No hidden fees. No per-seat charges. Cancel any time.
For active solo brokers growing their book.
Card required to start trial. No charge for 14 days.
For brokerages and high-volume brokers.
For large brokerages and franchises.
All plans include 256-bit TLS encryption, daily backups, and Canadian data residency.
| Feature | Starter | Pro ⭐ | Enterprise |
|---|---|---|---|
| Contacts & Pipeline | |||
| Contacts | Unlimited | Unlimited | Unlimited |
| Active Deals | Unlimited | Unlimited | Unlimited |
| Kanban Pipeline | |||
| Deal Custom Fields | |||
| CSV Import | |||
| Income & Renewals | |||
| Commission Tracker | |||
| Renewal Radar | |||
| Income Reports | Basic | Full | Full |
| Excel/PDF Export | |||
| Marketing & Automation | |||
| Email Templates | 6 | Unlimited | Unlimited |
| Campaigns | |||
| Automation Workflows | |||
| Birthday / Anniversary | |||
| Team & Collaboration | |||
| Team Members | Solo | Up to 5 | Unlimited |
| Role-Based Access | |||
| Team Chat | |||
| User Invitations | |||
| Documents & Portal | |||
| Storage | 5 GB | 10 GB | Unlimited |
| Document Requests | |||
| Client Portal | Read-only | Full | Full |
| Mortgage Calculators | |||
| Security & Compliance | |||
| 256-bit TLS | |||
| PIPEDA Compliance | |||
| Audit Log | |||
| 2FA / MFA | |||
| SSO / SAML | |||
| Dedicated Data Residency | |||
| Referrals & Integrations | |||
| Referral Partner Tracking | |||
| Referral Source Reports | |||
| Webhook Integrations | |||
| API Access | |||
| Support | |||
| Email Support | Priority | ||
| Live Chat | |||
| Onboarding Training | |||
| Account Manager | |||