Start free. Upgrade only when the platform starts paying for itself. No setup fees, no per-transaction fees on paid plans, no surprise overages.
All plans include unlimited dashboard visitors and Stripe Connect Express payouts.
| Feature | Free | Starter | Pro | Studio |
|---|---|---|---|---|
| Contacts | 1,000 | 10,000 | 50,000 | Unlimited |
| Deal pipelines | 1 | 3 | 10 | Unlimited |
| Shared inbox (email sync) | — | ✓ | ✓ | ✓ |
| Custom fields & segments | 5 fields | 25 fields | Unlimited | Unlimited |
| Campaigns | — | 1,000 sends/mo | 25,000 sends/mo | Unlimited |
| Automations | — | 3 workflows | 25 workflows | Unlimited |
| Reports library | Basic | ✓ | ✓ | ✓ |
| Documents & e-sign | — | — | ✓ | ✓ |
| API access | — | — | ✓ | ✓ |
| Team seats | 1 | 3 | 10 | Unlimited |
| SSO / SAML | — | — | — | ✓ |
| Support | Community | Priority email | SLA + Slack |
We don't do card-refund-roulette. If something goes wrong, we credit your ContactForge account and auto-apply it to your next invoice before charging your card. Cleaner books, faster resolution, and your card stays untouched whenever credit covers the bill.
Quick reads on the stuff people usually email about before they sign up.
Yes. No credit card, no time limit. You get a dashboard, 5 active listings, and Stripe checkout. Upgrade only when you outgrow it.
A small percentage of each dashboard sale that funds the platform. Free = 10%, Starter = 5%, Pro = 2%, Studio = 0%. Stripe's standard processing fees (2.9% + 30¢) apply on every plan — that goes to Stripe, not us.
Yes. Upgrades take effect immediately and the next invoice is prorated. Downgrades take effect at your billing anchor so you keep what you paid for.
For Starter and Pro free trials, yes — we collect it at signup so the upgrade is seamless on day 15. You can cancel any time before the trial ends with one click and never be charged.
We retry up to 4 times over the next week and email you on each attempt. Your dashboard stays live during that window. If we still can't charge, your account moves to the free tier — no data is deleted.
Yes — issued as account credit and auto-applied to your next invoice. You'll see your credit balance + ledger on the Billing page. If you cancel entirely with unused credit, we'll work out a card refund case-by-case.
Annual is 10× the monthly price — you get 2 months free. Pick monthly if you want to try a plan and pick annual once you're sure.
Yes — annual prepay is 10x the monthly rate (2 months free baked in). For Studio, multi-year deals are available through sales.
Or talk to sales if you want to test something specific first.