Simple, Transparent Pricing
One plan. All features. No hidden fees. No surprises.
Monthly
Billed monthly
- ✓Unlimited Contacts
- ✓Unlimited Agents to Track
- ✓All 50+ Features
- ✓AI-Powered Inbox
- ✓Smart Scheduling
- ✓Policy Tracking
- ✓Social Media Automation
- ✓Email Campaigns
- ✓White-Label Branding
- ✓Custom Domain
- ✓Email Support
- ✓14-Day Free Trial
No credit card required
Annual
$100/month billed annually
💰 Save $468 per year!
That's 2 months FREE!
- ✓Unlimited Contacts
- ✓Unlimited Agents to Track
- ✓All 50+ Features
- ✓AI-Powered Inbox
- ✓Smart Scheduling
- ✓Policy Tracking
- ✓Social Media Automation
- ✓Email Campaigns
- ✓White-Label Branding
- ✓Custom Domain
- ✓Email Support
- ✓14-Day Free Trial
No credit card required
Frequently Asked Questions
Do I need a credit card for the free trial?
No! Start your 14-day free trial without entering any payment information. We'll only ask for payment details if you decide to continue after your trial ends.
Can I cancel anytime?
Absolutely. There are no long-term contracts or cancellation fees. You can cancel your subscription at any time from your account settings.
What's included in "Unlimited Agents"?
You can track and manage unlimited agents on your team (license info, E&O insurance, compliance, training) at no extra cost. Each agent subscribes separately if they want their own CRM instance.
Is this really all the features?
Yes! Unlike other platforms, we don't gate features behind higher tiers. Everyone gets AI inbox, smart scheduling, policy tracking, social media automation, email campaigns, white-label branding, custom domains - everything.
How much do I save with annual billing?
The annual plan is $1,200/year ($100/month) vs. $1,668/year for monthly billing. That's $468 in savings - basically 2 months free!
Can I switch plans later?
Yes! You can upgrade from monthly to annual or change your plan anytime from your billing settings. We'll prorate the difference.
What kind of support do you offer?
All plans include email support. We typically respond within 24 hours on business days. We also have detailed video tutorials and documentation.
Is my data secure?
Yes! We use enterprise-grade security with encrypted data storage, secure authentication, and regular backups. Your client information is safe and private.