Pricing
Plans that fit the team you have.
Flat pricing by team rather than by seat. Start free, and change plans whenever it makes sense.
Free Forever
Free
No credit card required
For students and emerging sellers who want to learn the fundamentals and leverage AI to make an impact.
Start freeStartup
$550 / mo
billed annually ($6,600) · or $660/mo monthly
For small teams getting started — connect HubSpot and forecast together with AI on your side.
Get startedProfessional
$1,133 / mo
billed annually ($13,600) · or $1,360/mo monthly
For growing teams that need every data source — HubSpot, other CRMs, and the full forecasting toolkit.
Get startedPremium
Contact Us
Custom pricing
For larger teams that need a custom license — unlimited scale for your field and cross-functional teams.
Contact salesCompare all features
| Free Forever | Startup | Professional | Premium | |
|---|---|---|---|---|
| Users | 0–2 | Up to 5 | Up to 10 | 10+ |
| View-only users | 1 | 2 | 3 | 5+ |
| AI credits included / mo | 2M | 41M | 133M | Contact us |
| Unused-credit rollover | None | 50% | 100% | 100% |
| Additional credits | Available | Discounted | Discounted | Discounted |
| Pipeline records | Unlimited | Unlimited | Unlimited | Unlimited |
| Data sources | ||||
| CSV import | ||||
| HubSpot integration | — | |||
| Other CRM integration | — | — | ||
| Pipeline management | ||||
| Pipeline Risk Review (7 checks) | ||||
| Automated Reviews | ||||
| Recommendations | ||||
| Collaboration | ||||
| Forecast capture | ||||
| Floor / call / stretch submission | ||||
| Scenarios and team rollups | ||||
Credits meter AI usage — each review, search, recommendation, or question you put to the assistant spends credits based on the analysis involved. A deep review of a single deal tops out at around 40,000 credits, so Professional covers more than 3,000 of those a month. A sweep across the whole pipeline costs far less per deal, but scales with the number of deals in scope and how much history each one carries. Unused credits roll into the next month up to the listed percentage of your allowance, and rollover is more generous on annual plans.
Pricing questions.
Credits meter AI usage — every review, search, recommendation, and question you put to the assistant spends them in proportion to how much analysis it takes. A deep review of one deal, which reads that deal’s whole record instead of running the standard checks, tops out at around 40,000 credits: Professional’s 133M allowance covers more than 3,000 of those a month and Startup’s 41M more than 1,000. A sweep across the whole pipeline costs far less per deal, but scales with how many deals are in scope and how much history is attached to each, so reviewing a large pipeline costs more than a small one.
Start on the free tier today.
No credit card. Upgrade when the team is ready, and keep the same workspace.
Free Forever tier · no credit card required