The right plan for where you are.

You get full access to every feature in your selected plan for 7 days. No credit card is required to start. At the end of your trial, you can choose to subscribe or your account will simply be paused. No surprise charges.

Yes. You can upgrade or downgrade your plan at any time from your account settings. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle.

Annual billing is priced at 10 months instead of 12, saving you 2 full months per year. You are billed once annually and can cancel at any time (though no partial refunds are issued for the remaining term).

SMS and email sending are usage-based and billed separately at cost (approximately $0.008 per SMS and $0.001 per email). This keeps your subscription price low while giving you the flexibility to send as much or as little as your business needs.

Yes, 100%. All of your contacts, conversations, and data belong to you. You can export everything at any time. If you cancel, we retain your data for 30 days so you have time to download it before it is permanently deleted.

All plans include email support. Agent Pro and above receive priority support with faster response times. Agency Pro includes a dedicated account manager, and Agency Elite includes a full dedicated success team with quarterly strategy calls.

FinanceFollowup is purpose-built for finance professionals. We have pre-configured templates, pipelines, and automations for insurance agents, mortgage brokers, financial advisors, and payroll companies. When you sign up, you select your vertical and your CRM is pre-loaded with industry-specific workflows.