Starter
For independent advisors building a connected operation.
$40 / month
Billed monthly · 1 seat included
- Core agency workspace
- Client and booking records
- 1 included seat
- Role-aware access
Additional seats: $25/seat/month
Pricing
A plan for the operation you run today.
Start self-serve with Starter or Growth. Bring us into the conversation when your agency needs custom scale.
Start 15-day trial
Growth
For teams coordinating more clients, channels, and journeys.
$150 / month
Billed monthly · 5 seats included
- Expanded platform access
- Team workflows
- 5 included seats
- Analytics and reporting
Additional seats: $20/seat/month
Agency
For established agencies that need tailored scale and terms.
Custom
Configured with your agency
- Custom included seats
- Custom commercial terms
- Guided onboarding
- Contact-led setup
Starter and Growth include a 15-day trial. A credit card is required before the trial begins. Agency is contact-only.
Questions, answered
Pricing without the fine-print fog.
How does the trial work?+
Starter and Growth include a 15-day trial. A credit card is required before the trial starts, and no charge is made until the trial ends.
What does yearly billing change?+
Yearly billing applies a 15% discount to the base monthly price and is billed annually.
How are seats counted?+
Your seat limit is included seats plus purchased extra seats. Active and invited users occupy seats.
Can I sign up for Agency online?+
Agency plans use custom pricing, included seats, and terms, so setup begins with a sales conversation.
Can every teammate access every feature?+
No. Access requires both the tenant plan permission and the user's role permission.
Can I cancel?+
Self-serve billing controls are available to the agency super admin. Subscription timing and access follow the applicable billing terms.
Your next checkpoint
Start small. Keep the route open.
Start a 15-day trial or talk with our team about a plan for your agency.