Choose the plan that best fits your organization. All plans include a 14-day free trial.
Core CRM and client management for small organizations
up to 5 users
Up to 10 users
Estimated monthly cost
$599
What's included
Full nonprofit management with HR and financial tools
up to 20 users
Up to 50 users
Estimated monthly cost
$999
What's included
Complete platform for large multi-program organizations
up to 75 users
Up to Unlimited users
Estimated monthly cost
$999
What's included
See exactly what each plan offers
| Feature | Essentials | Professional | Enterprise |
|---|---|---|---|
| Monthly Price (flat) | $599 | $999 | $999 |
| Per User Price | $59/mo | $65/mo | $79/mo |
| Max Users (flat) | 5 | 20 | 75 |
| Max Users (per user) | 10 | 50 | Unlimited |
| Full CRM & Client Management | |||
| Client Program Enrollment | |||
| Case Notes & Assessments | |||
| Outcome Tracking & Goals | |||
| Standard Reports | |||
| Client Portal | |||
| Document Management | |||
| Referral Tracking | |||
| Calendar & Events | |||
| Data Import/Export | |||
| Human Resources | — | ||
| Fund Accounting | — | ||
| Custom Report Builder | — | ||
| Payroll | — | — | |
| Internal Messaging | — | — | |
| Support | Priority | Dedicated |
Yes, you can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.
You will be prompted to either upgrade your plan or switch to per-user pricing, whichever is more cost-effective.
Yes, all plans include a 14-day free trial with full access to all features in your chosen tier.
Yes, annual billing is available at a 15% discount. Use the toggle above to see annual pricing.
All plans include secure, encrypted data storage. Enterprise plans include full HIPAA audit trails, BAA agreements, and advanced encryption key management.