Straightforward capacity pricing

Start free. Scale by active connected accounts.

Essential dashboard functionality remains consistent across Free, Starter, Growth, and Scale. Plans differ primarily by active connected-account capacity.

Free

$0/month

1 active connected client account

Try Agency Dash Pro with your first client account.

Start freePlan selection currently starts a free workspace; no checkout occurs.

Starter

$15/month

Up to 5 active connected client accounts

For small agencies building a repeatable reporting service.

Choose StarterPlan selection currently starts a free workspace; no checkout occurs.

Scale

$97/month

Up to 100 active connected client accounts

For established agencies managing reporting at scale.

Choose ScalePlan selection currently starts a free workspace; no checkout occurs.

Enterprise

Contact sales

101 or more active connected accounts

Volume pricing and onboarding for organizations managing more than 100 accounts.

Contact salesPlan selection currently starts a free workspace; no checkout occurs.

What counts as an account?

One active connected HighLevel client account or location counts as one account.

Reusing the same dashboard embed does not create another charge. The intended long-term meter is unique active connected accounts—not dashboard views or iframe placements. Disconnecting a source should change billing only after the billing backend verifies that behavior.

Current billing status: checkout, webhooks, entitlements, cancellation, downgrades, payment-failure handling, and a customer billing portal are not operational. Selecting a paid-plan interest action starts the free workspace; it does not make a purchase.

Plan comparison

PlanMonthly priceActive connected accountsCore dashboard capabilities
Free$01 active connected client accountIncluded
Starter$15Up to 5 active connected client accountsIncluded
Growth$50Up to 25 active connected client accountsIncluded
Scale$97Up to 100 active connected client accountsIncluded
EnterpriseContact sales101 or more active connected accountsIncluded

Questions, answered

Practical answers before you connect.

Does Agency Dash Pro update dashboards in real time?

No. Connected-account data is refreshed through a managed queue. Core reporting data is scheduled frequently, while some historical or provider-limited data is reconciled on a longer cadence.

What counts as an account?

One active connected HighLevel client account or location counts as one account. Reusing the same dashboard embed does not create another charge.

Can I disconnect an account?

Yes. Authorized source managers can permanently disconnect a source. This invalidates its embed and removes the encrypted credential, cached reporting data, source-specific settings, and related sync state.

Does Agency Dash Pro write to CRM records?

No CRM-record write permissions are requested. The narrow oauth.write permission is used only for an authorized company-to-location token exchange.

Ready when your next client is

Give reporting a clear, repeatable home.

Start with one connected account, explore the templates, or tell us how you deliver client reporting today.