Agentic CRM & revenue OS docs

Guides for your agentic CRM

Set up your revenue operating system, run pipeline and service workflows with AI agents, and get help across every app — from Momentum to MCP.

Compare plans and limits

Your plan sets your price, seats, storage, and app limits. Open Admin → Billing to see your plan, usage, and next reset date.

Salestrics has seven tiers: Free Forever, Solo, Team, Growth, Scale, Enterprise (self-serve), and Enterprise+ (custom, contact sales). Solo through Enterprise are available for self-serve checkout. Enterprise+ is for teams that need custom packages beyond self-serve Enterprise.

Every plan includes Salestrics Mail (business email on mysalestrics.com) and Resolve (customer service tools). Mail attachments count toward each person's Drive storage. Org-wide Files storage is always each person's Drive allowance.

Compare prices and main limits

Free ForeverSoloTeamGrowthScaleEnterpriseEnterprise+
Price each month$0$29.99$79.99$199.99$399.99$799.99Custom
Price each year$299.90$799.90$1,999.90$3,999.90$7,999.90Custom
Seats included113102550Custom
CRM records1,00010,00025,000100,000UnlimitedUnlimitedUnlimited
Drive space per person1 GB5 GB10 GB50 GB100 GB250 GB1 TB
Org Files space2 GB10 GB20 GB100 GB200 GB500 GBCustom
AI tokens per person / month500,0002 million5 million10 million25 million50 millionCustom
API pool per person / month$5$20$20$50$70Custom
Bulk automations / month252505002,0005,00015,000Custom
Linked bank accounts0113UnlimitedUnlimitedCustom
Connect (chat + video)NoNoYesYesYesYesYes
OrbitNoNoNoYesYesYesYes
Custom CRM fieldsNoYesYesYesYesYesYes
Your own email domainNoNoNoYesYesYesYes
Guest meeting linksNoNoNoNoYesYesYes
Priority supportNoNoNoNoYesNoYes

A yearly plan costs the same as 10 monthly payments — you get 12 months.

Teams with more than 100 active users need an Enterprise+ agreement.

Add-on seats

Extra seats cost $25 per person per month on any paid plan (Free Forever is limited to 1 user).

Each additional seat adds the same per-person allowances as your plan: AI tokens, API pool, and Drive storage. Org-wide limits (bulk automations, CRM records, Files storage, connected-app update rate) stay at your plan tier.

To add a person, open Admin → Users → Directory → Add user. If all seats are in use, upgrade your plan or buy more seats from Admin → Billing.

You cannot buy extra seats during a free trial.

AI token packs

Paid workspaces (not on trial) can buy one-time AI token packs from Admin → Billing. Purchased tokens are added to your workspace pool on top of your monthly per-person allowance.

PackTokensPrice
Micro1,000$0.50
Starter10,000$0.99
Plus100,000$1.99
Pro1 million$5.99
Boost5 million$29.00
Standard15 million$59.00
Growth40 million$129.00
Scale120 million$299.00

You cannot buy token packs during a free trial.

Frontier and premium AI models draw from your per-person API pool at provider rates. Standard models use your included AI tokens.

Start your 30-day trial

Each workspace can try one paid plan one time. The trial lasts 30 days. You do not need a credit card.

Eligibility: Your workspace must be on Free Forever with no prior trial and no active subscription.

  1. Open Admin → Billing.
  2. Choose Solo, Team, Growth, Scale, or Enterprise.
  3. Click Start 30-day free trial.

If you choose a paid plan when you sign up, Salestrics takes you to Billing after setup. Start the trial there.

During the trial you get the full limits of the plan you selected, including Connect and Orbit when the plan includes them. If you do not subscribe before the trial ends:

  • Your workspace returns to Free Forever.
  • Extra team members (everyone except the workspace owner) are turned off.
  • You cannot buy extra seats or AI token packs during the trial.

