Pricing
One flat price. Bring the whole team.
No seat counting, no per-user surprises. Pick the plan that matches your stage — upgrade anytime.
14-day free trial on every plan — card required, cancel anytime before day 14
Starter
$45/month
For solo operators and small teams getting organized.
- Up to 25 active clients
- Core workflows & assignments
- Checklists & task tracking
- Client portal access
- Team messaging
- Activity history
Most popular
Growth
$125/month
For growing agencies & practices that need automation.
- Everything in Starter
- Up to 150 active clients
- Custom workflows, fields & statuses
- Automations & saved views
- Team workload dashboard
- Team performance tracking
- Priority email support
Scale
$250/month
For established agencies running multiple teams.
- Everything in Growth
- Unlimited active clients
- Multiple teams & departments
- Advanced analytics
- Advanced permissions
- White-label branding
- Direct chat line with priority response
14-day free trial on every plan. Enter your card when you subscribe — you won't be charged until your trial ends. Cancel anytime.
Built for teams running client work.
Simple, predictable pricing that grows with your practice — never with your seat count.
6.4 hrs
Avg. time saved / week
per team on operational overhead
72%
Fewer status-check emails
after rolling out the client portal
93%
On-time client delivery
with workflows + assignments in place
< 1 day
Onboarding time
from signup to first client live