{ "version": 1, "generatedFrom": "pricing-matrix.ts + pricing-plans.ts + pricing-page-copy.ts (en)", "plans": [ { "slug": "cadet", "name": "Cadet", "audience": "Solo", "monthly": "29", "yearlyMonthly": "23.25", "yearlyTotal": "278.99", "seats": 1, "storage": "5 GB", "aiTokens": "10,000", "featured": false, "workspacesIncluded": 0 }, { "slug": "voyager", "name": "Voyager", "audience": "Team", "monthly": "74", "yearlyMonthly": "59.25", "yearlyTotal": "710.99", "seats": 2, "storage": "50 GB", "aiTokens": "30,000", "featured": false, "workspacesIncluded": 0 }, { "slug": "specialist", "name": "Specialist", "audience": "Business", "monthly": "149", "yearlyMonthly": "119.25", "yearlyTotal": "1,430.99", "seats": 5, "storage": "100 GB", "aiTokens": "60,000", "featured": true, "workspacesIncluded": 0 }, { "slug": "commander", "name": "Commander", "audience": "Scale", "monthly": "299", "yearlyMonthly": "239.25", "yearlyTotal": "2,870.99", "seats": 10, "storage": "500 GB", "aiTokens": "120,000", "featured": false, "workspacesIncluded": 0 }, { "slug": "enterprise", "name": "Enterprise", "audience": "Enterprise", "monthly": "699", "yearlyMonthly": "559.25", "yearlyTotal": "6,710.99", "seats": 25, "storage": "1 TB", "aiTokens": "300,000", "featured": false, "workspacesIncluded": 2 } ], "header": { "title": "Compare every plan, line by line.", "body": "Seats, storage, AI usage, communication depth, automations, and accounting — side by side.", "footnote": "Claiming one or more dedicated SMS or voice numbers adds a one-time $50 carrier compliance setup on Voyager and above.", "seatPrice": "Seat price", "perMonth": "/ month", "paidAnnually": "if paid annually", "availableFrom": "Available from {plan}" }, "categories": [ { "key": "platform", "label": "Platform & capacity", "rows": [ { "key": "seats", "label": "Seats included", "tip": "Included workspace members. Team plans can add more seats for $15 per month.", "cells": [ "1", "2", "5", "10", "25" ] }, { "key": "storage", "label": "Storage", "tip": "File storage included with the plan.", "cells": [ "5 GB", "50 GB", "100 GB", "500 GB", "1 TB" ] }, { "key": "aiTokens", "label": "AI tokens", "tip": "Monthly AI usage allowance in tokens.", "cells": [ "10,000", "30,000", "60,000", "120,000", "300,000" ] }, { "key": "additionalSeats", "label": "Additional seats", "tip": "Add teammates beyond the included seats for $15 per seat per month.", "cells": [ "no", "$15", "$15", "$15", "$15" ] }, { "key": "additionalStorage", "label": "Additional storage per 100 GB", "tip": "Add 100 GB of file storage for $15 per month.", "cells": [ "no", "$15", "$15", "$15", "$15" ] }, { "key": "trial", "label": "14-day free trial", "tip": "Try the full plan free for 14 days before the first bill.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "yearlyDiscount", "label": "Save 20% with yearly billing", "tip": "Pay yearly and save 20% on every plan.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "dataRetention", "label": "90-day data retention", "tip": "Workspace data stays available for 90 days after cancellation.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "instantUpgrades", "label": "Instant plan upgrades", "tip": "Plan upgrades apply immediately; downgrades apply at the next billing cycle.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "multiWorkspace", "label": "Multi-workspace operations", "tip": "Additional workspaces are billed at each workspace\\'s plan price. Enterprise includes 2 additional workspaces.", "cells": [ "$29 /mo", "$74 /mo", "$149 /mo", "$299 /mo", "v:threeIncluded" ] }, { "key": "auditTrails", "label": "Audit trails", "tip": "Activity history across records; depth varies by plan.", "cells": [ "v:variesByPlan", "v:variesByPlan", "v:variesByPlan", "v:variesByPlan", "v:variesByPlan" ] } ] }, { "key": "clientWork", "label": "Client work", "rows": [ { "key": "crm", "label": "CRM & clients", "tip": "Clients, companies, notes, tags, and custom fields in one record.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "clientRecords", "label": "Client records", "tip": "Track client history, contact details, job context, and related files in one place.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "companies", "label": "Companies", "tip": "Organize contacts under companies with notes, tags, and custom fields.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "customFields", "label": "Custom fields", "tip": "Add your own fields to client records for the data your operation needs.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "leadSources", "label": "Lead sources", "tip": "Track where each client came from, from first touch to signed work.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "requestsForms", "label": "Requests & Forms", "rows": [ { "key": "intakeForms", "label": "Public intake forms", "tip": "Capture leads and requests through public forms and workflows.