Question 1

How does Flow9 pricing work?

Accepted Answer

There are two parts to it. Your plan covers the CRM and a set number of user seats — that is the monthly or annual price on the card. On top of that sits usage: voice, SMS, email and fax are charged per unit and drawn from your balance. Each plan includes a monthly balance grant ($10.00 on Basic, $20.00 on Pro), so a quiet month can cost you nothing beyond the plan price itself.

Question 2

Which plan should I start on?

Accepted Answer

Basic suits teams of up to about six people; from seven, Pro is usually cheaper. The arithmetic: Basic is $35.00 with 3 seats included and extra users at $12.00 each, so six people come to $35.00 + $36.00 = $71.00 a month. A seventh person takes it to $83.00 — more than Pro's flat $80.00, which covers 10 seats. Pro also doubles the balance grant to $20.00 and adds priority support and a dedicated sales contact.

Question 3

What happens when I add people to the team?

Accepted Answer

You add seats rather than switching plan. Basic includes 3 seats and charges $12.00 a month for each additional user; Pro includes 10 and charges $10.00. So a team of five on Basic is $35.00 + $24.00 = $59.00 a month.

Question 4

What does the monthly balance grant actually cover?

Accepted Answer

It is credit against usage rather than a spending limit. Pro's $20.00 grant covers roughly 1,900 emails at $0.0104 each, or about 2,000 SMS at $0.0098241. Basic's $10.00 grant covers around half of that. Voice is $0.15 per unit and fax $0.013. Once the grant is used up, further usage is charged from your balance at those same rates.

Question 5

Are inbound calls and messages charged too?

Accepted Answer

Yes, and at the same rate as outbound — the rates are shown as "out · in" precisely because both directions count. Voice is $0.15 either way, SMS $0.0098241, email $0.0104 and fax $0.013. Worth allowing for if most of your volume is customers contacting you rather than the other way round.

Question 6

Do phone numbers cost extra?

Accepted Answer

Yes — $3.00 a month for each number on Basic and Pro, billed separately from the per-unit call and message rates. A team running one number for sales and another for support would add $6.00 a month.

Question 7

Is there a free trial?

Accepted Answer

Basic and Pro both include a 14-day free trial, so you can put real enquiries through the CRM with your own data before paying anything. Enterprise is quoted rather than self-serve, so that one starts with a conversation.

Question 8

How much does annual billing actually save?

Accepted Answer

Close to two months. Paying monthly for a year comes to $420.00 on Basic and $960.00 on Pro, against annual prices of $354.00 and $796.00 — savings of $66.00 and $164.00, or roughly 16% and 17%. That works out at about $29.50 a month on Basic and $66.33 on Pro.

Question 9

Can I switch plans later?

Accepted Answer

At any time. Upgrades take effect straight away, and you pay only the prorated difference for the rest of your current period. Downgrades take effect at your next renewal, so you keep what you've paid for until then. The lowest Funnel plan is Basic.

Question 10

When does Enterprise make sense?

Accepted Answer

When a published price list stops fitting — unusual volumes, or requirements that need the platform shaped around how your team works. Enterprise is customized to your needs and adds 24/7 dedicated support alongside a dedicated sales contact, and it is priced on volume, so it begins with a conversation rather than a checkout.

Question 11

How do payments and activation work?

Accepted Answer

Payments run through Stripe, and your workspace activates as soon as the plan starts — there is no setup queue to wait in.

Question 12

What does full CRM access include?

Accepted Answer

Basic and Pro both include full CRM access — leads, deals, customers, pipelines, conversations and automation. See the Flow9 Funnel page for what the product does day to day. Enterprise is built around your requirements instead.

Question 13

What is Flow9 Agentic CRM?

Accepted Answer

A CRM without the busywork UI: leads, deals, contacts, companies, notes and tasks that your AI agents read and write through MCP or the REST API. You manage keys, usage and billing in a small console.

Question 14

Which AI tools does it work with?

Accepted Answer

Claude (web, desktop, Claude Code), ChatGPT, Cursor, and any client that supports the Model Context Protocol. Developers can use the REST API and the TypeScript SDK.

Question 15

What counts as a record?

Accepted Answer

A lead, deal, contact, company or custom-object record. Notes, tasks and activities are counted separately and get a much larger allowance.

Question 16

What happens when I reach a limit?

Accepted Answer

We email you at 80 %. At 100 %, new records (or calls) are paused until you upgrade or free up space. Reading, editing and exporting keep working, and nothing is deleted.

Question 17

Is there a free trial?

Accepted Answer

Starter costs $1 a month, which is our trial. A card keeps the platform free of spam accounts.

Question 18

Can I move to the full Funnel later?

Accepted Answer

Yes, any time from the console. Your records, API keys and AI connections keep working with no reconnecting, and you get the full app, AI Workforce and campaigns.

Question 19

Can my AI agent delete things?

Accepted Answer

Not unless you allow it. Deletion is off by default; when it's on, deletes are soft, can be restored, and an admin approves them.

Question 20

Are there usage charges?

Accepted Answer

No. Agentic plans have no per-message or per-minute charges; those only apply to Funnel's voice, SMS, email and fax.

Question 21

How do I cancel?

Accepted Answer

From Billing in the console. Your plan runs to the end of the period, your data is kept for 90 days after that, and you can export it any time.

Feature	Agentic Starter	Agentic Pro	Funnel
Use it from Claude / ChatGPT / any MCP client	✓	✓	✓
REST API, webhooks	API	API + webhooks	API + webhooks
Records	1,000	25,000	Unlimited
AI Workforce (automations, AI workers)	—	—	✓
Campaigns (voice, SMS, email, WhatsApp)	—	—	✓
Scheduling and meetings	—	—	✓
Full web app (pipelines, inbox, dashboards)	Console + read-only explorer	Console + read-only explorer	✓

Choose the plan that grows with you

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Basic

Pro

Enterprise

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