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Growth — Planext OS SaaS Tier

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Planext OS · Tier 2

Growth — proven model, pressed on the gas

You know what works. Now you stop losing deals to slow response, missed follow-up, and pipeline blindness. Voice AI on the front door, Predictive Lead Scoring on the back end, the full Branded Content Engine in the middle — $497/month.

$497CAD / month

+ $997 CAD one-time setup · Month-to-month thereafter

Subscribe to Growth Talk to us first

Setup completes in 7–14 days · Voice agent live by week 2 · Goes into production with your real data.

Who Growth is for

If you’ve crossed $1.5M in revenue, you have a small sales or operations team, and the constraint is no longer demand — it’s response capacity — Growth is the right tier.

You’re a fit if

  • You’re past $1.5M ARR with a 5–20 person team
  • You have 2 or more sales/ops people who all need CRM access
  • Your inbound volume regularly exceeds your team’s response capacity
  • You’ve been burned by a missed lead in the last 60 days
  • You manage more than one product line, location, or service category
  • You want voice AI handling overflow inbound calls — not just chat
  • You publish content but it’s inconsistent and ungated

You should look elsewhere if

  • You’re solo or pre-revenue — start at Launch
  • You need multi-location pipeline rollups for a 30+ person org — go to Pro
  • You need white-label branding for a portfolio of brands — Elite
  • You need an AI agent built specifically to your proprietary workflow — see AI Packages

What ships in the box

Everything in Launch, plus the additions below — pre-configured during your paid setup, not “available to enable later.”

Autonomous Voice Agents (inbound)AI handles inbound calls 24/7 — qualifies, books, transfers, or takes a message.
Conversation AI on all channelsExtended to social DMs (Instagram, Facebook, LinkedIn) on top of chat & SMS.
Branded Content Engine — full libraryMulti-channel publishing, asset library, scheduling, AI copywriting.
Reputation Intelligence — multi-platformGoogle, Facebook, industry-specific (RateMDs, Houzz, etc.) with response automation.
Localized SEO AutomationGoogle Business Profile posting, citation management, local schema markup.
Smart Funnel Architecture — up to 10 funnelsMultiple landing pages, A/B testing, traffic-source attribution.
Membership & Learning Portals (1 portal, up to 50 members)Gated content area for clients, students, or paying members.
Visual Opportunity Pipelines — up to 10Round-robin assignment, automation triggers per stage.
Predictive Lead Scoring (rule-based + behavioural)Auto-prioritize hot leads based on engagement signals.
Multi-Calendar Booking — round-robin10 calendars with team routing, availability rules, time-zone handling.
Automated Onboarding (unlimited journeys)Branching workflows for client onboarding, employee onboarding, supplier intake.
3 Canadian local phone numbersAcross multiple area codes if needed; included in monthly fee.
2 vertical template packs pre-installedUseful if you serve two industries (e.g., dental + cosmetic).
1 onboarding call + DFY funnel buildOur team configures your first funnel and core automations, not a video.
Priority email/chat support (24h response)Faster than Launch’s 48h, business-day SLA.
Quarterly success review30-min call with your success manager — what’s working, what to optimize.

Why the $997 setup pays for itself

The Voice Agent alone — properly configured to your call patterns, FAQ, and qualification criteria — typically recovers more booked appointments in month one than the setup fee costs. Without our hands on the configuration, voice agents launch underperforming and then get blamed for not working. The setup fee is the difference between a system that books from day one and a system that needs three months of self-tuning before it does.

How Growth adapts to your industry

Setup includes vertical-specific configuration above and beyond the template pack — these are the actual workflows our team installs at this tier.

Finance & Accounting
Client document portal with e-signature workflows, engagement-letter automation, tax-season triage queue, and partner-level pipeline visibility for firms with 2+ accountants.
Healthcare & Wellness
No-show recovery automation segmented by appointment type, recall campaigns by treatment category, multi-practitioner scheduling with skill matching, post-care follow-up sequences.
Professional Services
Retainer renewal workflows with renewal-stage automation, matter-status pipelines per practice area, scope-creep detection on hourly engagements.
Real Estate & Home Services
Listing alert automation by buyer criteria, contractor dispatch SMS for service businesses, route-optimized scheduling, post-job review automation.
Retail & E-commerce
Loyalty workflow with tier progression, post-purchase review automation, repeat-purchase prediction triggers, win-back campaigns at 30/60/90 days dormant.

