Simple, per-seat pricing

Choose the plan that fits your team. Add or remove seats anytime as you grow.

Core

Essential

Everything you need to manage clients and automate workflows.

$100/user/month

Billed monthly per active user

Unlimited clients and contacts
CRM and pipeline management
Document management and storage
Team collaboration tools
Mobile app access
Email support

Start 14-day trial

Credit card required for activation

Pro

Advanced

Core features plus AI analysis, workflows, client portal, eSign, and API access.

$150/user/month

Billed monthly per active user

Everything in Core, plus:
AI-powered analysis — Agentic insights that map solutions to client reality
Advanced workflows — Automate sales, onboarding, and case management
Client portal (DIY) — Self-service delivery with staff oversight toggle
eSignature — Built-in document signing
API access — Custom integrations and automation
Priority support

Start 14-day trial

Credit card required for activation

Enterprise

Custom

Scale with security, support, and custom integrations.

Custom

Volume pricing, SSO, API, SLAs, white-label

Everything in Pro
Dedicated success & prioritized onboarding
Custom integrations & enhanced API access
SSO, security reviews, audit trails
Service level agreements (SLAs)
Optional white-label tenant portal
Volume discounts for 50+ users

Talk to sales

14-day pilot available

Pricing FAQs

Common questions about our pricing and plans

How does per-seat pricing work?: You pay for each active user on your account. Add or remove seats anytime through your subscription settings. Your bill adjusts automatically based on your team size.
Do you charge per customer or lead?: No. All plans include unlimited customers, clients, and contacts. You only pay for the number of team members who need access to the platform.
What's included in the 14-day trial?: Full access to all features in your chosen plan. Credit card required for activation. Cancel anytime during the trial and you won't be charged.
What does "AI & Agentic analysis" mean?: Venvio uses task-specific AI agents to evaluate solutions and compare them to your client's real-world constraints—income, dependents, timelines, and goals—so recommendations fit the client's life plan, not just theory.
How does the DIY client portal work?: The DIY portal (Pro plan only) allows clients to access their analysis and documents directly. You can toggle DIY on or off per client, keeping staff in the loop whenever needed for oversight and support.
Can I switch plans later?: Yes! You can upgrade from Core to Pro anytime and access advanced features immediately. Downgrades take effect at the end of your current billing period.
What Pro features are included?: Pro unlocks AI-powered analysis, advanced workflow automation, client self-service portal (DIY), eSignature integration, API access, and priority support. Core users can upgrade anytime to access these features.
Do you help with scripts and messaging?: Yes. The Pro plan includes AI-written scripts for sales, resolution, and customer service to accelerate conversions and reduce handle time.
What payment methods do you accept?: We accept all major credit cards through Stripe. Invoicing is available for Enterprise annual contracts.