Individual
Designed for client-focused advisors, brokers, coaches and more.
$19
90 days free, then 15 clients per month
Video transcript for Zoom & Google Meet
Custom recaps & pre-meeting briefings
Ask Warmer client history search
Integrations with Gmail, MS Outlook and your CRM
Team
Built for collaborative teams who want shared visibility with admin controls.
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Everything in Individual
Firm-wide visibility and collaboration
Search insights across all clients
CRM sync: Salesforce, Hubspot, Redtail
Firm-level billing & account management
Enterprise
For firms with unique processes & systems.
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Everything in Team
Premium client profiles
External notetaker integrations (Gong, Dialpad, Zendesk)
File managers (Google Drive, OneDrive, Dropbox, Box)
Universal-view accounts for compliance & leadership