FREE Forever to Start — Upgrade Only When You Need More

US teams get the same deal as everyone else: a real free tier, no credit card, no countdown. When you outgrow it, paid plans are billed in USD from the USA pricing page from $10/user/month on annual billing. The platform holds a SOC 2 Type II attestation and CCPA-aware data handling, which matters if you sell into companies whose procurement teams ask security questions before signing.

Most American small businesses arrive here from one of three places: a spreadsheet that stopped scaling past two people, a HubSpot or Salesforce quote that priced in features they would never use, or no system at all — just an inbox and memory. The free plan is built to replace any of those the same day. Setup takes 15 to 30 minutes: import a CSV, set your pipeline stages, and log your first leads before lunch. The iOS and Android apps mean field reps and owners can work the same pipeline from a truck, a job site, or an airport.

A home-services company in Dallas should test missed-enquiry recovery first: enter a week of calls and web forms as leads and count how many quotes had no scheduled follow-up. A SaaS startup in Denver should test the Kanban pipeline — dragging deals through stages usually surfaces opportunities that quietly stalled weeks ago. An insurance or real estate office should test task reminders against a normal week of callbacks and renewals.

When the habit sticks, the paid tier adds what US teams ask about most: AI lead scoring on every paid plan, a built-in dialer with call recording and AI call summaries, SMS and email sequences, and AI deal-risk alerts on the Kanban board. Compare tiers on the USD plan comparison or see it live by booking a demo. Your account keeps its data either way — nothing is wiped on upgrade, and nothing expires if you stay free.

The free tier covers one user and up to 200 leads. That fits a solo operator: a one-truck contractor quoting a few jobs a week, an independent insurance agent building a book, a consultant tracking a dozen proposals. If that is you, start free and stay free until the lead limit actually pinches — there is no countdown forcing the decision.

Teams should usually evaluate the paid tier from day one instead. The moment two people share a pipeline, the features that matter are the shared ones: leads routed to whoever is available, call recordings a manager can coach from, sequences that keep following up while a rep is on the road, and AI deal-risk alerts that flag stalling deals across the whole board. A three-rep home-services crew or a small brokerage hits the single-user ceiling in the first week — it is faster to test the real setup than a cut-down one and upgrade twice.

Week one is about capture: import your current list, log every new lead as it arrives, and give each open deal a dated next action. Skip the customization rabbit hole — the only goal is a pipeline that reflects reality by Friday. Week two is about follow-up: work the overdue actions first each morning, watch which leads would have slipped under the old system, and count how many callbacks the reminders rescued. That number — recovered follow-ups per week — is usually the whole business case in miniature.

By the end of the two weeks you will know three things: whether the team actually keeps the pipeline current, which paid features you would genuinely use, and how the cost compares honestly against whatever you pay today for spreadsheets, a separate dialer, or an old CRM seat. If the answer is yes, upgrade from inside the account and billing starts in USD. If not, the free tier keeps running with your data intact — you have lost nothing but two weeks of better follow-up.