Pricing Packages
Choose the Right Plan
Select a plan that fits your needs today and upgrade anytime as your business grows.
Starter
$69
Perfect for individual brokers and solo professionals getting started with AI-powered deal processing and automation.
- 1 User
- 50 AI-processed deals per month
- 5,000 AI document pages per month
- Visual Kanban deal pipeline
- Much More
Professional
$199
Best for growing broker teams that need collaboration, advanced AI risk tools, team analytics and lead management.
- Up to 5 Users
- 200 AI-processed deals per month
- 20,000 AI document pages per month
- Advanced role-based permissions
- Much More
Enterprise
$699
Tailored for large brokerages, networks, multi-branch operations and enterprises with advanced scale, custom integrations and dedicated support.
- Unlimited Users
- Unlimited deals & AI document pages
- Full custom workspaces & permissions
- Negotiated overage & storage
- Much More
All plans include:
- Enterprise-grade security
- Global cloud infrastructure
- High-performance scalability
- Human-centered support
Smartexus – Pricing & Features Comparison
| Feature / Description | Free Trial (14 Days) |
Solo $69/mo |
Team $199/mo |
Enterprise $699+/mo |
|---|---|---|---|---|
| Account & Usage Limits | ||||
| Maximum Users | 1 | 1 | Up to 5 | Unlimited |
| Maximum Deals per Month | 5 | 50 | 200 | Unlimited / Custom |
| AI Document Processing (pages/mo) | 500 | 5,000 | 20,000 | Unlimited / Custom |
| Data Storage (GB) | 1 | 15 | 200 | Unlimited |
| Users & Workspace | ||||
| Workspace Isolation | ✅ | ✅ | ✅ | ✅ |
| Role-Based Permissions | Basic | Basic | Advanced | Full Custom |
| Multiple Workspaces | ❌ | ❌ | ❌ | ✅ |
| Workflow Intelligence | ||||
| Visual Kanban Deal Pipeline | ✅ | ✅ | ✅ | ✅ |
| 360° Client Profiles | ✅ | ✅ | ✅ | ✅ |
| Integrated Task Management | ✅ | ✅ | ✅ | ✅ |
| Appointment Scheduling | ✅ | ✅ | ✅ | ✅ |
| Team Feed & Activity Timeline | ✅ | ✅ | ✅ | ✅ |
| Custom Workflow Stages | ❌ | ❌ | ✅ | Advanced |
| AI Usage & Automation | ||||
| AI Deal Creation Wizard | Limited | Standard | Standard | Unlimited |
| AI Document Data Extraction | Limited | Standard | Standard | Advanced |
| AI Expense Categorization | ❌ | ✅ | ✅ | Advanced |
| AI Risk & Inconsistency Detection | ❌ | ❌ | ✅ | Advanced |
| Intelligent Documentation | ||||
| Cashflow Builder | Limited | ✅ | ✅ | Advanced |
| Business Plan Builder | ❌ | ✅ | ✅ | Advanced |
| Annual Statement Builder | ❌ | ❌ | ✅ | Advanced |
| Bank Statement Analysis | Limited | ✅ | ✅ | Advanced |
| Affordability Calculator | ❌ | ✅ | ✅ | Advanced |
| Auto-Generated Diary Notes | ❌ | ✅ | ✅ | Advanced |
| Finance Proposal Generator | ❌ | ✅ | ✅ | Advanced |
| Client Needs Analysis Report | ❌ | ✅ | ✅ | Advanced |
| PDF Application Auto-Fill | ❌ | Limited | ✅ | Advanced |
| Centralized Document Hub | ||||
| Secure storage with search/versioning | ✅ | ✅ | ✅ | ✅ |
| Bulk Download & Access Control | ❌ | ❌ | ✅ | Advanced |
| Growth Center | ||||
| Centralized Lead Inbox | Limited | ❌ | ✅ | Advanced |
| Lead Source Analytics | ❌ | ❌ | ✅ | Advanced |
| Content Calendar & Campaign Planning | ❌ | ✅ | ❌ | ✅ |
| Marketing Requests | ❌ | ✅ | Limited | Priority |
| Growth Performance Insights | ❌ | ❌ | Limited | Advanced |
| Secure Client Portal | ||||
| Branded Client Portal | ❌ | ✅ | ✅ | Full White-Label |
