Pricing is based on the number of users and service hours—not feature restrictions.
Easy to use CRM
Pipeline management
Workflow Automation (Messaging Sequence)
Email Marketing
SMS & Email Templates
Reviews & Reputation
Send and Receive Signed Invoices
2 Way Text & Email Conversations
Calendar Booking & Appointment
Surveys & Forms
Social Planner
Funnel Page Builder
Marketing Campaign
Website Builder
Hosting Tracking & Analytics
Membership Course & Products
Chat Bot Widget
Unlimited Contacts (No Extra Charge)
Android or iOS Lead Connector App
Proposals & Estimates
CMB Messaging
Missed Call Text Back
Facebook Messenger
Call Tracking and Transcription
Onetime onboarding fee (varies by plan)
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Perfect for businesses that need a solid foundation.
Branded CRM setup with custom pipeline stages
Automated lead capture and contact tracking
Basic email and SMS automation
Dashboard to manage leads, tasks, and deals
Access to onboarding support and training videos
Up to 5 users (no additional charge
5 hours of onboarding support
Direct access to technical support
Onetime onboarding fee $197
Best for: Solopreneurs, startups, and anyone needing a simple, organized system.
OR
For growing team that need smarter automation and deeper insights.
Includes everything in Standard
Custom workflows and automation setup
Blog hosting and publishing
Built-in webinar hosting and registration pages
Conversion tracking and detailed analytics dashboards
Priority support and onboarding check-ins
Up to 10 users (no additional charge)
Includes Yext
2 Hours of non-rolling on-demand project support
Onetime onboarding fee $297
Best for: Small businesses and teams ready to scale and save time.
OR
Built for teams who want full automation, white-glove support, and high-performance tools.
All Standard and Professional features
Branded CRM setup with custom pipeline stages
Automated lead capture forms and contact tracking
Email and SMS automation for basic follow-up
Centralized dashboard to manage leads, tasks, and deals
Onboarding support and access to the full video training library
Includes AI Employee
Unlimited users at no additional cost
WordPress hosting Included
5 Hours of non-rolling on-demand project support
Onetime onboarding fee $497
Best for: Established businesses that want a fully optimized CRM, hands-off automation, and high-touch support.
OR
These plans include a dedicated account manager, custom builds, ongoing support, and done-for-you services—all tailored to your business needs.
Priority Support
Dedicated Account Manager
Built-for-you workflows
Custom system blueprint & buildout
Personalized dashboards
Email diagnostics
Branded email templates
Email reactivation campaigns
Website design (add-on)
Lead Magnet Funnel (DFY)
Sales Funnel (DFY)
API & third-party integrations
AI Employee setup
Staff platform training
Advertising services (add-on)
SEO Services (add-on)
Product & automation creation
Custom documents & contracts
Snapshot creation
VIP half day or VIP full day intensives
Custom solutions tailored to your goals
We keep costs low by charging only for what you use. Every plan includes a $10 monthly usage credit or $120 annually. Here are examples of typical on-demand usage fees:
Phone, SMS & Call System
For $10, you can expect around 145 inbound calls, 235 outbound calls, and 255 text messages.
Customers are charged $0.07 per minute for inbound calls, $0.0425 per minute for outbound calls, and $0.0395 per SMS segment.
Email Charges
$10 typically covers about 2,940 emails.
Each email is billed at $0.0034.
Lead Connector Premium
Premium workflow triggers and actions are billed at $0.05 per action.
Email verification is billed at $0.0125 per verified email.
AI Usage Charges
Content AI is charged at $0.45 per 1,000 words and $0.30 per image.
Workflow AI is billed at $0.15 per execution using GPT-4 or 4o, and $0.075 for GPT-3.5 or 4o Mini executions.
Conversation AI is charged at $0.10 per message.
Review AI is billed at $0.40 per review response.
We provide more than just software—we equip you with the tools and support to use it effectively. Our guided onboarding process is designed to help you set up with clarity and confidence. You’ll also have access to weekly training webinars and a library of expert resources to help you make the most of Shift In Marketing from day one.
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