Find your flow with a

Flexible FREE Trial

  • Create up to 25 meeting workflows
  • Unlimited, full feature access
  • Unlimited number of trial users
  • 20 hours of call recording to try free

Warning: Side effects include improved customer experience, less rep stress, and increased deal velocity

Flexible FREE Trial

  • Create up to 50 meeting workflows
  • Unlimited, full feature access
  • Unlimited number of trial users
  • 20 hours of call recording to try free

Warning: Side effects include improved customer experience, less rep stress, and increased deal velocity

Free

For individuals & small teams with no CRM requirements

$

0

Free forever

  • Up to 5 total users
  • Create, read, edit plans
  • Unlimited meeting plans
  • One workspace per domain
Essentials

For collaborative teams with basic CRM and occasional call recording needs

$

19

/mo

per user per month, billed annually

  • Up to 20 total users
  • Basic CRM support
  • 10 hours call recording hours/paid user/month*
  • One workspace per domain

* Call recording hours can be used by any user in the workspace

Business

For organizations with custom CRM fields and regular call recording needs

$

47

/mo

per user per month, billed annually

  • No limit to # of users
  • Advanced CRM support
  • 20 hours call recording hours/paid user/month*
  • 5 workspaces per domain

* Call recording hours can be used by any user in the workspace

Enterprise

For organizations with custom CRM needs and unlimited call recording

$

99

/mo

per user per month, billed annually

  • No limit to # of users
  • Custom CRM support
  • Unlimited call recording
  • Unlimited workspaces per domain
  • Priority support
Free

For individuals & small teams with no CRM requirements

$

0

Free forever

  • Up to 5 users
  • Create, read, edit plans
  • Unlimited meeting plans
  • One workspace per domain
Essentials

For collaborative teams with basic CRM and occasional call recording needs

$

24

/mo

per user per month, billed monthly

  • Up to 20 users
  • Basic CRM support
  • 10 hours call recording hours/paid user/month*
  • One workspace per domain

* Call recording hours can be used by anyone in the workspace

Business

For organizations with custom CRM fields and regular call recording needs

$

59

/mo

per user per month, billed monthly

  • Unlimited users
  • Advanced CRM support
  • 20 hours call recording hours/paid user/month*
  • 5 workspaces per domain

* Call recording hours can be used by anyone in the workspace

Enterprise

For organizations with custom CRM needs and unlimited call recording

$

124

/mo

per user per month, billed monthly

  • Unlimited users
  • Custom CRM support
  • Unlimited call recording
  • Unlimited workspaces per domain
  • Priority support

Business and Enterprise plans come with unlimited free collaborator seats for users to read and edit

Add your whole team and everyone can collaborate on meetings - You only pay for Admin users and users who create new meeting workflows.

Available add-on for Essentials and Business tiers, included in Enterprise.

Jump-start your customer meeting optimization and get set up for success with dedicated onboarding sessions, including:

  • Workspace configuration meeting with Admins
  • Onboarding and User Enablement Program including a dedicated user training session, account setup help, 4 sessions of open office hours
  • Template creation - we will configure up to 5 custom templates for you

Selecting the right tier for your needs

Admins and Creators are paid user types who can create new meeting plans, schedule/start call recordings, and create new plan templates. Admins also have access to Workspace configuration and settings. Collaborators are users who can read and edit existing meeting plans, and are free for Essentials, Business, and Enterprise licenses.

Creator roles are best for users who regularly host meetings, or are responsible for early stages of planning for meetings.

Collaborator roles are best for users in cross-functional roles that attend meetings, but aren't organizing or leading them, or functions that need to be aware of customer activity, such as product, operations, or engineering.

Header

Free

Essentials

Business

Enterprise

# Users Supported

Up to 5 total

Up to 20 total

Unlimited

Unlimited

CRM Support

-

  • One CRM 
  • Supports default CRM fields
  • Multiple CRMs
  • Supports custom CRM fields
  • Up to 3 customized CRM views
  • Multiple CRMs
  • Supports custom CRM fields
  • Unlimited customized CRM views

AI Note Taker Call Recording Hours

20 hours - one time allocation

10 hours/month per paid user

(hours accrued expire at the end of the license term)

20 hours/month per paid user

(hours accrued expire at the end of the license term)

Unlimited call recording for each paid user

Meetingflow Support

Support alias

Support alias

Priority support

Dedicated Slack channel &

jump the line for email support

Hands-on Onboarding

-

Monthly Training for New Hires

-

-

-

Included

# of Workspaces per Company

1

1

2

5

Subject to change, last revised 1/12/2024.