Plans & Pricing
Simple plans, no contracts, no hidden fees
Monthly
Annual
(get 2 month free)
Basic
Best for small businesses
$49/month
Up to 250 tracked items
1 GB file storage
Unlimited email reminders
10 user login credentials
Spreadsheet upload (Exel, Google Sheets & CSV)
Standard
Best for mid-size businesses
$149/month
Up to 1000 tracked items
10 GB file storage
Unlimited email reminders
250 SMS credits
20 user login credentials
Workspace reports
Compliance roadmap tracker
App integration
Professional
Mid-size businesses ready to scale
$299/month
Up to 2000 tracked items
20 GB file storage
Unlimited email reminders
750 SMS credits
30 user login credentials
Hour training tracking
Onboarding collaboration invitations
Training hour tracking | CEUs
App integration
MOST POPULAR
Business
Best for large businesses
$499/month
Up to 3000 tracked items
50 GB file storage
Unlimited email reminders
1500 SMS credits
40 user login credentials
Custom admin roles
Single sign-on
AI scan-to-text document recognition
HIPPA & SOC2 compiance
App integration
Basic
Best for small businesses
$490/year
Up to 250 tracked items
1 GB file storage
Unlimited email reminders
10 user login credentials
Spreadsheet upload (Exel, Google Sheets & CSV)
Standard
Best for mid-size businesses
$1,490/year
Up to 1000 tracked items
10 GB file storage
Unlimited email reminders
250 SMS credits
20 user login credentials
Workspace reports
Compliance roadmap tracker
App integration-Select one: Slack
Microsoft Teams
Zapier
Microsoft Flow
Microsoft Teams
Zapier
Microsoft Flow
Professional
Best for mid-size businesses ready to scale
$2,990/year
Up to 2000 tracked items
20 GB file storage
Unlimited email reminders
750 SMS credits
30 user login credentials
Hour training tracking
Onboarding collaboration invitations
Training hour tracking | CEUs
App integration:
Select 2 (two) from full App list
Select 2 (two) from full App list
Most popular
Business
Best for large businesses
$4,990/year
Up to 3000 tracked items
50 GB file storage
Unlimited email reminders
1500 SMS credits
40 user login credentials
Custom admin roles
Single sign-on
AI scan-to-text document recognition
HIPPA & SOC2 compiance
App integration:
Select 3 (three) from full App list
Select 3 (three) from full App list
You can cancel or change your subscription at any time.
Your plan will stay active until the end of the current billing cycle.
Your plan will stay active until the end of the current billing cycle.
Compare plans
Choose the features that best match your needs
Feature/Plan
Basic
Standard
Professional
Business
Enterprise
Items Tracked
Up to 250
251-1,000
1,001-2,000
2,001-3,000
Contact us
Price
$49/month
$149/month
$299/month
$499/month
Contact us
Admin Users
10
20
30
50
Unlimited
File storage
1 GB
10 GB
25 GB
50 GB
Contact us
Notifications
Unlimited email reminders
SMS reminders (credits)
Up to 100
Up to 250
Up to 1,000
Up to 2,500
Contact us
Inbox
SMS Inbox
Notification Calendars
Escalation rules
Custom email domain
Onboarding module
Records Management
Contacts/Employees
Companies/Vendors
Locations
Equipment
Vehicle
Reports
Workspaces
Advanced reporting (Report tab)
Compliance
Roadmaps
Compliance rules
Policy acknowledgement
Designations
Training hours (CEUs)
AI
Document Intelligence
(Forms Recognition/OCR)
(Forms Recognition/OCR)
Contract Recognition
Document Vision
Security
Custom roles
Advanced permissions
(Record Sets)
(Record Sets)
Smart categories
Retention policies
API Access
Single Sign-On
Integrations
Microsoft Teams
Slack notifications
Microsoft Outlook Calendar sync
Zapier
Microsoft Flow
QuickBooks
