Silver, Gold, and Platinum
Every plan includes the same dedicated CRM foundation. Choose the level of automation, marketing assets, reporting, strategy, and support your firm needs now.
Three plan levels
Begin with Silver, add automation and marketing depth with Gold, or choose Platinum for strategy and priority support.
For firms that want the essential CRM foundation and core operating tools.
For firms ready to add deeper automation, marketing assets, and group strategy.
For firms that want custom reporting, one-on-one strategy, and priority support.
Interactive scenario calculator
Enter your own assumptions. The calculator does not promise savings or earnings; it simply models the numbers you provide.
Your modeled scenario
Enter your firm’s numbers to build a scenario.
Illustrative estimate only—not a guarantee of savings, capacity, clients, revenue, or profit. Recovered-time value is not cash savings unless that time replaces paid labor or becomes productive work. Results exclude taxes, customer-acquisition costs, CRM usage, optional add-ons, and other business expenses.
Feature by feature
Compare the shared CRM foundation with the additional automation, reporting, strategy, and support in each plan.
| Plan comparison | Silver | Gold | Platinum |
|---|---|---|---|
| Monthly price | $44.99 | $99 | $199 |
| 30-day free trial | Yes | Yes | Yes |
| Commitment | Month-to-month | Month-to-month | Month-to-month |
| Dedicated CRM Access | Included | Included | Included |
| Contacts, pipeline & tasks | Included | Included | Included |
| Inbox, calendar & forms | Included | Included | Included |
| Core automation snapshot | Included | Included | Included |
| Reviews & reputation flow | Included | Included | Included |
| Community + training | Included | Included | Included |
| Marketing template library | Limited | Expanded | Full library |
| Advanced nurture/reactivation | — | Included | Included |
| Funnel/landing templates | — | Included | Included |
| Client portal/resources | Basic | Expanded | Expanded |
| Reporting & dashboards | Core | Enhanced | Custom |
| Strategy sessions | — | Monthly group | Monthly 1:1 + group |
| System review + support | Standard | Standard | Quarterly + priority |
| Custom workflow allowance | — | — | Up to 1 hr/month |
| Partner opportunity access | Standard | Priority | Priority |
| CRM usage + optional add-ons | Billed separately | Billed separately | Billed separately |
| Junior bookkeeping labor | $25/hour | $25/hour | $25/hour |
| Technical work after allowance | $25/hour | $25/hour | $25/hour |
All plans are month-to-month and begin with a 30-day free trial. Final setup scope, optional add-ons, and usage-based costs are confirmed before activation.
Cost clarity
Your monthly plan covers the documented CRM foundation and plan-specific resources. Usage, optional add-ons, and hourly services remain separate.
Read Pricing FAQsSilver at $44.99, Gold at $99, or Platinum at $199 per month.
CRM usage and optional add-ons are billed separately when applicable.
Junior bookkeeping labor and technical work beyond an approved allowance.
Your next move
Start with a 30-day free trial, then continue month-to-month with the automation, reporting, strategy, and support level that fits your firm.