Simple, Transparent Pricing for Every Team Size
Start free with core CRM and task management. Scale with advanced workflows, integrations, and enterprise-grade controls as your organization grows. All plans include a 14-day trial.
No credit card required • Cancel anytime • 30-day money-back guarantee
- Up to 3 users
- Basic CRM
- Task management
- 5 GB storage
- Email support
- Up to 25 users
- Advanced CRM
- Project management
- 50 GB storage
- Priority support
- API access
- Custom reports
- Up to 100 users
- Full CRM suite
- Workflow automation
- 200 GB storage
- Dedicated support
- Advanced analytics
- White-label option
- Unlimited users
- Custom integrations
- Dedicated account manager
- Unlimited storage
- 24/7 phone support
- SLA guarantee
- On-premises option
Across all plans
Commercial tiers differ in depth, not in the logic of the platform
Every plan participates in the same connected IdeaDunes story: shared records, phased rollout, and expansion into stronger process, reporting, and governance over time.
Shared operating foundation
Every plan is designed to keep customer, delivery, and team context in one coherent workspace rather than in separate tools.
Upgrade path without rework
Move into deeper workflow, reporting, security, and integration usage as your operating model matures.
SEO-safe, server-rendered discovery
Public plan information renders cleanly for fast first paint, clear comparison, and search-friendly plan visibility.
Global team readiness
Commercial decisions consider distributed users, role-based access, implementation support, and expansion across regions.
Platform modules
What's Inside IdeaDunes
Every module is built into the platform — not bolted on. 0+ CRM modules powering 0+ records. Higher plans unlock deeper capabilities, automation, and customization within each module.
Dashboard
Central workspace overview with stats, charts, and quick actions
Activity Feed
Real-time stream of all actions, updates, and events
Tasks & To-Do
Personal and team task management with deadlines and priorities
Files & Documents
Centralized file management with sharing and version control
Notifications
System alerts, mentions, and important updates in one place
Calendar
Shared calendar with events, meetings, and deadline tracking
My Profile
Personal profile, preferences, and account settings
Settings
Application preferences, display, and notification settings
Knowledge Base
Self-service articles, FAQs, and documentation library
CRM Pipeline
Visual sales pipeline with stages, forecasting, and deal management
Leads
Lead capture, scoring, qualification, and conversion tracking
Contacts
Complete contact database with communication history
Clients / Accounts
Client account management, billing info, and relationship tracking
Projects
Project planning, milestones, Gantt charts, and team collaboration
Team
Team directory, availability, workload tracking, and HR basics
Orders
Order management, fulfillment tracking, and purchase workflows
Billing & Invoices
Invoice generation, payment tracking, and financial documents
Reports & Analytics
Custom reports, dashboards, data visualization, and exports
Marketing
Campaigns, email marketing, segmentation, and lead nurturing
Automation
Workflow automation, triggers, scheduled tasks, and process builder
Helpdesk / Support
Ticket management, SLA tracking, customer support workflows
Integrated email client with templates, tracking, and CRM linking
Branding
Logo, color scheme, email templates, and brand asset management
Subscription
Plan management, billing history, and upgrade options
Referral Program
Refer businesses and earn rewards, track referral performance
Properties
Property listings, showings, and deal tracking
Patient Management
Patient records, appointments, and treatment tracking
Courses & Programs
Course management, enrollments, and curriculum planning
Inventory
Stock management, warehousing, and supply chain tracking
Fleet Management
Vehicle tracking, delivery scheduling, and logistics optimization
Bookings & Reservations
Reservation management, availability, and guest management
Cases / Matters
Legal case management, deadlines, and document drafting
Donations & Grants
Donation tracking, grant management, and donor relations
Compliance
Regulatory compliance, audits, certifications, and reporting
Production
Production planning, job sheets, and resource allocation
Content Studio
Content creation, approval workflows, and publishing calendar
User Management
Create, manage, and assign roles to team members
Performance
System performance metrics, usage analytics, and health monitoring
Integrations
Third-party app connections, API keys, and webhook management
CRM Sync
Bi-directional data sync with external CRM systems
Roles & Security Groups
Configure roles, permissions, and security group policies
Web Store
E-commerce storefront for products and services
Drive & Hosting
Cloud file hosting and storage management
Git Repositories
Source code repository management and CI/CD integration
Detailed plan comparison
Compare every feature across all 7 plans
See exactly what each tier includes — from contact limits and storage to API calls, compliance tools, and support levels. No guessing.
