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Your vision, your version.
Choose only what you need.

Choose your edition and plan

Simply

For small and growing agencies with between 1 and 50 users.

Plenty

For larger agencies with between 51 and 500 users.

  • Simply 10

  • Simply 25

  • Simply 50

    Most Popular!
  • Plenty 100

  • Plenty 250

  • Plenty 500

Simply 10

$160/mo*
*annual commitment required

For agencies with 1 - 10 users

Everything you need to start tracking clients and services today.

BUY NOW

Simply 25

$280/mo* 
*annual commitment required

For agencies with 11 - 25 users

Gives slightly larger agencies up to 25 users to get started. 

BUY NOW

Simply 50

Most Popular!

$480/mo* 
*annual commitment required

For agencies with 26 - 50 users

Gives medium sized agencies up to 50 users and 5 JumpStart service credits.

BUY NOW

Plenty 100

$800/mo* 
*annual commitment required

For agencies with 51 - 100 users

Gives medium sized agencies up to 100 users, a suite of add-ons (listed below), 40 JumpStart service credits, and additional powerful tools and features

BUY NOW

Plenty 250

$1250/mo* 
*annual commitment required

For agencies with 101 - 250 users

Gives larger agencies up to 250 users, a suite of add-ons (listed below), 50 JumpStart service credits, and additional powerful tools and features

BUY NOW

Plenty 500

$2000/mo* 
*annual commitment required

For agencies with 251 - 500 users

Gives large agencies up to 500 users, a suite of add-ons (listed below), 50 JumpStart service credits, and additional powerful tools and features

BUY NOW
Users up to 10
Works out to $16 per user/mo. for 10 users
up to 25
Works out to $11.20 per user/mo. for 25 users
up to 50
Works out to $9.60 per user/mo. for 50 users
up to 100
Works out to $8 per user/mo. for 100 users
up to 250
Works out to $5 per user/mo. for 250 users
up to 500
Works out to $4 per user/mo. for 500 users
Technical Support ShareVision Community Forum ShareVision Community Forum ShareVision Community Forum ShareVision Community Forum
ShareVision Community Forum
ShareVision Community Forum
JumpStart Service Credits None Included None Included 5 Credits Included!
Credits can be used to connect with product experts for personalized assistance, whether it's building a custom report or configuring your site in a one-on-one meeting.
40 Credits Included!
Credits can be used to connect with product experts for personalized assistance, whether it's building a custom report or configuring your site in a one-on-one meeting.
50 Credits Included!
Credits can be used to connect with product experts for personalized assistance, whether it's building a custom report or configuring your site in a one-on-one meeting.
50 Credits Included!
Credits can be used to connect with product experts for personalized assistance, whether it's building a custom report or configuring your site in a one-on-one meeting.
Clients and Services Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited
Built in document storage 10 GB 10 GB 10 GB 100 GB 100 GB 100 GB
Connect to Google or Microsoft calendars Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
Forms library with customizable forms Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
In-app, email and SMS notifications * Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
Security manager Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
Site manager for adding and customizing site portals and pages. Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
In app chat between users Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
Full featured in-app report designer Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check Blue-Check
Single sign on with Google or Microsoft accounts Blue-Check Blue-Check Blue-Check
Dedicated Database Blue-Check Blue-Check Blue-Check
Anonymous forms
(no log in required)

$59 / mo. 
*annual commitment req.

$59 / mo. 
*annual commitment req.
$59 / mo. 
*annual commitment req.
Blue-Check Blue-Check Blue-Check
Form field security $59 / mo. 
*annual commitment req.
$59 / mo. 
*annual commitment req.
$59 / mo. 
*annual commitment req.
Blue-Check Blue-Check Blue-Check
Portal landing configuration $39 / mo. 
*annual commitment req.
$39 / mo. 
*annual commitment req.
$39 / mo. 
*annual commitment req.
Blue-Check Blue-Check Blue-Check
Virtual intake form $89 / mo. 
*annual commitment req.
$89 / mo. 
*annual commitment req.
$89 / mo. 
*annual commitment req.
Blue-Check Blue-Check Blue-Check