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Plans that work for everyone

Choose the plan that fits your needs

Individual

Designed for busy individuals who want to stay connected.

$29 per month, billed monthly
Save $108/year compared to monthly
  • 14 days free, cancel anytime
  • Create & maintain your contacts
  • Real-time nudges for your relationships
  • Communicate via the app or via SMS/text messages

Team

Built for collaborative teams who want shared visibility with limited accounts.

$58 per month, billed monthly
Save $216/year by switching to annual
  • Everything in Individual for two (2) accounts
  • Plus, two (2) limited accounts on the same plan
  • Search across all relationships
  • Advanced event & reminder management

Business

For firms who value client relationships and want to enhance their systems.

Contact us
Schedule a demo to learn more
  • Everything in Team
  • Premium client profiles & relationship management
  • Notetaker integrations that work for you
  • Storage integrations that fit your firm's needs

Frequently Asked Questions

Yes, you can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle.

Yes, we offer a 14-day free trial for the Individual plan. While a credit card is required, you will not be charged until after the trial period is over, unless you cancel before the trial ends.

We accept all major credit cards and PayPal. For Business plans, we also offer bank transfers.
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