Simple, Transparent Pricing
Everything you need to run and grow your business — a powerful management portal, strategic advisory, and bundle savings when you combine both.
Your Business, Organized in One Place
CRM, Projects, Tasks, Sales, Inventory, Finance dashboards, and more — all in one powerful portal built for small businesses.
Annual Subscription
Significant savings for businesses committed to leveling up their operational excellence. Billed annually.
- Full portal access — all 9 integrated modules
- CRM, Projects, Tasks, Sales & Revenue tracking
- Finance dashboards, Inventory & Asset management
- Team & Role management, Reporting & Insights
- Unlimited users — no per-seat fees
- Built-in AI Business Assistant
- Business Knowledge Center access
- Save $360/year vs. monthly billing
- Replaces 5–7 separate tools at a fraction of the cost
- One predictable annual investment — no billing surprises
Monthly Subscription
Full portal access with no long-term commitment. Start, pause, or cancel anytime.
- Full portal access — all 9 integrated modules
- CRM, Projects, Tasks, Sales & Revenue tracking
- Finance dashboards, Inventory & Asset management
- Team & Role management, Reporting & Insights
- Unlimited users — no per-seat fees
- Built-in AI Business Assistant
- Business Knowledge Center access
- No annual commitment — full flexibility to start anytime
- Everything you need to run operations from day one
- Upgrade to annual anytime to unlock savings
Thought Partnership Sessions
Strategic guidance to help you make confident decisions, clear blockers, and move your business forward — on your schedule.
Thought Partnership Plan
Ongoing monthly advisory support for entrepreneurs and small business leaders who need a consistent, engaged thinking partner.
- Monthly 60-minute strategic advisory session
- Written transcript with key takeaways — included at no extra cost
- Priority scheduling — book before general availability
- Compounding clarity — insights build session over session
- Ongoing decision support and accountability
- A dedicated partner who knows your business — every month
- Replaces costly one-off consultants with consistent, compounding support
- Keeps you moving forward — not just when crises hit
Single Thought Session
A single, focused 60-minute session for clarity on a specific challenge or decision — no commitment required.
- One 60-minute strategic thought session
- Fresh perspective on your specific challenge or decision
- Clear, actionable next steps you can execute immediately
- Optional transcript add-on — $20
- Walk away with clarity you can act on — same day
- Ideal for a one-time challenge, inflection point, or tough decision
- No subscription needed — pay once, get results
*Transcript add-on ($20) allows you to revisit the session and key insights at any time.
The CalcX Advantage
A savings enhancement for committed growth partners. Combine strategic advisory with operational power — and save automatically every month.
- The Thought Partnership Plan
- An Annual Portal Subscription
- Both advisory + portal must remain active
A streamlined way to combine strategic guidance with operational power — and keep more money in your business.
automatically
Invest in Your Business.
Start Growing Today.
Choose the plan that fits where you are — and know that CalcX grows with you every step of the way.