Pricing that scales with your team — not against it.
Three tiers. Five module packages. Pay only for what your team uses. All plans include a 30-day money-back guarantee.
Plans
Starter
For one or two people getting their first deals into a CRM.
up to 2 users
- Mobile app (iOS + Android)
- Bring-your-own email (Gmail / SMTP / SES)
- Bring-your-own AI API keys
- Basic workflow automation
Team
Everything a small sales team needs, for one business.
up to 5 users
- Mobile app (iOS + Android)
- Bring-your-own email (Gmail / SMTP / SES)
- Bring-your-own AI API keys
- Basic workflow automation
Business
For a growing team that runs more than one function on the CRM.
up to 15 users
- Mobile app (iOS + Android)
- Bring-your-own email (Gmail / SMTP / SES)
- Bring-your-own AI API keys
- Full workflow automation engine
- REST API + webhooks
- Custom RBAC roles
- GPS check-ins for field reps
- Field rep route replay
Scale
For a business running several teams, or several businesses.
up to 40 users · then $7/seat /mo
- Mobile app (iOS + Android)
- Bring-your-own email (Gmail / SMTP / SES)
- Bring-your-own AI API keys
- Full workflow automation engine
- REST API + webhooks
- Custom RBAC roles
- GPS check-ins for field reps
- Field rep route replay
- SSO / SAML
- Audit log
- Approval workflows
- Dedicated customer success
Add modules as you grow
One price for your whole team, on any plan. Add a module and everyone gets it, in every workspace.
| Module | Starter | Team | Business | Scale |
|---|---|---|---|---|
| InventoryInventory | $8 /mo | $15 /mo | $29 /mo | $59 /mo |
| Help DeskTickets | $8 /mo | $15 /mo | $29 /mo | $59 /mo |
| Field ServiceAssets · Dispatch · Renewals · Rma · Service Contracts · Tickets · Warranties · Work Orders | $15 /mo | $29 /mo | $59 /mo | $99 /mo |
| BillingInvoices · Payments · Sales Orders | $8 /mo | $15 /mo | $29 /mo | $59 /mo |
| TeamAttendance · Bookings · Expenses · Incentives | $8 /mo | $15 /mo | $29 /mo | $59 /mo |
| All modulesAssets · Attendance · Bookings · Dispatch · Expenses · Incentives · Inventory · Invoices · Payments · Renewals · Rma · Sales Orders · Service Contracts · Tickets · Warranties · Work Orders | $24 /mo | $59 /mo | $119 /mo | $229 /mo |
AI credit packs
Top up when you exceed your monthly AI credits. Or bring your own provider keys for unlimited usage.
AI Credits — Small
1,000 AI credits. Never expire. One credit covers one AI action (chat call, voice minute, lead score, email draft, search query).
$5
1,000 credits · never expire
AI Credits — Medium
5,000 AI credits. Never expire. Best per-credit value below Large.
$19
5,000 credits · never expire
AI Credits — Large
15,000 AI credits. Never expire. For heavy AI users — or switch to BYO keys for unlimited usage.
$49
15,000 credits · never expire
Extra workspaces
Run separate territories or product lines as isolated workspaces.
Additional Workspace
Add a separate workspace with its own pipeline, contacts, and settings.
$25/workspace /mo
Compare every feature
Pick the tier that fits your team today. Upgrade anytime.
| Feature | Starter | Team | Business | Scale |
|---|---|---|---|---|
| Included users | 2 | 5 | 15 | 40 |
| Per-additional-user (mo) | — | — | — | $7 |
| AI credits / month | 800 | 2,000 | 6,000 | 15,000 |
| Storage | 10 GB storage | 25 GB storage | 100 GB storage | 250 GB storage |
| Contacts | 10,000 records (fair use) | 25,000 records (fair use) | 100,000 records (fair use) | Unlimited records |
| REST API + webhooks | — | — | ||
| Approval workflows | — | — | — | |
| Audit log | — | — | — | |
| Bring-your-own AI API keys | ||||
| Bring-your-own email (Gmail / SMTP / SES) | ||||
| Custom RBAC roles | — | — | ||
| Dedicated customer success | — | — | — | |
| GPS check-ins for field reps | — | — | ||
| Mobile app (iOS + Android) | ||||
| Field rep route replay | — | — | ||
| SSO / SAML | — | — | — | |
| Full workflow automation engine | — | — | ||
| Basic workflow automation | — | — |
Frequently asked questions
Pricing details we wish every CRM was upfront about.
How does payment work?
All plans bill via Stripe — credit card, ACH, UPI (India), and SEPA are supported. You're charged on the day you sign up and on the same calendar day each subsequent month or year. 30-day money-back guarantee on all paid plans.
How is the annual discount calculated?
Annual = 10× monthly, so you get 2 months free. Yearly billing prepays the full year up-front.
What happens after the launch window?
Founder customers (first 200 OR through Sep 30, 2026) lock the launch price for 12 months on monthly and 24 months on annual. After that, prices automatically transition to list. We send T-90 / T-30 / T-7 reminder emails and an in-app banner before the change.
Can I bring my own email infrastructure?
Yes. Connect Gmail, Outlook, or any SMTP provider. Or plug in your own AWS SES account. The shared sending domain is the fallback for tenants who haven't configured anything yet — no per-tenant monthly send caps on any tier.
Can I bring my own AI provider keys?
Yes. Add your Anthropic, OpenAI, Groq, or OpenRouter keys at Admin → Configuration → AI. Bringing your own keys means unlimited AI usage at the provider's cost, not BoldReach's.
Can I cancel anytime?
Yes. Cancel from Admin → Billing. You keep access through the end of the current billing period. We don't lock data behind cancelled subscriptions — export anytime.
Prices shown exclude local taxes (VAT / GST). Need a custom plan or volume discount? Email us.