Pricing builder

Find your fit

Start free, choose what matters, and see the plan that gives your team room to grow without paying for tools you are not ready to use.

Start free Build my fit
Stage Modules Fit
Team size 4-12 people
Most wanted Automations + AI
Recommended fit Momentum

Chooser

Build the path before you pick the plan.

Choose your growth stage

Just starting Growing team Multiple departments Custom operations

Pick your modules

CRM AI Buddy Automations Bookings Email marketing Talk & Text

Recommended fit

Momentum

Best when the team has outgrown basic CRM and needs permissions, deeper automation, AI summaries, and room for departments.

$60 annual $75 monthly
Start free

Plans

Choose a plan with a clear job.

Free Forever

$0

Best for solo users and tiny teams getting organized.

  • Unlimited contacts and deals
  • Email and calendar sync
  • Booking and scheduling tools
  • Zoom, Teams, and Google Meet support
  • Customizations and snippets

Kickstart

$24 annual / $30 monthly

Best for small teams ready to stop winging the follow-up.

  • No user limits
  • Smackdab Buddy for writing and summaries
  • Pinned favorite views
  • Automations that save admin time
  • Goal setting and tracking
  • QuickBooks integration
Chooser pick

Momentum

$60 annual / $75 monthly

Best for growing businesses that need structure across teams.

  • Departments and team sharing
  • Advanced user permissions
  • Phone and meeting summary analytics
  • AI inside automations
  • Custom entities for flexible tracking
  • Full API access

Full Send

$96 annual / $120 monthly

Best for larger teams that want the complete productivity suite.

  • No configuration limits
  • Full security suite
  • Audit log visibility
  • Advanced AI controls
  • Deep customization and business logic
  • Dedicated success manager

Add-ons

Add the extras when the workflow asks for them.

$45/mo

Smackdab Talk & Text

Integrated calling, texting, SMS marketing, transcriptions, and AI summaries.

$45/mo

Unlimited Email Marketing

Build, automate, and send campaigns without worrying about email volume.

$15/assigned seat

Schedule & Bookings Pro

Advanced scheduling for people who need assigned-seat booking workflows.

Compare

Feature comparison by category.

Category Free Forever Kickstart Momentum Full Send
CRM basics Contacts, deals, calendar Plus unlimited users Plus team sharing Plus unlimited configuration
AI and automation Starter tools Buddy and automations AI in automations Advanced controls
Operations Bookings Goals and QuickBooks Permissions and API Security suite and audit log
Support path Self-serve start Guided setup content Growth workflows Dedicated success manager

FAQ

Questions before you start?

Can I start free?

Yes. Free Forever is built so small teams can start with real CRM, calendar, and booking tools.

When should I upgrade?

Upgrade when you need more users, automation, permissions, departments, API access, or advanced AI controls.

Can I switch plans?

Yes. Start with the fit that makes sense today and move up or down as the team changes.

Can add-ons be added later?

Yes. Talk & Text, Unlimited Email Marketing, and Schedule & Bookings Pro can be added when those workflows become important.

Do I need a sales call?

No. You can create an account, start free, and choose the plan or add-ons when you are ready.