Plans & Pricing
#Overview
Plans & Pricing (/super/plans) defines the SaaS subscription tiers firms subscribe to.
#Features
- Plan cards with firm count and MRR contribution
- Create / edit plan details
- Feature flags and limits
- AI credit pack configuration
| Field |
Description |
| Name |
e.g. Starter, Professional |
| Monthly / yearly price |
Billing amounts |
| Limits |
Services, AI credits, and other caps |
| Features |
Feature checklist for the plan |
| Marketing features |
marketing (Marketing page), leads_finder, direct_mail |
| Marketing limits |
Seven allowances, see below |
| Active / Featured |
Visibility flags |
#Marketing features and limits
Three plan features control the Marketing module: Marketing, Leads finder and Direct mail. Plans saved before this release show them unchecked, except that Marketing is switched on for every existing plan.
Seven limits cap monthly or rolling usage. A blank limit counts as 0, and -1 means unlimited.
| Limit |
Meaning |
lead_searches_per_month |
Lead searches per month |
leads_per_month |
Leads saved per month |
campaigns_per_month |
Campaigns per month |
campaign_sends_per_month |
Campaign emails per month |
postcards_per_month |
Postcards per month |
lead_touches_per_90d |
Contacts per lead in 90 days (0 or more, never -1) |
cold_sends_per_day |
Cold emails per day (0 or more, never -1) |
#Workflow
- Create plans before onboarding firms.
- Assign a plan when creating or editing a firm.
- Adjust AI credit packs for top-ups.
- Review MRR impact on the Platform Dashboard.
#Notes
#Best Practices
- Keep plan names clear for invoices.
- Align AI credit limits with expected assistant usage.