Pricing: marketing plans, AI agents and the CRM

Every price we charge, published in full and in US dollars. Plans are a flat monthly retainer — the AI agents and the CRM are priced on their own.

Starter

Perfect for local businesses starting their digital journey.

US$249/mo

Billed annually

Key Features:

  • Website Management
  • Local SEO Foundation
  • Website Maintenance
  • Monthly Progress Reports

Growth

Most Popular

The sweet spot for growing companies needing scale.

US$499/mo

Billed annually

Everything in Starter, plus:

  • SEO Strategy & Technical Optimization
  • Advanced On-Page SEO
  • Content & Keyword Strategy
  • GEO & AI Search Optimization
  • PPC Advertising
  • + 2 more features

Scale

Full-service digital partnership for market leaders.

US$749/mo

Billed annually

Everything in Growth, plus:

  • AI Front Desk (voice, chat & text agents)
  • CRM & Data Infrastructure
  • AI Review & Reputation Management
  • AI Lead Follow-Up Automation
  • Local & International SEO
  • + 4 more features

Add-ons

AI agents that answer for you, on any plan

Each one is set up and run by us, trained on your own business, and feeds every enquiry into your CRM. Already included in Scale, alongside your website, ads and CRM.

AI website chat

Answers visitors from your own pages, hands off anything it can’t, and captures the enquiry.

US$149/mo

US$499 onboarding waived with annual prepay

500 conversations a month included

Beyond that, US$0.25 a conversation.

Included in Scale

Book a Call

AI voice agent

Answers inbound and after-hours calls, qualifies the caller and books straight into your calendar. We run it for you, with a monthly report.

US$349/mo

US$999 onboarding waived with annual prepay

500 minutes a month included

Beyond that, US$0.45 a minute.

Included in Scale

Book a Call

AI text agent

Two-way SMS on a dedicated number, with every thread saved to the contact.

US$99/mo

US$249 onboarding waived with annual prepay

500 messages a month included

Beyond that, US$0.05 a message.

Included in Scale

Book a Call

AI Front Desk

All three

Chat, voice and text together, answering on every channel a customer might use.

US$499/mo

US$1,499 onboarding waived with annual prepay

All three volumes included

500 conversations, 500 minutes and 500 messages a month.

Beyond that, US$0.25 a conversation, US$0.45 a minute and US$0.05 a message.

This is what Scale includes

Book a Call

Same price on both billing modes

The agents are priced on usage, so the annual discount doesn’t apply to them. Prepay a year and we waive onboarding instead.

What onboarding covers

A call script in Québec French and English written from your website and services, your calendar and CRM connected, test calls before go-live, and the Law 25 notice your callers hear. After that we run it: a monthly report and script updates.

30-day guarantee

If, in your first 30 days, the voice agent doesn’t answer every call and book the appointments your callers ask for, we refund your first month.

Launch offer

Onboarding for the voice agent is free on the monthly plan for the first 10 businesses that start before November 30, 2026.

All prices in US dollars (US$), before tax.

FutureSource CRM

The CRM on its own, priced by team

Every marketing plan above runs on FutureSource CRM. It is also sold on its own: your contacts, pipeline, proposals, invoices, sequences and help desk, hosted in Canada, with a team of seats included.

Core

A small service business replacing a spreadsheet and an inbox: contacts, pipeline, proposals, invoices, forms and reports.

US$66/mo

US$790 a year, paid upfront — two months free

3 seats included

50 AI drafts · 2,000 emails a month

Beyond that: US$0.10 an AI draft · US$0.002 an email

AI overage stops at US$10 a month unless you change it; drafting then pauses until the next month.

Plan limits

Contacts
10,000
Companies
5,000
Website forms
3
Active sequences
Not included
Active workflows
Not included
Social accounts
Not included
Orders
Not included
File storage
2 GB
  • Contacts, companies, lists and a sales pipeline
  • Proposals with e-signature, invoices and online payment
  • Website forms, email templates and a reply inbox
  • Tasks, appointments, goals and activity tracking
  • Reports and dashboards
Book a Call

Team

Most teams

A sales and service team that follows up on its own: sequences, workflows, broadcasts, lead scoring and a help desk on top of the core CRM.

US$208/mo

US$2,490 a year, paid upfront — two months free

5 seats included

300 AI drafts · 10,000 emails a month · 300 call minutes

Beyond that: US$0.10 an AI draft · US$0.002 an email · US$0.05 a call minute

AI overage stops at US$25 a month unless you change it; drafting then pauses until the next month.

