Simple, transparent pricing

Yes — 7 days on any plan. You create your firm's workspace yourself and start using it right away. Checkout collects a card so your subscription continues without a gap; it isn't charged until the trial ends, and cancelling before then costs nothing.

Pick a plan above and create your workspace — it takes about a minute, there's no sales call in the way, and you'll be looking at your own data the same afternoon. Bring one household you know well; that's the fastest way to tell whether this fits your practice.

You're billed per active team member, per month. Client portal logins are always free and never count as a seat. Adding a user is prorated immediately; removing one frees the seat at your next renewal, so a seat you've already paid for stays usable until the period ends.

Any time, from Firm settings. Moving down a tier never deletes anything — the affected features lock, your data stays exactly where it is, and everything unlocks again the moment you upgrade.

Client documents, email and text attachments, contact photos, compliance documents, and — on Max — call recordings and voicemail audio. Audio is far larger than anything else a CRM stores, which is why the recording archive and the 1 TB allowance sit on the same tier. Your current usage, broken down by category, is always visible in Firm settings.

Some integrations connect to services you already use — Microsoft 365, Google Workspace, RingCentral, Zoom Phone. You connect your existing accounts, and those providers' subscription fees are separate from UltimateCRM.

Client data is encrypted at rest under a key unique to your firm, tenant isolation is enforced in the database itself with row-level security, and passwordless passkey sign-in is available on every plan. Our security page describes the architecture in plain language rather than badges.