Available Plans
Basic Plan
$699
Per year
$359
Per year (2 weeks Trial)
Up to 2 users
Up to 350 customers
Standard AR Follow-Up Automation workbook
Standard email wording
Outlook draft creation
Customer summary
Follow-up log
Basic setup guide
Email support
Professional Plan
$1099
Per year
$559
Per year (2 weeks Trial)
Up to 5 users
Up to 1000 customers
Standard AR Follow-Up Automation workbook
Choice of approved email wording templates
Outlook draft creation
Customer summary
Follow-up log
1 onboarding / training session
Priority email support
Teams Plan
$1799
Per year
$999
Per year (2 weeks Trial)
Up to 20 users
Up to 9000 customers
Standard AR Follow-Up Automation workbook
Approved email wording templates
Minor email wording adjustment included
Outlook draft creation
Customer summary
Follow-up log
2 onboarding / training session
Priority support
Quarterly check-in