Simple, transparent pricing
Start with a 7-day free trial. Beta users lock in founding member pricing — your rate never increases as we add features.
Invest in your growth.
One platform replaces six tools. CRM, AI, automations, inbox, bookings, and analytics — starting at less than the cost of one lost policy.
Starter
Everything a solo agent needs to automate workflows and close more policies.
Start 7-Day Free TrialSmart CRM
- Up to 500 contacts
- Custom pipeline stages
- Lead import from CSV
- Policy status tracking
- Activity timeline
- Contact search & filters
- AI lead scoring
Inbox & Messaging
- Unified inbox (SMS, Email, WhatsApp)
- Message history & search
- 500 SMS credits/mo included
- WhatsApp Cloud API
AI & Aria
- Aria AI assistant (Claude-powered)
- 150 AI credits/mo included
- AI-generated activity notes
- Context-aware responses
- AI automation recommendations
Bookings & Calendar
- Personal booking page
- Zoom OAuth integration
- Auto-generate Zoom meeting links
- Google Calendar sync
Policy & Documents
- Policy status tracking
- Document storage (AWS S3)
- E-signature integration
- Renewal automations
- Policy change triggers
Security & Compliance
- Google OAuth SSO
- SMS consent tracking (TCPA)
- Do-not-contact enforcement
- Secure credential storage
Storage & Files
- 5 GB cloud storage
- Document upload & management
- Secure file sharing
Teams
- Join teams
Support & Onboarding
- Email support
- Help center & video tutorials
- Priority support
- Dedicated onboarding call
Pro
Beta access, unlimited growth, and white-glove onboarding for professional agents.
Start 7-Day Free TrialSmart CRM
- Unlimited contacts
- Custom pipeline stages
- Lead import from CSV
- Policy status tracking
- Activity timeline
- Contact search & filters
- AI lead scoring & prioritization
AI Automations
- 15 active automation workflows
- Trigger on lead import, stage change, bookings
- Multi-step sequences with smart delays
- Multi-channel (Email, SMS, WhatsApp)
- Merge tags (name, booking links, Zoom)
- Automation analytics & logs
- Custom workflow builder
- Advanced automation templates
Inbox & Messaging
- Unified inbox (SMS, Email, WhatsApp)
- Message history & search
- Outbound messaging
- SMS delivery status
- 500 SMS credits/mo included
- WhatsApp Cloud API
- Email formatting (markdown support)
AI & Aria
- Aria AI assistant (Claude-powered)
- 500 AI credits/mo included
- AI-generated activity notes
- Context-aware responses
- AI automation recommendations
- Advanced AI insights
Bookings & Calendar
- Personal booking page
- Zoom OAuth integration
- Auto-generate Zoom meeting links
- Google Calendar sync
Policy & Documents
- Policy status tracking
- Document storage (AWS S3)
- E-signature integration
- Renewal automations
- Policy change triggers
- Discounted marketplace
Integrations & APIs
- Zoom OAuth
- Twilio SMS
- WhatsApp Cloud API
- AWS SES (email)
- Stripe (billing)
- Webhook support (Coming Q2 2026)
Security & Compliance
- Google OAuth SSO
- SMS consent tracking (TCPA)
- Do-not-contact enforcement
- Secure credential storage
- SOC 2 compliance (Coming Q4 2026)
Storage & Files
- 10 GB cloud storage
- Document upload & management
- Secure file sharing
Teams
- Create and join teams
Beta Access & Platform
- ✨ Beta feature access
- 🚀 Early access to new releases
- Feature voting & feedback
- Product roadmap updates
Support & Onboarding
- Priority email support
- Help center & video tutorials
- Priority support (24hr response)
- 🎯 Dedicated onboarding call
- Custom automation setup assistance
Need a plan for your entire team?
Get volume pricing, personalized onboarding, custom integrations, and dedicated support for your agency or IMO. Contact our sales team to build a package that fits.
