How per-user, per-module pricing works for an agency team

The team has 8 people. All 8 need Core, Calendar and Clients (the portal). Four people work leads in the CRM, three write proposals in Documents, and two issue invoices in Finance.

The two discounts are small and mechanical. The users discount is 5 percent on the lines of the sixth to the eighth person, which is USD 3.15. The modules discount is graduated from your most expensive module down: the first two modules pay list, the third and fourth get 5 percent off, the fifth gets 10 percent. That is USD 10.00.

Paid every 6 months, the same plan is USD 256.36 a month. Paid yearly, it is USD 242.87.

Now give all 8 people all five of those modules. The same team pays USD 459.00 a month, or USD 413.10 yearly. The USD 189.15 between USD 459.00 and USD 269.85 is the pricing model doing its job: you are charged for use, not for headcount. Per person, the plan with selected modules comes to USD 33.73 a month, against USD 57.38 when everyone has everything.

• Users: 0 percent for people 1 to 5, 5 percent for 6 to 10, 10 percent for 11 to 25, 15 percent for 26 to 50, 20 percent from the 51st.
• Modules: 0 percent for your first two modules, 5 percent for the third and fourth, 10 percent for the fifth and sixth, 15 percent from the seventh. They are counted from the most expensive module down.
• Cap: the users and modules discounts add up to at most 30 percent per line, and the bill never drops below 70 percent of list.
• Billing cycle: paying every 6 months takes 5 percent off, paying yearly takes 10 percent.
• No monthly minimum. Clients who sign in to the portal and AI agent keys are not billed.

Two consequences follow. A small team gets almost no volume discount, so its savings come from choosing modules person by person. A larger team gets both discounts, and the 30 percent cap is where the stacking stops.

Per seat pricing is not always cheaper, and a buyer should know when it is not. Some tools charge one flat fee for the whole account. If every person on a larger team needs the same capability every day, a flat fee spreads across more people and beats a price you pay once per head.

The Clients and portal module shows it. At list, 8 people on Clients cost USD 64 a month (8 times USD 8). Some portal tools sell one flat plan for the whole team, and at this size that can come out lower. What the difference buys is a portal that sits on the same record as the proposal, the contract and the invoice. If a portal is the only thing you need, a flat plan is the better buy.

The other case is a team where everyone uses everything. There the module choice saves you nothing, only the volume and module discounts do, and the question becomes whether one record per client is worth the per seat price to you.

1. 01List every person who touches client work, including part time.
2. 02For each module, count the people who need it every week, not the people who might.
3. 03Add Core for every person on the list.
4. 04Pick a billing cycle: monthly, every 6 months or yearly.
5. 05Enter the counts in the pricing calculator, which asks the platform for a live quote.

The package shortcuts use the same prices with no extra discount. The agencies page compares an 8 person agency against the separate tools it replaces, and the Documents, proposals and library page explains the most expensive module on the list. The case for and against one system is in one system or separate tools.