Plans that grow with the agency.
Start free, upgrade when the work does. Every plan includes proposals, the client portal, invoicing and AI. The tiers just change how much of everything you get.
Trying Starter, Pro or Scale? Get 14 days free, no card required.
Free
$0
forever
For a solo operator or a first project.
- 1 agency workspace
- Up to 3 clients & 3 active projects
- 25 leads
- 3 team members
- Client portal, proposals & invoicing
- $10/mo of AI usage
Starter
$49
per month
For a small studio finding its rhythm.
14 days free, no card needed.
- Everything in Free
- 15 clients & 25 active projects
- 250 leads
- 10 team members
- Priority email support
- $50/mo of AI usage
Pro
$149
per month
For an agency running many clients at once.
14 days free, no card needed.
- Everything in Starter
- 60 clients & 150 active projects
- 2,000 leads
- 40 team members
- $200/mo of AI usage
Scale
$399
per month
For a large team with no room for limits.
14 days free, no card needed.
- Everything in Pro
- Unlimited clients, projects & leads
- 150 team members
- $750/mo of AI usage
- Onboarding help
Before you sign up.
Is there really a free plan?
Yes. The Free plan doesn't expire and doesn't need a card. It's capped on clients, projects, leads and AI usage — when you outgrow it, upgrading takes a minute through Stripe's secure checkout.
Can I try Starter, Pro or Scale before paying?
Yes. Every paid plan starts with a 14-day free trial — no card required. Upgrade whenever you're ready.
Do you charge per seat?
No. Each plan includes a generous team-member allowance and the price is flat. You're billed for the plan, not the headcount.
What counts as AI usage?
Every AI action (finding prospects, scoring a lead, drafting a reminder, summarising a project, asking the assistant) draws against a monthly budget set by your plan. An owner can see the spend and cap individual users in Settings.
Are proposals included on every plan?
Yes. Every plan, Free included, can build proposals, send them as a link and collect an online signature. Signed proposals show up on the client record and in their portal.
Can clients use the portal for free?
Yes. Client-portal contacts never count toward your team-member limit and are never billed.
Can I change plans later?
Any time, in both directions, through Stripe's billing portal. Upgrades apply right away; if a downgrade would put you over a limit we'll tell you what to trim first.
Where does my data live?
In your workspace, exported whenever you want it. We don't sell it and we don't train models on it.
Try it on the free plan.
No card, no time limit. Upgrade the day it pays off.