Sidekick CRM plans

Choose by the work you need to run—not by a wall of checkmarks.

Each option explains its operating fit, included capabilities, and boundaries. Live catalogue terms remain authoritative at checkout.

essentials

The customer record, pipeline, tasks, and finance foundation a growing team needs.

See live priceper user

Small teams replacing spreadsheets or a disconnected entry CRM.

Companies, contacts, and sites
Activities, tasks, and opportunities
Core pipeline and imports
Finance Core
Standard reporting

Start 30-day trial Full edition details

Recommended

professional

A complete selling system with automation, forecasting, proposals, and enhanced AI.

See live priceper user

Teams with a repeatable sales motion and multiple routes to revenue.

Everything in Essentials
Multiple pipelines
Email and calendar synchronization
Cadences and sales automation
Enrichment, proposals, and forecasting
Advanced reporting and enhanced AI

Start 30-day trial Full edition details

enterprise

Governed CRM for complex organizations, integrations, and higher-volume operations.

See live priceper user

Multi-team organizations with audit, policy, integration, and reporting requirements.

Everything in Professional
APIs and webhooks
Advanced permissions and governance
Audit controls
Enterprise reporting and higher limits
Enterprise AI

Start 30-day trial Full edition details