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. Cancel any time.
Start free trial- Full access to every feature
- Bring your real PSA + price book
- Up to 5 users during trial
- Onboarding session included
Best value
Annual
Best for committed teams
$89/ user / month
Billed annually. Save ~10% vs monthly.
Choose annual- Everything in the plan, no caps
- Annual billing, paid up front
- Locked-in rate for the year
- Priority onboarding
Monthly
Flexible, cancel any time
$99/ user / month
Billed monthly. Pause or cancel any time.
Choose monthly- Everything in the plan, no caps
- Monthly billing, no commitment
- Pause or cancel any time
- Standard onboarding
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 → 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.