Plan limits

Contacts
50,000
Companies
25,000
Website forms
25
Active sequences
25
Active workflows
25
Social accounts
5
Orders
25,000
File storage
10 GB
  • Everything in Core, plus:
  • Contacts, companies, lists and a sales pipeline
  • Proposals with e-signature, invoices and online payment
  • Email sequences, workflows and marketing broadcasts
  • Help desk, customer health and feedback surveys
  • Website forms, AI conversations and lead scoring
  • Reports and dashboards
Book a Call

Business

Multi-location, channel-led or hiring: the partner channel, rep commissions and a full hiring pipeline on top of Team.

US$499/mo

US$5,990 a year, paid upfront — two months free

10 seats included

1,000 AI drafts · 30,000 emails a month · 1,000 call minutes

Beyond that: US$0.10 an AI draft · US$0.002 an email · US$0.05 a call minute

AI overage stops at US$50 a month unless you change it; drafting then pauses until the next month.

Plan limits

Contacts
250,000
Companies
100,000
Website forms
100
Active sequences
100
Active workflows
100
Social accounts
15
Orders
100,000
File storage
50 GB
  • Everything in Team, plus:
  • Agency partner programs, deal registration and commission ledger
  • Rep commission plans, credits and payouts
  • Job openings, candidates, interviews and onboarding
  • Tech-stack cost ledger
  • Larger usage allowances and ten seats
Book a Call

More people

Extra seats are US$19 a month each, on any tier.

Beyond the allowance

Emails, AI drafts and call minutes past the monthly allowance are billed in arrears at the rates shown on each tier. AI overage stops at a monthly limit you control. Connect your own accounts and they are not metered at all. Prospecting data is sold separately.

Yours, in Canada

Your data lives in a Canadian data centre, in your own tenant. Export it any time; no lock-in contract.

Need more than Business? We will build a custom plan. Prices in US dollars (US$), before tax. Fourteen-day trial on either tier. Click through the demo → · all fourteen industries

Just one thing?

Every service, sold on its own

Need only an SEO audit, a few ad campaigns or a single landing page? Each service has itemised unit rates and a calculator, so your price follows your scope — not a flat fee.

Open the full rate card and calculator

Optional extras

Also available, on request

Two specialist services sit outside every plan and CRM tier. Each is scoped to your market and quoted before any work starts.

  • Prospecting dataQuoted on request

    Find the local businesses you sell to, see where each one is weak online (reviews, search visibility, website health) and work them straight from your CRM. Sold in prepaid credits.

    Ask for a quote →

See how much of each feature every plan includes →

Pricing questions, answered

Do you require a long-term contract?

Our plans are month-to-month after an initial 3-month commitment, which is the minimum window needed to implement, measure, and optimize. Annual billing is optional and costs 50% less than paying monthly — US$249, US$499 and US$749 per month against US$499, US$999 and US$1,499.

What is included in each plan?

Prices are per month billed annually; monthly billing is double. Starter (US$249/mo) covers website management and local SEO foundations. Growth (US$499/mo) adds SEO strategy, technical optimization, GEO and paid advertising. Scale (US$749/mo) is a full-service partnership that adds the AI Front Desk agents, FutureSource CRM run for you, review management, AI lead follow-up, local and international SEO and a dedicated account manager. The monthly allowance behind each feature is listed on the plan details page.

Are link building and prospecting data included in a plan?

No. Both are specialist services sold separately, outside every plan and CRM tier, and quoted on request. Link building is earned through outreach, digital PR and local citations — we never buy links. Prospecting data finds the local businesses you sell to and shows where each one is weak online, sold in prepaid credits.

What does a one-off job cost?

Work that does not fit a plan or a rate-card line is billed by the hour: US$110 standard and US$160 senior, with a 1-hour minimum, then 15-minute steps. Rush or after-hours work is ×1.5. A prepaid block of 10 hours or more is 25% off, and unused hours stay on account.

Can we change plans later?

Yes. Most clients start on Starter or Growth and move up as results compound and their needs expand. You can upgrade or adjust your plan at any monthly renewal.

Is the advertising budget included in the price?

No — the plan price covers our management and services. Your media spend (what you pay Google, Meta, or TikTok) is separate, goes directly to the ad platforms and is never marked up. We help you set a budget that matches your goals.

How soon will we see results?

Paid advertising can show data within weeks; SEO compounds over 3–12 months. We set clear milestones at onboarding and report on progress every month so you always know what your investment is producing.

Price-match guarantee

Our pricing is set to compete with offshore agencies and software providers, with the work done by a bilingual team in North America. If you have a lower written quote for the same scope, we match it.

  • The quote is in writing, dated within the last 30 days, from an established agency or software provider.
  • It covers the same deliverables, timelines, service levels and included support. We match the matching scope, not bundled extras.
  • One match per engagement, applied at signature. It does not stack with other offers.
  • For FutureSource CRM, the match applies to the equivalent plan and seat count at the same billing cycle.