| Client Document Upload | ❌ | ✅ | ✅ | ✅ |
| Deal Progress Tracking | ❌ | ✅ | ✅ | ✅ |
| Direct Advisor Messaging | ❌ | ✅ | ✅ | ✅ |
| Client Appointment Booking | ❌ | ✅ | ✅ | ✅ |
| Training & Simulations | ||||
| Core Training Courses | Basic | ✅ | ✅ | Advanced |
| Deal Simulations | ❌ | ✅ | ✅ | Advanced |
| Difficulty-Based Simulations | ❌ | ❌ | Limited | Full |
| Custom Course Creation (LMS) | ❌ | ❌ | ❌ | ✅ |
| Collaboration & Community | ||||
| Community Channels | ❌ | ✅ | ✅ | ✅ |
| Cross-Workspace Messaging | ❌ | ❌ | ✅ | ✅ |
| Referral Marketplace | ❌ | ❌ | ✅ | Priority |
| Deal Collaboration | ❌ | ❌ | Limited | Advanced |
| Compliance & Reporting | ||||
| Activity Logging (Timestamped) | Basic | Standard | Advanced | Full |
| Deal-Level Audit Trails | ❌ | ✅ | ✅ | Advanced |
| Stale Deal Monitoring | ❌ | ✅ | ✅ | Advanced |
| Risk Alerts & Flags | ❌ | ❌ | Limited | Advanced |
| Performance Analytics | ❌ | ✅ | ✅ | Advanced |
| Support & Extras | ||||
| Support Level | Community | Priority | Dedicated | |
| Onboarding Assistance | ❌ | ❌ | ❌ | ✅ |
| API Access & Integrations | ❌ | ❌ | ❌ | ✅ |
* Enterprise plan includes custom pricing, dedicated support, SLA, higher usage limits and custom integrations — contact sales for details.
Frequently Asked Questions
Quick answers to common questions about our AI services & solutions
What is included in the 14-day Free Trial?
The Free Trial gives you full access to all features available in the Solo plan — including AI deal creation, document processing (up to 500 pages), Kanban pipeline, client profiles, task management, basic client portal, and core AI tools (Cashflow Builder, Bank Statement Analysis, etc.). No credit card is required to start. After 14 days, your account automatically downgrades to inactive unless you choose a paid plan.
What does “Unlimited / Custom” actually mean on the Enterprise plan?
Enterprise removes hard monthly caps on users, deals, AI document pages, and storage. Limits are set based on your negotiated agreement and actual usage patterns (almost always effectively unlimited for practical purposes). You also get dedicated onboarding, custom integrations (API/webhooks), white-label client portal, SLA-backed uptime, and a dedicated account manager.
Is there any setup fee or hidden cost?
No setup fees. No hidden charges. You only pay the monthly price shown.
Is my data secure?
Yes. We use bank-level encryption, secure cloud storage, role-based access, and regular security audits.
Can I upgrade or downgrade my plan at any time?
Yes — you can upgrade or downgrade your plan at any time directly from your account dashboard. Upgrades are immediate. Downgrades take effect at the end of your current billing cycle. If you downgrade below your current usage (e.g., from Team to Solo), you may need to reduce active users or archived data to stay within limits.
Do I lose my data if I cancel my plan?
No — you can download all your deals, documents, and client data for 30 days after cancellation. After that, it is permanently deleted.
Do I need a credit card for the Free Trial?
No. You can start the 14-day Free Trial without entering any payment information.
How fast is the support response time?
- Solo: within 24–48 hours (email)
- Team: within 8 business hours (email + chat)
- Enterprise: dedicated manager + same-day response (phone/email/chat)