Elite — your category, your brand, your infrastructure
For multi-location operators, franchisors, and roll-up acquirers who need the platform to disappear behind their own brand. Full white-label, dedicated voice agent persona, custom integrations included, and a custom AI agent build delivered annually.
CustomStarting at $2,997 CAD / month
+ $4,997 CAD setup · Quote-driven · Multi-year terms available
Book an Elite consultation Compare all SaaS tiersWho Elite is for
Elite is the tier where Planext OS becomes infrastructure — not a tool. You’re either operating a portfolio, or you’re operating at a scale where every aspect of the platform needs to feel like yours.
You’re a fit if
- You’re a multi-location operator running 3+ branches/clinics/offices/territories
- You’re a franchisor providing infrastructure to franchisees you bill per-month
- You’re a roll-up acquirer integrating multiple brands into one operations stack
- You’re a category leader where the platform appearing branded as anything but yours is unacceptable
- You have proprietary workflows or industry-specific integrations off-the-shelf can’t reach
- You require named-account support, a quarterly executive cadence, and a 4-hour SLA
- You’re in a regulated industry needing compliance documentation (PIPEDA, HIPAA, SOC 2 alignment)
You should look elsewhere if
- You’re a single-location, single-brand operator — Pro is the right tier
- You don’t need white-label and you don’t need custom integrations — Pro saves you ~$2,000/mo
- Your need is primarily a one-shot custom AI agent, not a platform — see AI Packages Bespoke
- You want infrastructure-as-code with full DevOps control — Elite is managed, not self-hosted
What you get on top of everything in Pro
What ships in the box
Everything in Pro, plus the additions below — every Elite engagement is configured to your specific portfolio, brand, and compliance posture.
The economics — why Elite makes sense
An Elite-equivalent stack assembled from best-of-breed tools (HubSpot Enterprise + Salesforce Service Cloud + Twilio + a voice AI vendor + a custom-built white-label wrapper + an integration platform like Workato + a compliance/SOC framework) lands between CAD $8,000 and $14,000/month in software alone, plus six-figure annual implementation work, plus an ongoing ML/integration team. Elite consolidates all of it for $2,997+/mo with a CAD $4,997 one-time setup — and includes a custom AI build per year that would otherwise be a $15K+ standalone engagement. The ROI is in collapsed vendor count, not in feature count.
How Elite adapts to your industry
At Elite, vertical configuration is engineered specifically — including custom integrations to your industry’s proprietary systems.
- Finance & Accounting
- Compliance audit logs (SOC 2-aligned trail), multi-firm white-label for accounting networks, custom integrations to industry-specific ledger software (QBO Advanced, Xero Premium, Sage Intacct), partner-level revenue attribution.
- Healthcare & Wellness
- Multi-clinic franchise reporting rollups, custom EHR integrations (Jane, Cliniko, OSCAR, Epic), HIPAA-aligned configuration documentation, regulated-industry voice agent compliance.
- Professional Services
- Multi-office referral routing with privilege-aware data segmentation, custom matter management hooks (Clio, NetDocuments), partner-level revenue attribution, IOLTA-aware accounting integration.
- Real Estate & Home Services
- Brokerage white-label for franchisees, MLS integration (Toronto/Ontario boards), multi-team rollup reporting for franchisor visibility, transaction commission split tracking.
- Retail & E-commerce
- Multi-brand portfolio dashboards, custom integrations to Shopify Plus / Lightspeed / Magento Commerce / NetSuite, customer 360 across brands with privacy-segmented identity resolution.
The AI-first wedge at Elite
Custom AI capability included in the contract, not as an add-on — that’s the structural difference at Elite. No GoHighLevel reseller and no comparably priced HubSpot tier includes scoped engineering work in the recurring price. You get one custom-built AI agent per year as part of your subscription.
Elite vs Pro — when Elite is required
Pro is enough for a multi-team single-brand organization. Elite is required when any of the following apply.
| Pro — $997/mo + $1,997 | Elite — From $2,997/mo + $4,997 | |
|---|---|---|
| White-label branding | — | Full (domain, app, email) |
| Custom AI agent build | — | 1 per year included |
| Custom integrations | $497 each | 2 per year included |
| Brand profiles | Multi-brand | 3 distinct brand profiles |
| Voice agent | Configured generic | Dedicated trained persona |
| Compliance documentation | — | PIPEDA / HIPAA / SOC 2 aligned |
| Sub-users | 15 | 50 |
| Phone numbers | 8 | 20 |
| Support SLA | Same-day | 4-hour + dedicated channel |
| Strategy cadence | Monthly | Quarterly executive review |
This is the terminal SaaS tier
Above Elite, work moves into bespoke AI engagements scoped per project — see AI Packages Bespoke. There is no “Elite Plus” tier; the platform doesn’t get more capable, the engineering hours just get more numerous.
Common questions about Elite
Why is Elite priced “from $2,997” rather than a fixed monthly?
What does the white-label actually cover?
How does the included custom AI agent work?
What if we need integration #3 in a year?
Does Elite require a multi-year commitment?
Can I trial Elite?
Ready to scope your Elite deployment?
Book a 60-minute consultation with our leadership. We’ll review your portfolio, white-label requirements, integration needs, and quote a configuration that fits.
Book Elite consultation Compare tiers firstCompare all SaaS tiers
See Elite alongside Pro, Growth, and Launch with full feature breakdown.
View all SaaS Packages →Above-and-beyond bespoke AI
For proprietary multi-agent systems beyond what Elite includes.
Explore AI Packages Bespoke →