Pricing and plan fit

Choose the right SmartBiz path before checkout.

Review the public plan matrix, signup requirements, and provider setup boundaries first. Stripe Checkout shows the exact trial, renewal price, and amount due before card entry; SmartBiz access starts only after checkout is completed and verified.

Find the safest plan fit

Use fixed choices only. This does not create an account, start checkout, connect a provider, store answers, or send messages.

Which team profile is closest?
Current lead volume
Setup readiness
Scripted plan fit

SmartBiz Advisor X

Start with one buyer case and one property pack before considering assisted setup.

Canonical public plan matrix

These checked-in public terms are the website handoff source. Live Stripe configuration is not used as a source on this page.

Self-serve path

SmartBiz Advisor X

USD 49.00/month

Best for solo property agents and first testers proving one buyer workflow.

  • 7 days free after completed and verified Stripe Checkout
  • Client Intelligence Report workflow
  • Buyer concern and readiness logic
  • One-property preparation path
  • Channel readiness checklist before provider setup
Review signup requirements

Self-serve Stripe Checkout exists for this plan. The trial starts only after checkout is completed and verified. After the 7-day trial, continued access is USD 49.00/month unless cancelled before billing starts.

Assisted onboarding

Managed AI Sales Brain Pro

USD 99/month

Best for agents or small teams that want SmartBiz to review channel setup readiness before managed workflow planning.

  • Everything in Advisor X
  • AI Sales Brain Roleplay Demo context
  • Team-seat planning
  • Priority onboarding review
  • Manual setup review before managed channel work
Review assisted onboarding

This tier is not a separate self-serve checkout path today. Do not send private access details, screenshots of private settings, chat exports, or customer data when requesting onboarding.

Agency planning

Managed AI Sales Brain Max

USD 149/month

Best for agencies or higher-volume teams planning broader SmartBiz rollout governance.

  • Everything in Pro
  • Expanded Roleplay Demo usage planning
  • Agency multi-seat planning
  • Dedicated support path
  • Manual setup review before managed channel work
Review assisted onboarding

This tier is not a separate self-serve checkout path today. WhatsApp, Messenger, automated replies, and buyer message sending remain gated until separately approved.

Before signup or checkout

Subscription transparency

  • Stripe Checkout shows the exact trial, renewal price, and amount due before card entry.
  • Trial access starts only after Stripe Checkout is completed and verified.
  • After the 7-day trial, Advisor X renews monthly unless cancelled before billing starts.
  • Use trusted account or Stripe-hosted billing controls when available, or contact Support without sending private billing data.

What is still disabled

  • Provider not connected
  • Authorization not started
  • No credential stored
  • Webhook inactive
  • Replies off
  • Sending disabled
  • Live AI off
  • n8n off

Paid access gives you Advisor X plus an owner-assisted setup path; it does not automatically activate WhatsApp, Messenger, live AI replies, outbound messaging, or n8n. Review the Property Agent Onboarding Hub and Channel Readiness Hub before checkout.