Common questions
Do I need a credit card to start the trial?
No. Your 14-day free trial starts immediately. You'll only be charged after the trial ends — and you can cancel anytime before.
Can I switch plans later?
Yes. You can upgrade or downgrade at any time. Changes take effect on your next billing cycle.
What counts as a "user seat"?
Each person on your team who logs in needs a seat. The Starter plan is for 1 rep, Pro covers up to 3, and Elite is unlimited.
What industries do the templates cover?
All plans include templates for real estate, HVAC, insurance, SaaS, financial services, and more — with filters to find exactly what you need.
Is there a refund policy?
If you're not satisfied within the first 30 days after your trial, reach out and we'll make it right.