One flat number. That's the whole spreadsheet.
RAZIO is a flat-price CRM. One number covers the whole team, never a charge per person. Pay 12 months up front and two of them are free, or go month to month and cancel anytime. While most CRMs bill every seat, a 10-person team here pays the same as a 1-person team. Tiers change only what's switched on and how fast we pick up the phone.
Two months free
Core
$149 /mo · billed yearly
- Leads, contacts, accounts & opportunities
- Today: the day's calls and emails, built for each rep
- Multi-step sequences that advance themselves
- Proposals & invoices as branded PDFs
- Built-in e-signature
- Vendor records
- Email integration
- Booking links & dashboards
- Full reporting: funnel, leaderboard, forecast & invoice ageing
- Developer API
- Unlimited users · one flat price, forever
- Email support
Most popular
Growth
$349 /mo · billed yearly
- Everything in Core
- Smart import & export
- Email templates, engagement tracking & keep-in-touch reminders
- Stage gates on every deal
- Focus list: the leads most likely to close
- Automation rules & signed webhooks
- Raz email polish, note cleanup & auto-fill
- QuickBooks sync
- Contact enrichment
- Campaigns with revenue attribution
- Marketing, landing pages & meeting pages
- Pulse: account health & at-risk list
- Teams over 20 please contact Razio support directly
- Priority email support
Intelligence
$699 /mo · billed yearly
- Everything in Growth
- Raz AI Assistant: ask your pipeline anything
- Raz Note Taker, 40 meeting hours a month
- Raz attachment summaries
- App integrations, starting with Slack
- First access to new modules
- Teams over 20 please contact Razio support directly
- Priority support, one business day
USD. Month to month, cancel anytime, or pay 12 months up front and get two months free. No per-seat math, nothing hidden behind a sales call. Your bill never changes when you hire: Core covers unlimited users at one flat price, and Growth and Intelligence cover 20 users flat. Teams over 20 on Growth or Intelligence? Contact Razio support directly and we will sort out the right fit.
Implementation starts at $2,500. Most teams land between $2,500 and $9,500, quoted after a walkthrough. What moves it: how many records you bring across, how many pipelines and sequences we rebuild, whether you are coming from HubSpot, Pipedrive or Zoho (each has a migration wizard) or from a spreadsheet, how many integrations you need, and how much training your team wants.
What is in each plan.
The gating below is the product's own, not a marketing summary. Flat price on every plan, never per seat.
| Feature | Core | Growth | Intelligence |
|---|---|---|---|
| Your day | |||
| Today ViewYour personalized daily action plan. Every morning, RAZIO automatically assembles the exact calls you need to make and emails you need to send so you can start closing deals right away without wasting time figuring out what to do next. | Included in Core | Included in Growth | Included in Intelligence |
| Focus ListA smart priority list showing the sales deals closest to crossing the finish line. It ranks your opportunities so you spend your time where you are most likely to bring in revenue today. | Not in Core | Included in Growth | Included in Intelligence |
| DashboardA single, clean command center that shows you how sales are going in real-time, including ongoing deals, recent team activity, and progress toward your goals. | Included in Core | Included in Growth | Included in Intelligence |
| CalendarAn organized view of all your upcoming sales meetings, client calls, and scheduled follow-ups by week or month, keeping your schedule clear and clutter-free. | Included in Core | Included in Growth | Included in Intelligence |
| Booking LinksSend prospective clients a link letting them choose a meeting time that fits your schedule, automatically placing the appointment on your calendar with zero back-and-forth emails. | Included in Core | Included in Growth | Included in Intelligence |
| Keep-in-Touch RemindersFriendly, automatic nudges when you haven't spoken to an important client in a while, ensuring valuable business relationships never quiet down or get forgotten. | Not in Core | Included in Growth | Included in Intelligence |
| NotificationsReal-time alerts inside the app whenever something needs your immediate attention, like a client replying to an email, a newly booked meeting, or a deal that hasn't moved in a while. | Included in Core | Included in Growth | Included in Intelligence |
| Pipeline and records | |||
| Core RecordsThe central digital filing cabinet for your business: neatly organizing prospective customers (Leads), individual people (Contacts), companies (Accounts), and active sales opportunities (Deals). | Included in Core | Included in Growth | Included in Intelligence |
| Lead RevivalRAZIO automatically spots potential customers who went quiet and alerts you to reconnect before those business opportunities are lost for good. | Included in Core | Included in Growth | Included in Intelligence |
| Record TimelineA complete, chronological timeline of your entire relationship with a customer, showing every note, call log, meeting, email, and document in one single view. | Included in Core | Included in Growth | Included in Intelligence |
| Custom FieldsTailor your client records with custom data fields specific to your business, allowing your entire team to track and share the exact details that matter to you. | Included in Core | Included in Growth | Included in Intelligence |
| Smart Import & ExportEasily upload client lists from spreadsheets without creating duplicate entries, and export your business data anytime with complete freedom. | Not in Core | Included in Growth | Included in Intelligence |
| Seamless MigrationSmoothly move all your existing contacts, deal histories, and notes from your old system into RAZIO without losing a single detail. | Included in Core | Included in Growth | Included in Intelligence |