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "requestTracking", "label": "Request tracking", "tip": "Manage client requests from first message to resolution.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "requestToProject", "label": "Request-to-client conversion", "tip": "Convert requests into client records; projects and invoices flow from there.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "clientAccess", "label": "Client access & public links", "rows": [ { "key": "publicInvoiceLinks", "label": "Public invoice & payment links", "tip": "Share an invoice link; clients view and pay online without an account.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "publicProposalLinks", "label": "Public proposal approval & signing", "tip": "Clients review, accept, and sign proposals through a public link.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "storageShareLinks", "label": "File share links", "tip": "Share files with clients through secure share links.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "projectsTasks", "label": "Projects & Tasks", "rows": [ { "key": "projects", "label": "Projects & tasks", "tip": "Project records with stages, tasks, owners, and delivery status.", "cells": [ "v:included", "v:unlimited", "v:unlimited", "v:unlimited", "v:unlimited" ] }, { "key": "projectStages", "label": "Project stages", "tip": "Coordinate work through stages, ownership, due dates, and status.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "kanban", "label": "Kanban boards & task lists", "tip": "Plan on kanban boards and task lists with clear ownership.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "subtasks", "label": "Subtasks", "tip": "Break tasks into subtasks with their own owners and dates.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "calendarScheduling", "label": "Calendar & Scheduling", "rows": [ { "key": "notesCalendar", "label": "Notes & calendar", "tip": "Notes, reminders, habits, and focus tools near the work.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "teamCalendar", "label": "Team calendar", "tip": "A shared calendar with assigned team members and client work.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "onlineBooking", "label": "Online booking", "tip": "Let clients book time with you through online booking.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "appointmentReminders", "label": "Appointment reminders", "tip": "Automatic reminders before client appointments.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "timeExpenses", "label": "Time & Expenses", "rows": [ { "key": "timeTracking", "label": "Time tracking", "tip": "Track time against clients, projects, and tasks.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "timers", "label": "Timers", "tip": "Start and stop timers right where the work happens.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "timesheets", "label": "Timesheets", "tip": "Review and edit time in timesheets without rebuilding by hand.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "billableTime", "label": "Billable time tracking", "tip": "Mark billable time so it can flow into the right invoice.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "timeToInvoice", "label": "Time-to-invoice", "tip": "Turn tracked time into invoice line items with the project context attached.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "expenses", "label": "Expense tracking", "tip": "Track costs by client and project with receipts attached.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "receipts", "label": "Receipt capture", "tip": "Capture receipts against expenses as they happen.", "cells": [ "no", "yes", "yes", "yes", "yes" ] } ] }, { "key": "inboxEmail", "label": "Inbox & Communications", "rows": [ { "key": "emailInbox", "label": "Email inbox", "tip": "Your email inbox inside the workspace, next to client records.", "cells": [ "v:oneInbox", "v:shared", "v:shared", "v:shared", "v:shared" ] }, { "key": "sharedInbox", "label": "Shared inbox", "tip": "A team inbox with assignments, internal notes, and ownership.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "clientMatched", "label": "Client-matched conversations", "tip": "Senders and callers are matched to the right client record.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "emailTemplates", "label": "Email templates", "tip": "Reply with saved email and SMS templates.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "quickResponses", "label": "Quick responses & signatures", "tip": "Quick responses and signatures for common replies.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "scheduledMessages", "label": "Scheduled messages", "tip": "Schedule sends with cancellation controls.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "tasksFromMessages", "label": "Tasks from messages", "tip": "Create notes, tasks, reminders, and requests from a conversation.