Run your business on Planext OS
Subscription access to our platform — unified CRM, pipelines, funnels, and AI-powered automations. Four tiers, transparent pricing in CAD. Cancel anytime.
Launch
Solo operator or local business wanting a DIY system.
Subscribe See full Launch details →
What’s included
- 1 sub-account
- Unified CRM + pipelines
- Basic funnel & website template
- 1–2 core automations
- 2-way SMS & email
- Calendar booking
Growth
Busy local businesses, trades, clinics, real-estate teams.
+ $997 CAD one-time setup
Subscribe See full Growth details →Everything in Launch, plus
- 2–3 pipelines
- Advanced automations
- Automated review requests
- Missed-call text-back
- Basic reporting dashboard
Pro
Multi-location and higher-ticket businesses.
+ $1,997 CAD one-time setup
Book a call See full Pro details →Everything in Growth, plus
- Multi-location support
- Multiple brands
- AI follow-up agent
- Calendar routing
- Reputation dashboard
- Conversation AI
Elite
High-ticket, niche, or franchise operators.
+ $4,997 CAD one-time setup
Book a call See full Elite details →Everything in Pro, plus
- Priority support
- Custom reporting
- Advanced integrations
- Optional ad-spend tracking
- Dedicated Autonomous Voice Agent seat
What you actually get at each tier
Each tier is a complete operating system tuned to a stage of business. Here is who it fits, what ships in the box, and how it adapts to your industry.
The first time your business runs on a system.
Launch
Who it’s for: The owner-operator currently using a Gmail inbox, a spreadsheet, and a Calendly link as their CRM. Revenue band $250K–$1.5M. Team of 1 to 5. The pain is not “we need better software” — it’s “leads are falling through the cracks and I can’t tell which marketing actually works.”
What’s included
- Intelligent Communications — Smart Multi-Channel Inbox (email, SMS, web chat, Facebook, Instagram unified) · Missed Connection Recovery
- AI Content & Reputation — Branded Content Engine (basic templates) · Reputation Intelligence (single-location review automation)
- Demand Generation — Smart Funnel Architecture (1 funnel + website template) · Engagement Forms & Surveys
- Client Management Hub — Unified CRM · Visual Opportunity Pipeline (1)
- Smart Scheduling — Multi-Calendar Booking · Automated Reminders
- 1 Canadian local phone number · 1 vertical template pack pre-installed
How it adapts to your industry
- Finance
- Tax-season intake form + year-end deadline reminder cadence pre-built.
- Healthcare
- Appointment reminder sequence tuned to 24h / 2h / no-show recall windows.
- Pro Services
- Discovery call booking funnel + 5-touch proposal follow-up cadence.
- Real Estate
- Property inquiry capture with sub-30-second SMS auto-response.
- Retail / E-com
- Abandoned cart SMS + post-purchase review request workflow.
You’ve outgrown Launch when: you’ve hired a second team member who needs CRM access, you’re consistently exceeding your SMS allowance, or you’re opening a second location.
You know the model works. Now you press on the gas.
Growth
Who it’s for: The founder past $1.5M ARR with a 2–4 person sales or operations team, losing deals to response-time gaps and pipeline visibility gaps. Revenue band $1.5M–$6M. Team of 5–20. The pain is “we have leads, we have product, we have demand — we just can’t keep up.”
What’s included (everything in Launch, plus)
- Intelligent Communications — Conversation AI extended to all channels including DMs · Missed-call text-back
- AI Content & Reputation — Branded Content Engine (full library + scheduling) · Reputation Intelligence (multi-platform: Google, Facebook, industry-specific) · Localized SEO Automation (GBP posting + citation management)
- Demand Generation — 2–3 funnels · Engagement Forms & Surveys (advanced)
- Client Management Hub — 2–3 pipelines · Project & Task Workflows
- Precision Automation — Visual Workflow Builder · Predictive Lead Scoring (rule-based)
- 3 Canadian local phone numbers · 2 vertical template packs · 1 onboarding call
How it adapts to your industry
- Finance
- Adds client document portal with e-signature workflows and engagement-letter automation.
- Healthcare
- Adds no-show recovery automation by appointment type and recall campaigns segmented by treatment.
