Pricing

One seat-based price per tier, and no plan that bills you for the size of your contact list. Every plan starts with a free 30-day trial of everything — no card required.

On your own

One person, or one person plus a second seat. There is no forced three-seat minimum on any plan here.

Free

Free forever — the basics for one person

$0/mo

1 seat

  • Core CRM — contacts, companies & deals
  • Up to 1,000 contacts
  • 1 pipeline · list views, tasks & tags
  • 3 generated documents / month
  • No credit card required
Start free

Solo

For the solo closer

$20/mo

1 seat included

  • Full CRM — contacts, companies, deals & tickets
  • Deal pipelines with templates
  • Forms, email tracking & Deal Bot Lite
  • In-app help center
Start free

With a team

Seats, storage and e-signature volume step up as the crew grows.

Starter

For a partner team

$49/mo

3 seats included

  • Everything in Solo
  • Workspaces, workflows, sequences & goals
  • Saved views & reports
Start free

Pro

Most popular

For small crews

$99/mo

5 seats included

  • Everything in Starter
  • API access & webhooks
  • Deal Bot Standard
Start free

Business

For growing orgs

$199/mo

10 seats included

  • Everything in Pro
  • Role-based access control
  • Advanced reporting & higher API limits
Start free

For agencies and resellers

White Label

Your own branded CRM — for agencies & resellers

  • Everything in Business
  • White-label branding — your name, logo & domain
  • Reseller program — sell your own branded version, keep the margin
  • 10,000 Deal Bot actions / mo (add Deal Bot Pro for unlimited)
  • Advanced RBAC & priority support

$299/mo

25 seats included

Start free

Self-serve — no sales call.

Every plan, side by side

Scroll the table sideways to see every plan.

PlanFreeSoloStarterProBusinessWhite Label
Price$0/mo$20/mo$49/mo$99/mo$199/mo$299/mo
Included seats1 seat1 seat included3 seats included5 seats included10 seats included25 seats included
Extra seatsAdd a 2nd seat for $15/mo — no 3-seat minimumAdd seats from $19/mo (up to 5)Add seats from $25/mo (up to 10)Add seats from $29/mo (up to 25)Add seats from $29/mo (up to 200)
Storage250 MB storage1 GB storage10 GB storage50 GB storage250 GB storage1 TB storage
E-signatures5 e-signatures / month5 e-signatures / month10 e-signatures / month25 e-signatures / month100 e-signatures / month500 e-signatures / month

Add-ons

Deal Bot Pro$20 / user / mo
Unlimited Deal Bot (fair use), Deep Analysis (Opus-class), record auto-summaries.
E-sign Plus$39 / mo
Unlimited envelopes (fair use), reusable field templates, branded signer page.
E-sign Pack$15 / 25 envelopes
One-time envelope top-up — an alternative to E-sign Plus.
Priority Support$49 / mo
Guaranteed 1-business-day response and a dedicated support channel.

The Harbor Bundle

Run the whole lifecycle on one bill — find the deal, close it, service the note, manage the rental — at a discount on every subscription.

  1. Acquire the deal
  2. Close & sign
  3. Service the note

Harbor Starter

For an investor closing first deals & servicing first notes

$50/mo

$10 off · 16.7%

$500/yr billed annually — two months free

Subscriptions — discount applied

  • Deal Harbor Solo$10
  • NoteHarbor Solo *$40

Usage & servicing

Always billed at full price.

  • NoteHarbor servicing fee$2.90 per loan / mo over 10

One seat per person across Deal Harbor and NoteHarbor — linked teammates are never double-billed.

* Indicative NoteHarbor and RentHarbor pricing — final numbers confirmed at checkout.

Explore the bundle

Harbor Pro

Most popular

For the active investor-landlord — pipeline, notes & rentals

$186/mo

$52 off · 21.8%

$1,860/yr billed annually — two months free

Subscriptions — discount applied

  • Deal Harbor Pro$50
  • NoteHarbor Pro *$119
  • RentHarbor *$17

Usage & servicing

Always billed at full price.

  • NoteHarbor servicing fee$2.35 per loan / mo over 50
  • RentHarbor per-door overage$1.50 per door / mo over 20

One seat per person across Deal Harbor and NoteHarbor — linked teammates are never double-billed.

* Indicative NoteHarbor and RentHarbor pricing — final numbers confirmed at checkout.

Explore the bundle

Harbor Agency

For coaches & agencies reselling under their own brand

$396/mo

$152 off · 27.7%

$3,960/yr billed annually — two months free

Subscriptions — discount applied

  • Deal Harbor White Label$150
  • NoteHarbor Business *$229
  • RentHarbor *$17

Usage & servicing

Always billed at full price.

  • NoteHarbor servicing fee$2.20 per loan / mo over 150
  • RentHarbor per-door overage$1.50 per door / mo over 20

One seat per person across Deal Harbor and NoteHarbor — linked teammates are never double-billed.

* Indicative NoteHarbor and RentHarbor pricing — final numbers confirmed at checkout.

Explore the bundle

The bundle discount applies only to flat monthly subscriptions. NoteHarbor servicing fees and every usage line — per loan, per door, AI, storage — are always billed at full price; the value in what you keep is never shaved. NoteHarbor and RentHarbor are separate products billed on their own accounts, and the bundle discount there is applied at setup.

Billing questions

How does the free trial work?
Every new organization gets a full-featured 30-day trial — no card required. When it ends you pick a plan; your data is untouched either way.
Can I cancel anytime?
Yes. Plans are month-to-month and you can cancel from the billing portal at any time. Your subscription runs through the period you already paid for.
What happens to my data if I downgrade or cancel?
Nothing is deleted. Your records, deals, documents and history are retained — you just return to the limits of your new plan.
Do you offer discounts for nonprofits or early customers?
We comp qualifying organizations case by case. Reach out and tell us what you're building.