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "smsMessaging", "label": "SMS & MMS", "rows": [ { "key": "sms", "label": "SMS messaging", "tip": "Two-way SMS with delivery status, next to the client record.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "mms", "label": "MMS attachments", "tip": "Send and receive media attachments over MMS.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "groupSms", "label": "Group texting", "tip": "Text groups of clients or team members at once.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "smsDeliveryStatus", "label": "Delivery status & email open tracking", "tip": "Per-message delivery status, plus open tracking on emails.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "smsTemplates", "label": "SMS broadcasts & merge fields", "tip": "Send broadcast SMS with merge fields like first name and company.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "missedCallTextBack", "label": "Missed-call text back", "tip": "Automatic SMS reply when you miss a call.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "smsCompliance", "label": "A2P 10DLC & opt-out handling", "tip": "A2P 10DLC tracking, STOP/START/HELP handling, and suppression lists.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "dedicatedNumbers", "label": "Dedicated SMS & voice numbers", "tip": "Dedicated SMS and voice numbers for the workspace. $50 one-time carrier setup.", "cells": [ "no", "yes", "yes", "yes", "yes" ] } ] }, { "key": "voiceCalling", "label": "Voice & voicemail", "rows": [ { "key": "voice", "label": "Voice & voicemail", "tip": "Make and receive business calls from the workspace.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "inboundVoip", "label": "Inbound VoIP calling", "tip": "Answer calls on web and mobile with inbound VoIP.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "outboundDialer", "label": "Outbound dialer from CRM", "tip": "Dial out from CRM records, threads, cards, and notifications.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "callControls", "label": "In-call controls", "tip": "Mute, hold, speaker, and keypad during calls.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "callTransfer", "label": "Call transfer", "tip": "Cold and attended transfer to teammates.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "conference3way", "label": "3-way conference calls", "tip": "Merge a third person into the call.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "numberProvisioning", "label": "Number search & provisioning", "tip": "Search and provision numbers by area code.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "callerId", "label": "Caller ID matching (CNAM)", "tip": "See who is calling with CRM caller ID matching and CNAM.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "routingIvr", "label": "Call routing & IVR", "rows": [ { "key": "autoAttendant", "label": "Auto-attendant & IVR", "tip": "A phone menu that greets and routes callers automatically.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "ringGroups", "label": "Ring groups", "tip": "Ring teams simultaneously, round-robin, or longest-idle.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "ivrMenus", "label": "IVR menus", "tip": "Phone menus with your own prompts that route callers.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "callQueues", "label": "Call queues", "tip": "Hold callers in a queue with position and ETA updates.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "businessHoursRouting", "label": "Business-hours routing", "tip": "Route calls differently by day and business hours.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "noAnswerForwarding", "label": "No-answer forwarding", "tip": "Forward unanswered calls with ring timeouts and rules.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "agentPresence", "label": "Agent presence & DND", "tip": "See teammate presence and do-not-disturb status.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "voicemailRecordings", "label": "Voicemail & recordings", "rows": [ { "key": "voicemailCapture", "label": "Voicemail capture & playback", "tip": "Voicemail capture and playback in the workspace.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "voicemailTranscription", "label": "AI voicemail transcription", "tip": "AI transcripts of every voicemail.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "customGreetings", "label": "Custom & after-hours greetings", "tip": "Custom and after-hours greetings.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "callRecording", "label": "Always-on call recording", "tip": "Always-on inbound and outbound call recording.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "callLogs", "label": "Call logs", "tip": "Full call logs with duration and status.