All the CRM and work management tools your team needs — in one place. Start free for 14 days. No credit card required.
Essentials
Billed $180/user annually
For small teams ready to get organized and start managing clients.
Professional
Billed $468/user annually
For growing teams that need deeper CRM, automation, and reporting.
Everything in Essentials, plus:
Enterprise
Flexible billing — talk to our team
For organizations that need maximum control, security, and dedicated support.
Everything in Professional, plus:
All plans include a 14-day free trial & no setup fees. Cancel anytime.
| Feature | Essentials | Professional | Enterprise |
|---|---|---|---|
| Work Management | |||
| Tasks, subtasks & projects | |||
| AI task suggestions | |||
| Project templates | 5 | 20 | Unlimited |
| Custom fields | |||
| Milestones & timelines | |||
| Automations | 5 / month | 100 / month | Unlimited |
| Client Management | |||
| Client & contact profiles | |||
| Contacts | Up to 500 | Up to 5,000 | Unlimited |
| Pipeline views | 1 | 5 | Unlimited |
| Activity feed | |||
| Guest access | 5 guests | Unlimited | |
| Team & Access | |||
| Team members | Up to 10 | Unlimited | Unlimited |
| Roles & permissions | Basic | Advanced | Custom |
| API & webhooks | |||
| Integrations | 10 | 50+ | Custom |
| SSO / SAML | |||
| Reporting & AI | |||
| Basic reports | |||
| Advanced analytics | |||
| Custom dashboards | |||
| Export (CSV / PDF) | |||
| Storage & Security | |||
| Storage | 25 GB | 250 GB | Unlimited |
| Audit logs | |||
| Data residency | |||
| Support | |||
| Support channel | Community | Priority email | Dedicated manager |
| Response time | 48 hours | 24 hours | 4 hours |
| Onboarding | Self-serve | Guided setup | White-glove |
Yes — every plan includes a 14-day free trial with full feature access. No credit card required to get started.
Absolutely. Upgrade or downgrade at any time. Changes take effect at your next billing cycle and any unused credits are applied automatically.
You pay for each team member who has a Karliee account. Guest users (view-only collaborators) are available on Professional and Enterprise plans at no extra charge.
We accept all major credit cards (Visa, Mastercard, American Express) and ACH bank transfer for annual plans.
No — monthly billing is available on all plans. Choosing annual billing saves you up to 20% compared to paying month-to-month.
We'll send you a heads-up when you hit 80% of your monthly automation limit. You can upgrade your plan or purchase additional credits at any time — no surprises.
Yes. We offer special pricing for registered nonprofits and early-stage startups. Reach out to us and we'll find something that works for you.
All data is encrypted in transit and at rest using AES-256. We run regular third-party security audits and are fully GDPR-compliant. Enterprise plans include SSO, audit logs, and data residency controls.
14-day free trial on every plan. No credit card. No commitment. Cancel anytime.