Free plan permanently available with 250 MB storage and 250 pooled form and survey responses per month. Premium at $19/month or $190/year includes 10 GB storage, 10 custom domains, 10,000 pooled responses/month, advanced analytics, webhooks and approvals. Business plan at $49/month or $490/year incl
Solo: $49.00/month for one user. Team: $119.00/month for 3 total users including the owner, plus $29/month per additional user. Monthly billing, no setup fee, cancel anytime.
Key features
CRM with contacts, companies and customer timeline
Sales pipeline management with board and list views
Appointment scheduling with calendar integration
Time tracking with billable hours and budgets
Invoice and quote creation
Dashboards with customizable widgets
Whiteboards for visual planning and flowcharts
Lead forms and surveys for customer collection
Multiple workspaces with separate teams and records
Client and contact records
Application and policy status history
Commission tracking
Tasks and appointments
Agent license records and renewal reminders
Birthday automation for personalized client follow-ups
Monthly income goal tracking
Role-based team access control
Encrypted nightly backups
HTTPS secure connections
What makes it different
30 days of Premium included with no card required
All 21 apps included in every paid plan with no add-ons
Data never automatically deleted when downgrading
Flat per-workspace pricing with no per-seat charges
Built specifically for Life, Health and P&C insurance agents
Organizes clients with all linked policies in one view
Tracks dated history of application and policy status changes
Combines appointments, reminders, tasks and commission tracking in daily workflow
Motivational daily prompts and monthly income goal progress tracking
ToolsPad