Pro — multi-team, multi-location operations
You run a real organization. Multiple departments, multiple locations, or both. Pro turns Planext OS from a small-business CRM into the operating layer for an established firm — with custom-trained AI, multi-brand support, and the kind of pipeline visibility executives actually use to make decisions.
$997CAD / month
+ $1,997 CAD one-time setup · Month-to-month thereafter
Book a Pro discovery call Compare all SaaS tiersWho Pro is for
Pro is the tier where Planext OS stops being a “CRM I bought” and becomes the system of record the company runs on.
You’re a fit if
- You’re between $6M and $20M ARR with 20–60 staff
- You operate from more than one physical location, OR run more than one product/service line
- Your CEO/COO needs visibility across teams, not just one inbox
- You’re paying for 5+ separate tools today (CRM, email, scheduling, voice, content, reporting) and want them collapsed
- Your current AI deployment is shallow — chat-only, generic prompts, not trained on your data
- You’re hiring fast enough that “training new staff on the stack” is a measurable cost
- You need real outbound voice AI campaigns, not just inbound coverage
You should look elsewhere if
- You’re below $5M revenue or under 15 staff — Growth is more economic
- You need full white-label branding for a portfolio of brands you control — Elite
- You need a custom-engineered AI agent for proprietary workflows — see AI Packages
- You require SOC 2 / HIPAA-attested infrastructure with custom integrations — Elite + AI Packages Bespoke
What ships in the box
Everything in Growth, plus the additions below — configured during your paid setup against the multi-location and multi-team realities of your org.
Why Pro pays for itself in displaced tooling cost
A typical Pro-tier customer is paying for a CRM (HubSpot Pro: ~CAD $1,200/mo for the seats they need), a separate scheduling tool (Calendly Teams: ~CAD $200/mo), a separate voice/SMS tool (Twilio + a wrapper: ~CAD $300–$600/mo), a separate review management tool (Birdeye/Podium: ~CAD $400–$800/mo), and a separate content/scheduling tool (Hootsuite Pro: ~CAD $400/mo). That stack lands between CAD $2,500 and $3,200/month. Pro consolidates all of it for $997/mo — and adds Conversation AI with custom knowledge base, which the stack above doesn’t include.
How Pro adapts to your industry
At Pro, vertical configuration is engineered for multi-location and multi-team realities — not just templated.
- Finance & Accounting
- Multi-partner pipeline visibility with advisor-level performance dashboards, engagement profitability tracking per partner, multi-office referral routing, and compliance-aware workflow logging.
- Healthcare & Wellness
- Practitioner scheduling across multiple locations with skill matching, treatment package upsell automation, per-location KPI rollups, multi-clinic reputation reporting.
- Professional Services
- Practice-area pipeline segmentation, partner utilization dashboards, matter referral routing between offices, retainer-utilization tracking with renewal triggers.
- Real Estate & Home Services
- Team leaderboards with per-agent attribution, transaction pipeline with split tracking, dispatch optimization for service-area businesses, per-territory performance reporting.
- Retail & E-commerce
- Multi-store inventory-trigger workflows, customer-history-segmented campaigns with predictive churn flags, per-store performance comparison dashboards.
The AI-first wedge at $997/month
Predictive Lead Scoring trained on your own historical conversion data, with custom signal weighting per business unit — that’s the capability that distinguishes Pro from any comparable CRM in the market. Most competitors offer rule-based scoring (Growth has that). Custom-weighted scoring requires actual ML work on your dataset, and most resellers don’t configure it.
Pro vs Growth and Elite — where Pro fits
Pro is the upgrade path for organizations that have outgrown a single-team setup but don’t need full white-label or franchise architecture.
| Growth — $497/mo | Pro — $997/mo + $1,997 | Elite — Contact + $4,997 | |
|---|---|---|---|
| Team size | 5–20 | 20–60 | 60+ |
| Voice Agent | Inbound | Inbound + outbound | + Dedicated trained persona |
| Conversation AI | All channels (generic) | + Custom knowledge base | + Custom AI agent build/yr |
| Lead Scoring | Rule-based | Custom signal weighting | + Multi-brand models |
| Brands / locations | 1 brand | Multi-brand, multi-location | 3 brands, multi-portfolio |
| White-label branding | — | — | Full white-label |
| Phone numbers | 3 | 8 | 20 |
| Support SLA | 24h | Same-day | 4h + dedicated channel |
| Strategy cadence | Quarterly review | Monthly optimization | Quarterly executive review |
You’ve outgrown Pro when…
These signals are how we (and you) know it’s time to upgrade to Elite.
Common questions about Pro
Why no self-checkout for Pro?
How long does Pro setup take?
Can Pro integrate with our existing systems (ERP, accounting, HRIS)?
What if our org has both Pro-tier needs AND a use case for bespoke AI?
Does Pro include data residency in Canada?
Ready to scope your Pro deployment?
Book a 30-minute discovery call. We’ll map your team structure, locations, and current stack, then quote the exact configuration and timeline.
Book a Pro discovery call Compare all tiers firstCompare all SaaS tiers
See Pro alongside Launch, Growth, and Elite with full feature breakdown.
View all SaaS Packages →Add bespoke AI on top
Productized AI engagements that plug into your Pro deployment.
Explore AI Packages →