| Feature | Starter | Professional | Business | Enterprise | |||
|---|---|---|---|---|---|---|---|
| CRM & Sales | |||||||
| Contacts & leads | Up to 500 | Unlimited | Unlimited | Unlimited + deal scoring | Unlimited + scoring | Unlimited + scoring | Unlimited + custom |
| Sales pipelines | 1 pipeline | Up to 3 | Multiple | Unlimited | Unlimited | Unlimited | Unlimited + custom |
| Deal forecasting | — | — | Basic | Advanced | Advanced + scheduling | Advanced + BI | Custom models |
| Activity timeline | Basic | Full history | Full + audit | Full + audit | Advanced audit | Compliance audit | Custom audit |
| Account management | — | Basic | Team accounts | Full hierarchy | Full hierarchy | Multi-tenant | Custom hierarchy |
| Lead scoring | — | — | — | Rule-based | Rule-based | AI-assisted | AI + ML custom |
| Contact enrichment | — | Basic | Basic | Advanced | Advanced | AI-powered | Custom enrichment |
| Product catalog | — | — | — | Basic catalog | Full catalog | Full + pricing | Custom catalog |
| Quote & invoice | — | Basic | Templates | Full + e-sign | Full + automation | Full + branding | Custom billing |
| Territory management | — | — | — | — | Basic | Advanced | Custom territories |
| Revenue attribution | — | — | — | First/last touch | Multi-touch | Full attribution | Custom models |
| Project & Delivery | |||||||
| Projects & tasks | To-do lists | Full management | Team projects | Full + milestones | Full + workload | Full + BI | Custom delivery |
| Kanban & boards | 1 board | Multiple boards | Team boards | Unlimited | Unlimited + views | Unlimited + views | Custom views |
| Calendar & scheduling | View only | Full calendar | Full + booking | Full + booking | Full + booking | Full + booking | Custom scheduling |
| Team workload view | — | — | — | Basic | Advanced | Advanced + BI | Custom capacity |
| Milestone tracking | — | — | Basic | Full tracking | Full + reports | Full + BI | Custom milestones |
| Gantt chart & timeline | — | — | Read-only | Interactive | Advanced | Full + dependencies | Custom timeline |
| Time tracking | — | Basic | Per task | Per task + reports | Full + billing | Full + BI | Custom tracking |
| Resource planning | — | — | — | Basic | Capacity planning | Full resource BI | Custom planning |
| Sprint management | — | — | — | Basic sprints | Full agile | Full + velocity | Custom agile |
| Communication & Collaboration | |||||||
| Email templates | Notifications only | Up to 50 | Team templates | Unlimited | Unlimited | Unlimited + branding | Custom templates |
| Email sequences | — | — | Basic | Automated | Advanced triggers | Advanced + BI | Custom workflows |
| Document management | — | Basic (10 GB) | 25 GB storage | 50 GB + versioning | 500 GB | Unlimited | Custom storage |
| Team mentions & notes | — | — | Basic | Full collaboration | Full + channels | Full + channels | Custom channels |
| File sharing & versioning | — | Basic | Team sharing | Full versioning | Full + access controls | Full + compliance | Custom controls |
| Internal chat & messaging | — | — | — | Basic chat | Full chat + channels | Full + threads | Custom messaging |
| Email tracking & analytics | — | Open tracking | Open + click | Full tracking | Advanced + heatmaps | Full + BI | Custom analytics |
| Video meeting links | — | — | Basic | Integrated | Integrated + recording | Full suite | Custom integration |
| Analytics & Reporting | |||||||
| Dashboard | Basic | KPI dashboard | Basic analytics | Advanced KPIs | Advanced + scheduling | BI analytics | Custom BI |
| Custom reports | — | Limited | Basic | Full custom | Full + scheduling | Full + BI tools | Custom reporting |
| Data export | CSV only | CSV, XLSX, PDF | Standard | Full formats | Bulk + scheduled | Bulk + BI | Custom exports |
| Trend analysis | — | — | — | Basic trends | Advanced | Full BI | ML-powered |
| Chart & visualization | — | Basic | Basic | Custom charts | Advanced visuals | Full BI suite | Custom dashboards |
