Your price is based on the number of customers you have and the platforms you connect.
Up to 250 customers
Up to 500 customers
Up to 2000 customers
|Customer & sales metrics|
|Customer & revenue retention|
|AR collections KPIs & risks|
|Prebuilt PDF reports|
|Individual customer detail|
|Product sales analysis (beta)|
|QuickBooks Desktop & Enterprise|
|HubSpot RevOps Pro||n/a||$20/mo||$40/mo||$60/mo|
Give clients peace of mind with more
visibility into their business.
Grow your advisory services and value while
scaling and lowering overhead expenses.