The free plan
How far does a free CRM get you?
Most free plans are a trial under another name. This one isn't — and below is exactly what is in it and what isn't.
Included
What's free
No time limit and no card. The limit is on AI, not on the calendar.
- Contacts, engagements and feeds — generously
- Pulse, uncapped
- Tasks out of conversation, uncapped
- The task board and the pipeline
- Text documents and keyword search
- One user
Not included
What isn't free
This list is deliberately as clear as the one above it.
- Reading scanned documents and Persian OCR
- The knowledge base and cited answers
- AI credits of any kind
- More than one user
Why the line is drawn here
Reading documents and answering with citations costs real model spend every time. Pulse and tasks-out-of-conversation don't — those make no language-model calls at all.
So the free line is drawn where real cost begins, rather than where sales pressure would work best. The consequence is that the two capabilities that prove our argument — the organisation remembering something you had forgotten — are entirely inside the free plan.
Which means you can find out whether the central claim holds without paying anything. If it doesn't hold, you didn't pay.
Free plan questions
How many days until the free plan expires?
It doesn't. It is not a trial and it does not ask for a card. If you never need document reading or the knowledge base, you can stay there.If I upgrade later, does my data carry over?
Yes. Upgrading unlocks capabilities; it does not move or rebuild anything.How many people can use the free plan?
One. Team work needs the team plan, because that is where the shared workspace and roles begin.
Try it on your real contacts
The free plan has no time limit. Import your contacts and see when the first thing you'd forgotten comes back.