Free
$0
Forever · solo eval
Up to 100 contacts
1 user
CRM & pipeline
Activity tracking
Email support
Start free. Grow into the full proposal-to-cash workflow.
Starter runs your pipeline and follow-up. Pro adds the rest of the path to paid — proposals, e-sign, documents, client portal, and invoicing. Keep QuickBooks for accounting, or bring billing in-house when you're ready.
Plans
Most popular for small teams
Starter
$99
Per month · up to 5 users
Everything in Free, plus:
Unlimited contacts
Deals & pipeline
Projects & delivery tracking
Email campaigns & drip
25GB file storage
Documents & client portal — Pro
Invoicing — Pro (or use QuickBooks)
Full platform
Pro
$199
Per month · unlimited users
Everything in Starter, plus:
Unlimited users
Documents, proofing & approvals
Client portal
AI Deal Doctor & Smart Search
Invoice & payment blocks (Stripe / pay links)
100GB storage · +$15 per 10GB/mo
Priority support
Or keep QuickBooks — billing blocks optional
Annual billing: Starter $990/yr (~$83/mo) · Pro $1,990/yr (~$166/mo). Start on Free — upgrade when the team or workflow needs it.
Compare plans
| Feature | Free | Starter | Pro |
|---|---|---|---|
| Users | 1 | Up to 5 | Unlimited |
| Contacts | 100 | Unlimited | Unlimited |
| CRM & pipeline | ✓ | ✓ | ✓ |
| Deals | Basic | ✓ | ✓ |
| Projects | — | ✓ | ✓ |
| Email campaigns | — | ✓ | ✓ |
| Documents & approvals | — | — | ✓ |
| Client portal | — | — | ✓ |
| AI Deal Doctor | — | — | ✓ |
| Invoicing & payment blocks | — | — | ✓ |
| Storage | 1GB | 25GB | 100GB |
Which plan fits?
Free
Solo operator testing fit — run your pipeline and follow-up before you invite the team.
Starter ($99)
Service teams of 2–5 who want the front of the workflow nailed: leads, deals, projects, and follow-up email — with or without QuickBooks.
Pro ($199)
Teams that want the whole proposal-to-cash path in one place: proposals, e-sign, client portal, AI coaching, and invoicing — unlimited users.
QuickBooks?
Pro includes the client portal for approvals and project visibility — not a replacement for your accounting stack. Need simple invoices without QB? Billing can be an add-on.
Try it free first
Start on Free, invite the team when you're ready for Starter, upgrade to Pro when you need the full platform.