Start with one Block. Sign up online today.
CRMBlock plans are priced per month and include a 14-day trial, and you can sign up online. FinanceBlock and PhoneBlock are arranged in conversation, and MarketingBlock is in development.
CRMBlock plans
Every plan includes a 14-day trial. Prices are in US dollars, billed monthly through Stripe, and you can change or cancel the plan from the billing page inside CRMBlock.
3 users included. For small teams that need the complete CRM foundation.
- CRM, contacts, properties and jobs
- Scheduler and online booking
- Estimates and contracts
- Messaging, files and tasks
- Basic reports
10 users included. For growing contractors managing insurance claims and production.
- Everything in Starter
- Insurance claims management
- Production, crews and work orders
- 10 users included
25 users included. For larger teams that need canvassing, commissions and migration tools.
- Everything in Professional
- Canvassing and territory tools
- Commission management
- JobNimbus import tools
- 25 users included
26 or more users. For organizations that need flexible team capacity and a tailored rollout.
- Everything in Business
- 26+ users
- Priority onboarding and support
- Custom integrations
| Feature | Starter $39/mo | Professional $59/mo | Business $89/mo | Enterprise |
|---|---|---|---|---|
| Users included | 3 | 10 | 25 | 26+ |
| Core CRM, jobs and properties | ✓ | ✓ | ✓ | ✓ |
| Scheduler and online booking | ✓ | ✓ | ✓ | ✓ |
| Estimates and contracts | ✓ | ✓ | ✓ | ✓ |
| Messaging, files and tasks | ✓ | ✓ | ✓ | ✓ |
| Basic reports | ✓ | ✓ | ✓ | ✓ |
| Insurance claims | — | ✓ | ✓ | ✓ |
| Production and crews | — | ✓ | ✓ | ✓ |
| Canvassing and territories | — | — | ✓ | ✓ |
| Commission management | — | — | ✓ | ✓ |
| JobNimbus import tools | — | — | ✓ | ✓ |
| Priority onboarding and support | — | — | — | ✓ |
| Custom integrations | — | — | — | ✓ |
FinanceBlock access is arranged with us rather than bought online. Tell us about your entities, current accounting system, records, and connection needs, and we will discuss the setup and costs that apply to you.
- Accounting records, receivables and payables
- Project finances and reports
- Review inbox, rules and history
- Read-only QuickBooks import and comparison, bank connections by validation
Set up in conversation. The greeting, routing, ringing behaviour, business hours and fallback are configured for your business, and usage and provider charges depend on your numbers and call volume.
Register interest and describe the content and campaign workflows your team needs.
Common questions
Do I need to buy every Block?
No. Sign up for the Block you want to start with. Each product has its own account and billing today; shared billing across Blocks is part of our development direction.
What happens when the CRMBlock trial ends?
Your card is charged for the plan you chose unless you cancel before the 14 days are up. You can change or cancel the plan from the billing page inside CRMBlock at any time.
How do I get FinanceBlock?
Ask us. FinanceBlock is set up with you rather than bought online, so tell us about your records and what you need it to do, and we will discuss the available offer and the costs that apply to your setup.
Can I move my existing records?
CRMBlock's Business plan includes JobNimbus import tools, and FinanceBlock imports from QuickBooks read-only for comparison. For other systems, tell us what you use and we will confirm what can be moved.
What about more than 25 users?
Choose Enterprise and request a consultation. Tell us how your team is organized, including locations and responsibilities, and we will discuss access, rollout, and support.
Ready to start?
Start a CRMBlock trial online, or ask us about the other Blocks. Existing users can sign in.