Pricing
Per-seat pricing with no onboarding fees.
Every plan includes two-way email sync, mobile apps and the Assistant. Try any plan free for 14 days without a card. Pay annually and save up to 27%.
Billing: Annual · Monthly
Your estimate
Starter, 3 seats, billed annually
| Item | Price | Per month |
|---|---|---|
| Starter seats × 3 | $16 per seat / month (annually) | $48 |
| Total | $48 |
$576 for the first 12 months, billed once a year
Annual billing saves $216 a year against monthly billing for the same seats.
Prices in US dollars, before sales tax where it applies. No onboarding or setup fees. Start today and your 14-day trial runs until October 22, 2026 with no card; you add billing details then to keep going.
Starter
For solo sellers and small teams moving off spreadsheets.
Billed annually · $22 billed monthly
1 to 10 seats
- One visual pipeline, unlimited deals and contacts
- Two-way Gmail or Outlook sync for each user
- Email templates and open tracking
- Activity reminders and a daily focus list
- 10 active automations
- Standard reports
- Assistant Lite: email drafts and call notes (50 actions per user a month)
- iOS and Android apps
- CSV import and self-serve importers
- Email and chat support
Growth
For sales teams that run their whole process in the CRM.
Billed annually · $52 billed monthly
2-seat minimum
- Everything in Starter, plus:
- Unlimited pipelines and custom fields
- Email sequences with reply detection
- 50 active automations with branching
- Shared team inboxes and meeting scheduler
- Dashboards, goals and activity reports
- Deal rotting alerts per stage
- Assistant: deal summaries, next-step suggestions, email drafts (300 actions per user a month)
- Slack, QuickBooks, Xero, Zapier and Make integrations
- REST API and webhooks (10,000 calls a day)
Scale
For multi-team sales orgs that need forecasting and control.
Billed annually · $88 billed monthly
5-seat minimum
- Everything in Growth, plus:
- Forecasting with categories and quota tracking
- Teams, territories and advanced permissions
- Unlimited automations and custom objects
- Field history and audit log
- SAML SSO and SCIM provisioning
- EU data residency (Frankfurt) on request
- Assistant Pro: pipeline risk scoring and meeting prep, fair-use unlimited
- Warehouse sync to Snowflake and BigQuery
- Priority support and a named success manager from 20 seats
- 99.9% uptime SLA
What you will and won’t pay for
- No onboarding, implementation or setup fees on any plan.
- Free guided migration for annual plans with 10 or more seats. Smaller teams use our self-serve importers, which are free.
- Seats are billed per user who can sign in. Read-only viewers are free on Growth and Scale (up to 3 times your paid seats).
- Add seats any time; you pay a prorated amount for the rest of your billing period.
- Monthly plans cancel any time. Annual plans renew yearly; you can reduce seats at renewal.
- Prices are in US dollars. Sales tax is added in states that tax software subscriptions.
Add-ons
Optional, billed per workspace per month at the same rate on monthly and annual plans.
| Add-on | Price | What it does |
|---|---|---|
| Enrichment enrichment | $49 / month | Company and contact enrichment: firmographics, job titles and verified work emails. 2,000 lookups a month per workspace. |
| Web Forms & Chat forms | $29 / month | Embeddable lead forms and a website chat widget that create leads and route them to the right owner. |
| Quotes & e-Signature esign | $25 / month | Branded quotes from deal products, sent and signed inside Pellwood. Unlimited documents. |
| Call Recording & Transcripts calling | $39 / month | Record calls from the Pellwood dialer or Zoom and get searchable transcripts attached to the deal. 3,000 minutes a month. |
Compare plans
| Starter | Growth | Scale | |
|---|---|---|---|
| Per seat / month, billed annually | $16 | $41 | $72 |
| Per seat / month, billed monthly | $22 | $52 | $88 |
| Seats | 1–10 | 2 minimum | 5 minimum |
| Pipelines | 1 | Unlimited | Unlimited |
| Two-way email and calendar sync | Yes | Yes, plus shared inboxes | Yes, plus shared inboxes |
| Email sequences | — | Yes | Yes |
| Active automations | 10 | 50 | Unlimited |
| Reports and dashboards | Standard reports | Custom dashboards and goals | Plus forecasting and quotas |
| Assistant | Lite, 50 actions per user a month | 300 actions per user a month | Pro, fair-use unlimited |
| Custom objects | — | — | Yes |
| Permissions | Admin and user | Roles and visibility groups | Teams, territories, field-level |
| SSO and SCIM | Google and Microsoft sign-in | Google and Microsoft sign-in | SAML SSO and SCIM |
| API | 1,000 calls a day | 10,000 calls a day | 100,000 calls a day |
| Support | Email and chat | Email, chat and phone | Priority, named success manager from 20 seats |
| Uptime SLA | — | — | 99.9% |
Pricing questions
How does the free trial work?
You get 14 days of the plan you choose with no card. On day 14 we ask you to add billing details; if you don’t, the workspace pauses and we keep your data for 30 days.
Can we mix plans?
No. A workspace is on one plan, and every paid seat in it is on that plan. Read-only viewer seats are free on Growth and Scale.
What happens when we add people mid-year?
New seats are prorated to your renewal date at your plan’s current price, so everyone renews on the same day.
Do you charge for migration?
No. Self-serve importers for HubSpot, Pipedrive, Salesforce and CSV are free on every plan. Annual plans with 10 or more seats also get a guided migration with an onboarding specialist. See the migration guide.
Do you offer refunds?
Monthly plans can be cancelled at any time and stop at the end of the month. Annual plans can be cancelled for a full refund within 30 days of the first annual charge. After that, they run to the end of the term. Details are in our Terms.