Unlimited contacts on every tier. Every plan includes the core platform — the tiers differ on user seats, automation depth, and support level.
All plans billed monthly in USD. Annual billing available at a 2-month discount. Metered usage (SMS, email sends, voice minutes, premium AI actions) billed separately at platform rates.
| Starter | Growth | Scale | |
|---|---|---|---|
| Core Platform | |||
| User seats | 1 | 5 | Unlimited |
| Contacts | Unlimited | Unlimited | Unlimited |
| CRM & pipeline | |||
| Custom fields | 10 | 50 | Unlimited |
| Custom pipelines | 2 | 10 | Unlimited |
| Communication | |||
| SMS & email messaging | |||
| Unified inbox | |||
| Facebook / Instagram DMs | |||
| WhatsApp Business | |||
| Missed-call text-back | |||
| Calendar & Booking | |||
| Individual calendars | 1 | 5 | Unlimited |
| Round-robin scheduling | |||
| Payment-on-booking | |||
| Automated reminders | |||
| Automation & Marketing | |||
| Workflow builder | |||
| Email campaigns | 500 / mo | Unlimited | Unlimited |
| Landing pages | 10 | Unlimited | |
| Forms & surveys | |||
| A/B testing | |||
| Payments & Billing | |||
| Stripe integration | |||
| One-time invoices | |||
| Recurring subscriptions | |||
| Installment plans | |||
| Customer portal | |||
| Reporting | |||
| Activity reports | |||
| Attribution reporting | |||
| Custom dashboards | |||
| Rep leaderboards | |||
| Support & Onboarding | |||
| Knowledge base | |||
| Email support | |||
| Chat support | |||
| Dedicated onboarding | |||
| Priority support SLA | |||
| Platform & Developer | |||
| Zapier integration | |||
| API access | Read-only | Full | |
| Webhook access | |||
| Custom domain (SSO) | |||
ClientSystemPro offers an agency tier for consultants and firms who resell the platform under their own brand. Sub-account management, client rebilling, and branded login surfaces included.
A user seat is a person with their own login and activity permissions inside the platform. Contacts (leads and customers) are always unlimited on every plan — we don't charge per-contact or per-list.
SMS sends, email sends, voice minutes, and premium AI actions are billed at platform rates (pass-through from our upstream providers with a standard markup). Your monthly plan covers the software; metered usage covers only what you actually send. You set spend caps per sub-account.
Yes — pay annually and get 2 months free (roughly a 17% discount). You can switch between monthly and annual at any renewal.
Upgrade anytime — the new plan takes effect immediately and you're prorated. Downgrade takes effect at your next billing cycle so you don't lose mid-month paid time. Your data and configuration stay intact through every change.
We offer a 14-day refund window on your first paid month, no questions asked. After that it's month-to-month — cancel anytime, no lock-in.
Yes. Registered 501(c)(3) nonprofits get 20% off any tier. Early-stage startups (under 10 employees, under $1M revenue) get 3 months at 50% off. Apply by emailing support@clientsystempro.com with documentation.
You can export your data (contacts, notes, pipelines, messages, payments) at any time from your account settings. No vendor lock-in — if you leave, your data comes with you as a clean CSV or JSON dump.
14-day free trial on every tier. No credit card, no commitment, no sales call required.