Simple, transparent pricing
Start free. Upgrade when you're ready. No surprises.
Pro
Best for solo agents & contractors
Billed monthly · No commitment
Team
Best for small teams & brokerages
Billed monthly · No commitment
Compare plans
| Free | Pro | Team | Enterprise | |
|---|---|---|---|---|
| Transactions Active deals you can manage at once | 3 active | Unlimited | Unlimited | Unlimited |
| Templates Reusable checklists for new deals | 4 built-in | Unlimited custom | Unlimited | Unlimited |
| AI summaries Auto-summarize uploaded documents | 10/month | 100/month | 500/month | Unlimited |
| E-signatures Collect signatures in the client portal | ||||
| Webhooks Trigger events in your CRM or tools | ||||
| Team members Users in your workspace | 1 | 1 | 5 | Unlimited |
| White-label Your branding in the client portal | ||||
| Partner access Invite agents or subs with limited access | ||||
| Priority support Faster response from our team | ||||
| Zapier/API Connect CollectRelay to your systems |
Frequently asked questions
What's included in the free plan?
The free plan includes 3 active transactions, the 4 starter templates, e-signatures, and 10 AI summaries per month. It's a full-featured way to try CollectRelay with real deals.
Can I switch plans later?
Absolutely. Upgrade or downgrade at any time. When upgrading, you'll be prorated for the remainder of your billing period.
What's the annual discount?
Annual plans give you 2 months free — that's $290/yr for Pro (vs $348 monthly) and $790/yr for Team (vs $948 monthly). Cancel anytime during the first 30 days for a full refund.
What counts as an "active" transaction?
An active transaction is one that hasn't been closed or archived. On the free plan, you can have 3 active at once — close one and start another, no limits on total.
What is white-label?
Team and Enterprise plans let you replace CollectRelay branding with your own. Your clients see your logo, your colors, and your domain — not ours.
What does Enterprise include?
Enterprise adds unlimited team members, unlimited AI summaries, dedicated support, custom onboarding, SSO/SAML, and SLA guarantees. Contact us for a tailored quote.
Ready to streamline your document collection?
Start free — no credit card required. Upgrade when you're ready.