Per-seat, monthly.
No surprises.
Free to start. Upgrade when your team starts seeing real value. Annual contracts get two months free.
- 2 user seats
- 100 contacts
- Pipeline + dialer + tasks
- Map prospecting
- Team chat (org + DMs)
- No Julie AI assistant
- No workflow automations
- No audit log
- Up to 25 seats
- 25,000 contacts
- Everything in Free
- Julie AI assistant (100+ tools)
- 50,000 outbound emails / month
- Workflow automations
- Reports builder + CSV export
- Audit log + admin tools
- Bulk CSV import
- Recruiting pipeline + auto-onboard
- Email + chat support · 1 business day
- Unlimited seats + contacts
- Everything in Pro
- SSO / SAML
- HIPAA BAA available
- SOC 2 reports
- Annual contract
- White-label options
- Dedicated success contact
- Custom data residency
- API rate-limit lift
- Priority support · 4-hour response
What's in each plan
Side-by-side. Nothing hidden.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Core CRM | |||
| User seats | 2 | 25 | Unlimited |
| Contacts | 100 | 25,000 | Unlimited |
| Sales pipeline + kanban | ✓ | ✓ | ✓ |
| Custom pipeline stages | ✓ | ✓ | ✓ |
| Recruiting pipeline + auto-onboard | — | ✓ | ✓ |
| Tasks + recurrence + audit | ✓ | ✓ | ✓ |
| Prospecting + dialer | |||
| Map-based Google Places prospecting | ✓ | ✓ | ✓ |
| Power dialer + queue + scoring | ✓ | ✓ | ✓ |
| Bulk CSV import (with dedup) | — | ✓ | ✓ |
| AI | |||
| Julie AI assistant (100+ tools) | — | ✓ | ✓ |
| Bring your own Anthropic / OpenAI key | ✓ | ✓ | ✓ |
| Inference cost included | — | — | ✓ |
| Comms | |||
| Team chat: company + DMs + groups | Org + DM | ✓ | ✓ |
| Outbound email send (Resend) | 1k/mo | 50k/mo | Custom |
| Gmail + Calendar integration | ✓ | ✓ | ✓ |
| Admin + ops | |||
| Workflow automations | — | ✓ | ✓ |
| Reports builder + CSV export | — | ✓ | ✓ |
| Audit log | — | ✓ | ✓ |
| Org hierarchy + 4-level org chart | ✓ | ✓ | ✓ |
| Per-org data export (GDPR) | ✓ | ✓ | ✓ |
| Security + compliance | |||
| Row-Level Security tenant isolation | ✓ | ✓ | ✓ |
| 2FA / TOTP | ✓ | ✓ | ✓ |
| SSO / SAML | — | — | ✓ |
| HIPAA BAA | — | — | ✓ |
| SOC 2 report | — | — | ✓ |
| Support | |||
| Help center + Julie self-service | ✓ | ✓ | ✓ |
| Email + chat support | Best effort | 1 business day | 4-hour |
| Dedicated success contact | — | — | ✓ |
Frequently asked
What counts as a seat?
Any active user with an active login. Disabling a user (Settings → Team → Disable) immediately frees their seat. We pro-rate within the billing period.
Can I switch plans mid-month?
Yes. Upgrade is instant and pro-rated. Downgrade applies at the start of the next billing cycle so you don't lose access to features mid-month.
What happens if I cancel?
Full access through the end of the current billing period, then we drop you to Free tier. Your data isn't deleted — to remove it, use Settings → Data rights → Delete organization. Learn more.
Do you offer annual contracts?
Yes — annual prepay on Pro saves you two months (effectively $40/seat). Enterprise is annual-only. Contact sales@oratekdx.com.
Is Julie's inference cost included?
On Enterprise, yes. On Pro, you bring your own Anthropic or OpenAI API key — we don't mark it up. Typical heavy-user spend is $10–30 per rep per month directly to your AI provider.
What about HIPAA?
OraTek is designed not to handle PHI. We process B2B contact data (decision-makers at clinics/labs), not patient data. If your use case touches PHI, contact us about a BAA — available on Enterprise.
How do you handle multi-tenant isolation?
PostgreSQL Row-Level Security on every customer-data table. No application code path can read across orgs. Details on the Security page.
Is there a setup or implementation fee?
No. Free and Pro are self-serve. Enterprise includes white-glove onboarding at no extra cost — that's bundled in the annual contract.
Can I white-label it?
On Enterprise, yes — custom domain, custom branding, your colors and logos. Useful for franchisors, agencies reselling to clients, or industry-specific operators. Talk to sales.
What's your refund policy?
Monthly: no refunds, just cancel any time (you keep access through the period you paid for). Annual: pro-rated refund minus a 5% processing fee within the first 30 days; after that, term completes.
Start free. Upgrade when it's worth it.
Two-minute signup. No credit card required to start. Drop your reps in for free and see if it works for them before paying for anything.