AdvisorPitch Pro & Enterprise: Unlimited Proposals, CRM Sync & White-Label
The Starter plan covers the essentials. Here is what stepping up to Pro and Enterprise adds.
Key takeaways
- Pro: unlimited proposals, seats, CRM sync, and bring-your-own-AI
- Pro adds QuickBooks and Stripe invoicing plus more webhooks
- Enterprise: white-label domain, SSO/SAML, audit logs, dedicated AM
- Designed for land-and-expand from Starter to Pro to Enterprise
AdvisorPitch Starter gives a solo professional everything needed to build, send, and track proposals. Pro and Enterprise add the capabilities teams and firms grow into.
Pro unlocks unlimited proposals and templates, team seats, and the two upgrades that matter most: CRM sync (HubSpot, Salesforce, Zoho) and bring-your-own-AI, where you plug in your own key and choose your model. It also adds QuickBooks and Stripe invoicing and a larger set of webhooks for automation.
Enterprise is for firms. It adds volume seat pricing, a white-label custom domain so proposals live on your own brand, single sign-on and SAML, audit logs, and a dedicated account manager.
The path is designed for land-and-expand: start on Starter, move to Pro when you want CRM sync or your own AI, and step up to Enterprise when the whole firm needs to standardize on one platform.
