TAKING A FRESH LOOK
Pricing Packages
Free
$0
Active Clients: 3
Leads: Unlimited
Affiliates: Unlimited
Unlimited Storage
Company Agents: 1
Client Portal
Affiliate Portal
Letter Generator
Report Importer
Store Documents
Customizable Templates
Template Library
Automated Email Templates
Delegated ToDos
Notes/Emails Internally
Starter
$25 per Mo
Active Clients: 10
Leads: Unlimited
Affiliates: Unlimited
Unlimited Storage
Company Agents: 1
Client Portal
Affiliate Portal
Letter Generator
Report Importer
Store Documents
Customizable Templates
Template Library
Automated Email Templates
Delegated ToDos
Notes/Emails Internally
Ruby
$99 per Mo
Active Clients: 150
Leads: Unlimited
Affiliates: Unlimited
Unlimited Storage
Company Agents: 2
Client Portal
Affiliate Portal
Letter Generator
Report Importer
Store Documents
Customizable Templates
Template Library
Automated Email Templates
Delegated ToDos
Notes/Emails Internally
White Labeled Portal
Client Education Materials
Personalized Office Settings
Gold
$199 per Mo
Active Clients: 500
Leads: Unlimited
Affiliates: Unlimited
Unlimited Storage
Company Agents: 5
Client Portal
Affiliate Portal
Letter Generator
Report Importer
Store Documents
Customizable Templates
Template Library
Automated Email Templates
Delegated ToDos
Notes/Emails Internally
White Labeled Portal
Client Education Materials
Personalized Office Settings
Payment Gateway Integration
Business Coaching
Website Integration
API Access
Calendar Integration
Platinum
$299 per Mo
Active Clients: 1500
Leads: Unlimited
Affiliates: Unlimited
Unlimited Storage
Company Agents: 15
Client Portal
Affiliate Portal
Letter Generator
Report Importer