Comparing Plans: Free, Pro, Pro Plus, Pro Max, Enterprise
SwiftlyCRM offers five tiers. Every plan includes all 18 CRM modules - tiers differ only by usage limits, not features.
The table below is generated from the live plan settings, so it always matches the pricing page. Please do not replace it with typed-out figures.
Plan Overview
| Starter | Pro | Pro Plus | Pro Max | Enterprise | |
|---|---|---|---|---|---|
| Price | $0 forever | $5/user/month | $10/user/month | $20/user/month | Custom |
| Team members | 3 | Unlimited | Unlimited | Unlimited | Unlimited |
| Contacts | 200 | 2,500 | 25,000 | Unlimited | Unlimited |
| Storage | 2 GB | 5 GB +5 GB/user | 10 GB +10 GB/user | Unlimited | Unlimited |
| Branches / locations | 1 | 10 | 25 | Unlimited | Unlimited |
| AI credits / month | 30 | 200/user | 1,000/user | 3,000/user | Unlimited |
| AI model access | GPT-4o mini | GPT-4o mini | GPT-4o mini + GPT-4o | GPT-4o mini + GPT-4o | GPT-4o mini + GPT-4o |
| Transcription minutes / month | 30 | 300 | 1,000 | Unlimited | Unlimited |
| Lead Finder searches | 5 / month | 200 / month | 500 / month | 3,000 / month | Unlimited |
| Lead Finder import | 20 results | 50 results | 150 results | Unlimited | 100 results |
| Document branding | SwiftlyCRM watermark | Custom org branding | Custom org branding | Full white-label | Full white-label |
| Support | Community forum | Email (48h SLA) | Email (48h SLA) | Dedicated account manager | Dedicated account manager |
| API rate limit | 100 req/min | 500 req/min | 1,000 req/min | 2,000 req/min | Unlimited |
Free Plan
Best for: solo founders, consultants, and small teams trialling SwiftlyCRM.
- Permanently free - no credit card required, no expiry
- Includes all CRM modules: pipeline, contacts, proposals, contracts, invoicing, tasks, chat, files, AI (limited), and more
- Hard user cap of 3 - invite colleagues to take the remaining seats
- Documents show a "Powered by SwiftlyCRM" watermark on PDFs
Pro Plan
Best for: growing sales teams of 4–30 people.
- Unlimited users - add the whole team without worrying about seat costs
- Custom branding on all PDFs (remove watermark, add your logo and colours)
- GPT-4o mini for AI Meeting Intelligence (upgrade to Pro Plus for full GPT-4o access)
Save with annual billing
Pro: $48/user/year (vs $60 monthly). Pro Plus: $96/user/year (vs $120 monthly). Pro Max: $192/user/year (vs $240 monthly).
Switch at any time from Settings → Billing.
Pro Plus Plan
Best for: scaling teams of 10–50 people who need higher limits.
- Full GPT-4o access for AI Meeting Intelligence
- Higher contact, storage, branch and Lead Finder allowances than Pro - see the table above
Pro Max Plan
Best for: large teams of 20–100+ people who need unlimited contacts and white-label branding.
- Unlimited contacts
- Full white-label branding (remove all SwiftlyCRM branding from documents)
- The highest storage, branch, AI and Lead Finder allowances of any self-serve tier - see the table above
Enterprise Plan
Best for: large organisations, white-label resellers, and businesses with custom requirements.
- Custom pricing - contact sales for a quote
- Unlimited contacts, storage, branches, and AI credits
- Full white-label (remove all SwiftlyCRM branding)
- Dedicated account manager
- Custom SLA and onboarding support
- SSO (SAML) available on request
How Usage Limits Work
| Tier | Enforcement |
|---|---|
| Free | Hard limits - you cannot exceed them and will be prompted to upgrade |
| Pro / Pro Plus / Pro Max | Soft limits - you receive a warning at 90% usage and a grace period before enforcement |
| Enterprise | Custom limits - negotiated and set during onboarding |
Your current usage is always visible at Settings → Billing → Usage.