Leads
Capture interest and move people through your pipeline.
Features
What your team gets
Plans unlock different feature sets. You only pay for what your desk needs.
Customers
Keep full history on every account in one place.
Appointments
Book visits, walk-ins, and reminders.
Follow-ups
Never forget a promised next step.
Documents
Store files next to the right record.
Reports
See what is working and export when needed.
Integrations
Connect other tools your team already uses.
AI assist
Get drafting help inside everyday forms.
How plans map to features
Basic
Core CRM for small teams getting started.
- Leads & customers
- Appointments
- Follow-ups
- 5 team seats
Premium
Reports, integrations, and service tools.
- Everything in Basic
- Reports & export
- Integrations
- Service requests
- Notifications
- 15 team seats
Ultimate
Full feature set with AI help and priority support.
- Everything in Premium
- Documents & scheduler
- Listings
- AI assist
- Priority support
- 50 team seats