saasvisionary

Your business, moving forward

Your customer relationships. One connected home.

Bring your contacts, projects, and customer activity together. Choose the plan that fits your business and start with a ready-to-use account.

Start your 14-day trial

Payment method required. Your chosen plan renews after the trial.

Your business, connected

Know your customers

Keep relationships and activity together.

Make progress every day

Give your team a clear place to work.

See your next opportunity

Turn organized information into action.

Made for your business

Choose your starting point

Prices below match checkout. Each plan includes one client account; provider usage follows the connected services you use.

Pro plan - monthly

Run your whole book of business out of one login.

$47.00 / month

Your own client account

14 days free, then $47.00 / month until canceled. Payment method required.

Pro plan - yearly

A connected home for your daily work and customer relationships.

$470.00 / year

Your own client account

14 days free, then $470.00 / year until canceled. Payment method required.

Starter plan - monthly

A connected home for your daily work and customer relationships.

$7.00 / month

Your own client account

14 days free, then $7.00 / month until canceled. Payment method required.

Starter plan - yearly

A connected home for your daily work and customer relationships.

$70.00 / year

Your own client account

14 days free, then $70.00 / year until canceled. Payment method required.

Online plan - monthly

A connected home for your daily work and customer relationships.

$27.00 / month

Your own client account

14 days free, then $27.00 / month until canceled. Payment method required.

Online plan - yearly

A connected home for your daily work and customer relationships.

$270.00 / year

Your own client account

14 days free, then $270.00 / year until canceled. Payment method required.

Team plan - yearly

A connected home for your daily work and customer relationships.

$770.00 / year

Your own client account

14 days free, then $770.00 / year until canceled. Payment method required.

Unlimited plan - yearly

A connected home for your daily work and customer relationships.

$970.00 / year

Your own client account

14 days free, then $970.00 / year until canceled. Payment method required.

Team plan - monthly

Add an AI receptionist, ringless voicemail, and your team.

$77.00 / month

Your own client account

14 days free, then $77.00 / month until canceled. Payment method required.

Unlimited plan - monthly

Unlimited everything, and your AI agents can drive it.

$97.00 / month

Your own client account

14 days free, then $97.00 / month until canceled. Payment method required.

From signup to your first step

Step 1

Choose your plan and complete secure checkout.

Step 2

Open your email invitation and create your sign-in.

Step 3

Add your first contacts and make your account your own.