Pricing
Priced on What You
Actually Use.
Platform base + seats + usage + services. No hidden fees. No unlimited tiers that quietly erode your margins. Every meter is visible.
Launch
For agencies getting their first vertical off the ground
$449/mo equivalent · saves $600/yr vs monthly
Included usage / mo
- CRM + contact management
- Deal pipeline (1 vertical)
- Built-in softphone + call recording
- TCPA / DNC enforcement
- AI coaching — passive mode
- Commission engine
- E-signature (SignWell)
- Basic pipeline analytics
- Email support
- Multi-vertical deal pipeline
- Active / compliance AI coaching
- White-label skins
- Public API access
- SLA
Scale
For multi-vertical agencies growing advisor headcount
$899/mo equivalent · saves $1,200/yr vs monthly
Included usage / mo
- Everything in Launch
- All verticals (auto, home, Medicare, life, warranty)
- AI coaching — active + compliance modes
- Lead scoring + auto-routing
- Rate card engine (sqft-tiered, FL enforcement)
- Multi-campaign management
- Pipeline analytics + stage velocity
- Postcard campaign triggers
- Dedicated onboarding manager
- White-label skins
- Public API access
- SLA
Platform
White-label deployment for agencies, networks, and resellers
Included usage / mo
- Everything in Scale
- Full white-label + custom domain
- AI coaching — all modes + custom guardrails
- Multi-org / sub-org skin management
- Public API (rate-limited by seat tier)
- Carrier integration adapter (custom)
- SLA — 99.9% uptime commitment
- Dedicated solutions engineer
- Custom onboarding + advisor training
Billing Model
Four Revenue Meters. Nothing Hidden.
Platform
Monthly base fee by tier. Fixed — not per-seat. Covers infrastructure, compliance, and core CRM.
Seats
Full seats (active advisors) + Light seats (managers, ops, QA). Each tier includes a seat allowance; extras bill monthly.
Usage
AI coaching minutes, SMS, voice, and storage. Included allowances sized for healthy advisor workloads. Overages at transparent per-unit rates.
Services
Onboarding, training, custom carrier integrations, and managed campaigns. Scoped and quoted separately — never bundled into base pricing.
Usage Overage Rates
All meters are metered — no unlimited tiers. Overages are visible in real time in the FinOps dashboard.
| Usage Meter | Included | Overage Rate |
|---|---|---|
| AI coaching minutes | per tier | $0.08 / min |
| Outbound SMS messages | per tier | $0.02 / message |
| Voice minutes | per tier | $0.015 / min |
| Storage | 5 GB / org | $0.05 / GB |
| API calls (Platform) | 100K / mo | $0.002 / call |
Usage resets monthly. Overage caps available by request — talk to sales.
Full Feature Comparison
| Feature | Launch | Scale | Platform |
|---|---|---|---|
| Core CRM | |||
| Contact management + 360° view | |||
| Deal pipeline | 1 vertical | All verticals | All verticals |
| Commission engine + statements | |||
| E-signature (SignWell) | |||
| TCPA / DNC enforcement | |||
| Communications | |||
| Built-in softphone (WebRTC) | |||
| Call recording + playback | |||
| Voicemail drop | |||
| Two-way SMS inbox | |||
| Email sequences | |||
| AI & Coaching | |||
| Lead scoring (AI) | |||
| Auto-routing | |||
| AI coaching — passive mode | |||
| AI coaching — active mode | |||
| AI coaching — compliance mode | |||
| Objection detection + rebuttal | |||
| Analytics | |||
| Pipeline analytics | Basic | ||
| Stage velocity + forecast | |||
| Advisor scorecard / leaderboard | |||
| Customer profitability tracking | |||
| Platform | |||
| White-label skins | |||
| Custom domain | |||
| Public API access | |||
| Multi-org / sub-org management | |||
| SLA (99.9% uptime) | |||
Professional Services
Services Billed Separately
Onboarding & Setup
from $1,500
Platform-managed migration, configuration, and go-live
Advisor Training
$150 / hr
Live sessions for advisors and managers; recorded for async replay
Custom Carrier Integration
from $2,500
Adapter build for proprietary carrier APIs
Managed Postcard Campaigns
$0.65 / piece + setup
EDDM design, print, and mail — trackable in CRM
Custom Compliance Workflow
scoped on request
State-specific rule sets, SOA enforcement, FINRA logging
Pricing Questions
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Patriots Protect runs on Vantage Platform — white-labeled as PP's own CRM