Start with Client CRM. Add what your work needs.
One CRM subscription. Add-ons when you need them.
Client CRM is the foundation; add Campaigns & Events or Walkthroughs when your work needs them. Try it free for 14 days — no card required.
Or try the live demo — sample data, no signup →
Start with Client CRM
Start with Client CRM and add Campaigns & Events or Walkthroughs when your work needs them. Try it free for 14 days — no card required, then continue at standard monthly pricing.
The full workspace — Client CRM with both add-ons.
Prices in USD, billed monthly.
What's included in every module
Allowances are per account for the full three-module workspace. Countable limits stay the same whether a module is bought alone or bundled; usage pools (voice, storage, AI) add up across the modules you own.
| What you get | Included |
|---|---|
| Clients & contacts | 5,000 |
| Client documents | 1,000 |
| Active campaigns | 25 |
| Walkthrough reports / month | 20 |
| Voice capture minutes / month | 400 |
| File storage | 17 GB |
| AI features (Ask, snapshots, reports) | Generous included usage |
Limits are set high enough that everyday use never bumps them. Heavy, automated, or abusive usage may be rate-limited to keep the service fast for everyone.
Add the tools your work needs
Client CRM is the base; Campaigns & Events and Walkthroughs extend it. Add-ons carry the same allowances whether you have one or both — each is a flat $10/month, with no bundle discount.
Client CRM
Remember every client and keep your follow-ups in view.
- Client records with the full relationship history in one place
- Notes by voice or text — captured in seconds after a call
- Follow-ups and reminders that surface what you capture
- AI client memory that surfaces what matters before every conversation
- Ask across your notes to find the details you saved
Smart QR Campaigns & Events
Turn events and QR codes into captured leads.
- Smart QR campaigns for open houses, events, and flyers
- Self-serve capture pages that add prospects automatically
- Event lead capture that flows straight into your prospects
- Attribution so you see which campaigns actually bring clients
Walkthroughs
Walk, talk, and get an organized report.
- Voice-plus-photo capture as you walk a property or job
- AI-organized walkthrough reports, sectioned and shareable
- Property and job documentation kept with the right property, job, or site
- Export a clean PDF to send in a couple of taps
Professional Page — $10/month
A separate, optional add-on: a polished public page with a permanent QR code and print-ready flyer, with inquiries delivered to Prospects. It requires an active Client CRM subscription and is billed separately — it is not included in the Client CRM price.
Add Professional Page to the full three-module workspace for a complete toolkit price of $69/month.
Build and preview free
Create and preview your page at no charge. Publish for $10/month when you're ready.
Permanent QR & flyer
Share your page by link, permanent QR code or print-ready flyer — the QR keeps working even if your page address changes.
Inquiries into Prospects
Contact submissions arrive in Prospects with their source attached, ready to continue in Client CRM.
Pricing questions
How does pricing work?
Client CRM is the base subscription. Campaigns & Events and Walkthroughs are optional add-ons — your price depends only on how many add-ons you keep: none, one, or both.
How does the evaluation work?
You get a 14-day free trial with no card required. When it ends, you continue with Client CRM and any add-ons you want at standard monthly pricing — $39 / $49 / $59.
Do add-ons get smaller limits?
No. Each add-on includes the same allowances whether you have one or both, and each is a flat $10/month — the same price whether it's your first or second add-on, with no bundle discount.
Start with Client CRM.
Begin with the core, then add Campaigns & Events or Walkthroughs when your work needs them.
Your data stays yours.