Simple, per-seat pricing
Pay only for the people who use it. Every plan includes a free trial, and you can change plans any time.
Starter
Projects, planners and ticketing for small teams.
Billed monthly · cancel any time
14-day free trial · Unlimited seats
Start free trialIncluded modules
- Projects
- Planners
- Tickets
Professional
The full PSA: CRM, finance, HR, scheduling, knowledge, client portal and reporting.
Billed monthly · cancel any time
14-day free trial · Unlimited seats
Start free trialIncluded modules
- Projects
- Planners
- Tickets
- CRM
- Finance
- HR
- Meeting Scheduler
- Knowledge
- Client Portal
- Dashboards & Reporting
- Resource Management
- Notetaker
- Inventory & Purchasing
Enterprise
Every module, custom limits, and a rollout we run with you.
Volume pricing for larger teams
For larger teams that need the whole platform
Contact salesEverything in Professional, plus
- Custom limits and tailored onboarding
- A rollout plan built with your team
- Priority support from the people who build it
Every plan includes companies and contacts, Pro Cards, client lifecycle and health scoring, lists and outbound calling, Prox AI and the MCP server, SSO, two-factor authentication, role-based permissions, audit logging, and your own isolated database.
What you get on each plan
Every module is a toggle — the plan decides which ones are available to switch on.
| Module | Starter$7.99 / seat / mo | Professional$14.99 / seat / mo | EnterpriseCustom |
|---|---|---|---|
| Win the work | |||
| CRMPipelines, deals, sales email and outbound calling | – | ✓ | ✓ |
| Client ManagementThe company and contact records everything hangs off | ✓ | ✓ | ✓ |
| SchedulingBooking pages on your live availability | – | ✓ | ✓ |
| QuotesPriced proposals, online acceptance, one-click conversion | – | ✓ | ✓ |
| Outbound Calling & EmailCall blocks, outcomes, follow-ups, HubSpot tasks | ✓ | ✓ | ✓ |
| Deliver the work | |||
| ProjectsClient delivery, tasks, phases, budgets | ✓ | ✓ | ✓ |
| PlannersKanban boards for team and personal work | ✓ | ✓ | ✓ |
| Resource ManagementCapacity, bookings, busy-ness by person and week | – | ✓ | ✓ |
| Time TrackingTimers, logging on tickets, billable hours | ✓ | ✓ | ✓ |
| Support the client | |||
| Service DeskTicket queues, response targets, email-to-ticket | ✓ | ✓ | ✓ |
| Client PortalA separate client login that shows only what you allow | – | ✓ | ✓ |
| Client LifecycleCadences, coverage, and the clients drifting away | ✓ | ✓ | ✓ |
| Knowledge BasePlaybooks and procedures, permissioned and searchable | – | ✓ | ✓ |
| Pro CardsStructured client records you design yourself | ✓ | ✓ | ✓ |
| Client HealthA score from real signals, and a nudge when it drops | ✓ | ✓ | ✓ |
| Satisfaction SurveysOne-click ticket surveys, review gating, CSAT by agent | ✓ | ✓ | ✓ |
| Run the business | |||
| Billing & InvoicingInvoices, payments, statements, accounting sync | – | ✓ | ✓ |
| ProfitabilityReturn on time per client, and who drains the team | – | ✓ | ✓ |
| ExpensesClaims, receipts, reimbursement, vendor spend | – | ✓ | ✓ |
| HRPeople, time off, reviews, recruiting | – | ✓ | ✓ |
| Recruiting (ATS)Openings, candidates, interviews, offers | – | ✓ | ✓ |
| Dashboards & ReportingLive metrics, shared dashboards, scheduled reports | – | ✓ | ✓ |
| Prox AI AssistantAsk your workspace anything, in plain English | ✓ | ✓ | ✓ |
| AI NotetakerRecordings, transcripts, action items that become work | – | ✓ | ✓ |
| IntegrationsQuickBooks, Xero, Stripe, HubSpot, Microsoft, Google, Git, MCP | ✓ | ✓ | ✓ |
| AgreementsRetainers, contracts, renewals, revenue at risk | – | ✓ | ✓ |
| TimesheetsWeekly submission, review, approval, WIP | – | ✓ | ✓ |
| Time OffRequests, approvals, accruals, capacity impact | – | ✓ | ✓ |
| Purchasing & InventoryPurchase orders, stock ledger, serials → Pro Cards, RMAs | – | ✓ | ✓ |
| AutomationsRules on tickets, deals and lists; dry runs; run logs | ✓ | ✓ | ✓ |
| MCP ServerConnect Claude, ChatGPT and agents; 350+ tools; your permissions | ✓ | ✓ | ✓ |
Frequently asked questions
Is there a free trial?
How does per-seat pricing work?
Can I change plans later?
What is your refund policy?
What happens to my data if I cancel?
Do you offer a custom Enterprise plan?
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