Check what counts toward your limits

Salestrics AI

AI tokens are units that measure Salestrics AI use. Allowances are per person and refresh monthly. Your workspace total is your plan's per-person allowance multiplied by your billable seat count.

Salestrics AI pauses for a person when they use all of their tokens (or when the workspace pool is exhausted). Usage resets on your next monthly reset date. Paid plans that are not on trial can also buy token packs.

See your usage in Admin → Billing or in Assistant.

API pool

The API pool is a per-person monthly budget for frontier and premium models. Standard models use included AI tokens instead. The pool refreshes monthly with your other usage meters.

Auto (bulk automations)

All people share the monthly bulk automation limit. Only runs you start in Auto as bulk jobs count toward this limit.

Workflows you run on a single record at a time are unlimited and do not count toward bulk automation limits.

Drive

Each person gets their own Drive space. Drive space does not reset. Delete files to free space. New uploads stop when a person reaches their limit. Mail attachments count toward Drive.

Org Files

Files attached to CRM records use one shared org Files space for your whole workspace. This space is separate from each person's Drive and equals your per-person Drive allowance on every plan. Adding a Drive file to a customer record may use both spaces.

CRM records

This limit counts customer records across apps, including sales and service records. Scale, Enterprise, and Enterprise+ have no record limit.

Seats

Each active person uses one seat. People who only use Orbit do not use a paid seat on plans that include Orbit.

AI tokens, API pool, and bulk automation limits reset each month. The reset date is anchored to your subscription renewal, trial start, or workspace creation — not necessarily the 1st of the calendar month. A yearly plan still gets fresh monthly allowances. Open Admin → Billing to see your next reset date.

Compare Connect call limits

Connect is on Team and higher plans. Solo and Free Forever do not include Connect. A trial uses the limits of the plan you are trying.

PlanPeople in a callGroup callsGuestsLongest call
Free Forever / Solo
Team2NoNo30 minutes
Growth5Yes, team onlyNo1 hour
Scale50YesYes2 hours
Enterprise / Enterprise+100YesYesNo limit

Shareable meeting invite links for customers and partners are available on Scale, Enterprise, and Enterprise+.

See Connect for more help.

Compare connected app update limits

When you link outside tools to Salestrics, those tools send updates through Salestrics. Your plan sets how many updates your whole workspace can receive each hour.

PlanConnected app updates each hour
Free Forever1,000
Solo3,000
Team5,000
Growth10,000
Scale25,000
Enterprise / Enterprise+60,000

Higher plans allow more frequent sync with linked tools. If you hit the limit, wait up to one hour or upgrade your plan. Enterprise+ teams can request a higher limit.

Compare bank account limits

Linked bank accounts are for Ledger and require a paid plan. Bank activity updates each day.

PlanLinked bank accounts
Free Forever0
Solo / Team1
Growth3
Scale / Enterprise / Enterprise+Unlimited

To link an account, open Admin → Bank connections.

Enterprise+

Enterprise+ is not available for self-serve checkout. Contact sales for a custom agreement when you need more than self-serve Enterprise provides.

Enterprise (self-serve)Enterprise+
Pricing$799.99/mo or $7,999.90/yrCustom — scoped with sales
Hosting fee$3,000/year (billed separately)
Seats50 includedUnlimited — fully custom
Drive per person250 GB1 TB
AI tokens / API pool / automations50M tokens, $70 API pool, 15,000 bulk runsCustom packages
CRM recordsUnlimitedUnlimited
ConnectUp to 100 people, guests, no time limitSame
Connected app updates / hour60,00060,000 (higher limits available)
Platform settingsStandard defaultsSSO, MFA, compliance tiers, data retention, custom API limits
ExtrasEarly access to Flow and Workforce as they launchEarly access to new AI models; white-glove rollout

Change your plan

  1. Open Admin → Billing.
  2. Pick a trial or paid plan.
  3. Follow the steps on the screen.

Your new limits show after the change is done. If your new Drive limit is lower than the space you use, your files stay in place. Delete files before you add more.

Learn more