Pricing
Subscription per organization and users. Every plan includes secure browser access, updates, and platform operations as part of the service.
For those with low volume but well-organized
$24.17$29 / month · per organization
Billed $290 yearly
14-day trial
✓Unlimited · Portal users
✓20 · Services
✓2 · Forms
✓5 · Projects
✓Proposals
✓Services
✓Forms
✓CSV import
✓Invoices
✓Payments
✓Expenses
✓Projects
✓Tasks
✓Reports
✓Client portal
✓Gallery
✓Custom roles
Small team with complete operation
$79.17$95 / month · per organization
Billed $950 yearly
14-day trial
✓Unlimited · Portal users
✓100 · Services
✓20 · Forms
✓100 · Projects
✓5 · Mailboxes
✓250 · Knowledge documents
✓2 · Custom personas
✓Unlimited · AI tokens / 30 days
✓Proposals
✓Services
✓Forms
✓CSV import
✓Invoices
✓Payments
✓Expenses
✓Projects
✓Tasks
✓Reports
✓Tickets
✓Client portal
✓Email inbox
✓Knowledge base
✓AI assistant
✓Assistant personas
✓Gallery
✓Custom roles
✓Org structure
✓Custom fields
Empresa en crecimiento con operación avanzada
$149.17$179 / month · per organization
Billed $1,790 yearly
14-day trial
✓Unlimited · Portal users
✓Unlimited · Services
✓100 · Forms
✓Unlimited · Projects
✓15 · Mailboxes
✓2,000 · Knowledge documents
✓5 · Custom personas
✓5 · API keys
✓Unlimited · AI tokens / 30 days
✓Proposals
✓Services
✓Forms
✓CSV import
✓Invoices
✓Payments
✓Expenses
✓Projects
✓Tasks
✓Reports
✓Tickets
✓Client portal
✓Email inbox
✓Knowledge base
✓AI assistant
✓Assistant personas
✓Assistant API (MCP)
✓Gallery
✓Custom roles
✓Org structure
✓Custom fields
Organización con operación de alto volumen
$332.50$399 / month · per organization
Billed $3,990 yearly
14-day trial
✓Unlimited · Portal users
✓Unlimited · Services
✓Unlimited · Forms
✓Unlimited · Projects
✓40 · Mailboxes
✓10,000 · Knowledge documents
✓20 · Custom personas
✓20 · API keys
✓Unlimited · AI tokens / 30 days
✓Proposals
✓Services
✓Forms
✓CSV import
✓Invoices
✓Payments
✓Expenses
✓Projects
✓Tasks
✓Reports
✓Tickets
✓Client portal
✓Email inbox
✓Knowledge base
✓AI assistant
✓Assistant personas
✓Assistant API (MCP)
✓Gallery
✓Custom roles
✓Org structure
✓Custom fields
Plans, prices, features, and limits are loaded from the approved catalog in the platform. Capability availability may depend on plan, usage limits, permissions, and provider configuration.
This table is not a marketing summary: it is the catalog the platform enforces while you work. Where it says no, the product blocks it.
| Capability | Starter | Growth | BusinessRecommended | Scale |
|---|---|---|---|---|
| Workspace & size | ||||
| Staff users Blocks new invites at the cap. | 2 | 5 | 15 | 40 |
| Portal users Client portal accounts. | Unlimited | Unlimited | Unlimited | Unlimited |
| Clients Blocks creating clients at the cap. | 25 | 250 | 1,500 | 5,000 |
| Storage Gallery, knowledge, client files, and mail/support attachments. | 50 MB | 256 MB | 1 GB | 3.071 GB |
| Sales | ||||
| Proposals Rich proposals with client acceptance. | Included✓ | Included✓ | Included✓ | Included✓ |
| Services The service/price catalog. | Included✓ | Included✓ | Included✓ | Included✓ |
| Forms Public/embeddable lead forms. | Included✓ | Included✓ | Included✓ | Included✓ |
| CSV import Bulk client import. | Included✓ | Included✓ | Included✓ | Included✓ |
| Services Catalog entries. | 20 | 100 | Unlimited | Unlimited |
| Forms Form definitions. | 2 | 20 | 100 | Unlimited |
| Money | ||||
| Invoices Invoicing with line items and PDF. | Included✓ | Included✓ | Included✓ | Included✓ |
| Payments Payment records applied to invoices. | Included✓ | Included✓ | Included✓ | Included✓ |
| Expenses Expenses incl. rebillable ones. | Included✓ | Included✓ | Included✓ | Included✓ |
| Delivery | ||||
| Projects Project workspaces with members and timelines. | Included✓ | Included✓ | Included✓ | Included✓ |
| Tasks Global task board with timers and subtasks. | Included✓ | Included✓ | Included✓ | Included✓ |
| Reports The reports module. | Included✓ | Included✓ | Included✓ | Included✓ |
| Projects Blocks creating projects at the cap. | 5 | 100 | Unlimited | Unlimited |
| Support & portal | ||||
| Tickets Support tickets incl. canned responses. | Not included— | Included✓ | Included✓ | Included✓ |
| Client portal Client sign-in to shared records. | Included✓ | Included✓ | Included✓ | Included✓ |
| Communications | ||||
| Email inbox Connected IMAP/SMTP mailboxes. | Not included— | Included✓ | Included✓ | Included✓ |
| Mailboxes Connected mail accounts. | Not included— | 5 | 15 | 40 |
| Knowledge & AI | ||||
| Knowledge base Document library with semantic search. | Not included— | Included✓ | Included✓ | Included✓ |
| AI assistant Grounded answers + proposed actions. | Not included— | Included✓ | Included✓ | Included✓ |
| Assistant personas Custom specialist modes. | Not included— | Included✓ | Included✓ | Included✓ |
| Assistant API (MCP) External keys + the MCP endpoint. | Not included— | Not included— | Included✓ | Included✓ |
| Knowledge documents Blocks uploads at the cap. | Not included— | 250 | 2,000 | 10,000 |
| Custom personas Assistant specialist modes. | Not included— | 2 | 5 | 20 |
| API keys Active external assistant keys. | Not included— | Not included— | 5 | 20 |
| AI tokens / 30 days At the cap the assistant refuses new calls. | Not included— | Unlimited | Unlimited | Unlimited |
| Structure & customization | ||||
| Gallery Shared media/document library. | Included✓ | Included✓ | Included✓ | Included✓ |
| Custom roles Reusable organization role templates. Individual permission overrides remain available on every plan. | Included✓ | Included✓ | Included✓ | Included✓ |
| Org structure Org chart units + job positions. | Not included— | Included✓ | Included✓ | Included✓ |
| Custom fields Org-defined fields on records. | Not included— | Included✓ | Included✓ | Included✓ |
The product's invoices view, exactly as your team sees it. Three things it stops costing you time on:
Animated recreation of the AgentticCRM invoices view: a totals row (invoiced, collected, overdue, receivable) above the invoice list with client, status, due date, total, and balance; one invoice moves from draft to sent and another gets paid, with the totals recalculating live.
You know where the money stands before opening anything. Invoiced, collected, overdue, and receivable sit above the list itself, not in a separate report someone has to assemble on Monday.
Chasing payment stops being a mental reminder. Each invoice's status and due date read straight from the list; nobody opens records one by one to find out who needs a nudge.
The balance is not reconciled by hand. Every payment you record is applied to its invoice and the balance recalculates itself: what shows as outstanding is what is still owed, not a sheet somebody last updated on Friday.
Tell us your workflow and we will recommend the right plan, no strings attached.