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Pricing

The same features in every plan. Choose by workspace count.

Prices in USD per user per month. Billed monthly. 14-day trial without a credit card. Enterprise: 3-seat minimum.

Enterprise

Up to 25 workspaces in your own dedicated environment (3-seat minimum)

USD 79/user/mo

Start free trial

All plans include

  • Shared inbox & CRM
  • Companies, contacts & conversations
  • Automation rules
  • Invoices, contracts & quotes
  • Tasks, projects & time tracking
  • QuickBooks & Xero sync (Preview)
  • API access
  • Custom fields, tags & saved views
  • OVHcloud in Canada
  • Branded client portal with secure sign-in links

Compare plans

Plans differ in workspace count; Enterprise also runs in your own dedicated environment.
FeatureStandardBusinessEnterprise
WorkspacesUp to 3Up to 10Up to 25
Shared inbox and client recordsIncludedIncludedIncluded
Tasks, projects and time trackingIncludedIncludedIncluded
Quotes, contracts and invoicesIncludedIncludedIncluded
Customer portalIncludedIncludedIncluded
Role and workspace permissionsIncludedIncludedIncluded

Pricing questions

What is a workspace?

A workspace holds one team’s clients, conversations, projects and settings. You choose who works in each workspace.

How do I manage my subscription?

In Settings → Your company → Subscription & billing. It opens Stripe’s secure billing portal, where you manage your plan and payment details.

Is there a free trial?

Yes. New organizations get a 14-day trial with up to 10 workspaces, and no credit card is needed to sign up.

Where is my data hosted?

In Canada. UnifyDesk’s application, database, files and system email run on OVHcloud in Canada. Connected providers also process data for enabled features, such as Microsoft 365 mail or Stripe payments.

What counts as a billed user?

Every active member of your organization, including administrative roles. Enterprise starts at three users. When you add or remove users, Stripe prorates the charge.

Can I import existing data?

Yes. Import companies, contacts, tasks, projects, contracts, assets and invoices from CSV files, and bring in past email when you connect a mailbox. Import active contracts with the status draft, then review and activate them in the app.