- Pro Services
- Adds retainer renewal workflows and matter-status pipelines per practice area.
- Real Estate
- Adds listing alert automation by buyer criteria and contractor dispatch SMS for service businesses.
- Retail / E-com
- Adds loyalty workflow, post-purchase review automation, and repeat-purchase prediction triggers.
You’ve outgrown Growth when: you’ve hired a second sales rep or opened a second location, you’re exceeding the SMS allowance two months running, or you need outbound voice AI capability.
You run a real organization. The system runs to match.
Pro
Who it’s for: The CEO or COO of an established firm with multiple teams, multiple locations, or both. Revenue band $6M–$20M. Team of 20–60. The pain is no longer lead generation — it’s operational consistency, manager visibility, and the cost of training new hires on five different tools.
What’s included (everything in Growth, plus)
- Intelligent Communications — Autonomous Voice Agents (inbound) · AI follow-up agent · Conversation AI with custom knowledge base
- AI Content & Reputation — Reputation dashboard (multi-location with location-level reporting) · Localized SEO Automation across all locations
- Demand Generation — Unlimited funnels · Membership & Learning Portals (1 portal)
- Client Management Hub — Unlimited pipelines · Multi-brand support · Project & Task Workflows with approval chains
- Precision Automation — Predictive Lead Scoring with custom signal weighting · Calendar routing
- 8 Canadian local phone numbers · All 5 vertical template packs · Monthly 30-min optimization call · Same-day support
How it adapts to your industry
- Finance
- Adds multi-partner pipeline visibility, advisor-level performance dashboards, and engagement profitability tracking.
- Healthcare
- Adds practitioner scheduling across multiple locations, treatment package upsells, and per-location KPI rollups.
- Pro Services
- Adds practice-area pipeline segmentation, partner utilization dashboards, and matter referral routing between offices.
- Real Estate
- Adds team leaderboards, transaction pipeline with split tracking, and dispatch optimization for service-area businesses.
- Retail / E-com
- Adds multi-store inventory-trigger workflows and customer-history-segmented campaigns with predictive churn flags.
You’ve outgrown Pro when: you need white-label branding, you’re acquiring a second brand or franchising, or you need more than 15 sub-users.
You set the standard in your category. The infrastructure is yours.
Elite
Who it’s for: The multi-location operator, franchisor, or roll-up acquirer who needs the platform to disappear behind their own brand. Revenue band $20M+. Team of 60+. The pain is “I’m running a portfolio of operating businesses and I need a single platform I control end-to-end.”
What’s included (everything in Pro, plus)
- White-label — Custom domain, custom mobile app shell, custom email-from authentication, removed Planext branding from all customer-facing surfaces
- Intelligent Communications — Dedicated Autonomous Voice Agent seat with custom persona training · Outbound voice AI campaigns
- Custom AI capability — One custom AI agent build included annually (scoped collaboratively, ~$15K standalone value)
- Custom integrations — Two custom integrations included annually (proprietary EHR, ERP, MLS, accounting platform)
- Multi-brand architecture — Up to 3 distinct brand profiles within one account · Optional ad-spend tracking
- Dedicated account manager · Quarterly strategy session · Priority queue (4-hour SLA) · Dedicated Slack/Teams channel
How it adapts to your industry
- Finance
- Adds compliance audit logs, multi-firm white-label for accounting networks, and custom integrations to industry-specific ledger software.
- Healthcare
- Adds multi-clinic franchise reporting rollups, custom EHR integrations, and HIPAA-aligned configuration documentation.
- Pro Services
- Adds multi-office referral routing, custom matter management hooks, and partner-level revenue attribution.
- Real Estate
- Adds brokerage white-label, MLS integration, and multi-team rollup reporting for franchisor visibility.
- Retail / E-com
- Adds multi-brand portfolio dashboards and custom Shopify Plus / Lightspeed / Magento integrations.
This is the terminal SaaS tier. The next layer is bespoke AI Services — see AI Packages below.
Add-ons (available on any tier)
Stack on top of your subscription as your needs grow. CAD pricing.
Extra sub-account
$97 / mo
Run an additional brand or location on the same platform.
Voice Agent minutes
Usage-based
Top up minutes for the Autonomous Voice Agent as you scale.
