Pricing
One free plan, one paid plan. Every price and limit is right here.
Free
$0 forever
- Up to 15 accounts
- 5 AI-drafted briefs a month
- Today: who needs attention this week, and why
- Health metrics with user override
- Renewal board, checklists and success plans
- QBR builder, CSV import, search and quick log
- Morning digest email and full backups
Pro
CA$54 per month
- Everything in Free +
- Unlimited accounts
- AI-drafted briefs: up to 300 a month (fair use)
- Switch monthly ↔ yearly or cancel any time, in two clicks
Prices in Canadian dollars. Outside Canada you can pay in your local currency at checkout (Stripe adds a 2–4% conversion fee), or pay in Canadian dollars.
Questions
- Is there a sales call, a setup fee or a hidden tier?
- No. Every price is on this page. Sign up, and you're using it in minutes.
- What counts toward the 15 accounts on Free?
- Accounts you add or import. The sample accounts from setup don't count, and you can remove them in one click from Settings.
- What happens if I cancel Pro?
- Pro lasts until the end of the period you've paid for, then you're on Free. Nothing is deleted: every account, note and brief stays, and you can keep editing them. You just can't add accounts beyond 15, or draft more than 5 briefs a month, until you're back on Pro.
- What if a payment fails?
- We email you and show a reminder in the app. Stripe retries the card over the next few days, and you stay on Pro meanwhile. If it keeps failing, you move to Free with everything kept.
- Why a 300-a-month limit on Pro briefs?
- Each brief is drafted by Claude, which costs money per use. The limit is far above what one CSM needs and only stops runaway use.
- Who can see my data?
- Only you. Each book is private to your sign-in, and drafts are never sent to your customers.
- Do you track what I do in the app?
- Solo CSM records when you sign up, import, open Today, log an interaction, draft a brief and upgrade: the type and time only, never your notes, names or account details. It stays in this app's own database and is used only to improve the product.