Pricing

Priced per user, not per module.

Every plan includes both branches — the sales pipeline and the technical floor — because a single record is the whole product. What changes between plans is how many companies, departments and teams you can model, and how tightly you need to lock it down.

Plans

Studio

One sales company, one technical team. For a single-office practice getting off spreadsheets.

$39/user/month

Minimum 5 users

Start with Studio
  • Lead intake, approval and rejection workflow
  • Technical projects with man-hour estimates and due times
  • Immutable project ledger
  • Direct, group and per-project chat
  • Audit log, 12-month retention
Most firms

Firm

Multiple sales companies and departments, technical teams by shift, and the full role hierarchy.

$69/user/month

Minimum 20 users

Book a demo
  • Everything in Studio
  • Unlimited sales companies, departments and technical teams
  • All fifteen roles, morning and evening shifts
  • Revision tracking with mistake classification
  • Milestones with live timers
  • Sales and technical analytics, CSV exports
  • Auto-Route Leads and Require Entity Approval

Enterprise

For groups running several branches under one master admin, with their own security posture.

Custom

Annual agreement

Talk to us
  • Everything in Firm
  • Strict Data Isolation across branches
  • IP allowlist and SSO / SAML
  • Custom audit retention and data residency
  • Self-hosted or private cloud
  • Named success manager and SLA

Every feature, side by side.

CapabilityStudioFirmEnterprise

Organisation

Sales companies1UnlimitedUnlimited
Sales departments3UnlimitedUnlimited
Technical teams1UnlimitedUnlimited
Roles available6 of 15All 15All 15
Morning / evening shift splitMorning / evening shift split: not included on StudioMorning / evening shift split: included on FirmMorning / evening shift split: included on Enterprise

Sales

Lead intake with scope, categories and CSI divisionsLead intake with scope, categories and CSI divisions: included on StudioLead intake with scope, categories and CSI divisions: included on FirmLead intake with scope, categories and CSI divisions: included on Enterprise
Approval and rejection with recorded reasonApproval and rejection with recorded reason: included on StudioApproval and rejection with recorded reason: included on FirmApproval and rejection with recorded reason: included on Enterprise
Employee and admin closing valuesEmployee and admin closing values: included on StudioEmployee and admin closing values: included on FirmEmployee and admin closing values: included on Enterprise
Opportunities pipelineOpportunities pipeline: included on StudioOpportunities pipeline: included on FirmOpportunities pipeline: included on Enterprise
Quota tracking with on-track / at-risk flagsQuota tracking with on-track / at-risk flags: not included on StudioQuota tracking with on-track / at-risk flags: included on FirmQuota tracking with on-track / at-risk flags: included on Enterprise
Auto-Route LeadsAuto-Route Leads: not included on StudioAuto-Route Leads: included on FirmAuto-Route Leads: included on Enterprise

Technical delivery

Projects with project number, man hours and due timeProjects with project number, man hours and due time: included on StudioProjects with project number, man hours and due time: included on FirmProjects with project number, man hours and due time: included on Enterprise
Assignment down the role hierarchyAssignment down the role hierarchy: included on StudioAssignment down the role hierarchy: included on FirmAssignment down the role hierarchy: included on Enterprise
Immutable project ledgerImmutable project ledger: included on StudioImmutable project ledger: included on FirmImmutable project ledger: included on Enterprise
Revisions with mistake classificationRevisions with mistake classification: not included on StudioRevisions with mistake classification: included on FirmRevisions with mistake classification: included on Enterprise
Milestones with live timersMilestones with live timers: not included on StudioMilestones with live timers: included on FirmMilestones with live timers: included on Enterprise
Pricing review and authorisation stagesPricing review and authorisation stages: not included on StudioPricing review and authorisation stages: included on FirmPricing review and authorisation stages: included on Enterprise

Collaboration

Direct messages and group roomsDirect messages and group rooms: included on StudioDirect messages and group rooms: included on FirmDirect messages and group rooms: included on Enterprise
Auto-created project chat roomsAuto-created project chat rooms: included on StudioAuto-created project chat rooms: included on FirmAuto-created project chat rooms: included on Enterprise
Attachments per projectAttachments per project: included on StudioAttachments per project: included on FirmAttachments per project: included on Enterprise
Max file upload50 MB200 MBConfigurable

Reporting

Technical dashboard and man-hour metricsTechnical dashboard and man-hour metrics: included on StudioTechnical dashboard and man-hour metrics: included on FirmTechnical dashboard and man-hour metrics: included on Enterprise
Sales and technical analyticsSales and technical analytics: not included on StudioSales and technical analytics: included on FirmSales and technical analytics: included on Enterprise
CSV exportsCSV exports: not included on StudioCSV exports: included on FirmCSV exports: included on Enterprise
Multi-currency (USD, EUR, GBP, AED, SAR)Multi-currency (USD, EUR, GBP, AED, SAR): not included on StudioMulti-currency (USD, EUR, GBP, AED, SAR): included on FirmMulti-currency (USD, EUR, GBP, AED, SAR): included on Enterprise

Security & administration

Audit log12 months36 monthsCustom
Require Entity ApprovalRequire Entity Approval: not included on StudioRequire Entity Approval: included on FirmRequire Entity Approval: included on Enterprise
Session timeout and password policySession timeout and password policy: included on StudioSession timeout and password policy: included on FirmSession timeout and password policy: included on Enterprise
Strict Data IsolationStrict Data Isolation: not included on StudioStrict Data Isolation: not included on FirmStrict Data Isolation: included on Enterprise
IP allowlistIP allowlist: not included on StudioIP allowlist: not included on FirmIP allowlist: included on Enterprise
SSO / SAMLSSO / SAML: not included on StudioSSO / SAML: not included on FirmSSO / SAML: included on Enterprise
Self-hosted or private cloudSelf-hosted or private cloud: not included on StudioSelf-hosted or private cloud: not included on FirmSelf-hosted or private cloud: included on Enterprise

Support

Email supportEmail support: included on StudioEmail support: included on FirmEmail support: included on Enterprise
Onboarding and data migrationOnboarding and data migration: not included on StudioOnboarding and data migration: included on FirmOnboarding and data migration: included on Enterprise
Named success managerNamed success manager: not included on StudioNamed success manager: not included on FirmNamed success manager: included on Enterprise
Contractual SLAContractual SLA: not included on StudioContractual SLA: not included on FirmContractual SLA: included on Enterprise

Seat counts, retention windows and upload limits are configured per install under System Settings. Anything listed as configurable can be raised on request.

Questions we get asked first.

By named account, not by concurrent session. Every one of the fifteen roles counts the same — a CS coordinator costs what an engineer costs. Deactivated accounts stop billing at the end of the cycle but keep their history in the ledger and the audit log.

Yes, and that is the point. The value of a single record is lost if the technical floor is working from a copy. Both branches of the hierarchy live in the same install, under one master admin.

You can export every project, ledger event, lead and audit entry as CSV at any time, on Firm and above. The ledger is append-only by design, so what you export is the same history the application reads.

On Enterprise, yes — self-hosted or in your own private cloud, with the IP allowlist and Strict Data Isolation enforced at the application level rather than by network configuration alone.

We run a 14-day pilot on your own data instead. We load one closed lead and one project that went to revision, so you are evaluating the workflow against work you already recognise rather than a sandbox.

Stop reconciling. Start running the firm.

A 30-minute walkthrough with your own pipeline and one live project. Bring the estimate that went to revision four — we’ll show you where it would have been caught.

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