Pricing

Choose your package, then go deeper only when the agency needs it.

Free keeps the CRM core and work block available. Standard adds the first serious growth layer. Premium turns on the heavier operating modules.

How pricing works
Every new account starts on Free. Paid plans apply per-seat monthly pricing when the account upgrades.
Get Started Free
Free
USD 0.00 / seat / month
Starter

Best when the agency needs the base CRM, tasking, shortlist work, documents, and B2B exchange without add-on tooling.

  • CRM core, cases, applications, and shortlists
  • Tasks, notes, documents, and document groups
  • B2B exchange included by default
Standard
USD 14.99 / seat / month
Growth

Best when the agency is ready for growth tooling before moving into heavier operational modules.

  • AI, invoicing, document workflow, and announcements
  • Email management, institutions, and knowledgebase
  • Operational growth plan for most agencies
Premium
USD 29.99 / seat / month
Scale

Best when the agency needs the full operating stack, including advanced workflow, payments, and events.

  • eSignatures, agency payments, ticketing, and commission billing
  • Campaigns, events, and e-learning
  • Full plan surface for mature teams
Feature
Free
USD 0.00 / seat / month
Standard
USD 14.99 / seat / month
Premium
USD 29.99 / seat / month
Included In Every Plan
CRM Core
Leads and clients stay available across all account plans.
 Included Included Included
Cases and Applications
Case handling and application tracking remain part of the base CRM.
 Included Included Included
Course Shortlists
Course comparison and shortlist workflows remain included in every plan.
 Included Included Included
Tasks and Notes
Day-to-day collaboration stays in the free core workspace.
 Included Included Included
Documents and Groups
Simple document storage and document groups remain part of the core CRM. The advanced document workflow is a separate entitlement.
 Included Included Included
B2B Exchange
Partner inbox and outbox workflows remain available for account operations.
 Included Included Included
Included In Standard And Premium
AI Services
Enables AI assistants, enrichment, metering, and AI-powered actions.
 Not Included Included Included
Invoicing
Enables costings, estimates, invoices, receipts, and invoicing settings.
 Not Included Included Included
Announcements
Enables account-wide announcements, posts, and notice publishing.
 Not Included Included Included
Email Management
Enables email providers, email templates, signatures, delivery queue visibility, and email logs.
 Not Included Included Included
Institutions
Enables institution, campus, contact, course, partnership, and catalog management.
 Not Included Included Included
Knowledgebase
Enables internal articles, guidance tips, search analytics, tagging, and review workflows.
 Not Included Included Included
Document Workflow
Enables document requests, grouped requirements, extraction, and document-specific workflows.
 Not Included Included Included
Included In Premium Only
Ticketing
Enables ticket inboxes, ticket conversations, and service workflows.
 Not Included Not Included Included
eSignatures
Enables signing requests and eSignature workflow tooling.
 Not Included Not Included Included
Agency Payments
Enables payables, payout workflows, and agency payment operations.
 Not Included Not Included Included
Commission Billing
Enables offers, institution payment schedules, billing transactions, and commission billing operations.
 Not Included Not Included Included
Campaigns
Enables campaign planning, campaign posts, and campaign analytics.
 Not Included Not Included Included
Events
Enables event creation, registrations, reminders, ticket types, staff coordination, and event messaging.
 Not Included Not Included Included
E-Learning
Enables academy access, course delivery, and e-learning management.
 Not Included Not Included Included