Plans and pricing
Three published plans, including the GP edition for fund managers, and a custom Enterprise option. Every plan starts with a 14-day free trial.
A card is collected when you activate the trial.
Standard
The core CRM for a small team
billed monthly
Up to 1,000 total records
Core CRM
- Contact Management with AI enrichment & duplicate detection
- Account Management with AI enrichment
- Activity timeline & interaction tracking
- Custom fields, tags, and lifecycle tracking
Sales Pipeline
- Visual deals pipeline with drag-and-drop
- Kanban board view for deal management
- Stage-based automation & probability
- Revenue forecasting
- Win/loss tracking
Reporting
- Standard dashboards
- Pre-built reports
- Pipeline analytics
- Activity metrics
AI Assistant
- Conversational AI for CRM queries
- Record creation & updates via chat
- Auto-extract contacts from conversations
- Context-aware insights
Data Management
- CSV import with AI-powered field mapping
- Duplicate detection during import
Projects
- Project records linked to accounts & deals
- Project Kanban board
- AI-assisted project planning
Professional
Proposals, e-signature, AI marketing and custom analytics for a growing team
billed monthly
Up to 10,000 total records
Everything in Standard, plus:
Proposals & E-Sign
- Full proposal builder with line items & pricing
- Proposal stages from Draft to Executed
- Approval workflows with designated approvers
- Proposal preview & PDF generation
- Electronic signatures
Task Center
- Task management with priorities & due dates
- Kanban board with customizable columns
- Meeting scheduling & management
AI Marketing Suite
- AI Campaign Builder & dashboard
- Email block editor (drag-and-drop)
- Email brand settings (colors, logos, fonts)
- Template library for reusable designs
- AI subject-line suggestions
Analytics
- Custom report builder
- Advanced dashboards
- Performance analytics & trend analysis
GP edition
For fund managers. Everything in Professional plus the fund-manager workspace
billed monthly
Unlimited records
Everything in Professional, plus:
Fundraising
- Weighted fundraising pipeline & AUM projection
- Funds, investors & commitments as records
LP Relationships
- LP relationship mapping: one investor, many contacts
- Pitch-deck versioning with send & open tracking
Deal Flow
- Fund-aware deal flow with IC gates
- Ethical walls on restricted deals
Enterprise
For larger teams that need a tailored rollout and a named contact
Unlimited records
Everything in Professional, plus:
Unlimited Scale
- Unlimited records & users
- Priority support
Dedicated Support
- Dedicated account manager
- Custom onboarding & data migration
- SLA guarantee
- Security questionnaire & DPA support
- Priority feature requests
Compare the plans
What each plan includes, side by side.
| Feature | Standard $35/user/mo | Professional $65/user/mo | GP edition $150/user/mo | Enterprise Custom |
|---|---|---|---|---|
| Contacts & Accounts (with AI Enrichment) | ||||
| Duplicate Detection & Warnings | ||||
| Deals Pipeline (Stage Automation) | ||||
| AI Assistant | ||||
| Standard Reporting | ||||
| Import/Export (AI Field Mapping) | ||||
| Projects | ||||
| Proposals & E-Signatures | ||||
| Task Center | ||||
| Meeting Scheduler | ||||
| AI Marketing Suite | ||||
| Custom Analytics | ||||
| Duplicate Detection & Merge (Admin) | ||||
| Fund-Aware Deal Flow (IC Gates & Ethical Walls) | ||||
| Weighted Fundraising Pipeline & AUM Projection | ||||
| LP Relationship Mapping | ||||
| Funds, Investors & Commitments | ||||
| Unlimited Records | ||||
| Unlimited Users | ||||
| Dedicated Account Manager | ||||
| SLA Guarantee | ||||
| Record limit | 1,000 | 10,000 | Unlimited | Unlimited |
What every plan includes
One system for the whole relationship
Contacts, deals, projects and reporting live on the same record in every plan. Professional adds proposals, e-signature and marketing, so the tools you would buy around a CRM are already inside it.
The AI assistant is in every plan
The assistant, record enrichment and import mapping are in Standard. Professional adds campaign composition, lead discovery and proposal personalization.
Isolation, encryption and audit logs on every account
AES-256 encryption at rest and TLS 1.2 or higher in transit, role-based access, row-level tenant isolation and an append-only audit log, in every plan.
Common questions
Can I change plans later?
Yes. You can upgrade, downgrade, or switch between monthly and annual billing at any time. Changes take effect immediately with prorated billing, and you see the exact charge or credit before you confirm.
How does annual billing work?
Annual plans are billed once a year for twelve months of service and save 15 percent against paying month to month. That is $63 per user per year on Standard and $117 on Professional. You can switch back to monthly at any time from Billing.
What are the record limits?
Standard includes up to 1,000 total records (contacts, accounts and deals combined). Professional includes up to 10,000 records. The GP edition and Enterprise have no record limit.
What's included in onboarding?
Every paid plan includes a setup call and help importing your data during the first 14 days. Enterprise adds custom onboarding, data migration and team training.
Which email providers do you support?
Today you can connect a Microsoft 365 or Outlook mailbox for sending, inbound sync and open and click tracking. Google Workspace and Gmail are on the near-term roadmap. If Gmail is a requirement for your team, tell us and we will share the timeline. A public API and more integrations are on the broader roadmap.
Is my data secure?
Your data is encrypted at rest and in transit, with role-based access, row-level tenant isolation and an append-only audit log. SOC 2 is on the roadmap; the security page lists what is in place today and what is still ahead.
How is Henosis different from a traditional CRM?
A traditional CRM stores contacts and deals. Henosis REP, the Revenue Engine Platform, also carries the proposal, the signature, the delivery work and the marketing, with the AI assistant in every module, so the tools you would normally buy around a CRM are already inside it.