| Stage GatesSimple checkpoints that require reps to collect key information before moving a deal to the next sales step, keeping your sales process consistent and thorough. | Not in Core | Included in Growth | Included in Intelligence |
| Advanced ReportingClear, visual reports that show where your customers come from, where sales get stuck, who your top reps are, expected future revenue, and which invoices are overdue. | Included in Core | Included in Growth | Included in Intelligence |
| Outreach and follow-up | |||
| SequencesAn automated series of follow-up emails that sends itself at scheduled intervals until the customer replies, saving hours of manual follow-up work. | Included in Core | Included in Growth | Included in Intelligence |
| Sequence SafeguardsSmart guardrails that keep automated emails natural and polite: logging skipped sends, closing cold conversations with a polite final message, and re-inviting quiet leads after six months. | Included in Core | Included in Growth | Included in Intelligence |
| Email TemplatesPre-written email formats that automatically fill in the client's name and details, letting you send personalized, professional messages in seconds. | Not in Core | Included in Growth | Included in Intelligence |
| Reply ThreadingAutomatically files client email responses directly under their customer record, so you never have to forward emails or log them manually. | Included in Core | Included in Growth | Included in Intelligence |
| Engagement TrackingSee exactly when a recipient opens your email or clicks a link inside it, so you know the moment they are interested. | Not in Core | Included in Growth | Included in Intelligence |
| Web FormsForms on your website that automatically capture visitor details and convert them into new leads inside RAZIO the moment they hit submit. | Included in Core | Included in Growth | Included in Intelligence |
| Email IntegrationConnects directly with Outlook or Gmail so you can email clients from your own address, automatically log replies, and keep your calendar synchronized both ways. | Included in Core | Included in Growth | Included in Intelligence |
| Quotes, invoices and signatures | |||
| Proposals & InvoicesCreate and send professional PDF proposals and bills using your product catalog, and collect online payments directly from clients. | Included in Core | Included in Growth | Included in Intelligence |
| E-SignatureGet documents digitally signed inside RAZIO without paying for a separate tool, storing the locked, signed PDF directly on the client's record. | Included in Core | Included in Growth | Included in Intelligence |
| Vendor RecordsKeep track of the suppliers and companies you buy from right alongside the clients you sell to. | Included in Core | Included in Growth | Included in Intelligence |
| QuickBooks SyncKeeps customer details, invoices, and payment statuses seamlessly matched between RAZIO and QuickBooks so accounting and sales are always aligned. | Not in Core | Included in Growth | Included in Intelligence |
| Raz, the AI in RAZIO | |||
| Raz Email PolishAn AI helper that tightens and refines your draft emails with one click, ensuring your writing is concise, professional, and convincing before you hit send. | Not in Core | Included in Growth | Included in Intelligence |
| Raz Note CleanupType quick, messy meeting notes or bullet points and let Raz instantly format them into clean, structured summaries. | Not in Core | Included in Growth | Included in Intelligence |
| Raz Contact EnrichmentSmart AI that fills in the blanks on new leads, pulling details from the email that created them and completing missing email addresses and direct phone numbers automatically. | Not in Core | Included in Growth | Included in Intelligence |
| Raz Attachment SummariesRaz reads long attached PDFs, proposals, or contracts and summarizes them into a few key bullet points on the record so you don't have to read forty pages. | Not in Core | Not in Growth | Included in Intelligence |
| Raz AI AssistantAsk questions about your active deals in plain English (e.g., "Which deals are closing this week?") and get instant answers with direct links to the relevant records. | Not in Core | Not in Growth | Included in Intelligence |
| Raz Note TakerAn AI assistant that joins your Zoom, Google Meet, or Teams calls to automatically record, transcribe, and summarize the conversation onto the deal record.Recording, transcript, summary and audio, with 40 meeting hours a month included per band of 20 users | Not in Core | Not in Growth | Included in Intelligence |
| Automation, integrations and API | |||
| AutomationsAutomated background rules that handle routine work, like notifying a teammate when a deal stalls, handing off leads, or scheduling a follow-up. | Not in Core | Included in Growth | Included in Intelligence |
| WebhooksInstant notifications that send data to Zapier or your own company systems the moment something happens in RAZIO. | Not in Core | Included in Growth | Included in Intelligence |
| Developer APIA secure doorway that lets software developers build custom connections between RAZIO and your company's proprietary software. | Included in Core | Included in Growth | Included in Intelligence |
| App IntegrationsConnect RAZIO to popular business tools, starting with Slack, directly from a built-in menu without needing tech skills. | Not in Core | Not in Growth | Included in Intelligence |
| Marketing and retention | |||
| CampaignsGroup email pushes, social posts, or events into a single marketing campaign to track total audience reach and response rates in one view. | Not in Core | Included in Growth | Included in Intelligence |
| Campaign AttributionShows you exactly which marketing campaigns generated real sales revenue compared to what they cost to run. | Not in Core | Included in Growth | Included in Intelligence |
