Pricing Built for Growth

Start free. Scale as you grow. No surprises.

Simple pricing

Choose the workspace that fits your operation.

Start with a 7-day trial. No setup fee, and no charge when you cancel before the trial ends.

Starter

For solo operators building their first curative pipeline.

$49/month

Start 7-day trial
  • Up to 5 user seats
  • Up to 5 pipeline boards
  • Custom fields, folders, and stages
  • Import wizard — CSV, XLSX, and ACCDB
  • Lead lists with tags and bulk actions
  • Starter Smart Lists
  • Notes, reminders, and documents
  • AI underwriting and document analysis with your API key
  • Deal timeline and activity history
Most popular

Team

For teams running heir research, outreach, legal, and cash together.

$99/month

Start 7-day trial
  • Everything in Starter
  • Up to 10 user seats
  • Family Trees — multi-generation heir mapping with evidence
  • Legal Matters tracking with timelines
  • Sales Inbox — calls, texts, emails, voicemails in one queue
  • Cash Events and KPI dashboard
  • Risk Scorecard and review queue
  • Saved custom Smart Lists
  • iMessage outreach and call recording with AI transcripts
  • Skip trace lookups (metered)
  • Board-level permissions
  • CRM API keys and webhooks

Enterprise

For agencies and multi-workspace operators.

Let’s talk

Contact sales
  • Everything in Team
  • Unlimited user seats
  • Agency console — sub-accounts, templates, impersonation
  • Push board and field templates to every workspace
  • White-glove onboarding
  • Priority support
  • Early roadmap access

AI underwriting and document analysis use a bring-your-own-key model — connect Claude, OpenAI, Gemini, Grok, Mistral, or DeepSeek and pay the provider directly. Skip trace lookups are metered per lookup and billed through your workspace.