Simple workspace pricing for B2B agencies, studios and service teams.
Start with one workspace. Upgrade as your team, files, clients and commercial operations grow.
Everything you need to organize relationships, deals, notes and client work in one place.
- Companies, people, deals and basic pipelines
- Notes and follow-ups
- Digital asset workspace with uploads, previews and sharing
- 25 GB shared storage per tenant
- Connect one email inbox (Gmail and Outlook)
- Basic AI workspace context
- Central Workspace Command
Best for teams moving from spreadsheets, scattered notes and disconnected client files.
Everything in Starter, plus:
- Multiple pipelines and custom fields
- Advanced tags and activity timeline
- Advanced digital asset workspace with version history
- Review and approval flows for client-ready files
- 250 GB shared storage per tenant
- Up to 5 email inboxes with Gmail and Outlook sync
- Google Drive, Calendar and Make / Zapier integrations
- AI summaries for companies, people, deals and notes
Best for agencies that need one operational layer across sales, accounts, clients, files and follow-ups.
Everything in Pro, plus:
- Advanced roles, permissions and shared team views
- Asset review workflows and client handoff spaces
- 1 TB shared storage per tenant
- Up to 15 email inboxes with shared team workflows
- Gmail, Outlook and IMAP-ready email workflows
- AI workspace memory and contextual command center
- Assisted data import and dedicated onboarding
- Priority support
Best for growing service teams that need stronger permissions, more storage and a more complete operating workspace.
Compare plans
Every workspace includes the StartCore core. Higher plans add scale, controls and deeper integrations.
Core CRM
Workspaces
Companies
People
Deals
Pipelines
Notes
Follow-ups
Custom fields
Advanced tags
Saved views
Activity timeline
Digital asset workspace
Digital asset workspace
Asset version history
File comments
Review / approval flows
Storage
Shared storage per tenant
Email inboxes
Send and receive emails
Gmail integration
Outlook integration
Integrations
Google Drive integration
Calendar integration
Make / Zapier support
AI
Workspace AI context
Central Workspace Command
AI summaries
Admin and support
Workspace permissions
Assisted setup
Priority support
Roadmap early access
| Feature | Starter | ProMost popular | Team |
|---|---|---|---|
| Core CRM | |||
| Workspaces | 1+ | 1+ | 1+ |
| Companies | |||
| People | |||
| Deals | |||
| Pipelines | Basic | Multiple | Multiple + advanced controls |
| Notes | |||
| Follow-ups | |||
| Custom fields | |||
| Advanced tags | |||
| Saved views | Basic | Advanced | Shared team views |
| Activity timeline | Basic | Full timeline | Advanced visibility |
| Digital asset workspace | |||
| Digital asset workspace | Basic | Advanced | Advanced + review workflows |
| Asset version history | |||
| File comments | Basic | ||
| Review / approval flows | Advanced | ||
| Storage | |||
| Shared storage per tenant | 25 GB | 250 GB | 1 TB |
| Email inboxes | 1 | Up to 5 | Up to 15 |
| Send and receive emails | |||
| Gmail integration | |||
| Outlook integration | |||
| Integrations | |||
| Google Drive integration | |||
| Calendar integration | |||
| Make / Zapier support | |||
| AI | |||
| Workspace AI context | Basic | Advanced | Advanced |
| Central Workspace Command | |||
| AI summaries | Basic | Companies, people, deals and notes | Advanced relationship context |
| Admin and support | |||
| Workspace permissions | Basic | Advanced roles | |
| Assisted setup | Optional | ||
| Priority support | |||
| Roadmap early access | |||
Pricing questions
Answers to the most common questions about workspaces, storage, email and plans.
A workspace is a dedicated operating space for a team, brand, department, client portfolio or business unit. It contains its own companies, people, deals, notes, files, activity and AI context.
Turn your business relationships into an operating system for your agency.
Organize companies, people, deals, files, notes and follow-ups in a flexible workspace designed for B2B services.