success manager
- API + webhook access
- White-label customer portal
- Custom Blueprint with multi-team configuration
- Default White-glove setup
"We have 30+ employees across multiple service lines or locations. We need the full platform, custom integrations, and a real implementation partner."
Modules — add what you need
Modules add to any tier à la carte. Bundle multiple for a discount: 2 modules → 10% off · 3 modules → 15% off · all 4 modules → 20% off.
Billing & Payments
Recurring billing, invoicing, dunning workflows, Stripe + Square integrations, payment portal.
Scheduling & Dispatch
Calendar booking, capacity planning, multi-resource scheduling, team dispatch board.
Inventory & Equipment
Stock tracking, transfers between locations, equipment management, low-stock alerts.
Field Service & Mobile
Native iOS + Android apps, offline mode, GPS routing, mobile signatures.
YOUsage Tokens (AI usage)
Every plan includes a generous monthly bundle of YOUsage Tokens covering ~90% of typical usage at that tier. YOUsage Tokens power your AI Assistant, Business Card Reader, Enrich, quote drafting, communication drafts, and journey suggestions. If you exceed your monthly bundle, you have generous headroom before a Pack is needed — most customers never see one required. No surprise charges, ever.
Bundle by tier (per month)
| Tier | Tokens |
|---|---|
| Solo | 500K |
| Team | 1.5M |
| Growth | 3M |
| Pro | 10M |
YOUsage Packs (one-time, never expires)
| Pack | Tokens | Price |
|---|---|---|
| Pack S | 500K | $25 |
| Pack M | 2M | $79 |
| Pack L | 10M | $299 |
Or upgrade your plan if you're consistently exceeding — we'll tell you when upgrading would save you money.
File storage
Storage bundled with every plan. Need more? Add a recurring Storage Pack — cancel anytime.
Bundled by tier
- Solo5 GB
- Team25 GB
- Growth100 GB
- Pro500 GB
Storage Packs (recurring)
- 25 GB$10 / mo
- 100 GB$35 / mo
- 500 GB$125 / mo
Implementation services
How fast you go live, and how much we do for you.
Self-serve
Default for Solo and Team plans
Time to value: Same day
- • AI-driven conversational onboarding
- • Industry Blueprint applied automatically
- • In-app onboarding checklist
- • 30-min video walkthrough
- • Email support during setup
Guided
Default for Growth plans · add-on for Team
Time to value: 1-2 weeks
- • 2 × 60-min live onboarding sessions
- • Blueprint terminology + custom field tailoring
- • Data import (1 CSV per entity)
- • Email and SMS template setup
- • 30 days of priority support
White-glove
Default for Pro plans · add-on for Growth
Time to value: 4-8 weeks, fully migrated
- • Custom Blueprint authored from scratch
- • Full data migration from existing tools
- • 5-10 custom workflows + automations
- • 1-3 custom integrations
- • 3-5 team training sessions
- • Dedicated implementation engineer
Founding Customer Program
Limited to the first 25 customers
Get 50% off your subscription locked in for 24 months — pricing protected as we scale. Plus $0 onboarding, white-glove migration assistance from your current tools, and direct access to the founder.
| Tier | Public price | Founding price (24 months) |
|---|---|---|
| Solo | $49 | $25/mo |
| Team | $149 | $75/mo |
| Growth | $349 | $175/mo |
| Pro | $799 | $399/mo |
You get
- • 50% off, locked for 24 months
- • $0 onboarding (Self-serve or Guided)
- • White-glove migration from your current tools
- • Direct access to the founder
In exchange
- • Filmed video testimonial
- • Written case study after 90 days
- • Quarterly product feedback call
- • 3 introductions to peer agencies/consultants
Spots remaining: 25 / 25
Apply for Founding pricingWhat's a workflow vs. an automation?
Two concepts that work together — easy to mix up but worth understanding before you compare plans.
Workflow
A templated multi-step process you run repeatedly, like “Client Onboarding,” “Sales Funnel,” or “Project Delivery.” Each one has a clear start, end, and steps in between. Most service businesses have 5–10 core workflows total.
Automation
An event-triggered rule: when something happens, do something. Like “send a welcome email when a new contact is created” or “notify me when a quote sits unanswered for 14 days.” Automations multiply quickly — a typical agency runs 50–100+ of them.
Real example. If you have 5 lead sources (web form, business card scan, email signup, referral, paid ad) all feeding into one sales funnel, that's 1 workflow + 5 automations — not 6 workflows. The sales funnel is the same process; the entry points are different triggers.
Frequently asked questions
Why don't you charge per seat like HubSpot?
Because per-seat pricing punishes you for inviting your team into the platform. Our value comes from your whole team using it — assistants, freelancers, project managers, leadership. Per-tenant pricing means you give everyone access without doing seat math every month.
What's the difference between a workflow and an automation?
A workflow is a templated process you run repeatedly (like "Client Onboarding"). An automation is an event-triggered rule (like "when a deal closes, send the welcome email"). Automations often launch workflows, and one workflow can be launched by many different automations.
Can I change plans later?
Yes. Upgrade anytime — pro-rated immediately. Downgrade at the end of your billing cycle.
What happens if I exceed my workflow or automation limit?
You'll see a banner at 80%. When you reach the limit, you can archive an existing workflow/automation, upgrade your plan, or save the new one as a draft. We never block you mid-design — you choose what works.
What happens when I exceed my YOUsage Tokens?
You have generous overage headroom before a Pack is needed — most customers never see one required. When you do approach the limit, you'll get a clear notification and can buy a YOUsage Pack ($25–$299, never expires) with one click. Optional auto-pack can be enabled so you're never interrupted. We'll never charge you for AI usage you didn't authorize.
What if I run out of file storage?
You can buy a recurring Storage Pack (25 GB / 100 GB / 500 GB) to extend your storage. If you don't, new uploads pause until you free up space, buy a Pack, or upgrade. Existing files remain accessible.
Do I need any modules to start?
No. The Core Platform handles full CRM, journey, communications, portal, and AI for service businesses. Modules add specific operational capabilities (billing, scheduling, etc.) when you need them.
Can I cancel anytime?
Monthly plans: cancel anytime, keep access through your billing period. Annual plans: cancel anytime, refund pro-rated minus any earned annual discount.
Do you offer a free trial?
Yes — start a free trial of any plan, no credit card required. Trial duration is set by us and is configurable; we'll tell you up-front how long you have. Founding Customers skip the trial and go straight to discounted pricing.
Start with a conversation
We onboard a small number of customers at a time, and the founder runs the setup personally. Book thirty minutes — no pitch, and you'll leave knowing whether this fits how you actually work.