Plans

Aggrandize offers three plans to fit teams of every size. All plans include full access to the CRM platform and AI assistant. AI usage is billed separately based on consumption — see AI Credits for details.

Professional

$2,500/month — 3 seats included

Everything you need to run your sales operation:

• Full CRM platform access
• AI assistant with construction intelligence
• Outlook and Gmail email integration
• Pipeline management
• Custom fields on deals (per pipeline)
• Contact and company management
• Team collaboration and activity timeline
• $100 in welcome AI credits (additional usage billed at $0.01/credit)

Additional seats: $150/month per person.

Advanced

$5,000/month — 5 seats included

Everything in Professional, plus:

• Advanced AI workflows
• Autopilot pipeline agents
• Custom integrations
• Priority support
• Advanced analytics and reporting
• Shared mailbox access for delegated team members
• $100 in welcome AI credits (additional usage billed at $0.01/credit)

Additional seats: $250/month per person.

Enterprise

Custom pricing — bulk licensing available

Everything in Advanced, plus:

• Custom onboarding
• Dedicated account manager
• Custom terms and SLA guarantees
• SSO and advanced security
• Custom data retention

Contact us for Enterprise pricing.

Subscribing

From Settings → Billing, pick a plan and you're redirected to Stripe Checkout to enter your card. Once checkout completes, Stripe redirects you back to Settings → Billing and your subscription is active.

Active subscription view

After the webhook lands, the Billing page shows your current plan, status badge, renewal date, and a primary action to Manage Subscription (which deep-links into the Stripe Customer Portal):

Changing plans

Owners and admins can move between Professional and Advanced from within the app — no support ticket required. The button under the Plan card flips between Upgrade to Advanced and Downgrade to Professional depending on your current tier.

To prevent accidental tier changes, the confirm dialog requires you to type your organization name exactly:

Upgrades are prorated immediately. Downgrades take effect at the next renewal, and any features only available on the higher tier (like shared mailbox access) are disabled at that time.

Billing cycle

Subscriptions are billed monthly with no long-term contract. Your renewal date is shown in the billing dashboard. Each monthly invoice includes:

• Base plan charge
• Additional seat charges (if any)
• AI credit usage for the period

Cancellation

Cancel anytime from the Stripe Customer Portal (accessible via Settings → Billing → Manage Subscription):

• Cancel at period end — finish your current billing month, then stop
• Cancel immediately — end access right away

No refunds are issued for partial months.

Payment issues

If a payment fails, you enter a 7-day grace period. During this time you can continue using the platform at full capacity. Update your payment method in the Stripe Customer Portal before the grace period ends to avoid service interruption.