Simple, predictable pricing for service businesses

Pricing

Choose the plan that fits your current team size. Start with a 14-day free trial — no credit card required.

Basic

Solo & boutique

Ideal for individual advisors, brokers, and boutique service practices.

€99 / year

€12 / month

Equivalent to ~€8.25 / month (Billed annually)

Billed monthly

✓ Up to 15 active clients

✓ Owner account only (no team agents)

✓ Structured cases & services

✓ Private document repository

✓ 24/7 Client self-service portal

✓ Case milestones and client approvals

✓ Onboarding checklist

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★ Five-agent team

Pro

Growing teams

Designed for agencies and consulting firms with multiple team members.

€199 / year

€24 / month

Equivalent to ~€16.58 / month (Billed annually)

Billed monthly

✓ Up to 50 active clients

✓ 5 team agents in addition to the owner account

✓ Everything in Basic

✓ Role-based access & reassign

✓ Data leak prevention (CSV export limits)

✓ Team assignment and client reassignment

✓ Private internal notes

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Enterprise

Large organizations

For teams needing unlimited active clients and team agents.

€499 / year

€59 / month

Billed annually

Billed monthly

✓ Unlimited active clients

✓ Unlimited team agents in addition to the owner account

✓ Everything in Pro

✓ Onboarding checklist

✓ Shared case milestones and approvals

✓ Client messages and documents

Start 14-day free trial

✓ No credit card required ✓ 14-day CRM and portal trial ✓ Tenant and role access checks ✓ All plans start with a 14-day trial. After expiry, data remains readable and editing pauses until a paid subscription is active.

Frequently asked questions about pricing

Automatic upgrades, downgrades and prorated adjustments are planned. The current billing flow does not change the plan during an active paid period. Choose your plan for a new eligible billing period.

Your account and data remain available for reading and permitted exports. Editing pauses until you choose a monthly or yearly plan. We will never automatically charge you.

Pay your subscription by bank transfer using the invoice instructions. Paysera online payments are planned.

Ready to elevate your client operations?

Start your 14-day trial to explore client records, case workflows, documents and the client portal.

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Feature availability

Available now

CRM, cases, documents, role-based access, the client portal and an onboarding checklist. A 14-day trial becomes read-only after expiry.

Seller verification and activation

Agency invoices require seller verification and activation. Available for approved Lithuanian sellers in EUR. The agency records received amounts and transfer dates; these are agency declarations, not automatic bank verification.

Planned capabilities

Paysera online payments, automatic plan changes and proration, and reports are planned.