Plans and pricing
Pick the plan that fits your business.
Every plan includes the same CRM and billing platform — including our AI assistant. Choose based on team size.
Included in every plan
Every feature for every plan, no extra charges or unexpected fees.
- Invoices
- Contact Management
- Tasks & Notes Tracking
- Document Storage
- Calendar
- PDF Templates & Forms
- Built-in eSignature
- Client Portal
- Custom Fields
- Team Permissions
- Time & Billing
- Office Analytics & Reporting
- RingCentral Integration
- Video Calls
- Security & Audit Logs
- AI Assistant (Edd)
- ...and more!
Annual billing advantage
Pay for 11 months and receive 12 months of service. Switch to annual at checkout to lock in the savings.
Founding Customer Program
Available to the first 50 offices: lifetime locked-in pricing, early access to new features, and direct access to product leadership.
Schedule a demo