Basic · for the owner who does it all
CRM, estimates, invoicing and scheduling for one person, priced flat.
Quote it, book it, invoice it, get paid — and stop paying four apps that don't talk to each other. One flat price for one owner. No setup call.
- 30 days free. $0 today.
- Then $9.95/mo — or $95/yr billed yearly (about $7.92/mo). One seat, one flat price.
- Export everything, any time.
Five functions. One login. One bill.
Not a "lite" version of anything. The same tools as our bigger plans — sized for one person.
ClientForge CRM
Every client, lead, deal and note in one place — the full CRM, not a lite version.
Estimates that close
Send a clean estimate. They approve it online. It becomes an invoice. Unlimited, and never branded with our name.
Get paid online
PayGate takes the card the moment they say yes. Free tier included — no gateway to set up.
Your own booking page
Clients pick a time that works. You stop trading texts about Tuesday.
Email that lands in the inbox
1,000 sends a month through PostFrame from our shared sender — receipts, reminders, follow-ups. Your own domain unlocks on Team.
Albedo, your AI assistant
133 AI assists a month (1 assist ≈ 1,500 AI tokens): draft the email, summarize the call, answer "what did I quote them?"
2,500 contacts · 5 GB storage
Room to run a real book of business, with the files that go with it.
The community
ThreadRealm — ask, answer and read how other owners price, hire and handle the hard clients.
Email support
Email support is included on Basic, so a question has somewhere to go.
This is what Basic looks like on day one
Real screens from a working account. Click any one to see it close up.
Your first invoice, in three steps.
- 1
Create your account
Just your name, email and a password. No card, no payment step.
- 2
Add your first client
Type one in or import a CSV. Your workspace is live the moment you click the activation email.
- 3
Send an estimate
They approve it with one button, it becomes an invoice, and PayGate collects the card. That is the whole loop.
Questions people ask before they buy.
Is it really $9.95 a month?
Yes. $9.95 a month, or $95 for the year (about $7.92/mo) when you pay yearly. One flat price for one owner — Basic is a single seat, so there is no per-user math on this plan, and no add-on fees to use what is listed here. (Team includes 3 seats; extra seats there are $15/user.)
What happens after the 30 days?
Nothing to cancel, nothing charged. There is no card on file to begin with — if you have not upgraded by day 31, your workspace automatically moves to the Free plan. Every contact, estimate, invoice and file stays exactly where it is; you just drop to Free's limits. Add a card any time before or after that to stay on Basic.
Do I need a credit card to start?
No — for a first-time email. Sign up with just your name, email and a password — no card, no payment step. As your trial nears its end you'll get reminders in the app and by email; add a card any time from Settings if you want to keep Basic past day 31. If this email has already run a Basic trial before, you'll be asked for a card at signup, same as Team, Pro and Business — one card-free trial per email, ever.
What is not included?
Basic is built for one person. Team seats, team management and the shared booking pages live in Team ($49); the client portal, API access, webhooks, reporting and field dispatch live in Pro ($99). Upgrade in one click inside the app; your data comes with you.
What are the limits?
1 user. Unlimited invoices + estimates. 2,500 contacts · 5 GB storage. PostFrame email — 1,000 sends/mo. Albedo AI — about 133 assists a month. Every number is enforced server-side and published in our plan docs; when you hit one the app tells you and shows the next plan.
Why is it so cheap?
Because it is one seat and it is flat. There is no sales team to pay for, no per-seat math on a one-person plan, and the same code runs every plan — Basic is the smallest slice of the same system, not a different product.
What if EternalEngine shuts down?
Your data is yours. Export everything — contacts, deals, estimates, invoices, files — as CSV and PDF from Settings at any time, and we commit to 90 days of export access after any wind-down notice.
Can I bring my clients with me?
Import contacts from a CSV on day one. And export everything — clients, estimates, invoices, files — any time, even after you cancel. Your data is yours.
Is my data safe?
Every account is isolated at the database level, encrypted in transit and at rest. Card numbers never touch our servers — PayGate handles every card.
What if it is not for me?
No call, no "retention offer", no waiting period. If you cancel during the trial you owe nothing at all.
Your business, finally in one place.
$0 today. $9.95 a month after your 30-day trial — or $95 a year (about $7.92/mo) billed yearly. Cancel any time, keep your data always.
Start your 30-day trial →Not ready yet? Get the stack-cost calculator.
One email with the same worksheet this page is built on — no trial, no card, unsubscribe any time.
