One plan. Add what you need.

Start with Core and Marketing Suite enabled for 14 days, with no card required. Keep the products you need, and add paid Calls & texting whenever you are ready.

14-day card-free trial

The platform

The core of your business in one subscription. No feature tiers or plan-shopping — every account gets the same CRM, AI, automations, and listing tools.

$49$36.75/mo

Billed $441/year — 3 months free

  • Contacts, deals & pipelines
  • Calendar, tasks & reminders
  • Unified email inbox
  • Ask Jan AI assistant
  • Visual automations
  • Your own listings (MLS & IDX is an add-on)
  • Smart lists & lead segmentation
  • Free email support
Start your 14-day free trial

Core and Marketing from day one — no card required. Calls and MLS & IDX are billed when you add them.

Want to help shape what ships next? Apply for free Early Access—no card required.

Add only what you use

Marketing is included during your trial. Keep or remove it in Billing, and add paid Calls or MLS & IDX whenever you are ready.

  • Marketing Suite

    $29.25$39/mo

    Market your own listings: agent and listing websites, automated listing alerts, bulk SMS at 2¢ per message, and bulk email with 1,000 sends a month included.

  • Calls & 1:1 texting

    $14.25$19/mo

    Business number with 500 minutes/mo included, then 3¢/minute. 1:1 texts are 2¢ each. One fee for the whole team — not per user.

  • MLS & IDX

    $21.75$29/mo

    Live MLS listings in your CRM, property alerts for buyers, and IDX blocks on your websites. Connect a market with your own MLS license at no extra charge, or a managed license at $35/mo per market.

  • Teammates

    from $21.75$29/mo

    First user included. Seats 2–5 are $29/mo, 6–15 drop to $24, and 16+ to $19.

Prices in USD. Yearly subscriptions prepay 9 months for 12 — usage is always billed monthly as you go.

Price out your month.

Dial in your team, add-ons, and usage, then compare with Follow Up Boss and Sure Send — their real annual rates, cheapest plan for your team size.

3 people

Your Uplevel total

$80.25/mo

Subscriptions prepaid yearly ($963); usage billed monthly as you go.

  • Platformincludes you$36.75
  • Teammates × 2volume rates applied$43.50
Uplevelyour selected setup$80.25/mo
Follow Up BossGrow$174/mo
Sure SendStarter$132/mo

You’d save $51.75/mo — $621 a year — over the closest competitor for this setup.

Follow Up Boss and Sure Send totals use their published plan and per-seat rates (July 2026). Optional calling or dialer add-ons are excluded; some larger plans include calling at no separate price. Those totals cover CRM seats and calling only; the Uplevel total also includes any Marketing Suite and usage you selected.

White Glove branding

$999one time

Skip the blank-slate phase. Our team sets up your brand across the platform and hands you a finished starting point — add it at signup or any time later.

  • Your brand in every email

    Logo, colors, and type set up across your email templates, so campaigns look like you from the first send.

  • Website templates, styled to match

    Your site themes tuned to the same brand system — fonts, palette, and layout details handled.

  • Your first property site, built for you

    We build and launch your first property site with you, on your domain, ready to share.

Where every feature lives.

The core platform runs your CRM; Marketing Suite, Calls, and MLS & IDX add the specialized tools you choose. A check shows which subscription includes each feature.

FeaturePlatform$36.75/mo billed yearly+ Marketing Suite$29.25/mo billed yearly+ Calls add-on$14.25/mo billed yearly
Core CRM
Contacts, deals & pipelines
Calendar, tasks & reminders
Unified email inbox
Listings & transactions — add your own
Live MLS/IDX search & dataMLS & IDX add-on
Ask Jan AI assistant
Marketing & automation
Bulk email campaigns & drips
Included campaign emails1,000/mo, then $0.002 each
Bulk SMS campaigns2¢ per text
Smart lists & lead segmentation
Automated listing alerts
Visual automations
Websites
Agent & listing websites
Custom domains
Team
First user
Extra teammates$29/mo · $24 after 5 · $19 after 15
Phone
Business number, calling & 1:1 texting
Included call minutes500/mo, then 3¢
1:1 texts2¢ per text
Call routing, voicemail & transcripts
Keep your number — free porting
Support & services
Email supportFree on every paid plan
White Glove branding$999 one time
MLS marketsWith MLS & IDX: own license free · managed $35/mo

Billing, without the fine print.

The answers below are the whole deal — there is no page two.

What is included in Early Access?

Everything is free during Early Access, with no card required. That includes the full platform, phone and texting, domains, carrier registration, and MLS within fair-use allowances: 2 phone numbers, 1 domain, 1,000 texts and 500 call minutes per month. We ask for a card when the program converts and give advance notice plus a 14-day grace period.

How does the free trial work?

Every workspace starts with Core and Marketing Suite enabled for a shared 14-day trial — no card required. Calls & texting and MLS & IDX are not part of the trial; add them when you are ready and the prorated subscription is charged immediately. Before registering a domain, adding MLS, buying or porting a number, calling, or sending SMS, you will be prompted to add a card.

What does the $49 platform fee include?

Your core operating system: contacts, deals and pipelines, calendar and tasks, the unified inbox, Ask Jan AI, visual automations, your own listings, smart lists and lead segmentation, one user, and free email support. Marketing Suite starts enabled during the trial and can be removed before paid service; Calls and teammates are optional add-ons.

How does yearly billing work?

Yearly billing gives you 3 months free — you prepay 9 months’ price for 12, a 25% discount on the platform fee and subscription add-ons (Marketing Suite, Calls, and teammates). Usage like extra minutes, texts, and emails is always billed monthly as you go. New workspaces start monthly; contact support when you are ready to switch cadence.

What does an extra teammate cost?

Your first user is included in the platform fee. Seats 2–5 are $29/month each, seats 6–15 drop to $24, and seats 16 and up are $19 — the cheaper rates apply to the seats in their band, and yearly billing discounts these too.

What’s in the Calls add-on?

For $19/month your workspace gets a business phone number with calling, 1:1 texting, routing, voicemail, transcripts, and free number porting. 500 call minutes a month are included, then 3¢ a minute; 1:1 texts are 2¢ each. It’s one flat fee for the whole team — not per user.

What’s in Marketing Suite?

For $39/month your workspace gets agent and listing websites with custom domains, automated listing alerts, bulk SMS campaigns, and bulk email campaigns and drips — everything you need to market your own listings, with live MLS/IDX data available as an optional integration. The first 1,000 campaign emails each month are included, then emails are $0.002 each; bulk SMS is 2¢ per message. Yearly billing discounts the suite to $29.25/month, billed as $351 for the year.

Do you charge per contact or per lead?

No. Your database is yours — import 500 contacts or 50,000 and the price is the same. The only metered costs are call minutes beyond the included volume, 1:1 and bulk SMS messages, and campaign emails beyond the included volume, all listed above.

What does MLS & IDX cost?

MLS & IDX is a $29/month add-on that brings live MLS listings into your CRM, sends property alerts to your buyers, and powers IDX blocks on your websites. You can add and market your own listings without it. Each MLS market you connect is on top: free with your own MLS data license, or $35/month per market when we manage the license for you.

What is White Glove branding?

A one-time $999 service where our team sets up your brand — logo, colors, and type — across your email templates and website themes, and builds your first listing site with you. You start with a finished setup instead of a blank slate.

Ready to uplevel?

Bring your contacts, your number, and your market. Leave the duct tape behind.