| Revenue reports | — | Basic | Team reports | Full pipeline | Full + attribution | Predictive | Custom models |
| Funnel analysis | — | — | — | Basic funnel | Multi-funnel | Advanced + BI | Custom funnels |
| Cohort analysis | — | — | — | — | Basic cohorts | Advanced | Custom cohorts |
| Scheduled reports | — | — | — | Daily/weekly | Custom schedules | Full + alerts | Custom delivery |
| Automation & Workflows | |||||||
| Workflow automation | — | — | — | Basic rules | Advanced triggers | Full engine | Custom automation |
| Approval chains | — | — | — | — | Multi-level | Full chains | Custom approvals |
| Scheduled tasks | — | — | — | Basic | Advanced | Full scheduling | Custom cron |
| Notification rules | Email only | Email + in-app | Custom rules | Advanced rules | Full rules | Custom channels | |
| Recurring tasks | — | Basic | Team recurring | Full recurring | Full + automation | Full + templates | Custom recurring |
| Lead auto-assignment | — | — | — | Round-robin | Rule-based | AI-assisted | Custom routing |
| Event-driven triggers | — | — | — | — | Basic events | Full event bus | Custom events |
| Conditional logic | — | — | — | If/then rules | Multi-branch | Full logic tree | Custom logic |
| Security & Compliance | |||||||
| Two-factor authentication | — | TOTP | TOTP | TOTP + backup | TOTP + hardware | Advanced 2FA | Custom MFA |
| SSO / SAML | — | — | — | — | SAML 2.0 | SAML + SCIM | Custom SSO |
| Role-based access | — | — | Basic roles | Custom roles | RBAC + policies | Full RBAC | Custom RBAC |
| IP allowlisting | — | — | — | — | Available | Advanced | Custom network |
| Audit trail | — | Basic logs | Activity log | Full audit | Compliance audit | Full compliance | Custom retention |
| GDPR tools | Consent tracking | Basic | Standard | Full GDPR | GDPR + SOC2 | GDPR/SOC2/HIPAA | Full compliance |
| Data residency | — | — | — | — | — | Custom region | Multi-region |
| Integrations & API | |||||||
| REST API access | — | — | — | 1,000 calls/day | 10,000 calls/day | Unlimited | Custom + gateway |
| Webhooks | — | — | — | — | Available | Advanced | Custom events |
| OAuth / third-party | — | — | — | Basic | Full OAuth | Full + custom | Custom connectors |
| Custom branding | — | — | — | Logo & colors | Full white-label | Full + domains | Custom branding |
| Multi-currency | — | — | — | — | Available | Advanced | Full custom |
| Support & Implementation | |||||||
| Support channels | Community forum | Priority email | Phone + email | Dedicated phone | 24/7 priority | 24/7 phone + Slack | |
| Onboarding | Self-serve | Self-serve | Getting started guide | Guided setup | Dedicated onboarding | Training program | Implementation services |
| Account management | — | — | — | — | Dedicated manager | Quarterly reviews | Executive reviews |
| Migration support | — | — | CSV import | Assisted import | Full migration | Guided migration | Custom migration |
| Uptime SLA | 99.5% | 99.9% | 99.9% | 99.9% | 99.95% | 99.99% | 99.99%+ custom |
| Storage & Infrastructure | |||||||
| File storage | 500 MB | 10 GB | 25 GB | 50 GB | 500 GB | Unlimited | Custom + dedicated |
| Max users | 1 | 1 | 5 | 25 | 100 | 500 | Unlimited |
| Sandbox environment | — | — | — | — | Available | Full sandbox | Custom environments |
| Private cloud / on-prem | — | — | — | — | — | — | Available |
| Dedicated infrastructure | — | — | — | — | — | — | Available |
| CDN & global delivery | Shared | Shared | Shared | Shared | Regional CDN | Global CDN | Dedicated CDN |
| Backup & restore | Daily | Daily | Daily | Daily + manual | Hourly + manual | Real-time | Custom RPO/RTO |
| Disaster recovery | — | — | — | — | Standard DR | Hot standby | Custom failover |
| AI & Intelligence | |||||||
| AI lead scoring | — | — | — | — | Basic | Advanced | Custom ML models |
| Predictive analytics | — | — | — | — | — | Revenue prediction | Custom predictions |
| Smart suggestions | — | — | — | Next-best action | Next-best action | AI recommender | Custom AI |