Xero
FreshBooks
MYOB
MYOB Essentials
FreeAgent
Asana
Basecamp
Trello
Pipedrive
Zendesk
Freshdesk
Statuspage
Features
Items Tracked
Up to 250
Price
$49/month
Admin Users
10
File storage
1 GB
Notifications
Unlimited email reminders
SMS reminders (credits)
Up to 100
Records Management
Contacts/Employees
Companies/Vendors
Locations
Equipment
Vehicle
Integrations
Microsoft Teams
Slack notifications
Microsoft Outlook Calendar sync
Zapier
Microsoft Flow
Features
Items Tracked
251-1,000
Price
$149/month
Admin Users
20
File storage
10 GB
Notifications
Unlimited email reminders
SMS reminders (credits)
Up to 250
Inbox
SMS Inbox
Notification Calendars
Records Management
Contacts/Employees
Companies/Vendors
Locations
Equipment
Vehicle
Reports
Workspaces
Advanced reporting (Report tab)
Compliance
Roadmaps
Compliance rules
Policy acknowledgement
Designations
Integrations
Microsoft Teams
Slack notifications
Microsoft Outlook Calendar sync
Zapier
QuickBooks
Xero
FreshBooks
MYOB
MYOB Essentials
FreeAgent
Asana
Basecamp
Trello
Features
Items Tracked
1,001-2,000
Price
$299/month
Admin Users
30
File storage
25 GB
Notifications
Unlimited email reminders
SMS reminders (credits)
Up to 1,000
Inbox
SMS Inbox
Notification Calendars
Escalation rules
Custom email domain
Records Management
Contacts/Employees
Companies/Vendors
Locations
Equipment
Vehicle
Reports
Workspaces
Advanced reporting (Report tab)
Compliance
Roadmaps
Compliance rules
Policy acknowledgement
Designations
Training hours (CEUs)
AI
Document Intelligence (Forms Recognition/OCR)
Contract Recognition
Document Vision
Integrations
Microsoft Teams
Slack notifications
Microsoft Outlook Calendar sync
Zapier
QuickBooks
Xero
FreshBooks
MYOB
MYOB Essentials
FreeAgent
Asana
Basecamp
Trello
Pipedrive
Zendesk
Freshdesk
Statuspage
Features
Items Tracked
2,001-3,000
Price
$499/month
Admin Users
50
File storage
50 GB
Notifications
Unlimited email reminders
SMS reminders (credits)
Up to 2,500
Inbox
SMS Inbox
Notification Calendars
Escalation rules
Custom email domain
Onboarding module
Records Management
Contacts/Employees
Companies/Vendors
Locations
Equipment
Vehicle
Reports
Workspaces
Advanced reporting (Report tab)
Compliance
Roadmaps
Compliance rules
Policy acknowledgement
Designations
Training hours (CEUs)
AI
Document Intelligence (Forms Recognition/OCR)
Contract Recognition
Document Vision
Security
Custom roles
Advanced permissions (Record Sets)
Smart categories
Retention policies
API Access
Single Sign-On
Integrations
Microsoft Teams
Slack notifications
Microsoft Outlook Calendar sync
Zapier
QuickBooks
Xero
FreshBooks
MYOB
MYOB Essentials
FreeAgent
Asana
Basecamp
Trello
Pipedrive
Zendesk
Freshdesk
Statuspage
Features
Items Tracked
Contact us
Price
Contact us
Admin Users
Unlimited
File storage
Contact us
Notifications
Unlimited email reminders
SMS reminders (credits)
Up to 2,500
Inbox
SMS Inbox
Notification Calendars
Escalation rules
Custom email domain
Onboarding module
Records Management
Contacts/Employees
Companies/Vendors
Locations
Equipment
Vehicle
Reports
Workspaces
Advanced reporting (Report tab)
Compliance
Roadmaps
Compliance rules
Policy acknowledgement
Designations
Training hours (CEUs)
AI
Document Intelligence (Forms Recognition/OCR)
Contract Recognition
Document Vision
Security
Custom roles
Advanced permissions (Record Sets)
Smart categories
Retention policies
API Access
Single Sign-On
Integrations
Microsoft Teams
Slack notifications
Microsoft Outlook Calendar sync
Zapier
QuickBooks
Xero
FreshBooks
MYOB
MYOB Essentials
FreeAgent
Asana
Basecamp
Trello
Pipedrive
Zendesk
Freshdesk
Statuspage