Priced per person,
not per brand.
Every plan includes unlimited client accounts on the Agency tier and above. You pay for your team. Your clients join free as guests.
For a small team running a handful of clients.
Everything most agencies need, including the client-facing bits.
For groups running several agencies under one roof.
Every plan, side by side.
No. You pay for the people in your team. Add as many client accounts as your plan allows — unlimited on Agency and Network — at no extra cost. Charging per brand is exactly the thing that makes other tools expensive for agencies.
Anyone from your side who logs in — account managers, producers, freelancers you bring in for a project. People from your clients' teams join as guests and are free, on any plan that includes client channels.
Yes. Contacts, companies and deals import from a spreadsheet or a CSV export from your current CRM. Most agencies have one client account across within an afternoon.
Nothing is deleted. The workspace goes read-only until you pick a plan, so you can take your time and nothing is lost while you decide.
Any time, from your settings. Monthly plans stop at the end of the month you are in. You can export your data on the way out — it is your data.
Every record belongs to one agency workspace, enforced in the database rather than in the application. Client guests only ever see the channels, files and approvals you share with them.
Less juggling. More doing.
Bring one client account across and see how it feels. If it is not better than what you have, nothing lost.