Simple pricing

Flat monthly pricing.
No contracts. No surprises.

Every plan includes a 14-day free trial. No credit card required to start. Cancel any time.

Starter
$9/user/mo
Up to 5 users · ideal for small firms
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Lead dashboard + all leads table
Intake funnel analytics
Specialist leaderboards
Session notes and tasks
1 lead form + 1 quiz
Google Sheets sync
3 dashboard users
Most popular
Growth
$13/user/mo
Up to 15 users · for growing practices
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Everything in Starter
ROI by channel + ROAS
Revenue and finances page
Lost revenue analytics
Calls page and lead paths
Unlimited forms and quizzes
Email follow-up sequences
10 dashboard users
Agency
$17/user/mo
Unlimited users · multi-location firms
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Everything in Growth
Data export (CSV + API)
BI connector
White-label reports
Benchmark data access
Unlimited executive seats
Priority support
Questions about pricing

Before you decide.

At the end of 14 days you enter a payment method to continue. If you choose not to, your account is paused and your data is retained for 30 days. Nothing is charged during the trial.
Yes, any time. Upgrades take effect immediately with instant access to new features. Downgrades take effect at the start of your next billing cycle.
No. The user limits listed on each plan are the only restriction. Starter includes 3 users, Growth includes 10, and Agency includes unlimited seats.

Not sure which plan?

Talk to us. We will tell you exactly what you need based on your firm size and how you want to use the data.

Request a demo →See all features

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