Leads & pipeline
Organize contacts, stages, ownership, categories, and custom fields.
All core features.
One simple plan.
Start with three users. Add capacity as your team grows—not another feature tier. Try the workspace for 14 days without a credit card.
Standard
One core plan. Room to grow.All core features. Scale your team, not your feature tier.
$30/month
Billed monthly. Or $300 per year with annual billing.
3 users
3 users100 users
Lead capacity150,000
50,000 leads per user · 3-user minimum
14 days · No credit card required
Your whole workflow,
included.
The tools work together. You choose the team size.
Leads & follow-ups
Custom stages, tasks, and team reminders.
Calls & WhatsApp
Android call tracking, supported providers, and business-number conversations.
Ads & Lead Flow
Google and Meta connections, plus lead journey analytics.
AI & automations
Lead assistance within your allowance, and supported event-driven rules.
Connected apps
Universal Webhook Mapper and inbound API.
Your team, your permissions
Custom roles and controlled record visibility.
Provider charges are separate. Features require setup and permissions. AI allowances and release availability apply; planned features are not included until released.
Growing beyond the standard setup?
For more than 100 users or different capacity needs, let’s talk about your team.
Prices in USD. Calling, WhatsApp, and other provider usage are billed separately.
Built into your
everyday workflow.
Explore the core tools included in Standard. Provider-dependent features require setup and applicable account permissions.
Lead capture
Native forms, CSV import, Meta Lead Ads, API, and webhook intake.
Tasks & follow-ups
Plan the next step with assignments, reminders, and calendar views.
Automations
Build event-based rules for the repeatable parts of your workflow.
Ad attribution
Connect eligible outcomes to Google Ads and Meta Conversions API.
Team access
Manage roles and record visibility as your team grows.
A few useful answers.
Questions about billing or setup? We can help you work out what fits.
Ask our teamHow does Standard pricing work?
Standard starts at $30/month for 3 users and 150,000 leads. Each additional user adds $10/month and 50,000 leads. Annual billing costs the equivalent of ten monthly payments, billed upfront.
Are calling and WhatsApp charges included?
Your CRM subscription and provider usage are separate. Calling requires a supported provider or paired Android phone. WhatsApp requires a configured business connection and follows Meta’s messaging rules and charges. Contact us to confirm the setup and availability for your workspace.
What about AI usage?
AI availability and usage allowances depend on your workspace configuration. Ask our team about the limits that apply to your account before planning a high-volume workflow.
Do I need a credit card for the trial?
No. You can create a 14-day Standard trial without a credit card. Add your team and explore the core workflow before choosing a paid plan.
Is there a feature-tier ladder?
No. Standard is one core CRM plan. Add users and lead capacity as needed. If you need a different capacity arrangement, speak to our team. Provider usage, AI allowances, permissions, setup, and release availability still apply.
Your next great customer relationship starts here.
Bring your leads, conversations, and next steps together in Convertly CRM.
Start your free trial 14 days free · No credit card required