One brand. A practical operating foundation.
Bring your contacts, websites, bookings and payments into one dedicated brand workspace. SWIM includes unlimited team members, 1,000 operational emails and 3 successful System Scribe document generations each month, plus your AI Next-Step Brief and Clarity Cohort access.
$67/month or $670/year. Save $134 with annual billing.
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Built for your core business.
Choose SWIM when one business needs a coordinated foundation for its offers and everyday service communications. Several offers can share your workspace. If you also need marketing newsletters or more workspaces, compare SOAR.
What SWIM includes
- 1 dedicated brand workspace.
- Unlimited individually permissioned team members.
- Core CRM foundation: contacts, website and landing-page hosting, forms, calendars, booking, invoicing and payment tools, and social posting.
- 1,000 operational emails each month.
- 3 successful System Scribe document generations each month.
- A recurring AI Next-Step Brief for your activated brand.
- Clarity Cohort learning and community, plus the monthly Business Systems Call.
- Standard account support.
Marketing newsletters and broadcasts are available with SOAR or STAR.
Your AI Next-Step Brief
Each activated brand receives an unscored AI Next-Step Brief through ReadyCheckGo when its workspace is activated, then a fresh brief every six months of active membership.
The brief is based on the information you submit about your brand. Each brand’s six-month schedule begins when its workspace is activated. Member instructions explain how to request each included brief; no separate purchase is required for included cycles.
How your allowances work
Email and System Scribe allowances are shared across your membership, reset monthly and do not roll over. Operational and marketing email have separate allowances. Review available history and usage in your brand workspaces, and contact us before you need additional capacity.
Included email is covered by the membership price and is not separately rebilled at provider cost. Your membership does not authorize automatic overage charges. Failed System Scribe generations and duplicate retries do not consume an additional successful-generation allowance. Provider restrictions may affect email availability and sending pace, and we do not guarantee inbox placement or instant throughput.
| Monthly subscription | $67 |
|---|---|
| Annual subscription, paid in full | $670 |
| Saving versus twelve monthly payments | $134 |
| Brand workspaces | 1 |
| Individually permissioned team members | Unlimited |
| Operational emails each month | 1,000 |
| Marketing emails each month | Not included |
| Successful System Scribe generations each month | 3 |
| AI Next-Step Brief | At activation and every six months for your activated brand |
| Clarity Cohort and monthly Business Systems Call | Included |
| Standard account support | Included |
Choose monthly or annual billing.
Your features, workspace capacity and monthly allowances are the same with either billing choice.
Charged in advance each month. Your subscription renews automatically unless canceled before renewal.
Subscribe to SWIM — $67/monthSave $134 versus twelve monthly payments.
The full annual price is charged in advance for twelve months. Your subscription renews automatically each year unless canceled before renewal. Monthly allowances still reset monthly and do not roll over.
Subscribe to SWIM — $670/yearCancel before renewal to stop future charges. Access continues through your paid period. Routine partial-period refunds are not provided, subject to applicable rights. Read the Terms & Conditions before subscribing.
Your brands, with access for the right people.
Each workspace is a separate CRM account. Your individual CRM login lets you switch among the workspaces you are authorized to use, while each brand keeps its own records and connected accounts. Clarity Cohort learning and community use a separate login.
Unlimited individually permissioned team members are included. Give each person their own access and assign the brand workspaces they need. There is no per-seat membership fee.
Getting started and getting help.
Timing
We target first-workspace activation within one business day after successful payment and complete activation information. Additional workspaces are assigned within 1–2 business days after a complete request, within your plan’s capacity.
You authorize the connections for your domains, calendars, social accounts, sender details and payment processor.
Support
Use our Contact page for account support, billing questions and additional workspace requests. Our response target is 1–3 business days.
Services beyond your membership
Custom implementation, migration, integrations and campaign production are separately scoped. SMS, phone services, native CRM AI agents and separately licensed extensions are outside the membership. Domain registration, payment-processing fees and external mailbox subscriptions remain your own costs.
SWIM questions
Build your foundation with SWIM.
One brand workspace, unlimited individually permissioned team members, 1,000 operational emails and 3 successful System Scribe document generations each month. Includes your core CRM foundation, a recurring AI Next-Step Brief for your activated brand, Clarity Cohort and the monthly Business Systems Call.
Annual billing changes when you pay, not your monthly capacity.