Simple, transparent pricing

Yes — the Free plan gives you a full CRM with contacts, companies, and a deal pipeline. No credit card required, no time limit.

Our Deal Won workflow lets you create an invoice (optionally push to Xero) and spin up an Asana project from a template — all in one dialog.

When an invoice is marked as paid (or payment is synced from Xero), a percentage is automatically allocated as a charitable obligation. You configure the programs, beneficiaries, and giving percentage.

Absolutely. All paid plans come with a 14-day free trial. You get full access to every feature in your chosen plan during the trial.

We currently integrate with Xero (two-way invoice & payment sync), Asana (project import & templates), and Everhour (retainer time tracking). More integrations are planned.

The AI Team plan includes custom permission groups with a module-action matrix. You can define exactly who can view, create, edit, or delete across every module.