Start monthly—or build an annual plan around your team.

Choose a flexible starting point, or plan a supported rollout with onboarding, migration and configuration included.

For smaller teams

Compare plans.

Capability or service	Flexible Monthly	Annual Team	Enterprise
Best fit	Small teams ready to begin immediately	Established teams that want hands-on setup	Larger or more complex organizational rollouts
Team size	1–4 people	5 or more people	Based on rollout and organizational requirements
Billing	Monthly Cancel anytime	Annual	Custom annual agreement
Core records	Included Service Log and Media Interactions	Included Service Log and Media Interactions	Included Service Log and Media Interactions
Broadsight AI	Included Informed drafting, search, summaries and reporting	Included Informed drafting, search, summaries and reporting	Included Informed drafting, search, summaries and reporting
Content Log	Available as an add-on	Included	Included Configured for the rollout
Engagement Log	Available as an add-on	Included	Included Configured for the rollout
AI-assisted email capture and email-to-draft	Included For supported core workflows	Included For supported workflows	Included For supported workflows
Analytics and reporting	Team and Custom Analytics Report Generator	Team and Custom Analytics Report Generator	Team and Custom Analytics Report Generator
Contacts, Calendar and knowledge base	Included	Included	Included
Collaborate	Available as an add-on	Available as an add-on	Available based on rollout scope
Onboarding	Guided introduction	Guided workspace setup and onboarding	Tailored onboarding and implementation planning
Historical-data migration	Available as a separately scoped service	Structured migration of spreadsheets and historical records	Expanded migration support for larger or more complex datasets
Workspace configuration	Standard workspace	Configuration for organizational structures and permissions	Tailored configuration for complex structures, permissions and rollout requirements
Implementation and adoption support	Guided start	Ongoing implementation and adoption support	Tailored implementation planning and rollout support
Support	Email support	Email and implementation support	Priority support
Integration options	Standard platform integrations	Additional options based on scope	Additional integration options, including Asana

Applicable taxes are additional. Add-on pricing is scoped separately.

Extend the platform where your team needs it.

Ask about add-ons

Content Log

Included with Annual Team

Briefs, drafts, approvals, working files and publishing history connected to the source record.

Engagement Log

Included with Annual Team

Organizations, contacts, conversations, commitments, correspondence and follow-up in one history.

Collaborate

Optional add-on

Structured shared communications work across organizational boundaries.

Buying questions.

Which records are included in the core platform?

Service Log, Media Interactions and Broadsight AI are included in every plan. Content Log and Engagement Log are included with Annual Team and Enterprise; monthly teams can add them separately. Collaborate remains an optional add-on.

Can we start monthly and move to annual later?

Yes. Move to annual when the team grows or needs more migration, configuration or implementation support.

What does migration include?

Scope depends on the condition, consistency and volume of existing records. Annual Team includes structured migration planning; Enterprise supports larger or more complex datasets.

How are add-ons purchased?

Content Log and Engagement Log can be added to Flexible Monthly and are included with Annual Team. Collaborate is scoped separately for teams that need structured work across organizational boundaries.

What affects Enterprise pricing?

Team size, rollout complexity, migration, security, procurement, integrations and implementation support.