Pricing
Find the plan that already sounds like you.
Start where you are today. Every plan is priced per seat and can change later, so nothing here is a commitment you have to live with.
MonthlyAnnual
Core
FoundationFor the operator running their own book of business.
Price
$49/seat/mo
or $490/seat/yr if billed annually
Save 2 months with annual billing.
Included
- Unlimited contacts and organizations
- Opportunity pipeline management
- Touches and touch-type tracking
- Notes and activity history you can actually find
- Insights engine and diagnostics
- Forecasts and reporting
- Reminders and follow-up scheduling
- Strategy AI suggestions
- Proposal Builder: proposals, agreements, and signatures (coming soon)
- Cold to Gold tips where you're working
- Relationship Guidance Bar
- Contexts
- Midas Message Methodology sequences
- Catchy Subject Lines That Win, from the book
- Email tracking and basic automation
- Portals, as released
1 seat and up
Teams
CollaborationFor teams who need one shared picture of the work.
Price
$89/seat/mo
or $890/seat/yr if billed annually
Minimum 2 seats.
Included
- Everything in Core, made team-wide
- Shared pipelines everyone can move
- Role permissions so each person sees what matters
- Team dashboards for the whole book
- Forecasts rolled up across every seat
- Shared insights and shared email intelligence
- Shared proposal templates and approvals (coming soon)
- Handoffs that carry context between people
- Team Midas Message sequences
2 seats and up
Deluxe
PremiumFor brand-led operators who want depth and expression.
Price
$119/seat/mo
or $1,190/seat/yr if billed annually
Save 2 months with annual billing.
Included
- Everything in Teams, with more depth
- Advanced analytics across your whole book
- AI insight that goes deeper than suggestions
- Smart Proposal Builder with multi-brand delivery (coming soon)
- Deep automation for the work you repeat
- Premium integrations
- Custom skins and themes, including the Luxe palette
- Your brand kit, portal, and email voice
- Strategy sessions in app
- Advanced Midas Message branching
1 seat and up
Customization is built in
Workflow changes come with the plan. No consulting engagement, no change-order fees.
Compliance comes bundled
SOC 2 and GDPR are included at Enterprise, not sold back to you as a separate line.
A real collaboration tier
Teams exists because shared work deserves its own plan, not a seat count on a solo product.
In development
Proposal Builder — close the loop from relationship to signature.
Turn relationship context into a proposal, agreement, and signature, then let HopeClose remind the right person and update the pipeline.
Proposals
Built from the relationship record, not a blank page.
Agreements & e-signatures
Send terms, collect signatures, and store everything in one place.
Intelligent reminders
Follow up automatically so nothing stalls after the send.
Pipeline updates
Signed work moves the opportunity forward without manual entry.
Grows with your plan
- Core:Proposals + signatures
- Teams:Shared templates + approvals
- Deluxe:Smart Builder + multi-brand delivery
- Enterprise:Governance + organization-wide controls
When you want someone in your corner
Success Manager support is an add-on, not a tier. It sits alongside whichever plan you already have.
Shared Success Manager
$3,000/mo
Premium entry support. A named manager shared across a small group of organizations.
Talk to usDedicated Success Manager
$9,000/mo
Full allocation. One manager whose time belongs to your organization.
Talk to usHere's what matters, side by side
Core
- Pricing
- $49/seat
- Seats
- 1+
- Contacts & organizations
- Unlimited
- Opportunity pipeline
- Yes
- Touches & touch types
- Yes
- Notes & activity history
- Yes
- Insights engine
- Yes
- Forecasts & reporting
- Yes
- Reminders & follow-up
- Yes
- Strategy AI
- Suggestions
- Proposal Builder
- Coming soon — proposals + signature
- Cold to Gold tips
- Included
- Strategy sessions in app
- Coming soon
- Midas Message sequences
- Included
- Campaigns
- Coming soon
- Catchy Subject Lines That Win
- Included
- Gold Command Center
- Coming soon
- Relationship Guidance Bar
- Included
- Contexts
- Included
- Playbooks
- Coming soon
- Automated Actions
- Coming soon
- Email intelligence
- Tracking
- Automation
- Basic
- Portals
- As released
- Skins & themes
- Classic
- Brand kit
- —
- Integrations
- Standard
- Compliance & governance
- —
- Support
Teams
- Pricing
- $89/seat
- Seats
- 2+
- Contacts & organizations
- Unlimited
- Opportunity pipeline
- Shared
- Touches & touch types
- Team-wide
- Notes & activity history
- Shared
- Insights engine
- Shared
- Forecasts & reporting
- Rolled up
- Reminders & follow-up
- Yes
- Strategy AI
- Shared
- Proposal Builder
- Coming soon — shared templates + approvals
- Cold to Gold tips
- Team-wide
- Strategy sessions in app
- Coming soon
- Midas Message sequences
- Team sequences
- Campaigns
- Coming soon
- Catchy Subject Lines That Win
- Included
- Gold Command Center
- Coming soon
- Relationship Guidance Bar
- Team-wide
- Contexts
- Shared contexts
- Playbooks
- Coming soon
- Automated Actions
- Coming soon
- Email intelligence
- Shared
- Automation
- Workflows
- Portals
- As released
- Skins & themes
- Classic
