Starter
Best for 1-4 person teams and startups
$25/mo
Per seat • Billed annually
Try for free
25 projects/year
Max team size: 4 onboarders
Unlimited customer seats
Support: Email + Learning Center
Automated launch plans
Live discussions & Inbox
Custom Forms
🆓 2-project Free Trial (or 30 days)
⚙️ Self-serve setup
Add-ons:
+$25/mo per extra seat
+$50 one-time fee for each 50 extra projects
🚫 No integrations, branding, SSO, reports, custom domains, or custom integrations.
Essentials
Best for high-growth onboarding teams
$250/mo
Billed annually • 5 seats included
Additional seats $50/mo
Additional seats $50/mo
Get Started
250 projects/year
Unlimited team size (no maximum)
Unlimited customer seats
5 View-only seats
Automated launch plans
Salesforce, HubSpot, Slack, Zapier Integrations
Live discussions & Inbox
Custom Forms, custom domains
Reports
Workflows
🆓 2-project Free Trial (or 30 days)
⚙️ 1-hour implementation call
Add-ons:
+$50/mo per extra seat
+$50 one-time fee for each 50 extra projects
Custom branding: +$50/mo
SSO: +$50/mo
Pro
Best for enterprise teams & complex integrations
$1,000/mo
Billed annually • 10 seats included
Additional seats $100/mo
Additional seats $100/mo
Get Started
500 projects/year
Unlimited team seats
Unlimited view-only seats
Email + Chat + CSM support
Unlimited customer seats
5 View-only seats
All integrations included
Live discussions & Inbox
Custom Forms, custom domains
Custom Reports & integrations
Workflows
SSO included
🆓 2-project Free Trial (or 30 days)
⚙️ 1-hour implementation + ongoing CSM support
Add-ons:
+$100/mo per extra seat
+$50 one-time fee for each 50 extra projects
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Frequently Asked Questions
If we still haven't convinced you, take a look at our most frequently asked questions or feel free to reach out!
Do you offer a trial?
Absolutely. Our trials are for 1-2 projects or 30 days.
Do you offer startup discounts?
We do offer startup discounts. There are size and fundraising limitations. Please reach out to learn more!
What is the difference between the plans available?
The Starter plan is meant for 1-4 person teams or startups that want to collaborate with clients, and manage their customer onboarding team from within one solution. The Essentials plan is meant for small to midsized businesses with high-growth that want to collaborate with clients, and manage their customer onboarding team from within one solution. The Pro plan are meant for enterprise organizations looking to manage one or more large onboarding teams.
👀 Not sure which plan is right for you? Contact us
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