Pricing
One plan.
Two ways to pay.
Per-user pricing. Unlimited clients, quotes, and AI. No sales-call tax, no feature-gated upgrades, no 6-page comparison chart.
Free trial
14 days, full plan, no card
$0for 14 days
No credit card. Verify your work email to start.
Start free trial- Full access to every feature
- Bring your real PSA + price book
- Every active team member counts as a seat
- Set up billing before the trial ends
Best value
12-month commitment
Lower rate, billed monthly
$89/ user / month
Billed monthly with a 12-month commitment.
Start free trial- Everything in the plan, no caps
- Monthly billing, not paid up front
- 12-month commitment
- Every active team member counts as a seat
Monthly
Flexible, cancel any time
$99/ user / month
Billed monthly with no annual commitment.
Start free trial- Everything in the plan, no caps
- Monthly billing, no commitment
- Month-to-month commitment
- Every active team member counts as a seat
What's included
Every feature. Every seat.
No “Pro” gating, no “Enterprise only” features. If we shipped it, you have it.
Quoting & CRM
- Unlimited clients, contacts, and quotes
- Quote builder with margin guardrails
- Approval workflows
- Live distributor pricing (CDW, Ingram Micro)
- Custom quote templates
AI & Automation
- AI Assistant: unlimited prompts
- Meeting transcription with action items + draft quotes
- Workflow automation across PSA + M365
- Slack and Teams notifications
Assessments, GRC & QBRs
- CIS, NIST, and other standard assessments
- QBR module with auto-generated decks
- Compliance evidence vault
- Risk scoring across the book of business
Integrations
- ConnectWise PSA + HaloPSA
- Microsoft 365 tenant sync
- CDW + Ingram Micro distributor pricing
- Webhooks + REST API
Security & Admin
- Role-based access control
- Audit log
- SSO via Okta or Entra ID
- SCIM provisioning available
FAQ
Quick answers.
14 days. No card. No sales pitch.
Plug in your PSA, import your price book, and quote something. If we haven't earned the seat by day 14, walk.