Free
Organize your book.
Your starting tools
Clients & policies
Limited records, with notes and activity history.
A basic overview
See your agency in a simple dashboard.
A look inside Pro
Explore interactive examples of the advanced tools.
Built for your next stage.
Start with a focused CRM. Grow into a connected agency.
Pro
Equip your sales team.
Everything in Free, plus
Calls & messages
Business calling and two-way SMS.
AI in the conversation
Objection support, data capture and dynamic scripts.
Automated follow-up
Texting workflows that keep conversations moving.
Performance insight
Reports and lead-spend tracking.
Enterprise
Run your whole agency.
Everything in Pro, plus
Your agency identity
Your name, logo and colors throughout the workspace.
Team oversight
Roles, permissions and agency-wide coaching.
Agency operations
Reporting, commissions and payroll administration.
A guided rollout
Agency onboarding and rollout planning.
All plans are available by application. Final inclusions and availability will be confirmed before launch.
Compare the plansSee what each plan brings.
From the client book to agency operations.
Compare the proposed inclusions in detail.
| Inside Core54 | FreeOrganize your book | ProEquip your team | EnterpriseRun your agency |
|---|---|---|---|
| CRM essentials | |||
| Client and policy records | Limited access | Included | Included |
| Notes and activity history | Basic | Included | Included |
| Agency dashboard | Basic | Included | Included |
| Calling & intelligence | |||
| VoIP calling | Not included | Included | Included |
| Two-way business SMS | Not included | Included | Included |
| Live AI and objection support | Not included | Included | Included |
| AI data capture and autofill | Not included | Included | Included |
| Dynamic sales scripts | Not included | Included | Included |
| Follow-up & insight | |||
| Texting automations | Not included | Included | Included |
| Lead-spend tracking | Not included | Included | Included |
| Reporting | Basic dashboard | Performance reports | Agency-wide reporting |
| Agency controls | |||
| Workspace branding | Core54 | Core54 | Your agency |
| Team roles and permissions | Not included | Not included | Included |
| Agency-wide coaching | Not included | Not included | Included |
| Commissions and payroll | Not included | Not included | Included |
| Getting started | Explore the essentials | Team setup | Agency rollout planning |
Before your agency joins.
Can I choose a plan today?
For now, every plan starts with an agency application. We are finalizing the features, limits and availability for each tier before launch.
What is the difference between Free and Pro?
Free is designed as a limited introduction to the CRM. Pro brings the tools for active selling, including live calling, AI guidance and automated follow-up. The feature split shown here is a proposal.
When will pricing be available?
Rates will be shared once the plans and usage limits are finalized. Apply for access to discuss the needs of your agency.
What happens after I apply for access?
The application opens an email to the Core54 team. Send the email to request consideration for early access. Joining the list does not guarantee access or a launch date.
Your next stage starts here.
Apply for access. We can work out the right fit together.