Plans & investment
Clear plan pricing for Startups / Small Teams and Business, with Enterprise scoped to your rollout.
Plan tiers
One-time pricing for Startups / Small Teams and Business. Enterprise is custom-quoted with free deployment and customizations.
Full platform
Optional add-on
Full platform
Included free with Business · Mobile App is $250
Custom deployment
Included free with Enterprise · Mobile App is $250
The platform
See how modules connect before you commit, every plan runs on the same dedicated architecture.
A short walkthrough of the client lifecycle in TradePacer CRM.
Every deployment is a dedicated installation, one application and database per client company.
Enable only the modules your operation requires: CRM, payments, compliance, research, portal, and workforce capabilities are switched on per installation.
Default roles and permission templates are configured for your team structure, agents, team leaders, compliance officers, and administrators.
Service plans, lead sources, dispositions, and reference data are set up to match your commercial and operational model.
Moving from spreadsheets or a legacy system requires planning, we scope migration as part of Enterprise rollout or by agreement.
We review your existing lead, customer, and payment data to define what can be imported and what should start fresh.
Bulk import paths exist for leads and contacts. Historical data migration is scoped per project, not assumed in base plans.
Teams can validate workflows in the new installation before cutover, reducing disruption to active sales and service operations.
Training and handover are aligned to the modules you enable and the roles that will use the system daily.
Walkthroughs for sales agents, team leaders, compliance officers, and administrators, focused on their actual workspaces.
Operational guides cover lead management, follow-ups, customers, payments, compliance, and reporting within your enabled modules.
Startups / Small Teams includes free lifetime support without future product updates. Business and Enterprise include free lifetime support plus free future updates, including upcoming Lead Generation, AI Agents and Custom Templates. Mobile App is available as a $250 add-on. Enterprise also includes free deployment and customizations.
Startups / Small Teams is a one-time $295 for teams up to 20 people, with free lifetime support and no future product updates. Business is a one-time $450 for any team size, with free lifetime support and free future updates. Enterprise is custom-quoted and includes customizations, free deployment, free support, and free future updates. The Mobile App is a $250 add-on.
Yes for Business and Enterprise. Upcoming roadmap capabilities such as Lead Generation, AI Agents and Custom Templates are included free when they go live. The Mobile App is priced separately at $250.
No. TradePacer CRM deploys as one isolated application and database per client company. Your data is not commingled with other customers.
Customization scope, deployment needs, modules enabled, migration complexity, and dedicated support requirements. Optional modules such as compliance, research, portal, and workforce are included based on need.
Yes. When your team grows beyond 20 people or you need future updates and additional modules, you can move to Business or Enterprise without changing the core architecture.
Book a demo or talk to sales. We will confirm the right plan tier and, for Enterprise, prepare a custom quote for your rollout.
Book a demo to walk through Startups / Small Teams, Business, or a custom Enterprise rollout for your team.
