SMP CRM

Straightforward pricing

Every plan is the whole product: customers, catalog, quotes, contracts, and everything else. Plans differ in how many people are in them, not in which features you are allowed. Nothing here is an upsell for something the product already does.

Solo

One person, the whole product

$19.99 per month
$239.88 annual cost
1 user

Everything SMP CRM does, for somebody running their own book of business.

  • Customer records and history
  • Catalog with cost, price, and a hard price ceiling
  • Quotes and approvals
  • Contract management and renewal reminders
  • Send for signature through SMP eSign
  • Configurable commission engine
  • Every commission shown with its formula
  • Dated commission structures with version history
  • Documented payouts with evidence
  • Accounting connection for catalog, customers, and payment status
  • Durable write-back queue
  • Sign in with Microsoft or Google
  • Composable roles you can rename
  • Audit trail
  • Email support
  • Included users 1 user
  • Verify and hold your email domain
  • Outside sales agencies working in your organization
  • Use your own directory application
  • Priority support
  • Assisted onboarding
Get started
Most popular

Small Team

A few people selling together

$24.99 per month
$299.88 annual cost
3 users

For a small sales team, or a business working with one outside agency.

  • Customer records and history
  • Catalog with cost, price, and a hard price ceiling
  • Quotes and approvals
  • Contract management and renewal reminders
  • Send for signature through SMP eSign
  • Configurable commission engine
  • Every commission shown with its formula
  • Dated commission structures with version history
  • Documented payouts with evidence
  • Accounting connection for catalog, customers, and payment status
  • Durable write-back queue
  • Sign in with Microsoft or Google
  • Composable roles you can rename
  • Audit trail
  • Email support
  • Included users 3 users
  • Verify and hold your email domain
  • Outside sales agencies working in your organization
  • Use your own directory application
  • Priority support
  • Assisted onboarding
Get started

Large Team

A whole sales organization

$39.99 per month
$479.88 annual cost
50 users

For a full sales organization, several agencies, and your own directory.

  • Customer records and history
  • Catalog with cost, price, and a hard price ceiling
  • Quotes and approvals
  • Contract management and renewal reminders
  • Send for signature through SMP eSign
  • Configurable commission engine
  • Every commission shown with its formula
  • Dated commission structures with version history
  • Documented payouts with evidence
  • Accounting connection for catalog, customers, and payment status
  • Durable write-back queue
  • Sign in with Microsoft or Google
  • Composable roles you can rename
  • Audit trail
  • Email support
  • Included users 50 users
  • Verify and hold your email domain
  • Outside sales agencies working in your organization
  • Use your own directory application
  • Priority support
  • Assisted onboarding
Get started

What is in each plan

Solo Small Team Large Team
Your team
Included users 1 user 3 users 50 users
Customer relationships
Customer records and history ✓ ✓ ✓
Catalog with cost, price, and a hard price ceiling ✓ ✓ ✓
Quotes and approvals ✓ ✓ ✓
Contract management and renewal reminders ✓ ✓ ✓
Send for signature through SMP eSign ✓ ✓ ✓
Commission
Configurable commission engine ✓ ✓ ✓
Every commission shown with its formula ✓ ✓ ✓
Dated commission structures with version history ✓ ✓ ✓
Documented payouts with evidence ✓ ✓ ✓
Outside sales agencies working in your organization – ✓ ✓
Connections
Accounting connection for catalog, customers, and payment status ✓ ✓ ✓
Durable write-back queue ✓ ✓ ✓
Access
Sign in with Microsoft or Google ✓ ✓ ✓
Use your own directory application – – ✓
Composable roles you can rename ✓ ✓ ✓
Verify and hold your email domain ✓ ✓ ✓
Audit trail ✓ ✓ ✓
Support
Email support ✓ ✓ ✓
Priority support – – ✓
Assisted onboarding – – ✓

Add-ons

Bought on top of any plan. An add-on marked as coming soon is not on sale yet: the price is here so you can plan for it, and there is deliberately nothing to click.

AI Account Research

Coming soon

A brief before the call

$14.99 per month
$179.88 annual cost
Included on every customer

A researched brief on a customer written into the record: what they do, what changed recently, and who you are speaking to.

Not available to buy yet.

Email Campaigns

Coming soon

Sequenced outreach from your own mailboxes

$29.99 per month
$359.88 annual cost
Pricing not final

Sequences sent from mailboxes you own, with the deliverability machinery that makes it work: warm-up, sending spread across inboxes, and placement watched rather than assumed. Replies land against the customer they came from.

Not available to buy yet.

Sales Funnel Starter

Coming soon

Three funnels

$9.99 per month
$119.88 annual cost
3 sales funnels

Build and track up to three sales funnels alongside your quotes.

Not available to buy yet.

Sales Funnel Pro

Coming soon

Ten funnels

$19.99 per month
$239.88 annual cost
10 sales funnels

Up to ten sales funnels, for a team running several motions at once.

Not available to buy yet.

What does a trial include?

Fourteen days of whichever plan you pick, with no card. One trial per organization, whichever plan you choose, so trying one plan does not use up the chance to try another first. Nothing is charged when it ends: you tell us to continue, or it stops.

What counts as a user?

Anybody with a sign-in in your organization. Somebody at an outside sales agency working in your organization is on their own agency's account, not on yours, so they do not use one of your seats.

Do we have to use the commission features?

No, and most organizations will not. Commission is one feature among several. An organization using SMP CRM for customers, catalog, quotes, and contracts turns those areas off in its own configuration and never sees them again. The price is the same either way, because seats are what differ between plans.

Where do we stand on compliance?

Tenant isolation enforced in the data layer, an audit trail, encryption of stored credentials, sign-in through your own directory, and no standing access to your data for support work. What we do not have: a SOC 2 report, a HIPAA attestation, or any third-party audit. Nobody has assessed us. We will say so here when that changes.