CRMDAY
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Pricing · CRMDAY One

One platform, one price per user.

Everything CRMDAY One does for an insurance agency — policies, quoting, omnichannel service, campaigns, workflows and analytics — for the same price per person on your team.

CRMDAY One

$69

per user / month

  • Every module in the platform
  • Unlimited contacts, policies and deals
  • Support in English, Spanish and Portuguese
Try it free
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No credit card required · Prices in US dollars.

What the price includes

Not a base plan with the useful part sold separately.

The operation an agency needs is in the platform, not behind an upgrade. Each user you license gets all of it.

  • Sales & marketing

    • ACA quoting with Healthcare.gov
    • Campaign management
    • Aria AI
    • Social media management

  • Operations

    • Policy management
    • Open Enrollment orchestration
    • HealthSherpa sync
    • Automation and workflows
    • Reports and analytics
    • Agency network and commissions

  • Service

    • Omnichannel inbox
    • Client 360° view
    • Tasks, kanban and internal chat

Messaging and voice channels depend on the provider and the country, and are contracted separately.

How billing works

Count the people, not the features.

No module tiers to compare and no surprise when the team grows: a user is a person with access to the platform.

  1. 1Per user

    $69 per user, per month

    Each person with access to CRMDAY One is one licensed user.

  2. 2Volume

    Larger teams, better rates

    Agencies and networks with many agents have volume bands — tell us the size of your team.

  3. 3Trial

    Start without a card

    Try the platform first, with your own data, and subscribe when it makes sense.

  4. 4Rollout

    Start small, add seats

    License the people who are using it now and add the rest as the operation moves in.

FAQ

Pricing questions.

What exactly costs $69?

Each licensed user, per month: one person with access to CRMDAY One. The platform's modules are included for every user, with no separate plan per feature.

Do I need a credit card to try it?

No. You can start the free trial, bring your own data and only subscribe when the team decides to keep it.

Does a larger team pay the same per user?

Agencies, FMOs and networks with many agents have volume bands. Tell us how many people will use the platform and we will show the rate for that size.

What is not included in the per-user price?

Messaging and voice channels — WhatsApp, SMS and telephony — depend on the provider and the country's rules, and are contracted separately from the platform licence.

Can I talk to someone before subscribing?

Yes. Schedule a conversation and we will go through your operation, the number of users and how to phase the rollout before you pay for anything.

CRMDAY One · free trial

Try it with your own book.

Start the free trial and see the platform running on your clients, policies and renewals.

Start your free trial
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No credit card required