Customer Operations OS Pricing

One price for your customer ops stack.

Replace disconnected CRM, helpdesk, inbox, outreach, meetings, business email, and execution tools with one connected platform.

Start free, upgrade when your team needs more seats, more AI, more storage, and deeper operating control.

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What Workroomly replaces
  • CRM for prospects, leads, deals, accounts, and contacts
  • Campaigns, broadcasts, and sequence tools
  • Customer support inboxes and helpdesk workflows
  • Business email, meetings, and team collaboration
  • Boards, goals, files, and AI coordination

Simple, Transparent Pricing

Pick the plan that fits your team today. Expand as your customer operations mature.

Replace your CRM + helpdesk + business email + meetings + execution stack with one platform.

Typical stack cost: $40-$80/user/month vs Workroomly Team: $7.99/user/month

Free

Start your customer ops foundation

$0.00 /forever
  • Up to 3 users
  • 5GB workspace storage
  • 20 meetings/month (45 min)
  • 1,000 AI credits/month
  • Basic CRM for prospects, leads, and deals
  • Lite inbox and basic support workflows
Get Started — Free Forever
Most Popular

Team

For growing customer-facing teams

$7.99 /user/month
$9.99 Save 20%
  • Unlimited users
  • No minimum seats
  • 20GB storage/user (shared pool)
  • Unlimited meetings (up to 5 hours)
  • 5,000 AI credits/user
  • Unlimited Business Email mailboxes
  • Full CRM, campaigns, Desk, and execution suite
  • Up to 100 guest collaborators
Start 30-Day Free Trial — No Card Required

Enterprise — Security, Scale & Customization

  • SSO
  • Advanced compliance
  • Audit logs
  • SLA
  • Dedicated onboarding
  • Custom limits
Contact Sales

Compare upgrade-driving features

Feature Free Team Enterprise
Core Platform
Users Included Up to 3 Unlimited Unlimited
Guest Collaborators Not included Up to 100 Unlimited + external policies
Core Workspace Apps Essential access Full suite Custom deployment options
Customer Ops
CRM Lifecycle Lite CRM Prospects, Leads, Deals, Accounts, Contacts Advanced governance + integrations
Campaigns, Broadcasts & Sequences Not included ✓ ✓ + custom controls
Desk & Support Workflows Basic inbox Team helpdesk workflows Custom routing + SLAs
Business Email Included No Unlimited mailboxes Domain federation
AI & Intelligence
CoBrain AI Limits 1,000 credits/mo 5,000 credits/user Custom quota + model options
AI Meeting Recaps Limited ✓ ✓ with governance
Customer Ops Briefings (Pulse) Limited ✓ ✓ + advanced controls
Collaboration & Execution
Meeting Time Limit 45 min Up to 5 hours Custom
Participant Capacity 10 100 Custom
Boards, Goals & Files Basic access Full execution suite Advanced controls
Storage & Admin
Storage 5GB workspace 20GB/user 1TB+ pooled
Admin Controls Basic roles Advanced workspace controls Delegated admin + SCIM
Audit Logs No Activity logs Full logs + exports
SLA Availability No No Contractual SLA
Account Privacy

Data encrypted in transit & at rest

Reliable Infrastructure

Cloud-based, scalable customer ops foundation

Your Data, Your Control

No third-party data sharing. Export anytime.

Calculate Your Cost

Choose your team size to estimate your monthly cost. No minimum seats required.

1 user 200+ users

Rate per user

$8.00

Total monthly cost

$8.00

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Frequently Asked Questions

Everything you need to know about Workroomly pricing

What payment methods do you accept?

We accept major credit cards including Visa and Mastercard. For larger invoices or custom enterprise arrangements, contact our team.

Can I change plans later?

Yes. You can upgrade, downgrade, or cancel anytime. Upgrades are prorated. Downgrades take effect at your next billing date.

Is there a minimum contract length?

No minimum contract. Pay monthly, or choose annual billing for a lower effective per-user rate.

Does Team include CRM and support?

Yes. Team is designed as the main operating plan for customer-facing companies, including CRM, Desk, business email, meetings, collaboration, and execution tools.

How secure is my data with Workroomly?

Your data is encrypted in transit and at rest. We do not sell or share your data with third parties. Enterprise plans add stronger governance, auditability, and compliance controls.

Do you offer discounts for non-profits or educational institutions?

Yes. We offer discounts for qualifying non-profits and educational organizations. Contact us to discuss your use case.