- Brand kit
- —
- Integrations
- Standard
- Compliance & governance
- —
- Support
- Priority email
Deluxe
- Pricing
- $119/seat
- Seats
- 1+
- Contacts & organizations
- Unlimited
- Opportunity pipeline
- Shared
- Touches & touch types
- Team-wide
- Notes & activity history
- Shared
- Insights engine
- Advanced
- Forecasts & reporting
- Advanced analytics
- Reminders & follow-up
- Yes
- Strategy AI
- Deep insight
- Proposal Builder
- Coming soon — Smart Builder + multi-brand
- Cold to Gold tips
- Advanced depth
- Strategy sessions in app
- Included
- Midas Message sequences
- Advanced branching
- Campaigns
- Coming soon
- Catchy Subject Lines That Win
- Included
- Gold Command Center
- Coming soon
- Relationship Guidance Bar
- Advanced depth
- Contexts
- Advanced
- Playbooks
- Coming soon
- Automated Actions
- Coming soon
- Email intelligence
- Shared
- Automation
- Deep automation
- Portals
- Branded
- Skins & themes
- Custom + Luxe
- Brand kit
- Yes
- Integrations
- Premium
- Compliance & governance
- —
- Support
- Priority email
| What matters | Core | Teams | Deluxe |
|---|---|---|---|
| Pricing | $49/seat | $89/seat | $119/seat |
| Seats | 1+ | 2+ | 1+ |
| Contacts & organizations | Unlimited | Unlimited | Unlimited |
| Opportunity pipeline | Yes | Shared | Shared |
| Touches & touch types | Yes | Team-wide | Team-wide |
| Notes & activity history | Yes | Shared | Shared |
| Insights engine | Yes | Shared | Advanced |
| Forecasts & reporting | Yes | Rolled up | Advanced analytics |
| Reminders & follow-up | Yes | Yes | Yes |
| Strategy AI | Suggestions | Shared | Deep insight |
| Proposal Builder | Coming soon — proposals + signature | Coming soon — shared templates + approvals | Coming soon — Smart Builder + multi-brand |
| Cold to Gold tips | Included | Team-wide | Advanced depth |
| Strategy sessions in app | Coming soon | Coming soon | Included |
| Midas Message sequences | Included | Team sequences | Advanced branching |
| Campaigns | Coming soon | Coming soon | Coming soon |
| Catchy Subject Lines That Win | Included | Included | Included |
| Gold Command Center | Coming soon | Coming soon | Coming soon |
| Relationship Guidance Bar | Included | Team-wide | Advanced depth |
| Contexts | Included | Shared contexts | Advanced |
| Playbooks | Coming soon | Coming soon | Coming soon |
| Automated Actions | Coming soon | Coming soon | Coming soon |
| Email intelligence | Tracking | Shared | Shared |
| Automation | Basic | Workflows | Deep automation |
| Portals | As released | As released | Branded |
| Skins & themes | Classic | Classic | Custom + Luxe |
| Brand kit | — | — | Yes |
| Integrations | Standard | Standard | Premium |
| Compliance & governance | — | — | — |
| Support | Priority email | Priority email |
Questions people ask before choosing
- I work alone. Is Core really enough?
- Yes. Core is the whole working product for one person — unlimited contacts and organizations, your pipeline, touches, notes and history, the insights engine, forecasts, reminders, and Strategy AI suggestions. Most solo operators stay here happily for a long time.
- What counts as a seat?
- A seat is one active team member with their own workspace login. The members and organizations you serve are never counted or billed. Every plan is priced per seat, so you only pay for the people actually doing the work.
- What does Teams add over Core?
- Teams takes everything in Core and makes it team-wide: shared pipelines, role permissions, team dashboards, forecasts rolled up across seats, shared insights and email intelligence, and handoffs that carry context between people. Teams starts at two seats.
- How is Deluxe different from Teams?
- Teams is about how your people work together. Deluxe is about depth and expression — advanced analytics, deeper AI insight, deep automation, premium integrations, and the full brand layer with custom skins and themes, your brand kit, a branded portal, and email in your voice.
- How does annual billing work?
- Annual is ten months for twelve — two months free, nothing hidden. Monthly stays available at the same rate, and switching between them is always allowed.
- Can we change plans later?
- Any time, in either direction, without penalty. Nothing here locks you in, so pick the plan that fits you today and adjust when your work changes.
- What is a Success Manager add-on?
- Support, not a plan tier. A Shared Success Manager is $3,000 per month and is our premium entry level of support. A Dedicated Success Manager is $9,000 per month, with their time fully allocated to your organization. Either can sit alongside any plan.
- Our organization has several departments. What then?
- That is what Enterprise is for — department mapping, governance, SOC 2 and GDPR bundled in, custom workflows built in, enterprise integrations, unlimited environments, and dedicated support. It is coming soon; reach out and we will talk through your structure.
- Can we bring our existing data in?
- Yes. Bring spreadsheets, exports, or your current CRM and we will help map people, history, and notes into your environment before you start.
Tell us how you work, and we'll point you to the right plan.
We will recommend honestly, even when the honest answer is the smallest plan.