One system, not five subscriptions
The Core CRM is always included — every App Pack plugs into it. Start from an edition or build your own; no edition is a locked box.
Or build your own
Honest by default: every allowance is shown before you buy, overage is published, and no feature ever moves to a higher tier later. Free migration. Cancel anytime.
What the Core always includes
- Universal Project/CRM engine (matter = job = campaign = project), contacts & companies, pipeline
- Calendar + online booking, tasks, notes, activity
- Documents (templates + clause library + provenance), native e-sign, client portal, file requests
- The honesty spine: trust-scored data and the proactive /work loop
- Multi-tenant record/field/role permissions, encrypted secrets, append-only audit chain
- Reporting + dashboards, Second Brain memory, AI engine (metered credits)
Honest metered allowances
| Consumable | Included | Overage |
|---|---|---|
| AI credits | Generous monthly allowance per user | Published per-credit rate — never a silent tier-up |
| E-sign envelopes | Included allowance per month | Published per-envelope rate |
| SMS | Included allowance per month | Published per-message rate |
| Storage | Included per-tenant allowance | Published per-GB rate |
| Contacts | No contact-count billing | — |
Our pricing guarantees
Wondering how this stacks up? See the honest comparisons — dated, verification-labelled, both sides shown.