The AI-first wedge at $497/month

Voice AI on the inbound front door is the capability that distinguishes Growth from every comparable CRM in the market. Most software at this price band still treats voice as a hand-off to a human — Growth handles it autonomously, with your script, in your tone.

The price math you should know: A standalone voice AI provider (Synthflow, Vapi, Bland) starts at USD $99–$300/mo for the AI alone — before Twilio for telephony, before CRM integration, before the engineering work to make the AI log conversations into your pipeline. Growth ships the entire integrated stack pre-configured at CAD $497, and you talk to a Canadian implementation team to tune it to your business. HubSpot has no equivalent voice AI capability at any tier.

Growth vs Launch and Pro — where Growth fits

Growth is the upgrade path for businesses that have outgrown a single-operator system but are not yet running multi-team operations.

Launch — $197/moGrowth — $497/mo + $997Pro — $997/mo + $1,997
Team size1–55–2020–60
Voice AgentInboundInbound + outbound
Pipelines12–3 (up to 10)Unlimited
Phone numbers138
Predictive Lead ScoringRule-basedCustom signal weighting
Multi-location reportingSingle brandMulti-brand rollups
OnboardingSelf-serve1 call + DFY funnelFull DFY + dept training
Setup fee$0$997$1,997

You’ve outgrown Growth when…

These signals are how we (and you) know it’s time to upgrade to Pro.

Upgrade triggers: You’ve hired a third or fourth sales rep · You’ve opened a second business location and need rollup reporting · You’re consistently exceeding the SMS or AI message allowance two months running · You need outbound voice AI campaigns, not just inbound · You need round-robin booking across more than 10 calendars · You need pipeline reporting per business unit/practice area · You’re being asked for white-label branding by a partner.

Common questions about Growth

What does the $997 setup actually buy?
Roughly 8 hours of our team’s hands-on work: voice agent configuration to your script and qualification criteria, your first funnel built end-to-end against your conversion goal, vertical template customization, your team trained over a 60-min onboarding call, and 30 days of post-launch tuning. If you’d rather not pay setup, you can self-onboard at Launch instead.
Is the voice agent good enough to actually replace a receptionist?
For inbound qualification, booking, and FAQ — yes, in 80%+ of categories where the call follows a recognizable pattern. For genuinely ambiguous or emotional calls, the agent escalates cleanly to a human. We tune the escalation threshold during setup so you decide what gets handed off.
Can I bring my existing customer data in?
Yes. Growth setup includes data migration from up to two source systems (CRM, spreadsheet, email tool) — contacts, conversation history, and pipeline state. Larger or more complex migrations (multi-source, dedup, history preservation) are quoted as an add-on.
How does usage billing work for SMS, voice, and AI messages?
Each is metered with an included monthly allowance sized for typical Growth-tier traffic. Overages bill at published rates, transparently — no auto-upgrades, no surprise lock-outs. If your real usage is unusually heavy in one category, ask in your discovery call and we’ll quote a flat-rate variant.
What if I need a feature I see in Pro but don’t want to pay for the whole tier?
Several Pro capabilities are available as add-ons on Growth — extra sub-account ($97/mo), white-label mobile app ($297/mo), premium support SLA ($497/mo), additional Canadian phone numbers ($15/mo each). Tell us what you need and we’ll tell you whether à la carte makes sense or whether the upgrade is the better economics.

Ready to deploy Growth?

Subscribe and your kickoff call is scheduled within 2 business days. Most Growth deployments are live and producing inside 14 days.

Subscribe — $497 + $997 setup Talk to us first

Compare all SaaS tiers

See Growth alongside Launch, Pro, and Elite with full feature breakdown.

View all SaaS Packages →

Layer on bespoke AI

Productized AI engagements that plug into your Growth subscription.

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