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
Pipeline management with Kanban and table views
Quotes, invoices, and payment tracking
Bills and purchase orders with AP aging
Financial reports including P&L, Balance Sheet, and Cash Flow
VAT/GST returns for 10 countries
India payroll with PF, ESIC, and TDS deductions
Bank reconciliation with CSV, OFX, and QFX support
Custom fields, objects, and roles without coding
Automations engine for scheduled and event-driven rules
Mobile-responsive interface
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
All-in-one platform eliminating need for separate CRM, accounting, and HR tools
Genuinely free forever plans with no credit card requirement
Built specifically for small businesses that have outgrown spreadsheets
Country-aware tax compliance for 10 countries out of the box
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
ZeniGrowth