Simple, Transparent Pricing — Built to Scale With You!

Choose a plan that fits your business today, and scale seamlessly as your operations grow.

PRICING TIERS

Save up to 15% with annual billing

WHAT’S INCLUDED IN EVERY PLAN

Secure Client Portals

White-Labeled Experience

Role-Based Permissions

Scalable Architecture

Ongoing Platform Updates

HOSTING SERVICES

Hosting Infrastructure, When You Need It

Save up to 10% with annual billing

See the Platform in Action

A preview of the tools your team and clients will use every day

CRM

Centralize companies, contacts, and relationships in a structured system built to scale with your business.

On Boarding Clients/Staff

Automate onboarding workflows to quickly bring clients and team members into your platform with consistency.

Staff/Client Login Portals

Provide role-based dashboards that give clients and staff instant access to what matters most to them

Contracts & Esignatures

Send, sign, and manage contracts digitally to speed up agreements and reduce paperwork

Digital Marketing

Create and manage email campaigns and marketing workflows directly from within the system.

Appointment Scheduling

Allow clients to schedule appointments seamlessly while keeping your team’s availability organized

Proposals

Build and send professional proposals that streamline approvals and improve close rates

Billing & Packages

Define services, pricing, and bundles with flexible billing options tailored to your business model

White Labeling

Deliver a fully branded experience with your logo, colors, and identity across the entire platform

Project & Task Management

Track projects, assign tasks, and manage dependencies to keep work moving forward efficiently

Payments & Subscriptions

Accept payments and manage recurring subscriptions with clear visibility into billing activity

File Exchange

Securely share files and documents between staff and clients in one centralized location

Learning Management (LMS)

Deliver training, onboarding, or educational content through built-in learning modules

Support Tickets

Manage customer support requests with structured ticketing and clear communication

Secure Messaging

Communicate securely with clients and staff through built-in messaging designed for business use

Features

Everything You’ll Need

Engineered for reliability, security, and long-term scalability—without compromise.

Responsive

Designed to perform flawlessly across desktop, tablet, and mobile devices, ensuring consistent usability for your team and clients wherever they operate.

Customizable

From branding and portals to workflows and permissions, the platform adapts to your business—not the other way around.

UI Elements

A clean, modern interface built for efficiency, reducing friction and helping users complete tasks faster without unnecessary complexity.

Secure infrastructure

Built on a hardened infrastructure with network isolation, access controls, and security-first design principles at every layer.

CEPH-backed storage

Enterprise-grade distributed storage providing redundancy, high availability, and resilience against hardware failures.

Weekly snapshots

Automated weekly snapshots enable fast recovery and peace of mind, protecting your data against accidental loss or system issues.

Not Sure Which Plan Fits Your Business?

Talk with us and we’ll help design the right setup for your workflow and growth stage.