Solo includes 30 briefs per month. Pro and Teams are unlimited — no per-brief tracking, no cap. Each brief includes account research, talking points, deal context, risk indicators, and Slack/CRM delivery.
What happens when I hit my Solo plan limit?
Upgrade to Pro or Teams for unlimited briefs. You can upgrade any time from your account settings.
Can I change plans?
Yes, upgrade or downgrade at any time. Upgrades take effect immediately with prorated billing. Downgrades take effect at the next billing cycle.
What integrations does each plan include?
All plans include Slack delivery, CRM write-back (Salesforce, HubSpot, Pipedrive, Close, GoHighLevel), and Google Calendar/Outlook sync. Cal.com and Calendly integrations are included across all tiers.
Is there a free trial?
Book a demo and we'll set you up with a full-featured trial — no credit card required.
Can I cancel anytime?
Yes, no contracts. Cancel from your account settings any time. Your plan stays active through the end of the billing period.