◎
CRM and pipeline
Contacts, tags, fields, import, and the pipeline.
Included
Werkazo for agencies and small businesses
Keep business moving.
Lead capture, follow-up, booking, pipeline, and client delivery. Office is $397 a month. Office Plus is $697. Active users and feature credits trade inside the plan.
Office $397 · Office Plus $697Implementation includedYou own your customer relationships
Shared inboxEmail, SMS, and calls on one thread.
Customer deliveryFiles, intake, and a customer sign-in.
The daily work
Capture, reply, book, and deliver.
Lead capture, the inbox, follow-up, booking, and customer delivery in one place. Pick what your team runs each week with the included credits. Message, call, and AI volume is billed on top of the platform fee.
✉
Shared inbox
Email, SMS, and calls. Message and call volume is billed on top of the platform fee.
Included
▤
Forms and embeds
Lead forms, embeds, and the response queue.
Included
↻
Follow-up sequences
Tag-based email and SMS sequences. Message volume is billed on top of the platform fee.
Included
⇪
Client delivery
Files, intake, invites, and the client host.
Included
✦
Social calendar
Facebook, Instagram, Google, and TikTok photos.
Included
◷
Booking calendar
Per-client availability, reminders, and the contact timeline. Reminder emails are billed on top of the platform fee.
Included
⇄
Workflows
Triggers, waits, conditions, goals, and actions. Email and SMS the workflow sends are billed on top of the platform fee.
Included
☰
Projects and tasks
Client projects, assigned work, due dates, checklists, and My Work.
Included
☎
Contextual telephony
Browser calling, inbound caller context, recordings, and mobile call-through. Call minutes are billed on top of the platform fee.
Included
☺
People and payroll
People, time, PTO, onboarding, and Gusto payroll status.
Included
$
Finance
QuickBooks invoices, payments, expenses, cash, and reconciliation.
Included
✍
Agreements
MSA and SOW click-sign, with SignWell when that connection is on. SignWell documents are billed on top of the platform fee.
Included
✧
MotiveStack creative AI
Cloud creative generation for concepts, copy, images, and variations. Uses 3 feature credits. Generation volume is billed on top of the platform fee.
Included
★
Reputation
Google and Facebook review monitoring, requests, and a response queue. Request messages are billed on top of the platform fee.
Included
▥
Client dashboard
Source attribution and a client KPI page.
Included
▧
Client invoicing
Invoices and payment links.
Included
⧉
Account snapshots
Copy stages, tags, workflows, and hours onto a new client.
Included
↗
Usage rebilling
Meter SMS, email, voice, and AI, and bill the client at a rate you set. That usage is billed on top of the platform fee.
Included
⌂
Website and funnel builder
Section pages and step funnels on a public link.
Included
Its own price
The MotiveStack appliance.
This is the only feature with a price of its own. Checkout collects the platform fee only.
◫
MotiveStack appliance
On-site option instead of the cloud add-on. Local-only AI that integrates with this desk. Private data stays on the appliance. Monthly scheduled updates, or up to 12 manual syncs a year. External models get no private data. Outside the plan price.
$4,900 appliance, then $149/mo scheduled updates or $990/yr for up to 12 manual syncs
Built into every desk
One place instead of the stack.
The owner sees today's leads and what is waiting on approval. The team works the inbox, the pipeline, and the calendar. Customers sign in for their files. Moving off GoHighLevel starts with a mapped import and a dry run before anything goes live.
Owner home and approvals queue
GoHighLevel import with dry run and reconciliation
Customer sign-in for files and delivery
Team invitations and password reset
One connections page for Google, QuickBooks, and Gusto
Industry presets that preselect the right setup
Platform foundation
Implementation
Custom features and integrations
Connections use your own Google, QuickBooks, and Gusto accounts. Those providers stay the system of record.
Industry presets
Start from how your business already works.
Marketing agency
Lead generation, campaign delivery, content, reporting, and client operations.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Follow-up sequences, Client delivery, Social calendar, Booking calendar, Agreements
Recommended: Workflows, Projects and tasks, Client dashboard, MotiveStack creative AI
Creative or content agency
Creative production, approvals, publishing, and client delivery.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Client delivery, Social calendar, Projects and tasks, Agreements
Recommended: Workflows, Client dashboard, MotiveStack creative AI
Web, design, or development agency
Project delivery, intake, agreements, sites, and client billing.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Client delivery, Projects and tasks, Agreements
Recommended: Workflows, Website and funnel builder, Client invoicing, Client dashboard
Consulting or professional services
Relationship management, booking, project delivery, and invoicing.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Follow-up sequences, Client delivery, Booking calendar, Agreements
Recommended: Workflows, Projects and tasks, Client invoicing, Client dashboard
Deal Desk
Mergers and acquisitions. Buyer and seller contacts, inquiries, the data room, and the NDA.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Client delivery, Agreements
Recommended: Follow-up sequences, Booking calendar
Home or local services
Lead response, estimates and appointments, calls, jobs, and reviews.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Follow-up sequences, Booking calendar, Projects and tasks, Contextual telephony
Recommended: Workflows, Reputation, Finance, Client invoicing
Adjacent or similar industry
Start with the shared operating core, then tailor the recommendation.
Required: CRM and pipeline, Shared inbox, Forms and embeds, Agreements
Recommended: Follow-up sequences, Booking calendar, Workflows, Projects and tasks
Pricing
Two plans. Usage is billed on top.
Office
$397/mo
At 10 active users, the plan includes 15 feature credits. Choose between 2 and 20 users first; smaller teams receive more optional-feature capacity.
Office Plus
$697/mo
At 18 active users, the plan includes 13 feature credits. Choose between 2 and 30 users first; smaller teams receive more optional-feature capacity.
Usage
Metered
SMS, email, voice, and AI stay outside the plan price. Unused credits do not lower it.
Feature credits choose optional modules. The required desk does not spend them. Choose active users first; smaller teams receive more optional-feature credits. Credits are not usage and have no cash value. Unused credits and features you leave unselected do not automatically create a refund or discount. Implementation and custom development stay included. Overall prioritization metrics apply. The MotiveStack appliance is outside the plan price: $4,900 appliance, then $149/mo scheduled updates or $990/yr for up to 12 manual syncs.
Build your desk
Choose your team. Then choose what you run.
Your user count sets the feature allowance before the catalog opens. Required features stay on and spend no credits.
Implementation is included. No extra cost. Custom feature and integration development is included at no extra cost. Overall prioritization metrics apply.
Step 1 · Plan and team
Choose active users first
Office is $397 a month. Team size sets the optional-feature allowance. Smaller teams receive more feature credits; larger teams get more utility from shared features.