Skip to content

01 — PRICING

Priced by the team
you actually have.

Three tiers. Per-seat. No annual lock-in unless you want the 15% discount. No $20k enterprise contract before you've seen the product work.

Monthly

Annual -15%

02PLANS

  1. Starter

    Up to 5 users

    Small shops getting off spreadsheets

    $79

    $67 annually

  2. Pro · Most popular

    Up to 25 users

    Growing integrators running real ops

    $149

    $127 annually

  3. Enterprise

    Unlimited users

    Multi-location shops and franchises

    Contact

    Volume contract

Book a demo

Per seat / month · annual −15%

What each tier includes

Starter6 lines

The version we built for the 3-tech shop currently running on QuickBooks and four spreadsheets.

  • CRM + opportunities
  • AI-assisted proposals
  • Calendar + scheduling
  • Basic Optimus AI chat
  • Customer portal (read-only)
  • Email support · 24-hour reply
Pro9 lines

The whole ops platform. Dispatch, inventory, customer portal, change orders, and advanced Optimus workflows.

  • Everything in Starter
  • Dispatch + field service
  • Inventory + catalog management
  • Customer portal + e-sign
  • Change orders + approvals
  • Advanced Optimus AI workflows
  • Mobile field app (iOS + Android)
  • Network design + topology
  • Priority email + chat support · 4-hour reply
Enterprise9 lines

For shops running 30+ techs, multiple locations, or franchise networks. Volume seat pricing, SSO, custom workflows.

  • Everything in Pro
  • SSO + advanced permissions
  • Custom workflows & approval chains
  • Dedicated Optimus AI training on your data
  • White-glove legacy-platform migration
  • Multi-location consolidation
  • Named CSM + 24/7 priority support
  • Volume seat pricing (negotiable)
  • 99.95% uptime SLA

03MATRIX

The line-by-line truth table.

Every feature, in every tier, explicitly listed. No “talk to sales for details” — if it's a yes, it's a yes; if it's a number, the number is here.

Starter$79

Core CRM + ops

Contacts + accountsIncluded in Starter
Opportunities + pipelineIncluded in Starter
Proposals + e-signIncluded in Starter
Customer portalRead-only
Change orders + approvalsNot included in Starter
Service tickets + warrantyNot included in Starter

Optimus AI

AI-drafted proposalsIncluded in Starter
Plain-English chatBasic
AI dispatch suggestionsNot included in Starter
Custom workflowsNot included in Starter
Trained on your dataNot included in Starter

Field + dispatch

Dispatch boardNot included in Starter
Mobile field app (iOS + Android)Not included in Starter
GPS check-inNot included in Starter
Calendar sync (Outlook + Google)Included in Starter
Drive-time aware schedulingNot included in Starter

Catalog + inventory

Product catalog5,000 SKUs
Inventory trackingNot included in Starter
Purchase ordersNot included in Starter
Serial number trackingNot included in Starter

Reports + integrations

Standard reportsIncluded in Starter
Custom dashboardsNot included in Starter
QuickBooks integrationIncluded in Starter
API + webhooksNot included in Starter
ConnectWise / NetSuiteNot included in Starter

Security + admin

Role-based permissionsDefault
SSO (SAML / Okta / Azure AD)Not included in Starter
Audit logNot included in Starter
SOC 2 Type IIIncluded in Starter
Uptime SLANot included in Starter

Onboarding + support

legacy-platform migration$1,500
Support response24h email
Training programSelf-serve docs
Pro$149

Core CRM + ops

Contacts + accountsIncluded in Pro
Opportunities + pipelineIncluded in Pro
Proposals + e-signIncluded in Pro
Customer portalIncluded in Pro
Change orders + approvalsIncluded in Pro
Service tickets + warrantyIncluded in Pro

Optimus AI

AI-drafted proposalsIncluded in Pro
Plain-English chatIncluded in Pro
AI dispatch suggestionsIncluded in Pro
Custom workflows5 active
Trained on your dataNot included in Pro

Field + dispatch

Dispatch boardIncluded in Pro
Mobile field app (iOS + Android)Included in Pro
GPS check-inIncluded in Pro
Calendar sync (Outlook + Google)Included in Pro
Drive-time aware schedulingIncluded in Pro

Catalog + inventory

Product catalogUnlimited
Inventory trackingIncluded in Pro
Purchase ordersIncluded in Pro
Serial number trackingIncluded in Pro

Reports + integrations

Standard reportsIncluded in Pro
Custom dashboardsUp to 10
QuickBooks integrationIncluded in Pro
API + webhooksRead-only
ConnectWise / NetSuiteNot included in Pro

Security + admin

Role-based permissionsGranular
SSO (SAML / Okta / Azure AD)Not included in Pro
Audit log90 day
SOC 2 Type IIIncluded in Pro
Uptime SLA99.9%

Onboarding + support

legacy-platform migrationFree
Support response4h email + chat
Training programLive group sessions
EnterpriseContact

