Free
$0/month1 active connected client account
Try Agency Dash Pro with your first client account.
Start freePlan selection currently starts a free workspace; no checkout occurs.
Straightforward capacity pricing
Essential dashboard functionality remains consistent across Free, Starter, Growth, and Scale. Plans differ primarily by active connected-account capacity.
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.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.Up to 25 active connected client accounts
For growing agencies managing a larger client roster.
Choose GrowthPlan selection currently starts a free workspace; no checkout occurs.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.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?
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 | Monthly price | Active connected accounts | Core dashboard capabilities |
|---|---|---|---|
| Free | $0 | 1 active connected client account | Included |
| Starter | $15 | Up to 5 active connected client accounts | Included |
| Growth | $50 | Up to 25 active connected client accounts | Included |
| Scale | $97 | Up to 100 active connected client accounts | Included |
| Enterprise | Contact sales | 101 or more active connected accounts | Included |
Questions, answered
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.
One active connected HighLevel client account or location counts as one account. Reusing the same dashboard embed does not create another charge.
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.
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
Start with one connected account, explore the templates, or tell us how you deliver client reporting today.