Simple, predictable pricing for agencies.

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Every plan includes the core platform — tracking infrastructure map (capped on Starter), agency CRM, unlimited client portal users. Pro and up unlock file storage, full email threading, and bigger caps on clients, seats, recurring work, and map nodes.

Frequently asked questions

What counts as an "active" client?

A client is active if it has had any activity (task, message, file, comment, tracking-map edit) in the last 60 days. Archived or dormant clients don't count against your cap.

What if I exceed my client cap?

You get a soft warning at 80% and a hard block at 100%. Unarchive an old client only if you have room. Upgrade anytime — proration is automatic.

Do client portal users count as seats?

No. Client portal access is free and unlimited on every paid tier. Only internal team members (owner, admin, member) count against your seat cap.

Can I switch tiers?

Yes, anytime. Downgrades are allowed as long as your active-client count fits the lower tier. Upgrades are instant with prorated billing.

Is there a free trial?

Yes — 14 days on any paid plan, no credit card required. The Starter tier is free forever for one client.

What does Starter include?

Starter is a working free tier for one client + two seats — full agency CRM, tasks, messages, internal notes, the activity log, and a 10-node preview of the tracking-map canvas. File uploads and unlimited tracking-map nodes are paid-only on Pro and up. Existing files (if any) stay readable + downloadable on Starter; new uploads need a paid plan.

Do you offer annual discounts?

Annual plans save roughly 17% (two months free). Billed once per year.

What does Enterprise include?

Unlimited active clients, 50 included seats (extra seats $4.99/mo), priority support, Custom SSO + SLA. Self-serve via Stripe Checkout — no sales call needed. For procurement, DPA, custom MSA, or volume deals, email contact@phloz.com.