Per-seat, monthly.
No surprises.
One all-in-one platform that replaces a ~$300/seat tool stack. 30-day free trial on Pro — no card required. Annual billing saves two months. Run drug testing? Optionally bundle swabs via OraTek Complete below.
- One login — CRM, dialer, chat, LMS, vault, commissions, e-sign
- Up to 25 seats · 25,000 contacts
- 30-day free trial — no card required
- Julie AI (210+ tools) — bring your own Anthropic / OpenAI key
- Map prospecting + power dialer
- Recruiting pipeline + auto-onboard
- 50,000 outbound emails / month
- Workflow automations + reports + audit log
- Email + chat support · 1 business day
- Everything in Pro, plus —
- Julie AI inference included — no key to manage
- Up to 100 seats · 100,000 contacts
- Advanced automations + custom reporting
- 150,000 outbound emails / month
- Higher usage limits across the board
- Priority support · 4-hour response
- Everything in Business, plus —
- Custom features + workflows built for you
- Unlimited seats + contacts
- SSO / SAML · SOC 2 · HIPAA BAA
- White-label + custom domain
- Dedicated success contact
- Custom data residency + API rate-limit lift
- Annual contract · white-glove onboarding
What's in each plan
Side-by-side. Nothing hidden.
| Feature | Pro | Business | Enterprise |
|---|---|---|---|
| Core CRM | |||
| User seats | 25 | 100 | Unlimited |
| Contacts | 25,000 | 100,000 | 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) | ✓ | ✓ | ✓ |
| Workspace | |||
| Training LMS + team progress heat-maps | ✓ | ✓ | ✓ |
| Personal password vaults + read-only sharing | ✓ | ✓ | ✓ |
| Commissions engine (runs, overrides, payouts) | ✓ | ✓ | ✓ |
| E-signatures (contracts + onboarding) | ✓ | ✓ | ✓ |
| Whiteboards + shared docs | ✓ | ✓ | ✓ |
| AI | |||
| Julie AI assistant (210+ tools) | ✓ | ✓ | ✓ |
| Bring your own Anthropic / OpenAI key | ✓ | ✓ | ✓ |
| Inference cost included | — | ✓ | ✓ |
| Advanced automations + custom reporting | — | ✓ | ✓ |
| Comms | |||
| Team chat: company + DMs + groups | ✓ | ✓ | ✓ |
| Outbound email send (Resend) | 50k/mo | 150k/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 | — | — | ✓ |
| White-label + custom domain | — | — | ✓ |
| Support | |||
| Help center + Julie self-service | ✓ | ✓ | ✓ |
| Email + chat support | 1 business day | 4-hour | 4-hour + CSM |
| Dedicated success contact | — | — | ✓ |
What does your team actually save?
OraTek replaces the typical point-tool stack: CRM (~$100), power dialer (~$40), team chat (~$10), training LMS (~$12), whiteboards (~$15), password vault (~$8), commissions (~$30), e-sign (~$25), territory mapping (~$58) ≈ $300/seat/mo. Drag the slider.
Uses your billing toggle above and compares against OraTek's entry Pro plan. Stack comparison based on published list prices for HubSpot Sales Pro, a power dialer (JustCall/Aircall), Slack, Trainual, Miro, 1Password, QuotaPath, DocuSign, and Badger Maps as of mid-2026. Your mix may vary.
Run drug testing?
Bundle your swabs.
OraTek Complete is an optional add-on for teams that also buy oral-fluid testing swabs: commit to an annual volume — OraPlex, OraStick, or OraConfirm — and get our best per-swab partner rates, with the CRM at its standard seat price. One contract, both products.
Entirely optional — the CRM is a complete standalone product, and sales teams outside drug testing (medical device, insurance, staffing, logistics, home services…) can skip this section. For swab customers it's open to every vertical — law enforcement, employers, staffing, DOT programs, clinical labs, clinics, and treatment providers. Minimum annual swab commitment required; partner rates tier with volume. Priced through sales and itemized on every invoice, with all savings on the swab line — the CRM is never discounted, so the bundle stays clean under healthcare billing rules and your software price never moves.
How it works
- 1Commit to an annual swab volume. Minimums scale with the rate tier. Email sales@oratekdx.com with your volume and we'll price your bundle.
- 2Every order ships at your partner rate from day one, with the reduction itemized on each swab invoice. CRM seats bill at the standard rate — nothing about your software price changes.
- 3Annual true-up. Hit your commitment and partner rates roll forward; fall short and future orders revert to list price — your CRM price never changes either way.
Frequently asked
What's OraTek Complete?
An optional swab + CRM bundle for customers who also buy our oral-fluid testing swabs — agencies, employers, staffing, DOT programs, labs, clinics, and treatment providers. Commit to an annual volume (OraPlex, OraStick, or OraConfirm) and you get tiered partner per-swab rates while the CRM bills at its standard seat price. All savings live on the swab line, itemized on every invoice. Minimums scale with the rate tier; fall short at the annual true-up and future orders revert to list price — your CRM price never changes. If you don't buy swabs, nothing here applies to you: the CRM is a complete standalone product at standard pricing. Priced through sales: email with your annual volume for a quote.
Why is the discount on the swabs and not the CRM?
Two reasons. For customers who bill testing to insurance or government health programs, billing rules require price concessions to sit on the item that appears in claims — the swabs — disclosed and itemized. And one structure for everyone keeps it simple: no eligibility maze, and your software price never depends on your swab orders. Same total savings either way; it's about which invoice line carries them.
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 your org goes read-only — reps can sign in and view data but can't write. Reactivate any time. To fully remove your data, use Settings → Data rights → Delete organization. Learn more.
Do you offer annual contracts?
Yes — annual billing saves two months: about $63/seat on Pro, $104 on Business. Enterprise is annual-only. Contact sales@oratekdx.com.
Is Julie's inference cost included?
On Business and Enterprise, yes — inference is included. 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. Pro and Business are self-serve — sign up, start your trial, invite your reps. Enterprise includes white-glove onboarding at no extra cost, 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.
Try it free for a month.
Two-minute signup. No credit card required to start. Run your whole team on Pro for a month — if it doesn't earn its $75/seat, just let the trial expire.