Pricing

No sales call. Just the numbers

Start free, pay as your workspace grows. Every tier below is what it actually costs.

Scales from one person to a lean team of eight. No enterprise seat minimums.

Free

Get started solo, no card required.

$0/mo

  • 1 seat
  • Up to 20 accounts
  • 1 live connector, or manual data entry
  • Health scoring & dashboard
  • 20 AI credits / mo
Sign up free

Starter

Connect your first tools.

$49/mo

  • Up to 3 seats
  • Up to 150 accounts
  • 4 live connectors (any 4)
  • Slack alerts for at-risk accounts
  • Webhook receiver
  • 500 AI credits / mo during trial, ~750 after*
Get founding rate
Recommended

Team

Most CS teams land here.

$149/mo

  • Up to 8 seats
  • Up to 500 accounts
  • All connectors + Zapier/Make
  • Slack alerts for at-risk accounts
  • QBR briefs & portfolio AI
  • Priority email support
  • 1,500 AI credits / mo during trial, ~2,500 after*
Get founding rate

* AI credits are a soft guide — 1 credit per account insight or portfolio summary, 5 credits per QBR brief (see FAQ). Usage above your monthly credits degrades gracefully and never hard-blocks your workspace.

Enterprise & Agencies

150+ people, or a fractional CS consultant running 3–8 client workspaces? Dedicated onboarding, custom connector help, and negotiated terms.

Talk to us

Priced like a triage tool, because that's what it is — not a full CS platform.

Founding-member pricing locks in 50% off your first year on Starter and Team, capped at the first 20 workspaces across both tiers combined, applied automatically at checkout while spots last. Annual billing, 20% off, available at general availability.

Questions

What happens if I go over my AI credits?
Nothing breaks. Above the monthly guide, AI generation degrades gracefully instead of hard-blocking your workspace.
What's an AI credit?
Account insights, portfolio summaries, and follow-up email drafts cost 1 credit each. QBR briefs cost 5 credits, reflecting the larger analysis and document they produce. Credits reset monthly. During your 30-day trial the monthly cap is lower than the plan’s ongoing cap shown above — it rises once you’re a paying subscriber.
What counts as a "connector"?
Zendesk, Intercom, Salesforce, HubSpot, Pipedrive, Stripe, Metabase, and Slack each count as one connector. The webhook receiver and Zapier/Make are separate from this count.
How does founding-member pricing work?
It locks in 50% off Starter or Team for your first year, capped at the first 20 workspaces across both tiers combined. Checkout applies it automatically while spots remain — after the cap fills, standard pricing applies.
Is annual billing available now?
Not yet. 20% off annual billing ships at general availability.

Founding-member pricing

Lock in 50% off your first year

Capped at the first 20 workspaces across Starter and Team, applied automatically at checkout while spots last.

Claim your spotSign up free