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "postCall", "label": "Post-call automation", "rows": [ { "key": "postCallAutomation", "label": "Post-call automation", "tip": "Automated follow-up the moment a call ends.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "aiCallSummaries", "label": "AI call summaries", "tip": "AI summaries of calls with retry support.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "postCallTasks", "label": "Post-call task creation", "tip": "Create tasks from calls automatically.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "proposals", "label": "Proposals", "rows": [ { "key": "proposals", "label": "Proposals", "tip": "Send polished proposals and quotes from client and pricing context.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "catalogProposals", "label": "Catalog-based proposals", "tip": "Build proposals from your product and service catalog.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "proposalTracking", "label": "Proposal engagement tracking", "tip": "See when clients open and engage with proposals.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "proposalDeposits", "label": "Deposit on acceptance", "tip": "Collect a deposit when a proposal is accepted.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "invoicingBilling", "label": "Invoicing & Billing", "rows": [ { "key": "invoices", "label": "Invoices & proposals", "tip": "Create invoices and track status against the client record.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "retainers", "label": "Retainers & payment schedules", "tip": "Manage retainers, deposits, and payment schedules.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "recurringInvoices", "label": "Recurring invoices", "tip": "Send invoices on a recurring schedule.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "creditNotes", "label": "Credit notes", "tip": "Keep credit notes connected to invoices, payments, and history.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "catalogLineItems", "label": "Catalog line items", "tip": "Bill faster with product and service catalog line items.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "estimateToInvoice", "label": "Proposal-to-invoice conversion", "tip": "Convert an accepted proposal into an invoice in one step.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "payments", "label": "Payments", "rows": [ { "key": "onlinePayments", "label": "Online payments", "tip": "Take card payments online through Stripe.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "paymentLinks", "label": "Payment links", "tip": "Generate payment links for any invoice or amount.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "deposits", "label": "Deposits", "tip": "Collect deposits and retainers where enabled.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "savedPaymentMethods", "label": "Saved payment methods", "tip": "Save client payment methods for repeat billing.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "splitPayments", "label": "Split payments", "tip": "Split a payment across methods or parties.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "paymentPlans", "label": "Payment plans", "tip": "Offer installment plans; each installment is tracked on the invoice.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "productsInventory", "label": "Products & inventory", "rows": [ { "key": "productsCatalog", "label": "Products & catalog", "tip": "Reusable product, service, and package records for faster billing.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "inventory", "label": "Inventory tracking", "tip": "Track stock alongside the products you sell.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "stockAdjustments", "label": "Stock adjustments", "tip": "Adjust stock counts as items move.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "lowStockAlerts", "label": "Low-stock alerts", "tip": "Get alerted when items run low.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "accounting", "label": "Accounting", "rows": [ { "key": "accounting", "label": "Accounting", "tip": "Basic accounting on Specialist; full accounting on Commander.", "cells": [ "no", "no", "v:basic", "v:full", "v:full" ] }, { "key": "arAging", "label": "AR aging", "tip": "Monitor accounts-receivable aging and balances needing attention.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "projectProfitability", "label": "Project profitability", "tip": "See margin per project and per client.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "customerProfitability", "label": "Customer profitability", "tip": "Know which clients are actually profitable.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "reporting", "label": "Dashboards & Reports", "rows": [ { "key": "analytics", "label": "Dashboards & reports", "tip": "Dashboards for invoices, payments, expenses, and team activity.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "attentionSignals", "label": "Attention signals", "tip": "Spot overdue invoices, bills, and project health issues.