| Email writing assistant | — | — | — | Basic assist | Full assist | Full + tone | Custom model |
| Churn risk detection | — | — | — | — | — | Basic signals | Custom scoring |
| Auto data enrichment | — | — | — | — | Basic | Advanced | Custom sources |
| Sentiment analysis | — | — | — | — | — | Email sentiment | Custom NLP |
| Mobile & Accessibility | |||||||
| Mobile responsive | Full | Full | Full | Full | Full | Full | Full |
| Native mobile apps | — | — | — | — | iOS & Android | iOS & Android | Custom apps |
| Push notifications | — | — | — | Basic | Full | Full + custom | Custom channels |
| Offline access | — | — | — | — | Basic offline | Full offline | Custom sync |
| Keyboard shortcuts | Basic | Full | Full | Full | Full | Full | Custom shortcuts |
| Accessibility (WCAG) | AA | AA | AA | AA | AA | AAA | Custom audit |
| Customization & Branding | |||||||
| Custom fields | Up to 5 | Up to 20 | Unlimited | Unlimited | Unlimited | Unlimited | Custom objects |
| Custom forms | — | — | Basic | Drag & drop | Advanced + logic | Full + embed | Custom forms |
| Custom branding | — | — | — | Logo & colors | Full white-label | Full + custom domain | Multi-brand |
| Custom dashboards | — | — | — | Basic layouts | Advanced widgets | Full BI builder | Custom builder |
| Custom email domain | — | — | — | — | Available | Full + DKIM | Custom routing |
| Custom objects | — | — | — | — | Basic | Advanced | Full custom |
| Landing page builder | — | — | — | Basic | Advanced | Full + A/B test | Custom builder |
Complete capability view
Understand feature depth by operational domain
Instead of guessing from plan names, use this matrix to see where each tier is core, advanced, limited, or fully customized.
Customer lifecycle and CRM operations
Lead capture, contact management, account records, pipeline tracking, and relationship history.
Delivery and project execution
Task boards, project timelines, team workload, scheduling, and delivery milestones.
Automation and process orchestration
Workflow triggers, approval chains, scheduled tasks, and repeatable process templates.
Integrations and API extensibility
REST API, webhooks, SSO, OAuth, and third-party connector architecture.
Analytics, reporting, and business intelligence
Dashboards, KPI tracking, scheduled reports, data exports, and trend analysis.
Security, compliance, and governance
2FA, SSO, RBAC, IP allowlisting, audit logs, GDPR tools, and pen-test support.
Collaboration and communication
Team mentions, document sharing, email sequences, internal notes, and notifications.
Implementation and success support
Migration assistance, onboarding, training, dedicated account management, and QBR programs.
Full feature inventory
See the complete capability map before choosing a plan
Use this checklist to validate exactly which operational areas are covered, then align depth using the comparison and rollout tables above.
Customer and pipeline management
- Leads and contacts
- Account records & history
- Multiple pipelines
- Deal forecasting
- Activity timeline
- Custom fields
Execution and delivery
- Projects and tasks
- Kanban boards
- Calendar & scheduling
- Meeting booking
- Team workload views
- Milestone tracking
Reporting and analytics
- KPI dashboards
- Pipeline reports
- Scheduled exports
- Trend analysis
- Custom chart builder
- Data snapshots
Automation and workflows
- Trigger-based rules
- Approval workflows
- Email sequences
- Task automation
- Notification rules
- Recurring tasks
Collaboration and communication
- Team mentions & notes
- Document sharing
- Email templates
- Internal comments
- File versioning
- Shared views
Security and compliance
- Two-factor auth (2FA)
- SSO (SAML 2.0)
- Role-based access
- IP allowlisting
- Audit trail & logs
- GDPR tools
Available add-ons
Extend your plan with integration modules
Add specialized communication, payment, and workflow integrations to any plan. Pricing depends on usage and provider terms.
