Two ways to buy
Single agent
$97/mo
Flat. You are the seat, so there is nothing on top.
Agency
$297/mo + $47 per agent
Each agent is $47 rather than the $97 they'd pay alone.
Agent or agency
Everything a single agent needs to work their own book is in both plans. What the agency plan adds is the team half — comp grids, overrides, recruiting, downline reporting — every bit of which describes a relationship between two people.
| Capability | Single agent | Agency | Without this |
|---|---|---|---|
| See it → | |||
| AI that opens and works every new lead by text | Included | Included | A separate SMS tool, sending blasts |
| Product pipelines, one per line of business | Included | Included | One pipeline, renamed per product |
| Single or multi-line dialer | Included | Included | A standalone dialer subscription |
| Command center — the day's ranked worklist | Included | Included | Whatever is at the top of the list |
| Sales floor — see who's online, dialing and on a call | Not included | Included | A separate Discord nobody opens |
| Live team stats — dials, connects and appointments today | Not included | Included | Asking at the end of the day |
| The gong — fires on real bookings and sales | Not included | Included | A message nobody sees until morning |
| Always-on voice room, with push-to-talk | Not included | Included | A Zoom link somebody has to start |
| Auto-mute the instant a lead picks up | Not included | Included | Hoping everyone remembers |
| Video and screen share on the floor | Not included | ProAvailable as a paid add-on | Screen-sharing in a second app |
| Listen in on any live call | Not included | ProAvailable as a paid add-on | Asking how it went, afterwards |
| Booking pages with two-way calendar sync | Included | Included | A separate scheduling subscription |
| Automations built in a visual workflow builder | Included | Included | A marketing-automation subscription |
| Call recordings stored, played and downloadable in the CRM | Included | Included | Hunting for audio in your carrier's portal |
| Recording consent handling and transcripts | Included | Included | Neither |
| Automated TCPA and SMS compliance — quiet hours, consent, opt-outs | Included | Included | Manual, and hoped for |
| A2P website builder — compliance page, privacy policy, opt-in language | Included | Included | A website you don't have |
| See it → | |||
| Campaign analytics — cost per issued policy by source | Included | Included | A spreadsheet, updated occasionally |
| Carrier statement import — flags what you were shorted | Included | Included | Nobody checks |
| Commission and tax tracking on your own book | Included | Included | A spreadsheet |
| Carrier compensation builder — by product and age band | Not included | Included | A spreadsheet nobody trusts |
| Contract level and hierarchy builder, with override tracking | Not included | Included | A spreadsheet nobody trusts |
| Persistency and book retention tracking | Included | Included | Carrier statements, read by hand |
| See it → | |||
| Post-sale client portal | Included | Included | Clients emailing you for their own documents |
| See it → | |||
| Agent recruiting and onboarding pipeline | Not included | Included | A hiring doc and good intentions |
| Producer scoreboard and downline reporting | Not included | Included | A spreadsheet, updated on Fridays |
| Incentive programs and production contests | Not included | Included | A spreadsheet, updated on Fridays |
| Training academy for new producers | Not included | Included | A folder of videos |
| Team roles and granular permissions | Not included | Included | Shared logins |
| Your logo, colours and fonts across the app | Not included | Included | Their software, with their name on it |
| Your own domain — app.youragency.com | Not included | Included | A login page at somebody else's address |
| Your agency's name on what a client sees, not ours | Not included | Included | Explaining who the other company in the email is |
| See it → | |||
| Google Workspace — two-way calendar sync, email from your own address | Included | Included | A separate scheduling tool, and mail from a noreply address |
| Outlook and Microsoft 365 | Included | Included | Telling the Microsoft half of the team to use something else |
| Zoom — a real meeting link on every booking | Included | Included | Pasting a link in by hand, and again when they reschedule |
| Zapier — connect the CRM to thousands of other apps | Included | Included | Copying records between two systems yourself |
| Slack — leads, bookings and conversions post to a channel | Included | Included | Flipping between the CRM and Slack to tell the team anything happened |
| Bring your own carrier — Telnyx, Twilio or SignalHouse | Included | Included | Whatever per-message rate a reseller decides to give you |
| Inbound webhooks on every campaign | Included | Included | Re-typing leads out of a vendor's portal |
| See it → | |||
| iPhone and Android apps | Included | Included | The desktop site on a phone |
| Sales Floor Pro — video, screen share and listen in on a live call | Not included | $15/agentAvailable as a paid add-on | A separate screen-share app, and coaching off the recording after the fact |
| HIPAA compliance and a signed BAA | Not included | $150/moAvailable as a paid add-on | Writing health business with no BAA on file |
Own database, your own workflows, integrations with the systems you already run — up to a fully custom build of the CRM for your agency. That is how our own agency runs it.
Talk about a custom buildWhat you stop paying for
A common HighLevel setup
Starts around $493–$543/month before carrier usage, with dialer cost rising as more producers need seats.
Virtual Closer
$297/month plus $47 per producer. One subscription, published in full, month to month.
Listed without a price on purpose. Agencies buy these in very different ways — some run recruiting as a CRM pipeline, some keep SOPs wherever the team already writes things down, plenty buy no call-intelligence product at all. Attaching an invented subscription to each one would make the comparison easier to argue with, not easier to believe.
Common questions
Seats are charged because every seat runs AI — opening leads, handling replies, drafting and booking — and that carries a real per-seat cost to us. It is not a licence fee on a database row. Each seat also adds 100 AI-worked lead conversations to your agency's shared monthly pool. A seat that never logs in costs us almost nothing and you can remove it; a seat working leads all day is running inference all day.
Yes. The agency base is $197/mo instead of $297/mo for agencies buying leads from us, and the per-agent fee is $47 either way. Leads are billed separately and priced on their own page — nothing here assumes you buy them.
Per producer, yes. An agent inside an agency is $47 a month against $97 working alone, on top of the agency's own base. That is deliberate: the agency is already paying for the shared layer, so the marginal producer should not cost what a standalone one does.
There is a 30-day free trial when you buy leads from us. Taking the CRM on its own, you pay from the first month — there is no setup fee and no contract, so the commitment is one month either way.
Yes, and it is included with the agency plan rather than sold as an extra. Your logo, your colours and your fonts across the app and on the email your agency sends, and your own domain — app.youragency.com — instead of ours. The single-agent plan runs on our branding: one producer has no team to show a logo to, which is part of why it costs less.
One lead your AI actually worked, in one billing period — however many texts that took. A lead it exchanged twenty messages with counts once. A lead it never messaged does not count at all, however many you upload. You are not charged per text, per reply, per lead uploaded or per lead bought.
Nothing stops without warning. You are told at 75% and 90%, and at 100% your AI keeps working leads at 50¢ each unless you tell it to pause instead. Conversations already underway always get replies either way — a lead who texts back is never left on read over billing.
Your monthly included allowance resets with your billing period. Conversation credits you buy do not — they stay in your account until you use them, so buying capacity is buying capacity rather than renting it for a month.
Included conversations belong to the agency, not to individual producers. Utilisation is uneven by nature — one producer can have a month while another is onboarding — so a per-producer cap would throttle the person doing the most while everyone else's allowance sat unused. You still see usage by producer.
No, and nothing on this page does. You connect your own carrier — Telnyx, Twilio or SignalHouse — and pay them directly for your numbers and messages. AI conversation credits pay for the intelligence that works the lead: opening it, handling the replies, qualifying and booking.
No setup fee, support is included, and it is month to month. You pay the monthly and that is the whole arrangement.