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.
CRM plans
Every account starts here.
The CRM is the foundation — accounts, facilities, leads, pipeline, schedule, visits, contacts, and equipment.
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
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
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)
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.
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 access | Monthly |
|---|---|
| 1–5 | $300 / month |
| 6–15 | $800 / month |
| 16–30 | $1,500 / month |
| 31+ | Custom |
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 access | Monthly |
|---|---|
| 1–5 | $500 / month |
| 6–15 | $1,500 / month |
| 16–30 | $3,000 / month |
| 31+ | Custom |
Utility rebate module
Incentive Programs
Turn utility rebate programs into a repeatable revenue stream.
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 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
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.