Question 1

Can I switch plans anytime?

Accepted Answer

Yes. You can upgrade or downgrade your plan anytime directly from the dashboard. Changes take effect on the next billing cycle, with no penalty, no fee, and no minimum commitment. Over 80% of customers start on the Starter plan ($97/month) and move up to Professional ($197/month) within 60-90 days as they scale.

Question 2

How much does setup and training cost?

Accepted Answer

Zero. Complete platform setup (pipeline configuration, automations, forms, calendar, telephony) is included in all 3 plans. A live 2-hour training session with your team is also included. Setup takes an average of 48 business hours after payment. Market value: $497-$1,500.

Question 3

Do I need to sign an annual contract?

Accepted Answer

No. All plans are monthly with no commitment. Cancel anytime directly from your dashboard — no calls, no questions. If you cancel within the first 14 days, we refund 100% of your payment. After the free trial, over 92% of customers stay for 12+ months.

Question 4

What payment methods do you accept?

Accepted Answer

We accept credit cards (Visa, Mastercard, Amex, Discover) and ACH bank transfer for Enterprise plans. Billing is automatic monthly on the day you activated. For companies with 10+ users, we offer quarterly billing with a 5% discount.

Question 5

How long is the free trial and do I need a credit card?

Accepted Answer

The free trial lasts a full 14 days with access to 100% of Professional plan features ($197/month value). We don't ask for a credit card to start. You only provide the card if you decide to continue after the 14 days.

Simple, Transparent Pricing

Starter

Professional

Enterprise

FAQ