Marketing OS pricing
Bring CRM, conversations, booking, and follow-ups together. Choose the package for your team, then connect the services you need.
Start with the core sales tools. Add more users and advertising management with Growth, or talk with us about a Custom setup.
USD · Package totals for your team · Service usage billed separately
Your sales workspace
Keep your sales, conversations, and follow-ups together.
$129.95
per month for 5 users
$25.99 per user / month
Sales + advertising
Give a larger team the tools to manage sales and advertising.
$249.90
per month for 10 users
$24.99 per user / month
Configured around your business
Plan your users, services, and campaign operations with us.
Let’s talk
A quote for your team and setup
Users, modules, and usage scoped together
Already a customer? Log in to Marketing OS to view your account’s package options.
Plan your total
Your team subscription and service usage are separate. Choose the numbers and connections that fit your operation.
Get a usage estimateLocal numbers: $3.99/month each. Toll-free numbers: $4.99/month each. Numbers are purchased separately from the user package.
Toll-free minutes: $0.05/minute. Other calling, SMS, and MMS charges depend on your service and usage.
Connect AI services for voice assistants, workflow help, and data discovery. Provider or platform usage charges apply.
Connect your email sender and advertising accounts. Email delivery and Google or Meta ad spend are separate from the subscription.
Explore the platform
Both packages include the core workspace. “With setup” means the feature needs a connected service or configuration; its usage charges are separate. Custom packages are scoped with your team.
Keep customer information and the next step in one place.
Manage prospects and customers with contact details, notes, and status tracking.
Organize contacts into groups and capture the details your business needs.
Upload contact files and manage imported data.
Manage opt-ins, opt-outs, and do-not-disturb lists.
Assign ownership and share records with the people handling the follow-up.
Invite users and manage active, inactive, and online team members.
Follow up with contacts and keep conversations moving.
Reply to customers and message your team from the conversations workspace.
Prepare campaigns with reusable messages and review delivery reports.
Create keyword responses and inbox reply rules.
Build a sequence of follow-up messages for your contacts.
Create campaigns with subscriber lists, imports, and reusable HTML templates.
Review campaign analytics and manage subscriber bounces.
Handle website conversations from the CRM's live chat workspace.
Connect calling to the team already working with your customers.
Buy local or toll-free numbers and submit number-porting requests. Number charges are separate.
Use your assigned phone service to make calls from the CRM.
Configure inbound or outbound assistants, voices, instructions, and call transfers.
Review call activity and AI call history alongside your sales work.
Turn conversations into appointments your team can manage.
Create appointments, share events, and manage appointment statuses.
Let customers request appointments through a calendar widget on your site.
Manage repeating events with the calendar's scheduling controls.
Set appointment reminders for email and alerts while the CRM is open. Email sending requires setup.
Build repeatable follow-ups around your CRM activity.
Connect triggers, conditions, and delays in a visual workflow.
Start workflows when leads are created, assigned, or updated, and when appointment status changes.
Send configured email or SMS, update contacts, assign agents, and notify the team. Sending charges apply.
Describe an automation and use AI to help draft its workflow.
Search businesses by keyword and location, then review the discovery results. Provider setup and data usage apply.
Move from a qualified lead to a quote, appointment, or sale.
Prepare quotes using item catalogs and templates, and export PDFs.
Create invoices, record payments, and track paid, partial, and outstanding balances.
Configure distribution campaigns, buyer assignments, caps, and pricing tiers.
Review routing activity, lead and appointment reports, and buyer disputes.
Manage call distribution with campaign logs and buyer reporting.
Review commission breakdowns for appointment campaigns.
Connect Google Ads and Meta Ads on Growth. Advertising spend is separate.
Review connected account spend, clicks, impressions, and conversions.
Explore campaign performance and Google search terms.
Generate recommendations using your connected advertising data and AI configuration.
Choose human approval or automated execution for supported changes, with budget and bid guardrails.
Review executed changes and use rollback for supported actions.
Connect your website and software to the customer work inside Marketing OS.
Integrate contacts, calendars, SMS, the SMS inbox, and VoiceAI using the system's API tools.
Bring leads from connected Meta lead forms into your CRM.
Create pages within the CRM's Website Builder module for enabled appointment accounts.
Review lead, appointment, call, and SMS activity.
Manage your usage balance and review top-up history.
We’ll help map your users, modules, and connected services to a package.
The main price is the package total. Starter includes 5 users at $25.99 per user per month, for $129.95/month. Growth includes 10 users at $24.99 per user per month, for $249.90/month. Annual billing is $1,249.95 for Starter or $2,399.90 for Growth, charged once a year.
Growth increases the package from 5 to 10 users and adds Ad Manager for connected Google Ads and Meta Ads accounts. CRM, messaging tools, calendars, workflows, quotes, invoices, and distribution campaigns are available on both paid plans.
The package price covers your team subscription. Phone numbers, call and messaging usage, AI services, and lead data are charged separately according to your services and usage. Connected email providers and advertising accounts have their own charges. We can help estimate these costs for your team.
Choose a package and send us your team details. We will help set up your account, numbers, and connected services. Existing customers can sign in to their CRM and view their available package options.
The platform supports number-porting requests and connections for email, advertising, and AI services. Tell us which services you use so we can plan your setup and confirm the applicable charges.
Contact us for a package sized around your users, numbers, usage, and required modules. Your quote sets out the subscription and service charges for that setup.
Bring your contacts, conversations, appointments, and follow-ups into Marketing OS.