Pricing that grows with your client base, not your headcount.
Add as many internal users as you like. Pay based on the number of active clients you manage in Success Manager.
Standard
$149/mo
- Unlimited internal users
- Up to 100 active client records
- Blog-style posting & tagging
- Standard analytics dashboard
- Role-based permissions
- Email support
Premium
/mo
- Unlimited internal users
- Up to 250 active client records
- Advanced analytics & trend tracking
- Custom fields & workspaces
- AI-ready data export & APIs
- Priority support
Enterprise
Let’s talk
- Unlimited clients & internal users
- SSO/SAML & enterprise security
- Dedicated environment & onboarding
- Custom AI integrations & data pipelines
- 24/7 support & success manager
Answers to the obvious questions.
Why client-based pricing?
Your client base is what Success Manager helps you grow and retain. We don’t penalize collaboration – invite as many internal users as you like and keep everyone working from the same source of truth.
What happens if we go over our client limit?
We’ll notify you when you’re consistently above your plan’s range. You can either upgrade, archive inactive clients, or work with us on a hybrid model that fits your growth.
Is there a free trial?
Yes. Every plan starts with a 14-day free trial. No credit card required. Import a few clients, invite a small team, and see if it fits.
Can we pay annually?
Absolutely. Annual plans come with discounted pricing and can be invoiced through your procurement process.