Pricing

Plans With Otto Built In

All paid subscriptions are billed annually. The monthly rates below are shown per user so seat-based pricing is clear before purchase.

Core Plans

Choose the seat tier that matches the size of the team using the CRM.

Entrepreneur
Free No seat charge

For solo operators, side businesses, and teams starting with the CRM core.

  • Ticketing system
  • Lead, company, and contact management
  • Free tools like invoice generators and calculators
  • Calendar with upcoming events and tasks
  • Inventory management
Professional
$19 Per user / month

For teams that have outgrown spreadsheets and need stronger daily operating tools.

  • Everything in Entrepreneur
  • Ticketing automation and email notifications
  • Module customization
  • Training sessions
  • Customization and integration credit
  • Otto included for everyday search, summaries, and light drafting
Growth
$59 Per user / month

For businesses that need project management, lead tracking, and daily operations in one system.

  • Everything in Professional
  • Project management software
  • Broader operating coverage
  • More teams using Otto across daily work
Small Biz Premium Best For Operating Teams
$99 Per user / month

Best for companies that want the CRM to run day-to-day operations, not just store data.

  • Everything in Growth
  • Workflow creation
  • Advanced task management
  • At-a-glance operating views across modules
  • Best fit for teams standardizing operations in one platform
  • Best included Otto coverage across the organization

Otto Add-Ons

Otto is included on every paid plan for everyday CRM use. Upgrade only if your team needs heavier usage and advanced Otto workflows.

Otto Included
Included On all paid plans
  • Natural-language CRM search
  • Record summaries and counts
  • Light report drafting and guided Q&A
  • Duplicate review and field-health analysis
Otto Pro
$35 Per user / month
  • Everything in Otto Included
  • Higher usage for heavier teams
  • Workflow drafting
  • Scheduled Otto jobs
  • Broader planning and advanced guided actions

Entrepreneur does not include Otto. All other plans include Otto baseline access, with Otto Pro available for heavier usage and advanced capabilities.