WorkB2B

Simple pricing.

Create as many workspaces as you need to separate clients, brands, teams or business lines. Scale when your team, files and AI usage grow — not when you create another workspace.

Starter
For freelancers, small studios and early-stage agencies.
$29/month

The full WorkB2B operating core: relationships, deals, notes, files and follow-ups.

  • Up to 3 workspaces to organize clients and brands
  • 2 seats included
  • 25 GB storage per organization
  • 100 AI credits/month
  • 1 connected email inbox (Gmail and Outlook)
  • Companies, people, deals, notes and follow-ups
  • Digital asset workspace to upload and share files

Best for 1–2 people. Move to Pro when you add more clients, more people, more storage or more AI.

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Most popular
Pro
For growing B2B agencies.
$79/month

Everything in Starter, with more capacity to operate:

  • Up to 15 workspaces
  • 5 seats included (+ seats as add-on)
  • 250 GB storage per organization
  • 1,000 AI credits/month
  • Up to 5 email inboxes with sync
  • Multiple pipelines, custom fields and shared views
  • Integrations: Google Drive, Calendar and Make / Zapier

Move to Team when your team grows past ~5 people, or you need advanced permissions, client handoff or shared views at scale.

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Team
For service teams running a bigger commercial operation.
$149/month

Everything in Pro, with team-level control and capacity:

  • Up to 50 workspaces
  • 15 seats included (+ seats as add-on)
  • 1 TB storage per organization
  • 5,000 AI credits/month
  • Up to 15 inboxes with shared team workflows
  • Advanced roles and permissions with auditing
  • Review / approval flows and client handoff spaces

Need more control, migration, security, domains, SLA or onboarding? Let's talk about a custom plan.

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Compare plans

Every plan includes the WorkB2B operating core. Plans scale with what actually grows in an agency: members, storage, inboxes, integrations, permissions and AI usage. Workspaces help you organize clients, brands and teams.

FeatureStarterProMost popularTeam
Plan summary
Workspaces includedUp to 3Up to 15Up to 50
Seats included2515
Additional seatsNot available; upgrade to ProAvailable as add-onAvailable as add-on
Storage included25 GB250 GB1 TB
AI credits included100/month1,000/month5,000/month
Connected inboxes1Up to 5Up to 15
Organization and collaboration
External guests / client accessNot included or limited accessBasicAdvanced
Personal viewsBasicAdvancedAdvanced
Shared team viewsYes, with advanced controls
Roles and permissionsBasicStandardAdvanced
Team / unit separationBasicAdvanced
Workspace activity auditBasicFullAdvanced
Core CRM
Companies
People
Deals
PipelinesBasicMultipleMultiple + advanced controls
Notes
Follow-ups
Custom fieldsBasicAdvancedAdvanced + governance
Advanced tagsBasicAdvancedAdvanced
Saved viewsBasicAdvancedShared team views
Activity timelineBasicFull timelineAdvanced visibility
Data importManual / basic CSVAdvanced importAssisted import
Data exportBasicAdvancedAdvanced
Digital asset workspace
Digital asset workspaceBasicAdvancedAdvanced + review workflows
File uploads
File previews
File sharingBasicAdvancedAdvanced
Folders / asset organizationBasicAdvancedAdvanced
Asset version historyAdvanced
File commentsBasicAdvanced
Review / approval flowsBasicAdvanced
Client handoff spacesBasicAdvanced
File access controlBasicAdvancedAdvanced by role/team
Max file size250 MB2 GB5 GB
Storage
Additional storageNot available; upgrade to ProAdd-on availableAdd-on available
Version historyAdvanced
Deleted file retention7 days30 days90 days
Recommended useLight operating filesClient assets and daily operationsFull operations across multiple clients/teams
Email
Send and receive emails
Gmail integration
Outlook integration
Email sync history90 days12 months24 months
Emails sent from WorkB2B500/month5,000/month25,000/month
Shared inbox workflowsBasicAdvanced
Email linked to companies / people / dealsBasicAdvancedAdvanced
Email templatesBasicAdvancedAdvanced + team
IMAP-ready workflows
Recommended useIndividual communicationCommercial operations and follow-upShared inboxes and team operations
Integrations
Google Drive integration
Calendar integration
Make / Zapier support
WebhooksBasicAdvanced
API accessBasicAdvanced
Operational automationsBasicAdvanced
Custom integrationsAdd-on / CustomAdd-on / Custom
AI Orbit
Workspace AI contextBasicAdvancedAdvanced
Central Workspace CommandBasicContextualAdvanced contextual
AI summariesBasicCompanies, people, deals and notesAdvanced relationship context
Workspace AI memoryLimited
AI on notes and follow-upsBasicAdvancedAdvanced
AI on deals and relationshipsBasicAdvanced
AI on files/assetsBasicAdvanced
Additional AI creditsNot available; upgrade to ProAdd-on availableAdd-on available
Admin and support
Workspace permissionsBasicStandardAdvanced roles
Member managementBasicAdvancedAdvanced
Guest / client managementNot included or limitedBasicAdvanced
Assisted setupOptional
Assisted data importOptional
SupportStandardPriority (basic)Priority
Roadmap early accessIncluded, priority
Customer success / onboardingAdd-on
SLAAvailable on Custom

Recommended add-ons

Add seats, storage, AI or inboxes without changing plans.

Add-onAvailabilitySuggested price
Additional seatPro and Team$10–$12/mo per seat
Additional storagePro and Team$10/mo per 100 GB
Additional AI creditsPro and Team$15 per 1,000 credits
Additional inboxTeam / Custom$10/mo per inbox
Pro assisted setupPro$299 one-time
Assisted migrationPro / Team / CustomFrom $299
Custom implementationCustomFrom $750

Pricing questions

Answers to the most common questions about organization, workspaces, seats, storage, email and AI.

Per organization (tenant). Every plan includes multiple workspaces; we don't charge per workspace. You pay per organization and scale by seats, storage, inboxes and AI.