RELATIONSHIP CRM · SIMPLE MONTHLY PRICING

Relationships, follow-through, and courses in one clear plan.

Every plan includes the core CRM, AI assistance, and course-building tools. Start with the capacity you need, then add credits or course capacity without changing your entire plan. Relationship CRM currently takes 0% of your course sales; your payment provider's fees still apply.

Nonprofit

For eligible mission-driven organizations building donor, volunteer, community, and learning-program follow-through.

$29 / month

  • 3 active users, including the owner
  • 1 workspace
  • 300 AI credits each month*
  • 1 published course
  • 50 course enrollments per month
  • Nonprofit and fundraising setup
  • Core CRM, tasks, projects and review workflows
  • Course builder with public enrollment page
See nonprofit fundraising detailsApply for Nonprofit

Essential

For a solo professional or small partnership managing relationships, projects, and one signature course.

$39 / month

  • 2 active users, including the owner
  • 1 workspace
  • 500 AI credits each month*
  • 1 published course
  • 100 course enrollments per month
  • Business setup templates
  • Core CRM, tasks, projects and pipeline
  • Course builder with public enrollment page
Apply for Essential

Professional

For consultants, coaches and growing teams managing several services, workspaces, and learning offers.

$79 / month

  • 5 active users, including the owner
  • 3 workspaces
  • 2,000 AI credits each month*
  • 5 published courses
  • 500 course enrollments per month
  • Everything in Essential
  • Multi-workspace operations
  • Social planning and expanded course capacity
Apply for Professional

Business

For established teams that need broader access, governance, automation, and a multi-course catalog.

$149 / month

  • 10 active users, including the owner
  • 5 workspaces
  • 5,000 AI credits each month*
  • 15 published courses
  • 2,000 course enrollments per month
  • Everything in Professional
  • Customer administration and readiness controls
  • Priority onboarding and expanded AI capacity
Apply for Business

*Monthly AI metering and self-service purchases are planned and are not yet active. Current customers keep the allowances and prices in their accepted agreement unless they choose a new agreement. Nonprofit pricing requires eligibility confirmation.

OPTIONAL AI CAPACITY · PLANNED

Use included credits first. Add more only when you need them.

Self-service setup, templates, CSV imports and initial AI setup are free of AI credit consumption. The planned usage guide is 1 credit for a standard draft, rewrite, or summary; 5 credits for a long-form draft or course lesson; 10 credits for an AI-generated image; and 25 credits for a 30-day content plan or complex analysis. These credit rates are a proposed commercial guide, not live metering. Current AI actions use one daily generation request per action; initial guided setup uses zero.

AI Flex

$15 one time

500 additional AI credits

For occasional extra drafting, summaries, and refinements.

AI Growth

$49 one time

2,000 additional AI credits

For regular content, course, and campaign generation.

AI Studio

$99 one time

5,000 additional AI credits

For teams producing courses, social content, and longer work products.

Planned top-up credits will be used after included credits and remain available for 12 months. Metering, purchase controls, and balances will be labeled unavailable until verified.

COURSE CREATION AND SALES

Build, publish, and sell courses from the same relationship workspace.

Every plan includes modular course creation, review-first AI course drafts and thumbnails, PowerPoint, Word, PDF, graphic and link resources, a public landing page, enrollment capture, and links to secure checkout with your payment provider. You choose the course price. Relationship CRM currently charges no percentage of course sales.

Course Growth

$29 / month

5 additional published courses and 500 additional enrollments per month.

Course Studio

$79 / month

20 additional published courses and 2,500 additional enrollments per month.

Optional launch services

Guided Course Launch

$399 one time

One-time setup support for one course of up to 8 modules, using customer-supplied final content.

Course Conversion & Launch

$899 one time

One-time conversion of supplied materials into one course of up to 8 modules, including landing-page and checkout setup.

Payment-provider processing fees are separate. Payment confirmation and learner access may require manual review until signed payment webhooks and the learner portal are fully active. Relationship CRM does not store course customers' card details.

OPTIONAL INTELLIGENCE LAYER · ANTICIPATED PRICING

Relationship Compass

Relationship Compass is the optional intelligence add-on. It turns connected meetings, knowledge, and project context into reviewable briefings, analyses, and next-step recommendations. The core CRM works without it.

Relationship Compass Core

$49 / month per enabled workspace

Meeting intelligence, knowledge synthesis, project workrooms, briefings and reviewable next-step recommendations.

Join the interest list

Relationship Compass Advanced

$99 / month per enabled workspace

Deep coaching and QAPI analysis, multi-source synthesis, advanced recommendations and versioned work products.

Join the interest list

Self-service setup is included at no setup charge. Optional managed setup starts at $299 one time when source mapping, workspace configuration, or migration support is required. Final limits and availability are confirmed before purchase.

Other flexible add-ons

Capacity

Additional active user: $8/month. Additional workspace: $12/month.

Social publishing

Publisher: $19/month for 5 profiles and 150 successful publications. Growth: $39/month for 15 profiles and 750 publications.

Advertising tools

Anticipated $39/month for up to 3 connected ad accounts. Advertising spend is paid separately to the platform.

Provider permissions, supported platforms, and account eligibility are confirmed before an integration add-on is activated.

How the trial becomes a paid account

  1. Your account owner confirms the plan, optional add-ons, and trial end date.
  2. We prepare an agreement showing price, users, workspaces, AI credits, course capacity, start date, and terms.
  3. You review and accept the agreement in Settings → Administration → Relationship CRM billing.
  4. FreshBooks handles invoices and any separately authorized payment arrangement. Accepting CRM terms alone does not authorize automatic payment.

Existing customer agreements keep their current terms. No customer is automatically moved to these prices by this website update.