Pricing: CRM + AI Plans for Practices & Insurance Agencies | SMBIZ
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One monthly price. Set up for you.

Three plans for healthcare practicesinsurance agencies. No long-term contract, and our team builds everything before you go live.

Founding-member pricing

Founders Club

For a new practiceagency that needs a website that books.

$97/mo

Join the Founders Club
  • A new website built for your practiceagency
  • AI assistant answers and books visitors 24/7
  • Live in 14 days
  • Save $527 on setup
  • 100% money-back guarantee

Growing

Professional

Fill more of your schedule.Bind more of the quotes you send.

$297/mo

Get Professional
  • Every call, text and message in one inbox
  • Online booking into your real calendar
  • Automatic reminders and follow-ups
  • A pipeline for every patientquote
  • Get paid by text with invoices
  • Website, email campaigns and social planner
  • Google call tracking and templates

Scaling

Premium

Grow without hiring a front desk.

$497/mo

Get Premium
  • Everything in Professional, plus:
  • AI receptionist answers and books calls 24/7
  • AI chat on your website
  • Automatic Google review requests
  • AI Studio: posts, emails and pages drafted by AI
  • Routine tasks handled by AI

Want to hear the AI first? Call our AI agent: (866) 940-7227

Which plan fits

Start from where you are today.

“We just opened and need patients to find us.We just opened and need clients to find us.”Founders Club$97/mo → “People call and ask, but too many never book.We send quotes, but too many go quiet.”Professional$297/mo → “The phones ring while we're with patients.The phones ring while we're with clients.”Premium$497/mo →

Compare plans

Everything in each plan.

Founders$97Professional$297Premium$497
Get found
Website built for you
Social media planner
Google call tracking
AI Studio content
Answer and book
AI assistant on your website
One inbox for calls, texts and messages
Online booking
AI receptionist for calls, 24/7
Keep them coming back
CRM and pipelines
Reminders and automations
Email campaigns
Payments by text and invoices
Automatic review requests
Setup
Set up by our team
JoinGet ProfessionalGet Premium

Buying these tools separately starts at about $551 a month. See the breakdown →

Every plan

What you get, whichever you pick.

  • Built for your industryPages, messages and workflows written for practicesagencies.
  • Set up for youWe build it, you approve it, then it goes live.
  • A person to callChanges and questions go to our team.
  • No long-term contractMonth to month, on every plan.

Several providers or locations?

We'll put together a plan and a price for your whole practiceyour whole agency.

Get a custom quote

Questions

About pricing.

Founders Club is $97 a month, Professional is $297 a month and Premium is $497 a month. Practices and agencies with several providers or locations can ask for a custom quote.

No. Every plan is month to month.

No. To hear the AI before you buy, call our AI agent at (866) 940-7227, or book a call with our team.

Premium, at $497 a month. It also includes AI chat on your website, automatic review requests and AI Studio, plus everything in Professional.

Yes. Start with the plan that fits today and upgrade as you grow. We'll switch on the new features for you.

Our team. We build your website, booking, messages and AI around your services, and you approve everything before it goes live.

Free quote

Not sure which plan? Ask us.

Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.

  • The plan or custom build that fits
  • Your monthly price and setup cost, in writing
  • What we'll connect it to
  • Your go-live timeline
Or choose a plan now

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