7-day free trial • Cancel anytime
Feature-by-feature comparison
See exactly what's included in every tier. No surprises, no hidden limitations.
| Feature | ||
|---|---|---|
| Smart CRM | ||
| Up to 500 contacts | ||
| Custom pipeline stages | ||
| Lead import from CSV | ||
| Policy status tracking | ||
| Activity timeline | ||
| Contact search & filters | ||
| AI lead scoring | ||
| Unlimited contacts | ||
| AI lead scoring & prioritization | ||
| AI Automations | ||
| 15 active automation workflows | ||
| Trigger on lead import, stage change, bookings | ||
| Multi-step sequences with smart delays | ||
| Multi-channel (Email, SMS, WhatsApp) | ||
| Merge tags (name, booking links, Zoom) | ||
| Automation analytics & logs | ||
| Custom workflow builder | ||
| Advanced automation templates | ||
| Inbox & Messaging | ||
| Unified inbox (SMS, Email, WhatsApp) | ||
| Message history & search | ||
| 500 SMS credits/mo included | ||
| WhatsApp Cloud API | ||
| Outbound messaging | ||
| SMS delivery status | ||
| Email formatting (markdown support) | ||
| AI & Aria | ||
| Aria AI assistant (Claude-powered) | ||
| 150 AI credits/mo included | ||
| AI-generated activity notes | ||
| Context-aware responses | ||
| AI automation recommendations | ||
| 500 AI credits/mo included | ||
| Advanced AI insights | ||
| Bookings & Calendar | ||
| Personal booking page | ||
| Zoom OAuth integration | ||
| Auto-generate Zoom meeting links | ||
| Google Calendar sync | ||
| Commission & Revenue | ||
| Policy Management | ||
| Sales Intelligence | ||
| Client Experience | ||
| AI Insights | ||
| Growth & Recruiting | ||
| Storage & Files | ||
| 5 GB cloud storage | ||
| Document upload & management | ||
| Secure file sharing | ||
| 10 GB cloud storage | ||
| Teams | ||
| Join teams | ||
| Create and join teams | ||
| Marketplace & Extras | ||
Up to 500 contacts
Custom pipeline stages
Lead import from CSV
Policy status tracking
Activity timeline
Contact search & filters
AI lead scoring
Unlimited contacts
AI lead scoring & prioritization
15 active automation workflows
Trigger on lead import, stage change, bookings
Multi-step sequences with smart delays
Multi-channel (Email, SMS, WhatsApp)
Merge tags (name, booking links, Zoom)
Automation analytics & logs
Custom workflow builder
Advanced automation templates
Unified inbox (SMS, Email, WhatsApp)
Message history & search
500 SMS credits/mo included
WhatsApp Cloud API
Outbound messaging
SMS delivery status
Email formatting (markdown support)
Aria AI assistant (Claude-powered)
150 AI credits/mo included
AI-generated activity notes
Context-aware responses
AI automation recommendations
500 AI credits/mo included
Advanced AI insights
Personal booking page
Zoom OAuth integration
Auto-generate Zoom meeting links
Google Calendar sync
5 GB cloud storage
Document upload & management
Secure file sharing
10 GB cloud storage
Join teams
Create and join teams
Scale with credit packs
Need more AI credits, storage, or SMS messages? Purchase add-on packs at any time — no plan change required.
One platform. Replaces everything.
Stop paying for 8+ separate tools that don't talk to each other.
Without AIVIONT
Your current tool sprawl
CRM
Salesforce / HubSpot
Email Marketing
Mailchimp
SMS Platform
SimpleTexting
Booking Tool
Calendly
AI Insights Tool
Gong / Clari
E-Signature
DocuSign
Commission Tracker
Spreadsheets
AI Assistant
ChatGPT Pro
Website / Landing Page
Wix
Call Recording
Otter.ai
With AIVIONT
One platform, everything connected
Save $150–360/mo
compared to paying for each tool separately
Ready to unify your growth stack?
Start your free trial today. Set up your workspace in minutes, connect your platforms, and let Aria do the heavy lifting.
Got questions? We've got answers.
Everything you need to know about AIVIONT and Aria AI.