Unified CRM memberships

Start with the CRM membership that fits.

Launch and Operate are self-serve membership starting points for Unified CRM. Scale is scoped with our team. Unified POS and Luma are separate products with their own availability and rollout requirements.

Memberships

A focused start, with room to expand.

Choose a membership, then review the current price and terms in signup before checkout.

Focused start

Launch

Bring customer records and one high-friction support workflow into a shared system.

Confirm in signupLive price unavailable

Continue with Launch

Unified customer records
Tickets and feedback
Files and documents
Core reporting

Recommended

Connected workspace

Operate

Connect support, customer access, AI assistance, invoices, and repeatable workflows.

Confirm in signupLive price unavailable

Continue with Operate

Everything in Launch
UniPortal customer access
Eiko AI briefs
Workflow automation
Invoices and payments

Custom rollout

Scale

Expand the operating layer across teams with tailored controls, connections, and rollout support.

Custom quoteScoped to your rollout

Discuss Scale

Everything in Operate
Custom integrations
Advanced permissions
Multiple workflows
Guided onboarding

Choosing a plan here starts signup. You will review and confirm your selection before any charge. Taxes, optional implementation, integrations, usage, renewal, cancellation, and refund terms are confirmed before payment.

Separate product scoping

Which product do you want to plan?

Choose a product to see the questions we will discuss and prepare an inquiry.

Selected product

Unified CRM

Scope a customer-operations rollout around the teams and workflows you want to bring together.

Your conversation may cover

Employees and access roles
Customer records and migration needs
Support, portal, AI, and automation workflows
Approved integrations and onboarding

Final features, implementation work, and recurring fees are stated in signup or a written proposal.

Local inquiry brief

436 / 2,000 with form context

Starting point: Scope a customer-operations rollout around the teams and workflows you want to bring together.
Items to discuss:
- Employees and access roles
- Customer records and migration needs
- Support, portal, AI, and automation workflows
- Approved integrations and onboarding
Boundary to confirm: Final features, implementation work, and recurring fees are stated in signup or a written proposal.

Copy this brief, open the inquiry form, and paste it into Notes if it is useful. The form will not add or send it automatically.

Open inquiry form

Quote factors

A written product proposal should explain the whole cost.

People

Who needs access, which roles they have, and where the product will be used.

Workflow

The work the product needs to support and the controls needed around it.

Setup

Migration, hardware, connections, configuration, training, and rollout support.

Terms

Recurring and one-time charges, taxes, renewal, cancellation, and refund terms.

Pricing FAQ

Questions to settle before you commit.

What do the membership prices cover?

The public catalog shows the recurring Unified CRM membership price available from the live billing catalog. Your signup or written proposal identifies taxes, optional services, usage, and implementation before payment.

Can I buy POS or Luma with a CRM membership?

POS and Luma are scoped separately. Selecting either product below starts a conversation about its own availability, devices, setup, and terms; it does not imply that a CRM membership includes it.

Can I discuss more than one product?

Yes. Start with the closest product, then include the others in your inquiry. Each product should still have a clear scope and operating boundary.

Does the website price hardware, payment processing, or integrations?

No. Hardware, external payment-terminal arrangements, implementation, and connection work must be identified in the written proposal when applicable.

Can I download Luma after sending an inquiry?

No public download is promised. The team can discuss current Windows development availability and whether an evaluation fits your environment.

What governs cancellation and refunds?

Your checkout or written order and applicable law govern the transaction. Review the Refund Policy and ask the team to clarify every term before payment.

Unified CRM memberships

Start with the CRM membership that fits.

Memberships

A focused start, with room to expand.

Choose a membership, then review the current price and terms in signup before checkout.

Focused start

Launch

Bring customer records and one high-friction support workflow into a shared system.

Confirm in signupLive price unavailable

Continue with Launch

Unified customer records
Tickets and feedback
Files and documents
Core reporting

Recommended

Connected workspace

Operate

Connect support, customer access, AI assistance, invoices, and repeatable workflows.

Confirm in signupLive price unavailable

Continue with Operate

Everything in Launch
UniPortal customer access
Eiko AI briefs
Workflow automation
Invoices and payments

Custom rollout

Scale

Expand the operating layer across teams with tailored controls, connections, and rollout support.

Custom quoteScoped to your rollout

Discuss Scale

Everything in Operate
Custom integrations
Advanced permissions
Multiple workflows
Guided onboarding

Separate product scoping

Which product do you want to plan?

Choose a product to see the questions we will discuss and prepare an inquiry.

Selected product

Unified CRM

Scope a customer-operations rollout around the teams and workflows you want to bring together.

Your conversation may cover

Employees and access roles
Customer records and migration needs
Support, portal, AI, and automation workflows
Approved integrations and onboarding

Final features, implementation work, and recurring fees are stated in signup or a written proposal.

Local inquiry brief

436 / 2,000 with form context

Starting point: Scope a customer-operations rollout around the teams and workflows you want to bring together.
Items to discuss:
- Employees and access roles
- Customer records and migration needs
- Support, portal, AI, and automation workflows
- Approved integrations and onboarding
Boundary to confirm: Final features, implementation work, and recurring fees are stated in signup or a written proposal.

Copy this brief, open the inquiry form, and paste it into Notes if it is useful. The form will not add or send it automatically.

Open inquiry form

Quote factors

A written product proposal should explain the whole cost.

People

Who needs access, which roles they have, and where the product will be used.

Workflow

The work the product needs to support and the controls needed around it.

Setup

Migration, hardware, connections, configuration, training, and rollout support.

Terms

Recurring and one-time charges, taxes, renewal, cancellation, and refund terms.

Pricing FAQ

Questions to settle before you commit.

What do the membership prices cover?

Can I buy POS or Luma with a CRM membership?

POS and Luma are scoped separately. Selecting either product below starts a conversation about its own availability, devices, setup, and terms; it does not imply that a CRM membership includes it.

Can I discuss more than one product?

Yes. Start with the closest product, then include the others in your inquiry. Each product should still have a clear scope and operating boundary.

Does the website price hardware, payment processing, or integrations?

No. Hardware, external payment-terminal arrangements, implementation, and connection work must be identified in the written proposal when applicable.

Can I download Luma after sending an inquiry?

No public download is promised. The team can discuss current Windows development availability and whether an evaluation fits your environment.

What governs cancellation and refunds?

Your checkout or written order and applicable law govern the transaction. Review the Refund Policy and ask the team to clarify every term before payment.