Choose the plan for the size of your operation.
Three plans that grow with you. Pricing tailored to users and modules.
Silver
Organize your sales and prospecting.
- Dynamic calendar
- Lead manager
- Task manager
- Prospecting board
- Meta (FB/IG) form integration
- Reports
Gold
Quote, manage inventory and provide support.
- Everything in Silver, plus:
- Quote board
- Inventory module
- Quote builder
- Tickets and cases board
- Email marketing integration
Platinum
Total multi-branch control.
- Everything in Gold, plus:
- Per-user permissions
- Geolocation
- Multiple business units
- Omnichannel management
- Landing page manager
- Automatic actions
Pricing tailored to users and modules. Book a 30-minute call and get your proposal.
What each plan includes.
| Feature | Silver | Gold | Platinum |
|---|---|---|---|
| Sales | |||
| Dynamic calendar | ✓ | ✓ | ✓ |
| Lead manager | ✓ | ✓ | ✓ |
| Prospecting board | ✓ | ✓ | ✓ |
| Meta (FB/IG) form integration | ✓ | ✓ | ✓ |
| Quotes and inventory | |||
| Quote board | — | ✓ | ✓ |
| Quote builder | — | ✓ | ✓ |
| Inventory module | — | ✓ | ✓ |
| Operations | |||
| Task manager | ✓ | ✓ | ✓ |
| Tickets and cases board | — | ✓ | ✓ |
| Geolocation | — | — | ✓ |
| Marketing and channels | |||
| Email marketing integration | — | ✓ | ✓ |
| Omnichannel management | — | — | ✓ |
| Landing page manager | — | — | ✓ |
| Control and scale | |||
| Reports | ✓ | ✓ | ✓ |
| Per-user permissions | — | — | ✓ |
| Multiple business units | — | — | ✓ |
| Automatic actions | — | — | ✓ |
How much money are you losing to missed follow-ups?
Move the sliders and see your potential. We recommend the ideal plan and you get a personalized assessment.
Illustrative estimate: assumes recovering 8% of leads lost to missed follow-up and 4 minutes saved per lead. Your results may vary.
About plans and getting started.
How long does implementation take?
It depends on your processes, but we follow three steps: discovery, configuration and go-live with training for your team.
Does it integrate with my ERP or other tools?
Yes. We have a documented API and Zapier integration to connect your ERP, email marketing and more.
Does it work from a phone?
Yes, there is a web version and a mobile app to take orders, log visits and follow up from anywhere.
Can I bring in my Facebook and Instagram leads?
With the Meta form integration, every lead arrives automatically on your board so you can respond right away.
Is support available in Spanish?
Yes, close chat support for customers and developers.
Get a tailored proposal.
Tell us how many users you have and what you need to control. We will reply with the ideal plan.