Enterprise Suite
Full enterprise CRM with custom integrations
From $199.99/moCRM Pro
Advanced CRM with automation and analytics
From $79.99/moEmail Marketing
Email campaign management and automation
From $49.99/moSales Pipeline
Visual sales pipeline and deal tracking
From $39.99/moCRM Basic
Basic CRM features including contact management and lead tracking
From $29.99/moIntegrations and expansion
Designed to connect with the broader solution architecture
IdeaDunes already spans CRM-driven product data, mobile APIs, automation workflows, OAuth sign-in, reporting, and operational delivery features. Pricing should reflect rollout depth, not just user count.
Integration-ready foundation
Support API-driven extensions, webhook-style workflows, OAuth sign-in, and connected operational tooling as your environment matures.
Multi-surface experience
Extend beyond web usage with mobile API support, notifications, offline sync concepts, and team access across roles.
Security and governance
Move from core access control into SSO, 2FA, auditability, and stronger commercial onboarding as complexity increases.
Authentication and identity
Support for secure account flows with optional enterprise identity controls at higher tiers.
API and workflow extensions
Connect business systems, automate steps, and coordinate data across tools as maturity increases.
Communication and notifications
Align internal updates, customer communication, and action triggers from one operating context.
Data portability and rollout support
Use migration guidance and implementation support to reduce risk during expansion and upgrades.
Integration roadmap by tier
Use plan selection as a sequence, not a one-time guess
Each plan supports a specific stage of integration maturity, from pilot setup to enterprise governance and rollout programs.
| Phase | Primary plans | Focus |
|---|---|---|
| Phase 1 Pilot and baseline setup | Starter / Professional | Stand up workspace basics, users, CRM structure, and lightweight team delivery workflows. |
| Phase 2 Cross-team standardization | Professional / Business | Standardize reporting, project operating rhythms, and process controls across multiple functions. |
| Phase 3 Integration and governance depth | Business / Enterprise | Expand API usage, integration architecture, advanced security, and enterprise onboarding services. |
| Phase 4 Program-scale operations | Enterprise | Run multi-team or multi-region rollout with migration governance and service-backed implementation. |
Rollout roadmap
Adopt IdeaDunes in stages instead of one disruptive jump
Stand up core workspace
Launch CRM, basic tasks, user access, and team coordination quickly with the lowest-friction plan that fits your current team.
Standardize delivery workflows
Add projects, reporting, calendars, and cross-team operating structure as usage expands beyond a pilot group.
Expand integrations and control
Introduce automation, API-led extensions, security hardening, and enterprise support when the platform becomes central to operations.
Implementation paths
Match commercial choice to the kind of deployment you are actually planning
Teams usually move through one of these paths. The right pricing choice is the one that aligns with implementation complexity, not just feature ambition.
Fast pilot deployment
Use Starter or Professional when the goal is proving value quickly with a contained team, clear scope, and minimal systems dependency.
Operational standardization
Use Professional or Business when CRM, delivery, analytics, and workflow consistency need to be standardized across multiple groups.
Enterprise-scale program
Use Enterprise when migration planning, custom integrations, governance requirements, and service-led rollout are part of the scope.
Frequently Asked Questions
Can I switch plans at any time?
Yes, you can upgrade or downgrade your plan at any time from your account settings. Changes take effect immediately, and you'll be billed the prorated amount for the remainder of your billing cycle.
Is there a free trial for paid plans?
All paid plans include a 14-day free trial with full access to all features. No credit card required to start. You can also stay on the Free Individual plan indefinitely at no cost.
What payment methods do you accept?
We accept all major credit and debit cards (Visa, Mastercard, Amex, Discover) processed securely through Stripe. Enterprise customers can pay by invoice with NET-30 terms. We also support PayPal and bank transfer for annual plans.
Can I cancel my subscription?