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "activityView", "label": "Client & team activity view", "tip": "Client and team activity in one live view.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "filesBranding", "label": "Files & branding", "rows": [ { "key": "fileManagement", "label": "File management", "tip": "File storage organized by client and project.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "fileAttachments", "label": "Client & project attachments", "tip": "Attach files and notes to clients, projects, and workflows.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "fileVersioning", "label": "File versioning", "tip": "File versions and history built in.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "branding", "label": "Branding & themes", "tip": "Your logo, colors, and identity across the workspace.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "brandedDocuments", "label": "Branded documents", "tip": "Branded proposals, invoices, and PDF output.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "pdfCustomization", "label": "PDF customization", "tip": "Reusable templates for proposals, quotes, invoices, and PDFs.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "darkLightMode", "label": "Dark & light mode", "tip": "Dark and light themes for the workspace.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "automationsMarketing", "label": "Automations & Marketing", "rows": [ { "key": "automations", "label": "Email & SMS automations", "tip": "Email and SMS automation, task creation, reminders, and internal notifications.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "triggers9", "label": "9 trigger types", "tip": "Start workflows from scheduling, client, invoice, payment, proposal, task, lead, call, or time triggers.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "scheduledTriggers", "label": "Scheduled-time triggers", "tip": "Run workflows on a schedule instead of an event.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "conditionalRules", "label": "Conditional filters & rules", "tip": "Chain unlimited steps with filters and rules.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "timedWaits", "label": "Timed waits", "tip": "Pause between steps, from minutes to days.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "unlimitedSteps", "label": "Unlimited workflow steps", "tip": "No step limit on workflows.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "aiDraftedWorkflows", "label": "AI-drafted workflows", "tip": "Workspace AI drafts the workflow for your review.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "readinessChecks", "label": "Readiness checks", "tip": "Readiness checks flag unsupported or incomplete setup.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "automationTemplates", "label": "Pre-made automation templates", "tip": "Pre-made templates like payment follow-up and appointment reminders.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "automationTesting", "label": "Simulated test runs & execution logs", "tip": "Simulated test runs and full execution logs.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "internalNotifications", "label": "Internal notifications", "tip": "Notify the team or one member when something happens.", "cells": [ "no", "no", "no", "yes", "yes" ] }, { "key": "marketing", "label": "Marketing tools", "tip": "Marketing tools and campaigns for client outreach.", "cells": [ "no", "no", "yes", "yes", "yes" ] } ] }, { "key": "funnels", "label": "Funnels", "rows": [ { "key": "funnelsLive", "label": "Live funnels", "tip": "Published funnels live at once. Drafts are unlimited.", "cells": [ "1", "3", "10", "25", "25" ] }, { "key": "funnelLeads", "label": "Funnel leads per month", "tip": "Leads captured per month across all funnels.", "cells": [ "100", "500", "2,000", "5,000", "5,000" ] }, { "key": "funnelBuilder", "label": "Block funnel builder", "tip": "Mobile-first block editor with 22 block types, pre-made sections, and starter templates.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "funnelHosting", "label": "Hosted public funnels", "tip": "Publish to a hosted public URL with social previews, SEO toggle, and QR sharing.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "funnelCapture", "label": "Lead capture into CRM", "tip": "Form blocks with 16 field kinds, consent checkboxes, anti-spam, and auto-convert to client.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "funnelAnalytics", "label": "Funnel analytics", "tip": "Visitors, leads, conversion rate, step drop-off, and device split per funnel.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "funnelFollowups", "label": "Follow-up email & SMS flows", "tip": "Email and SMS drip sequences on new leads; conditions and timed waits from Voyager.