Questions we get
asked twice.
Pricing, AI, security, migration, support. If something here is wrong or out of date, email us, we'll fix it.
Is it per user?
No. You pay one price for your whole team, up to the size in the plan. Adding a colleague inside that limit costs nothing. A full Team plan works out at about $9.80 a person.
Is there a free plan?
No. There is a 14-day trial with every feature and every module switched on. We take card details at signup and charge when the trial ends, unless you cancel first.
What happens when we outgrow the plan?
Move up a plan: Starter (2), Team (5), Business (15), Scale (40). Scale also takes people beyond 40 at $7 each a month.
Can we pay monthly?
Yes, at 20% more than the yearly rate. Yearly is billed as ten months, so 2 months are free. Prices are excluding sales tax or VAT where it applies.
Do modules cost per user?
No. One price for the whole team, on every workspace you have. The module price follows your plan.
Do you charge for people who only clock in?
Only $2 a month each, as field users. They use the mobile app for attendance and their assigned visits, and do not count towards your plan's team size.
Can we run two businesses on one subscription?
Yes. Scale includes two workspaces, and any plan can add more for $25 a month each. Staff are shared; customers, documents and numbering stay separate.
Do you charge for support or setup?
Support is included. Importing your existing data is $149 once, and free on a yearly Scale plan.
Can we cancel?
Yes, anytime. There are no long contracts, and there is a 30-day money-back guarantee.
What happens when we hit a limit?
Six limits are enforced at the moment you act: users, contacts, workspaces, custom fields, storage and monthly email sends. Hitting one gives a clear message to upgrade rather than a silent failure, and buying more capacity raises the cap immediately.
Can I bring my own AI keys?
Yes. Add your own keys in the admin settings and there is no usage cap. You pay the provider directly, with no markup from us.
Which AI providers are supported?
Groq, Anthropic, OpenAI, OpenRouter or DeepSeek. If one is down, out of credit, or retires a model, the task routes to the next one instead of failing.
How do AI credits work?
Every plan includes a monthly allowance shared by the team: 800 on Starter, 2,000 on Team, 6,000 on Business, 15,000 on Scale. One credit is one ordinary AI action; looking a company up on the web costs 5. A typical salesperson uses 500 to 900 a month. Top-ups never expire, and we warn you at 80%.
What does AI typically cost?
For most teams, nothing beyond the plan: the allowance covers it. Compare "premium AI" plans on HubSpot or Salesforce that hide A$7,500+/year in per-user upgrades.
Can I turn AI off?
Yes. AI can be turned off entirely with one admin switch, for customers who do not want records sent to a model. An AI spend dashboard shows cost by task, provider and day.
Where is my data stored?
In Germany, in one region. There is no choice of region today. Isolation between customers is enforced in the database, and our subprocessors are listed on the security page.
SOC 2?
No. We do not hold SOC 2, ISO 27001 or HIPAA certification. The security page shows what we do have: isolation in the database, custom roles, two-factor sign-in, an audit trail on core records and full data export.
SSO?
Not today. Two-factor sign-in with an authenticator app is available, and sign-in can be limited by country, IP range and working hours.
On-premise?
No. Cloud-only. We removed the on-prem claim because we don't ship it.
Data protection & privacy?
A data processing agreement is available on request. Retention policies, legal holds and a data-subject request queue help you meet your obligations under Privacy Act, and you can export your whole account whenever you want.
Will my data import?
Yes. Import CSV or Excel with a mapping wizard, a dry run, strict duplicate checks and a download of only the rows that failed. HubSpot accounts, contacts, deals and activities come across directly.
How long does migration take?
It depends on how much data you have and how clean it is. The dry run shows what will import before anything is written, so you can fix problems first.
Do you help with migration?
Setup and data migration is a one-time $149 service where we do the data move and setup for you, and it is free on a yearly Scale plan. Prefer to do it yourself? The CSV and Excel import wizard is included at no charge.
What about my integrations?
There is a REST API and webhooks for your own integrations, with scoped API keys. Anything that can send a web request, such as IndiaMart, Justdial, Zapier or Make, can create leads through the same duplicate checks and routing as everything else.
Where are you based?
A small team in 7 timezones. Real humans answer support, including the founder.
Who answers support?
Email + Slack support. Founder is on the channel for Scale customers.
Phone support?
Email hello@boldreach.io or book a 20-minute call.