Daily Customer Machine™ Pricing
From first lead to loyal customer, pick the plan that gives your business a daily, disciplined rhythm for growth — without drowning you in complexity.
Centralize leads and conversations in one place
Install a daily follow‑up habit across your team
See exactly where money is stuck in your pipeline
Whether you’re just organizing your first leads or scaling a high‑velocity sales team, Daily Customer Machine™ gives you the structure, reminders, and visibility to turn opportunities into predictable revenue.
Free
For individuals getting organized.
$0/month
Start by putting all your leads, deals, and follow‑ups in one place. The Free plan gives you a simple but powerful daily workflow so you never forget who to call next.
What’s included
- ✓Up to 1 user
- ✓Core pipelines (5 Leads, 5 Deals, 5 Customers)
- ✓Tasks and reminders for follow‑ups
- ✓Contact and company records
- ✓Basic notes and activity timeline
- ✓Simple dashboard for deals and tasks
- ✓Email support (standard response time)
Perfect if you’re moving out of spreadsheets and need a clear, daily list of who to follow up with next.
Get started free
Starter
For small teams ready to install a consistent sales rhythm.
$15/month
Billed monthly or annually — your choice
The Starter plan turns your scattered efforts into a simple, repeatable system: one pipeline, one inbox, one daily list. Everyone knows what to do, and nothing slips through the cracks.
Everything in Free, plus:
- ✓Advanced pipelines (e.g., Leads, New Sales, Renewals)
- ✓Custom fields for deals and contacts
- ✓Advanced task creation for new leads and stages
- ✓Basic templates for emails and follow‑ups
- ✓Kanban and list views for pipeline management
- ✓Priority email support
Ideal for owners and small teams who want structure, accountability, and a clear picture of today’s revenue opportunities.
Choose Starter
Most Popular
Growth
For teams that want pipeline control, forecasting, and retention.
$26/month
Best value for growing teams
Growth turns Daily Customer Machine™ into your revenue command center. You get deeper visibility, better forecasting, and tools to keep customers longer.
Everything in Starter, plus:
- ✓Multiple workspaces (e.g., separate teams)
- ✓Advanced templates (stage‑based workflows, task sequences)
- ✓Playbooks for lead, conversion, and retention “engines”
- ✓Pipeline health and deal risk indicators
- ✓Revenue and forecast dashboards
- ✓Activity and performance reporting per rep
- ✓In‑app onboarding and implementation guides
- ✓Prioritized email support
Best for growing teams that need to see the whole revenue picture, from first touch to repeat purchase, and standardize how everyone sells.
Choose Growth
Advanced
For serious operators who want a disciplined revenue operating system.
$37/month
Custom or tiered — your choice
Advanced gives you everything you need to run a professional, disciplined sales and retention machine. We combine powerful workflows, customizable workspaces, and strategic support so your entire team runs on one proven operating system.
Everything in Growth, plus:
- ✓Advanced workflows
- ✓Custom objects or additional pipelines (e.g., partners, referrals, onboarding)
- ✓Role‑based permissions and approval flows
- ✓Advanced reporting (cohort, win‑loss, LTV, retention)
- ✓SLA tracking and task‑level performance metrics
- ✓Priority support with faster response times
- ✓Optional onboarding/implementation package
- ✓Optional success calls or strategy reviews
Designed for teams who want to treat sales and retention like a discipline, with the visibility, automation, and control to grow on purpose, not by accident.
Choose Advanced
Which plan is right for you?
Free
You still live in spreadsheets and sticky notes and just need a clean, simple list of today’s follow‑ups.
Starter
You have a small team, a growing pipeline, and you need everyone aligned around one simple daily workflow.
Growth
You’re managing multiple pipelines, you care about forecast and retention, and you want a clearer view of where revenue is stuck.
Advanced
You treat revenue like an operating system and want automation, reporting, and support that match your ambition.
Frequently asked questions
Can I start on Free and upgrade later?
Yes. You can upgrade at any time. All your data, pipelines, and activity automatically carry over to your new plan.
Do I need a big team to use Growth or Advanced?
No. These plans are about complexity, not headcount. If you’re running multiple pipelines, brands, or regions, the extra control and reporting will still help a small team.
Is there a long‑term contract?
You decide. Choose flexible monthly billing or save with annual plans. You can upgrade or downgrade as your needs change.
