Pricing
Simple plans. No surprises.
Start free. Upgrade when you outgrow it.
Starter
For professionals getting started with digital client management.
$0/forever
- NO CREDIT CARD REQUIRED TO START!!
- Up to 10 clients
- Voice intake & AI extraction
- 30-day MyFamilyPulse subscription included just for trying ClientPulse
- Branded email (Lovable domain)
- Calendar panel
- Document vault (1 GB)
Gold
For independent pros who run their entire book on ClientPulse.
$25$19/month
Introductory price
- Up to 100 clients
- AI call summaries
- Branded email from your own domain
- SMS texting
- Click-to-call bridge
- Google Calendar 2-way sync
- Automated meeting & birthday emails
- Document vault (25 GB)
Best value
Platinum
For pros who want all of our advanced features.
$39$28/month
Introductory price
- Everything in Gold
- Unlimited clients
- FREE subscription to MyFamilyPulse
- Kick off video calls automatically
- Invitation link sent immediately to your client
- Add a personalized video to any client email
- Priority support
- All new features/functions as they are posted monthly
Team
For small teams who share clients.
Talk to us
- Everything in Platinum
- Shared client pool & roles
- Per-agent branded signatures
- Priority support
- Custom onboarding
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.