Custom integration
$497 one-time
Connect a system we don’t already support out of the box.
Managed ad spend
15% of spend (min $500/mo)
We run and optimize your paid acquisition — Google, Meta, LinkedIn.
Additional Canadian phone number
$15 / mo
Local DID provisioning. Toll-free available on request.
White-label mobile app
$297 / mo
Your-branded mobile app for client team. Included on Elite.
Premium support SLA
$497 / mo
4-hour business-day response, dedicated channel. Included on Elite.
Onboarding acceleration
$2,497 one-time
Compressed 2-week guided launch with daily check-ins.
Common questions before you buy
Direct answers to the objections we hear most often.
Isn’t it cheaper to go to GoHighLevel directly?
GoHighLevel direct is $97 USD/mo for the SaaS Mode plan and $497 USD/mo for Agency Pro — but that buys an empty workspace. You then pay separately for Twilio provisioning, OpenAI API credits, Mailgun, the Conversation AI module, the Voice AI module, and the Workflow AI module — and you inherit the implementation yourself.
An apples-to-apples comparison at Launch-equivalent functionality lands the direct buyer at USD $250–$350/mo in software, plus 40–80 hours of self-implementation, plus no Canadian phone provisioning, plus no vertical templates. Planext at CAD $197 is meaningfully cheaper at total cost of ownership in year one — and you get a Canadian implementation partner who answers the phone.
HubSpot has more features and better brand recognition.
HubSpot does not include voice infrastructure, SMS infrastructure, or conversational AI at any tier under CAD $1,800/mo. The Marketing Hub Professional + Sales Hub Professional combination needed to approximate Planext Growth’s functional scope lands at approximately CAD $2,400/mo before the $4,500 onboarding fee and before any contact-tier overages.
Planext Growth delivers functionally equivalent CRM and marketing automation — and a stack HubSpot does not offer (voice and SMS) — at CAD $497/mo. Brand recognition matters in enterprise procurement; it does not matter to a $5M owner-operated business writing the cheque themselves.
Why is the setup fee so high?
The setup fee is not a markup — it is the implementation work. Self-configuring takes 40–80 hours of your team’s time, produces workflows that fail in production, and triggers a lot of support tickets. Our setup buys a working system on day one — configured to your vertical, data migrated, phone numbers provisioned, team trained, and the first 90 days of automations live.
We charge it as a separate line because bundling implementation into the monthly price would push the SaaS line out of competitive range and would penalize customers who renew long-term. If implementation budget is a hard blocker, ask about financing the setup fee across the first three months.
What if I want to leave? Is my data portable?
Full data export is available at any time, in CSV and JSON, covering contacts, conversations, opportunities, and workflow logs. Phone numbers can be ported to another provider following standard Canadian telecom porting procedures. Funnels and workflows are platform-specific (this is true of HubSpot and every other system).
We do not hold customer data hostage. Subscriptions are month-to-month for that exact reason — you stay because the system works, not because we trapped you.
Why do you charge for SMS, voice, and AI usage on top of the monthly fee?
Because pretending usage is free hides a cost you would eventually notice when your bill is renegotiated upward. A customer sending 50,000 SMS segments per month has a fundamentally different cost profile than one sending 500, and pricing as if they were the same forces the smaller customer to subsidize the larger.
Our structure includes a generous allowance covering ~90% of typical customer usage at each tier, with transparent overages for customers who exceed it. This is identical to how Twilio, AWS, and every credible infrastructure provider operates. If you want a flat-rate quote based on your real volume, ask in your discovery call.
SaaS is the floor. AI Services are the ceiling.
Planext OS is the recurring software platform. For deeper, custom AI engineering — voice agents trained to your script, market research automations, custom AI agents, BI dashboards — we offer two adjacent product lines that plug into your subscription.
AI Packages
Productized AI Services in fixed tiers — Chat & Call Agents, Client Acquisition System, Market Research, BI Dashboards, and more. Buy by the package; layer onto any SaaS tier.
Explore AI Packages →IT Automation (Build)
Custom one-time builds with monthly retainer — bespoke workflows, integrations, and AI agents engineered to your stack. For when off-the-shelf isn’t enough.
Explore IT Automation →