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Getting started

Plans and billing

What each plan includes, how AI messages are metered, and how the trial and overage work.

Updated August 2026


SuiteCRE is sold per broker. Both plans include the full CRM. The difference is how much AI work you can do on top of it.

The plans

Both plans include the CRM: contacts, deals, listings, tasks, calendar, documents, commissions, and buyer chat on your listings. Broker AI adds the analysis and automation tools listed below.

Core CRMBroker AI
Monthly$89$299
Annual$890$2,990
Included AI messages100 / month750 / month
Contacts, deals, listings, tasksYesYes
Email and calendar integrationYesYes
Full broker assistantLimitedYes
Additional AI messages$0.35 each$0.20 each
Revenue agents and workspace automations—Yes
Offering memo and pro forma tools—Yes
Lease abstraction and CAM reconciliation—Yes
Market intelligence and comps—Yes
Lead generation—Yes
SupportStandardPriority

Annual billing saves roughly 17%. Team and brokerage pricing is available, so contact us rather than stacking single-broker seats.

What counts as an AI message

One AI message is one request that requires the assistant to think. That includes:

  • A turn in a chat with the broker assistant
  • A voice exchange with the assistant
  • A request you send from WhatsApp or SMS
  • A step an automation or agent takes that needs the assistant, such as drafting a follow-up

These do not count:

  • Anything deterministic: creating a task, logging an interaction, moving a deal stage, running a report
  • Buyer chat conversations on your public listing pages. Those are covered separately and do not draw down your allowance
  • Ordinary CRM use: searching, filtering, editing records

Overage and the soft cap

Usage moves through three points:

  • At 80% of your allowance you get a warning, so a heavy month is visible before it costs anything.
  • Past 100%, additional messages are reported to your invoice as usage, at $0.35 each on Core CRM and $0.20 each on Broker AI. Nothing stops working.
  • At twice your included allowance there is a soft cap. You have to explicitly opt in to keep going. This exists so a runaway month cannot happen without you agreeing to it.

If you find yourself consistently over, the annual Broker AI plan is almost always cheaper than paying overage on Core.

Trial

New accounts get a 14-day trial. Trials are one per account, and re-subscribing does not restart one. Nothing is deleted when a trial ends; the account becomes read-limited until you pick a plan, and everything is there when you come back.

Changing or cancelling

Change plans or cancel any time from Settings → Billing. Upgrades take effect immediately with a prorated charge. Downgrades and cancellations take effect at the end of the current period, so you keep what you paid for. Your data remains exportable after cancellation. See Security and your data.