You can cancel anytime from your account settings. You'll keep access until the end of your current billing period. Your data is retained for 30 days after cancellation, and you can export everything before that.
Do you offer discounts for nonprofits or education?
Yes, we provide 40% off for qualified nonprofits and educational institutions on Professional and Business plans. Contact our sales team with your organization details to apply.
How does user-based pricing work?
Professional, Business, and Enterprise plans are billed per active user per month. The Free Individual plan is free for 1 user, and the Starter plan begins at $19/mo for up to 5 users. You only pay for users who actively have an account — you can add or remove users at any time.
What currencies can I pay in?
All billing is processed in USD, but we display approximate local equivalents in 24+ currencies (EUR, GBP, AED, INR, JPY, CAD, AUD, SGD, CHF, and more) to help you estimate costs. Enterprise customers can arrange custom billing currencies.
Is my data secure?
Yes. We use TLS 1.3 encryption in transit, AES-256 encryption at rest, SOC 2 Type II compliant infrastructure, and offer 2FA, SSO, IP allowlisting, and audit logs. Enterprise plans include custom security reviews and pen-test support.
How should I choose between Business and Enterprise?
Choose Business when you need automation, API access, and governance within a standard subscription. Choose Enterprise when you need custom deployment, multi-region data residency, migration services, dedicated support, or volume licensing.
Do you offer an on-premise or self-hosted option?
Yes, Enterprise customers can opt for on-premise deployment, private cloud hosting, or hybrid configurations. This includes dedicated infrastructure, custom SLAs, and full data residency controls.
Can I combine multiple plans or workspaces?
Yes. You can manage multiple workspaces under a single billing account, each on a different plan. This is ideal for companies with different departments or divisions that need varying feature sets. Contact sales for volume discounts across workspaces.
What happens to my data if I downgrade?
All your data is preserved when downgrading. If you exceed the limits of the lower plan (e.g., number of pipelines or storage), existing data remains accessible but you won't be able to create new items beyond the limit until you reduce usage or upgrade again.
Do you offer migration assistance from other CRMs?
Yes. Professional and above plans include guided CSV/XLSX import tools. Business plans include assisted migration support. Enterprise customers get dedicated migration engineers who handle the full data transfer from Salesforce, HubSpot, Zoho, Monday.com, and other platforms.
Is there a mobile app?
IdeaDunes is fully responsive and works on any mobile browser. Native iOS and Android apps are available for Business and Enterprise plans, providing push notifications, offline access, and mobile-optimized CRM views.
What integrations are available?
We offer 200+ integrations including Slack, Microsoft Teams, Google Workspace, Zapier, Stripe, QuickBooks, Mailchimp, and Twilio. API access is available from Professional plans onwards, and Enterprise plans include custom integration development support.
30-Day Money-Back Guarantee
If you're not completely satisfied within 30 days of your paid subscription, we'll refund your payment in full — no questions asked.
The Platform Behind the Plans
Everything you need to run your business — built in, not bolted on.
Enterprise-Grade Security & Compliance
Certified infrastructure
Full data protection
Healthcare compliant
End-to-end encryption
Information security
Return on Investment
See How Much You Could Save
Most teams replace 3–5 tools with IdeaDunes. Calculate your estimated annual savings.
Based on Professional plan pricing ($29/user/mo annual). Actual savings vary by tools replaced.
One Platform. Less Software Sprawl.
IdeaDunes consolidates the tools your team is already paying for.
Built for Your Industry
Every plan includes industry-specific modules and workflows.
Trusted by Teams Like Yours
"IdeaDunes replaced three separate tools for us — Salesforce for CRM, Asana for projects, and Slack for team chat. One platform, one bill, zero context switching."
"The Professional plan gives us everything we need at a fraction of what we paid for Salesforce. Pipeline forecasting, automation, and the API access are game changers."
"We migrated 12,000 contacts from HubSpot in under a day. The team was productive on IdeaDunes within a week. Support was incredibly responsive during onboarding."
Need help choosing? Contact our team
Need a custom commercial model?
Talk to us about enterprise rollout, security review, or integration planning.
We can help scope onboarding, migration, governance, and the right commercial path for multi-team or multi-region adoption.