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
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.
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 contextStarting 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.
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.
