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Client Harbor

Pricing

Plans that scale from first lead to full operation

Client Harbor brings lead capture, contacts, communication, automation, booking, and sales tracking into one CRM — so you stop paying for a stack of disconnected tools.

Every plan includes a 7-day free trial

Start here

First, pick the version built for you

Client Harbor comes in two versions. Choose the one that matches your business and we'll take you straight to the right pricing.

Any industry

Standard platform

The full CRM, marketing & automation platform for any type of business. Plans from $97/mo.

See standard plans

For generator companies

Generator Series

The same platform plus the Generator Snapshot — built with a real generator company. Plans from $497/mo.

See generator plans

Any industry · Standard platform

Plans for any business

Not a generator company? These are for you.  Run a generator company? →

Monthly Annual 2 months free

Starter

$97/month

2 users · up to 1,000 contacts

For small businesses moving off spreadsheets into a real CRM.

  • CRM & contact management
  • Lead capture: forms & web chat
  • Sales pipeline & opportunities
  • Calendar booking
  • Missed-call text back
  • 2-way text & email
  • Email marketing & basic workflows
  • Basic reporting
Start free trial

Pro

$297/month

10 users · up to 15,000 contacts

For scaling businesses that need marketing, funnels, and sites.

  • Everything in Growth, plus
  • Funnels & websites
  • Campaigns
  • Social planner
  • Memberships & communities
  • Certificates
  • QR codes
Start free trial

Enterprise

$497/month

Unlimited users · unlimited contacts

For larger teams and multi-department operations with no caps.

  • Everything in Pro, plus
  • Unlimited user accounts
  • Unlimited contacts
  • Multi-department access
  • High-volume lead management
  • Scalable customer communication
Start free trial

One platform

Everything you'd run in eight different tools

Each plan replaces a stack of monthly subscriptions with one connected system.

Capture more leadsForms, web chat, calls, booking pages, Messenger & GBP
Organize contactsNotes, tags, history, conversations & opportunities
Respond fasterMissed-call text back, web chat & 2-way messaging
Automate follow-upWorkflows, reminders, nurture & review requests
Track the pipelineSee every deal from new lead to closed
Book appointmentsOnline scheduling for calls, estimates & visits
One inboxEmail, SMS, web chat, Messenger & GBP together
Build reputationRequest reviews & collect customer feedback
Understand performanceReporting across leads, sales & communication

Generator series

Built by generator companies, for generator companies

The same core platform plus the Generator Snapshot — a ready-made setup for generator leads, estimates, installs, and service follow-up.

Not a generator company? See standard plans →

Monthly Annual 2 months free

Generator Growth

$497/month

5 users · up to 5,000 contacts

A ready-to-use industry CRM for generator companies.

  • Growth plan, plus Generator Snapshot
  • Generator lead pipeline
  • Estimate request tracking
  • Appointment & consultation flow
  • Follow-up automation
  • Generator SMS & email templates
Start free trial

Generator Enterprise

$1,497/month

Unlimited users · unlimited contacts

For larger, multi-location, high-volume generator operations.

  • Enterprise plan, plus Generator Snapshot
  • Everything in Generator Pro
  • Unlimited users & contacts
  • Larger sales & service teams
  • Multi-location operations
Start free trial

What's in the Generator Snapshot

Instead of starting from a blank CRM, generator companies get a system shaped around their workflow:

  • Generator-specific CRM structure
  • Generator lead pipeline (new → contacted → estimate → sold → installed)
  • Estimate request tracking
  • Appointment & consultation flow
  • Follow-up automation for unanswered leads
  • Prebuilt SMS & email templates
  • Review request automation
  • Centralized customer communication

Compare

All plans at a glance

PlanMonthlyAnnualUsersContactsBest for
Starter$97$97021,000Small businesses getting started with a CRM
Growth$197$1,97055,000Actively generating leads, needing stronger follow-up
Pro$297$2,9701015,000Scaling teams needing funnels, sites & campaigns
Enterprise$497$4,970UnlimitedUnlimitedLarger teams needing unlimited users & contacts

Generator Series

PlanMonthlyAnnualBased onUsersContacts
Generator Growth$497$4,970Growth55,000
Generator Pro$997$9,970Pro1015,000
Generator Enterprise$1,497$14,970EnterpriseUnlimitedUnlimited

Annual billing is 10× the monthly rate — two months free. All plans include a 7-day free trial.

Add-ons

Extend any plan

Optional tools you can add to any plan as you need them.

Add-onPriceWhat it's for
AI Employee$97/moAutomated responses, lead qualification & booking
Ad Manager$50/moConnect ad activity to lead capture & follow-up
Branded Client Portal Mobile App$49/moYour own branded mobile app for clients
Listings$30/moManage business listings for local visibility
WhatsApp$10/moUse WhatsApp as a communication channel
WordPress$10/moConnect WordPress to your CRM & lead capture

Usage-based billing

Pay only for what you use

Communication, AI, and sending tools are billed separately by usage, at the same rates on every plan.

Usage featureRate
Outbound calls$0.05 / min
Inbound calls$0.03 / min
SMS messaging$0.03 / segment
Email sending$0.002 / email
Workflow premium actions$0.05 / execution
Email verification$0.01 / verification
Content AI writing$0.27 / 1,000 words
Content AI images$0.18 / image
External AI model input$3 / 750,000 words
External AI model output$12 / 750,000 words
Conversation AI$0.10 / message
Voice AI$0.65 / min
WhatsApp messaging$0.222 / usage
Reviews AI$0.05 / review response
Funnel AI$3.96 / generation
Agent Studio$1 / 75,000 words
Domain purchase$12 / domain
Marketplace apps & integrationsVaries by app

Usage charges are billed separately from monthly plan pricing. SMS is billed per segment; longer messages may count as multiple segments. Carrier and third-party app fees may apply.

Hourly work packages

Hands-on help, banked by the hour

Buy hours up front for setup, automation, or troubleshooting. Unused hours roll over and stay banked for future work.

5-hour package

$375

Best for a focused setup or fix

10-hour package

$700

Best for a full build-out

20-hour package

$1,200

Best for ongoing improvements

What work packages cover

  • CRM & pipeline setup
  • Contact import support
  • Workflow building & automation testing
  • Funnel, website & landing page setup
  • Form, survey & calendar setup
  • Email & SMS campaign setup
  • Template creation & integrations
  • Troubleshooting, cleanup & reporting
  • AI bot training
  • Generator Snapshot customization