Pick a plan that's right for you
Get a dedicated account manager that can help you with integration, customization, and answer any question you may have.
Training & On-boarding
Get help on-boarding your team with customized consultations and training services.
Data Clean & Import
Let us properly clean-up your existing spreadsheets and import it to mapped fields.
Frequently Asked Questions
How often do you bill?
We offer monthly billing with no contract or quarterly billing with an annual plan. If you choose an annual plan, you will receive a 17% discount.
How does document storage work?
Each plan has a maximum amount of attachment storage, depending on number of users, and is expandable as needed.
Is it possible to integrate to existing software?
Yes, your plan includes a number of integrations included and we can integrate any software using an open API or Webhooks. Custom integrations are quoted individually, depending on complexity and technical compatibility.
Is there a limit on users?
Each plan comes with a minimum number of users, however there is no limit on the number of users you can add to your plan. We can support hundreds of people across your organization.
Can I import and export data myself?
Yes. Import/export functionality exists in all plans.
Does my plan include customer support?
Yes. All plans include unlimited Basic support, via email and customer support tickets.