Core CRM + ops

Contacts + accountsIncluded in Enterprise
Opportunities + pipelineIncluded in Enterprise
Proposals + e-signIncluded in Enterprise
Customer portalIncluded in Enterprise
Change orders + approvalsIncluded in Enterprise
Service tickets + warrantyIncluded in Enterprise

Optimus AI

AI-drafted proposalsIncluded in Enterprise
Plain-English chatIncluded in Enterprise
AI dispatch suggestionsIncluded in Enterprise
Custom workflowsUnlimited
Trained on your dataIncluded in Enterprise

Field + dispatch

Dispatch boardIncluded in Enterprise
Mobile field app (iOS + Android)Included in Enterprise
GPS check-inIncluded in Enterprise
Calendar sync (Outlook + Google)Included in Enterprise
Drive-time aware schedulingIncluded in Enterprise

Catalog + inventory

Product catalogUnlimited
Inventory trackingIncluded in Enterprise
Purchase ordersIncluded in Enterprise
Serial number trackingIncluded in Enterprise

Reports + integrations

Standard reportsIncluded in Enterprise
Custom dashboardsUnlimited
QuickBooks integrationIncluded in Enterprise
API + webhooksIncluded in Enterprise
ConnectWise / NetSuiteIncluded in Enterprise

Security + admin

Role-based permissionsCustom
SSO (SAML / Okta / Azure AD)Included in Enterprise
Audit logUnlimited
SOC 2 Type IIIncluded in Enterprise
Uptime SLA99.95%

Onboarding + support

legacy-platform migrationFree + dedicated
Support response24/7 named CSM
Training programCustom on-site
The Optimus AI billing surface — invoices, recurring revenue, and collections in one record.

Billing — a surface the seat price buys, and a line item the calculator below cancels.

04ROI

Most shops save more than the seat costs.

Drag the slider. Toggle the tools you'd cancel. Watch the numbers move in real time. Every figure is derived from the 80-shop early-access cohort baseline.

ROI calculator

What does Optimus save your shop?

Live math
8 seats
12550

Tools you cancel

Net monthly impact

+$6,662

7.6× ROIPayback period: ~4 days

Optimus Pro

$1,016

8 × $127/seat/mo

Cancelled tools

+$795

4 tools cancelled

Recovered labor

+$6,883

79 h/mo × $87/h

Conservative model: 2.3 h/seat/wk saved (early-access cohort median is 4.8). Your shop's actual numbers will differ — we'll model them in a real call.

05ADD-ONS

For when your shop runs at a different scale.

01

Compute pack

For high-volume shops doing more than 5,000 AI-drafted proposals or 20,000 Optimus chat messages monthly. Reserved capacity, faster response, priority queue.

$200 / mo

02

Marketplace integrations

ConnectWise Manage, NetSuite, Salesforce, Microsoft Dynamics, Sage Intacct. Each integration billed independently. Two-way sync, schema mapping, daily reconciliation.

From $39 / mo

03

White-glove legacy-platform migration

Free on Pro and Enterprise. Includes catalog import, opportunity history, contact records, proposal templates, custom field mapping. Median time-to-live: 48 hours.

$1,500 flat

04

Optimus training on your data

Enterprise tier add-on. Fine-tunes Optimus AI on your historic proposals, margin rules, brand preferences, and customer communication style. Quarterly refresh included.

From $2,500

06FAQ

Eight honest answers.

Is there a contract or annual commitment?

No annual lock-in. Monthly billing is the default. Annual billing gives you a 15% discount. Cancel anytime — we'll export your data to CSV or hand it to your next vendor.

How does the free trial work?

30 days, full Pro tier. Real data, your shop's catalog, your team. No credit card required. At the end, you either pick a tier or you walk — no auto-charge.

What's actually free vs. what's an add-on?

Every tier includes the full Optimus AI agent. The cap shifts what it can do (active workflows, custom data training, compute capacity), not whether it exists. Add-ons are for shops who genuinely need more — most don't.

How is legacy-platform migration handled?

We extract from your legacy desktop or cloud instance via the legacy platform's own export tools. We migrate catalog, opportunities, contacts, proposal templates, and custom fields. Median time-to-live is 48 hours. Free on Pro + Enterprise; $1,500 flat on Starter.

Can I bring my own LLM provider?

Enterprise only. Optimus runs primarily on Anthropic Claude with OpenAI failover. If you have a procured Azure OpenAI / Bedrock instance, we can route Optimus through it. Talk to sales.

What if I outgrow Starter or Pro?

Upgrade is one click. We pro-rate the seat math. Your data, workflows, and customer records carry forward — no migration project, no downtime.

Is pricing higher for international customers?

Same pricing in USD for US + Canada. International (UK + AU + EU) launches in Q2 2027 with local-currency pricing.

Do you offer non-profit / startup discounts?

Yes. Non-profits and shops under 18 months old get 50% off Pro for the first 12 months. Email hello@integrateit.tech with proof.

07 — TALK

Ready to price
your shop?

We'll walk your team count, seat allocation, and migration plan in a 20-minute call. No quote-then-ghost.

Book a demoTalk