Start small. Add capacity as you grow.
Flat plans with seats included, not a price per user, and a Free plan with no time limit.
- Core CRM + pipeline
- Up to 50 contacts
- 5 invoices / month
- 1 user seat
- Email support
Try Team free for 14 days, no card. Then keep using BrytIO free, or pick a plan.
- Everything in Free
- Contracts with e-signature
- Client portal + lead capture forms
- Mass email, merge & saved reports
- 1 user seat, 500 contacts
- 100 invoices / month
- Everything in Solo
- Multi-step email sequences
- 2 user seats with roles
- Unlimited invoices
- 2,000 contacts
- Everything in Duo
- Ask BrytIO, the AI assistant: 500 AI actions / month
- Workflow automations
- API keys & webhooks
- Multiple pipelines + recurring invoices
- Up to 5 seats, 5,000 contacts
- Priority support
- Everything in Team
- Custom seat and contact limits
- 5,000 AI actions / month
- Named contact; service terms set in your contract
Compare every plan
| Feature | Free | Solo | Duo | Team | Enterprise |
|---|---|---|---|---|---|
| CRM & sales | |||||
| Contacts | 50 | 500 | 2,000 | 5,000 | Custom |
| Companies, deals & tasks | Included | Included | Included | Included | Included |
| Pipelines | 1 | 1 | 1 | Multiple | Multiple |
| Lead scoring | Included | Included | Included | Included | Included |
| Spreadsheet import | Included | Included | Included | Included | Included |
| Duplicate detection | Included | Included | Included | Included | Included |
| Duplicate merge | Not included | Included | Included | Included | Included |
| Quotes, invoices & payments | |||||
| Invoices / month | 5 | 100 | Unlimited | Unlimited | Unlimited |
| Quotes with online acceptance & signature | Included | Included | Included | Included | Included |
| Stripe card payments | Included | Included | Included | Included | Included |
| Branded PDF quotes & invoices | Included | Included | Included | Included | Included |
| Expense tracking | Included | Included | Included | Included | Included |
| Recurring invoices | Not included | Not included | Not included | Included | Included |
| Customer-facing | |||||
| Contracts & e-signature templates | Not included | Included | Included | Included | Included |
| Client portal (quotes, invoices, payments) | Not included | Included | Included | Included | Included |
| Lead capture forms (hosted & embeddable) | Not included | Included | Included | Included | Included |
| Booking links & scheduling | Included | Included | Included | Included | Included |
| Shipment tracking | |||||
| Shipment tracking (UPS, FedEx, USPS, and DHL Express) | Included | Included | Included | Included | Included |
| Branded customer tracking page | Included | Included | Included | Included | Included |
| Email & outreach | |||||
| Email logging (BCC-to-CRM) | Included | Included | Included | Included | Included |
| Outlook / Microsoft 365 inbox sync | Included | Included | Included | Included | Included |
| Email templates | Included | Included | Included | Included | Included |
| Open & click tracking | Included | Included | Included | Included | Included |
| Mass email with opt-out | Not included | Included | Included | Included | Included |
| Multi-step email sequences | Not included | Not included | Included | Included | Included |
| Reporting | |||||
| Dashboards, plus built-in reports (owners and admins) | Included | Included | Included | Included | Included |
| CSV export | Included | Included | Included | Included | Included |
| Custom report builder with saved reports (owners and admins) | Not included | Included | Included | Included | Included |
| AI, automation & API | |||||
| Ask BrytIO, the AI assistant | Not included | Not included | Not included | Included | Included |
| AI actions / month | Not included | Not included | Not included | 500 | 5,000 |
| Workflow automations | Not included | Not included | Not included | Included | Included |
| API keys & webhooks | Not included | Not included | Not included | Included | Included |
| Team, security & support | |||||
| User seats | 1 | 1 | 2 | 5 | Custom |
| Invite teammates with roles | Not included | Not included | Included | Included | Included |
| Two-factor authentication | Included | Included | Included | Included | Included |
| Support | Email support | Email support | Email support | Priority support | Named contact; service terms set in your contract |
| Guided onboarding & migration | Not included | Not included | Not included | Included | Included |
Team includes 500 and Enterprise 5,000 AI actions a month. They reset on the 1st. Need more? On a paid Team plan billed monthly, AI Boost adds 250 actions a month for $15 a month. On Enterprise, talk to us.
Questions, answered
Do I need a credit card to start?
No. Try Team free for 14 days, no card. It takes about a minute to set up. When the trial ends, your workspace moves to the Free plan and keeps all your data. You only add a card when you pick a paid plan.
Is there really a free plan?
Yes, and it has no time limit. Free covers the core modules (CRM, quotes, invoices and shipment tracking) for 1 user, up to 50 contacts and 5 invoices a month. It's also where your workspace lands after the trial, with all your data. Plan features like automations, the API and recurring invoices pause until you upgrade, and your setup is kept. Published lead forms keep taking submissions for 14 days, then stop until you upgrade.
What do I get on Solo that Free doesn't have?
The surfaces your customers touch: contracts with e-signature, a client portal where they can view quotes and pay invoices, and lead capture forms for your website. Solo also unlocks mass email, duplicate merge, and saved custom reports.
What's the difference between Solo and Duo?
Duo adds a second seat and multi-step email sequences, so follow-up keeps going without anyone remembering to send it. You also get unlimited invoices and up to 2,000 contacts.
When do I need Team?
When you want the work to run itself: Ask BrytIO (our AI assistant), workflow automations, API keys and webhooks, plus multiple pipelines and recurring invoices. Team is the ops tier.
How do AI actions work?
Ask BrytIO is included on Team and Enterprise. Team includes 500 and Enterprise 5,000 AI actions a month. They reset on the 1st. Need more? On a paid Team plan billed monthly, AI Boost adds 250 actions a month for $15 a month. On Enterprise, talk to us.
How does billing work as I grow?
Each plan is a flat price with its seats included: 1 on Solo, 2 on Duo and up to 5 on Team. Adding a teammate within those seats doesn't change your bill. Pay annually and get 2 months free. Move up a plan when you need more seats or capacity.
Can I bring my existing data over?
Import contacts and companies from a spreadsheet in a few clicks. Team and Enterprise also get a hands-on migration session.
Can I cancel whenever I want?
Yes. Cancel anytime from billing settings, and you keep access through the period you already paid for, with no cancellation fees. After that your workspace moves to the Free plan and keeps its data. Plan features like automations, the API and recurring invoices pause until you upgrade, and your setup is kept. Published lead forms keep taking submissions for 14 days, then stop until you upgrade.