Priced per workspace. Never per lead.

You enter a card at checkout, and nothing is charged during the trial. When it ends, the plan’s price is charged to that card and the subscription renews automatically each billing period until you cancel. Cancel before the trial ends, in Settings › Plan & billing, and you are not charged. Taxes may apply. If a later payment fails, the workspace stays readable and writing is paused until it is settled.

No. A plan is priced per workspace, not per lead: you already pay your vendors for every lead, and we do not charge you for it again. Add-ons you choose, and metered usage above your plan’s allowance, are billed at the rates shown.

Yes. Upload your carriers’ policy and commission files, or forward the emails they arrive in, and every policy is matched to its client and agent. You can also import a book you keep in a spreadsheet.

Yes. You choose whether it applies now with proration or at renewal, and the confirmation names the effective date before anything moves.

They keep the version they bought. Plans are versioned, so publishing a new version leaves every current subscriber on theirs until they renew.

Yes — 2 months free on yearly billing. Switch the toggle above and the prices update.