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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 5 GB 5 GB 5 GB 10 GB 10 GB 10 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
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