Pricing

Built for industrial sales teams.

Start free with the CRM. Add AI-powered modules as your team grows. No per-user math to negotiate — every plan is a flat monthly rate.

Annual prepay: save 15% on every plan and module.

CRM plans

Every account starts here.

The CRM is the foundation — accounts, facilities, leads, pipeline, schedule, visits, contacts, and equipment.

CRM Free
$0/ month
Up to 5 users

For solo reps and small teams getting started.

  • Full CRM: accounts, contacts, leads, pipeline, schedule
  • Visit chat with AI coaching
  • Equipment catalog + capital planning
  • Business-line tagging + lead sources
  • Manager dashboard
  • Mobile PWA
Most popular
CRM Small
$300/ month
6–15 users

For growing sales teams with everything in Free at scale.

  • Up to 15 seats
  • Email support (24hr response)
  • Business-line + lead-source analytics
  • API + webhook access
  • Import + export tools
CRM Growth
$600/ month
16–30 users

For established sales orgs running multiple regions or business units.

  • Up to 30 seats
  • Multi-region reporting
  • Custom equipment column templates
  • SSO (Google, Microsoft, Okta) — optional
  • Priority email support (4hr response)
CRM Enterprise
Custom
31+ users

For multi-branch industrial sales organizations.

  • Unlimited seats
  • Dedicated onboarding + admin config
  • Custom SLA, security review, DPA
  • Slack support channel
  • Quarterly business reviews

AI modules

Add to any paid CRM plan.

Priced per band of active seats — flat monthly rates, no per-user math.

Proposal Builder
Turn conversations into branded, negotiation-ready proposals in minutes.

Sales reps chat with an AI trained on your templates, sign-off language, and closing style. Every proposal exports to a branded .docx ready to send.

Users with accessMonthly
1–5$300 / month
6–15$800 / month
16–30$1,500 / month
31+Custom
Included: Unlimited proposals, .docx export with your brand colors + logo, proposal template + terms & conditions library.
Engineering Reports
Turn site visits into branded engineering deliverables.

Field engineers walk through equipment, moisture patterns, and site conditions with an AI trained on your standard practice. Attach photos as evidence. Finalize into a branded .docx report your customer can act on.

Users with accessMonthly
1–5$500 / month
6–15$1,500 / month
16–30$3,000 / month
31+Custom
Included: Unlimited reports, unlimited photos, AI Assistant discovery sessions, standard-practice library that improves with every report.

Utility rebate module

Incentive Programs

Turn utility rebate programs into a repeatable revenue stream.

$2,500
/ month · org-wide

Set up utility programs once. Reps and engineers work through Comprehensive Studies, Fix-It-Now, and Custom projects with AI-assisted setup wizards, worksheet drafters, and audit-ready report generators.

Included: 20 completed Incentive projects per month. Overage at $50/project. Unlimited utilities, programs, seats, and studies against any facility.
Get started

Included on every paid plan

  • Hosted on AWS
  • Real-time backups + 30-day point-in-time recovery
  • SSL-encrypted end-to-end
  • All updates and new features at no additional cost
  • Free onboarding for teams of 10+
  • 15% off when you prepay annually

FAQ

Frequently asked

Do I have to pay per seat?
No. Every plan is a flat monthly rate for a band of seats. If you're at 12 users in the CRM Small band, you pay the same $300 as an org with 15 users.
What happens when I outgrow a band?
We move you up automatically on your next billing cycle. You'll get an email a few days before with the new rate — no surprise charges.
Can I use a module without the CRM?
No. The modules read facility, contact, lead, and equipment data from the CRM to work well. You'll need at least CRM Small on any paid module.
Is the annual discount really 15% off?
Yes — prepay annually and take 15% off both your CRM plan and any module add-ons for the life of your subscription as long as you stay on annual billing.
What counts as an "Engineering Reports seat"?
Any user in your org who opens the Engineering Reports module during a billing month. Users who only use the CRM don't count against your Engineering Reports band.
Can I bring my own AI model?
Not today. BearingCore uses Anthropic's Claude across every module — that's how we guarantee output quality. Bring-your-own-model is on the roadmap for Enterprise.
Can I try a module before I commit?
Yes — every module has a 14-day trial. Just click 'Talk to sales' on the module you want to try.
What's your refund policy?
If BearingCore isn't working for you within the first 30 days, email contact@bearingcore.io and we'll refund your last month. No forms, no arguments.
What if I have more than 30 users?
We work with you directly on Enterprise pricing. Every Enterprise engagement includes onboarding, security review, and a dedicated account manager.

Ready when you are

Start free. Grow when you're ready.

Start with the free CRM. Add modules when your team is ready. Cancel any time.