Everything you need to onboard with confidence.
Premium
The optimal level of client data collection firepower to support the success and growth of your business.
$150
/month
Billed annually, no onboarding fee.
- 1 company
- Up to 2 users
- Basic onboarding
- Basic configuration
- Data collection workflows
- Automation builder
- Sales pipeline
- Webhooks and API
- One-on-one training
Booster
Skyrocket your efficiency, boost your and sales, and elevate your customer experience to new heights.
$250
/month
Billed annually, no onboarding fee.
- 1 company
- Up to 5 users
- Everything in Essentials plus:
- Custom onboarding
- Consulting services
- Whitelabelling
- Document Collection Agent
- Referral portal
- Up to 10 custom domains
Enterprise
For companies requiring high volume throughput, enterprise security and custom development.
Let's chat
Billed annually, no onboarding fee.
- 1 company
- Unlimited users
- Everything in Pro plus:
- High volume pipeline
- SSO
- Service Level Agreements
- Priority support
- Enterprise roles and permissions
- Named account manager
Compare our plans
Starter
Pro
Enterprise
Basic Features
Security
CRM
Basic
Basic
Basic + High volume
Dashboards
Basic
Basic + Custom
Basic + Custom
User accounts
Up to 2
Up to 15
Unlimited
Workflows
Basic
Basic + Custom
Basic + Custom
Onshore infrastructure
Yes
Yes
Yes
Integrations
Basic
Basic + Custom
Basic + Custom
Advanced Features
Reporting and analytics
Basic
Basic + Custom
Basic + Custom
AI Copilot
Addon
Addon
Addon
Roles and permissions
Basic
Advanced
Advanced
Referrer portal
Yes
Yes
Yes
Smart lead distribution
No
Yes
Yes
Priority support
No
Yes
Yes
Consulting and development
No
Yes
Yes