| Social PublishingWrite, schedule, and track your LinkedIn posts directly inside RAZIO without switching to another application. | Not in Core | Included in Growth | Included in Intelligence |
| Landing PagesBuild and publish custom web pages for promotions or events using simple controls, with no web developer required. | Not in Core | Included in Growth | Included in Intelligence |
| Booking PagesA shared team scheduling link that automatically distributes incoming client calls fairly among your sales team. | Not in Core | Included in Growth | Included in Intelligence |
| PulseA health score for every client account that flags quiet or dissatisfied clients early, so you can save relationships before they leave. | Not in Core | Included in Growth | Included in Intelligence |
| Security and admin | |||
| User RolesSimple security controls (Owner, Manager, Member, Crew) that dictate who can view, edit, or manage information across your team. | Included in Core | Included in Growth | Included in Intelligence |
| Audit LogA permanent, tamper-proof history of every change made in the system for total accountability and compliance. | Included in Core | Included in Growth | Included in Intelligence |
| Feature TogglesTurn unused features on or off for your team so everyone enjoys a simple, uncluttered interface showing only what they use. | Included in Core | Included in Growth | Included in Intelligence |
| Custom BrandingDisplay your logo inside the app and send emails from your own verified company web address rather than RAZIO's. | Included in Core | Included in Growth | Included in Intelligence |
| MultilingualSwitch the entire RAZIO interface into Spanish or Polish so team members can work in their preferred language. | Included in Core | Included in Growth | Included in Intelligence |
| MobileBuilt from the ground up for smartphone screens so reps can effortlessly log calls, check deals, and respond to clients while on the move. | Included in Core | Included in Growth | Included in Intelligence |
| User CapacityTransparent flat-rate team pricing: Unlimited users on Core, or flat 20-user band pricing on Growth & Intelligence, never charging a restrictive per-seat tax. | Included in Core | Included in Growth | Included in Intelligence |
| Support and getting started | |||
| In-App SupportSubmit a support ticket directly inside the screen where you ran into a question, without leaving RAZIO. | Included in Core | Included in Growth | Included in Intelligence |
| Email SupportHelpful email support answered directly by real humans whenever you need assistance. | Included in Core | Included in Growth | Included in Intelligence |
| Priority Email SupportPriority routing that moves your support emails to the front of the queue for faster turnaround. | Not in Core | Included in Growth | Included in Intelligence |
| Guaranteed SLAA guaranteed support SLA promising an answer from a human representative within one business day. | Not in Core | Not in Growth | Included in Intelligence |
| Guided SetupHands-on setup where RAZIO specialists help you migrate data, connect email, and build your automated follow-ups so you're ready to sell from day one. | Included in Core | Included in Growth | Included in Intelligence |
Add-ons & services
Add-ons
Available on any plan, priced separately. Ask and we will quote it with your setup.
- RAZIO OpsA specialized add-on toolkit built for field services and project-based businesses. It lets you plan crew schedules, log working hours with automatic overtime calculations, and track exact job costs so you always know your true project profits.
- Invoice RemindersAutomatic follow-up messages for overdue bills sent on a schedule you choose, ensuring your business gets paid faster without uncomfortable manual chasing.
- Built-In CallingCall clients with one click straight from their profile inside RAZIO. Call durations and conversation outcomes are logged automatically on their record so reps never have to type manual call logs.
- AI Phone ReceptionistA 24/7 automated AI voice receptionist that answers your incoming phone calls, captures caller contact details as a new lead, and automatically books appointments onto your calendar.
- Raz Note Taker Extra HoursEasily add extra meeting hours beyond your included monthly allowance, or unlock full AI meeting transcription and summaries on Core and Growth plans.
Services
Available on any plan, flat, never per seat. Selecting one adds it to your side and adds the closest equivalent to theirs.
- Website & HostingRAZIO handles your hosting, security protections, automatic backups, 24/7 site monitoring, and text or image updates whenever you need them.
- Local SEO & Google BusinessA hands-off service that helps nearby customers find your business on Google. We optimize your Google Business profile, target key search phrases, collect customer reviews, and deliver easy-to-read progress reports.
- Done-For-You Content ProgramWe write and publish weekly social media posts and send a monthly email newsletter for you, keeping your business top-of-mind with zero effort from your team.
- Managed Sales OperationsRAZIO experts take over your sales back-office administration: keeping customer records clean, automatically assigning new inquiries to the right sales reps, and generating accurate revenue forecasts you can rely on.
- Sales Enablement & CoachingPractical sales training and resources for your team, including step-by-step selling guides, battle-tested competitor comparison sheets, live call feedback, and monthly team coaching sessions to close more deals.
- Fractional Sales LeadershipGet an experienced executive sales director working part-time inside your company to guide your sales strategy, set performance targets, mentor your team, and lead hiring without the massive cost of a full-time executive salary.
More on RAZIO's model: how flat-rate CRM pricing works and why per-seat pricing taxes hiring.