Priced for where you are. Built for where you’re going.
Every plan includes the full CRM, the Academy, and setup. Annual billing = two months free.
Starter
$97/mo
$970/yr · For your first terms deals.
- Full CRM: all three pipelines, Discovery Ten, Heat Score
- TermsCalc (10 saved analyses/mo)
- 1 user · 1 funnel live
- Academy core modules (M1–M5)
- Email + SMS sending (usage-based credits)
Pro
$197/mo
$1,970/yr · For active acquisition machines.
- Everything in Starter
- TermsCalc unlimited + shareable deal reports
- 5 users · unlimited funnels
- Contracts & e-signature templates
- SOD invoicing + tenant-buyer screening workflow
- Full Academy (M1–M10) + community
Scale
$297/mo
$2,970/yr · For teams and portfolios.
- Everything in Pro
- Unlimited users
- Capital & Buyers pipeline with lender portal funnel
- Priority support + snapshot updates first
- Momentum Method content pack refreshed monthly
Run this under your own brand.
Coaches and community leaders: your brand on funnels, member areas, communities, and the deal analyzer — your pricing, your Stripe.
Pricing questions, answered straight
What’s usage-based?
SMS, voice minutes, and email sends are metered at transparent rates on top of your plan, the same way every serious platform handles carrier fees. Typical solo-operator usage runs $20–60/mo.
Is there a contract?
No. Monthly plans cancel anytime; annual plans renew yearly.
Do I need other software?
No. Funnels, calendars, texting, email, contracts, and payments are all inside.
What’s the trial?
14 days, full Pro features, card required, cancel in one click.
Can I import from my current CRM?
Yes — CSV import for contacts, and our team helps with the migration on Pro and Scale.