14-day trial. Starter is CRM and accounting. Field service starts on Professional. AI is Enterprise only. Checkout is not connected.

Switching

Open a tenant and choose a package

Setup is create the company, pick the country, choose Starter, Professional, Business or Enterprise, then invite users. There is no separate migration project in the product.

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  1. 1

    Create the tenant

    Name the company and pick the country environment. That sets tax labels for the workspace.

  2. 2

    Choose the package

    Starter, Professional, Business or Enterprise. The trial is 14 days and the limits apply immediately.

  3. 3

    Invite users

    Assign roles. People only see modules the package includes.

  4. 4

    Set document language

    Keep it separate from each person's interface language.

  5. 5

    Start with real records

    Add customers, quotations and invoices in the tenant. A work order, when the package includes field service, does not create the invoice.

Starter

5 users · 500 customers · 200 invoices

CRM and accounting for a small company workspace.

Professional

15 users · 3,000 customers · 2,000 invoices

Adds inventory, projects and field service.

Business

25 users · 10,000 customers · 5,000 invoices

Adds HR, payroll, WhatsApp and advanced reports.

Enterprise

Unlimited users · Unlimited customers · Unlimited invoices

Every module, including AI, with custom limits.