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "funnelPro", "label": "Advanced funnel tools (Pro)", "tip": "Answer-based logic rules, A/B testing, pro blocks, partial capture, double opt-in, and UTM tracking.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "funnelMax", "label": "Funnel personalization & branding (Max)", "tip": "Dynamic headlines, URL personalization, multi-recipient lead alerts, and branding removal.", "cells": [ "no", "no", "yes", "yes", "yes" ] }, { "key": "funnelAi", "label": "AI funnel generation & translation", "tip": "AI creates, edits, and translates funnels, billed from your AI tokens.", "cells": [ "v:starter", "v:included", "v:included", "v:advanced", "v:advanced" ] }, { "key": "funnelAddOn", "label": "Additional live funnel", "tip": "Per month, per additional live funnel beyond the included amount.", "cells": [ "$12", "$12", "$10", "$10", "$10" ] } ] }, { "key": "ai", "label": "AI Features", "rows": [ { "key": "aiTokenAllowance", "label": "Monthly AI token allowance", "tip": "Tokens pool across every AI feature — Ask AI, compose, rewrite, translate, summarize — and reset monthly. Top-ups available.", "cells": [ "10,000", "30,000", "60,000", "120,000", "300,000" ] }, { "key": "aiTools", "label": "AI tools", "tip": "Starter AI on Cadet, full AI on Voyager and Specialist, advanced on Commander.", "cells": [ "v:starter", "v:included", "v:included", "v:advanced", "v:advanced" ] }, { "key": "aiChat", "label": "AI chat", "tip": "Ask AI questions against your workspace data.", "cells": [ "v:starter", "v:included", "v:included", "v:advanced", "v:advanced" ] }, { "key": "knowledgeSearch", "label": "Knowledge search", "tip": "Semantic search across the shared knowledge base.", "cells": [ "v:starter", "v:included", "v:included", "v:advanced", "v:advanced" ] }, { "key": "aiCompose", "label": "AI compose & rewrite", "tip": "AI compose and rewrite for messages and documents.", "cells": [ "v:starter", "v:included", "v:included", "v:advanced", "v:advanced" ] } ] }, { "key": "teamPermissions", "label": "Team & Permissions", "rows": [ { "key": "rolesPermissions", "label": "Roles & permissions", "tip": "Decide what each member can do.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "clientScopedAccess", "label": "Client-scoped access", "tip": "Limit members to only the clients they work with.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "scopedSearch", "label": "Scoped workspace search", "tip": "Search results stay inside each member\\'s scope.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "scopedModes", "label": "Full book & Scoped modes", "tip": "Full book for owners; Scoped mode for everyone else.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "scopedReporting", "label": "Scoped reporting limits", "tip": "Workspace-wide financials stay with owners and admins.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "integrations", "label": "Integrations", "rows": [ { "key": "csvImport", "label": "CSV import", "tip": "Import clients, products, invoices, and data from CSV files.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "googleCalendar", "label": "Google Calendar", "tip": "Push your Workspace369 schedule to Google Calendar (one-way).", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "gmail", "label": "Gmail", "tip": "Connect Gmail to the shared inbox.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "microsoft365", "label": "Microsoft 365", "tip": "Connect Microsoft 365 accounts.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "stripe", "label": "Stripe", "tip": "Card payments through Stripe.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "twilio", "label": "Twilio", "tip": "SMS and voice powered by Twilio.", "cells": [ "no", "yes", "yes", "yes", "yes" ] }, { "key": "sendgrid", "label": "SendGrid", "tip": "Transactional email through SendGrid.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "webhooksApi", "label": "Webhooks & API", "tip": "Build custom workflows with webhooks and the API.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] } ] }, { "key": "support", "label": "Support & services", "rows": [ { "key": "documentation", "label": "Documentation & help center", "tip": "Searchable product documentation and guides.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "onboarding", "label": "Onboarding guidance", "tip": "Guided onboarding for setup and configuration.", "cells": [ "yes", "yes", "yes", "yes", "yes" ] }, { "key": "dedicatedSupport", "label": "Dedicated support", "tip": "A dedicated support contact for your team.", "cells": [ "no", "no", "no", "yes", "yes" ] } ] } ], "values": { "included": "Included", "notIncluded": "Not included", "unlimited": "Unlimited", "shared": "Shared workflows", "basic": "Basic", "full": "Full", "starter": "Starter", "advanced": "Advanced", "oneInbox": "1 inbox", "variesByPlan": "Varies by plan", "threeIncluded": "3 included" } }