Choose your plan
Start with the Engagement Engine, or add Prospect Pro for a consistent stream of qualified prospects. One subscription, no per-lead fees.
Monthly
$200/mo
Billed monthly
- ✓ Full Engagement Engine: inbound, outbound & retention
- ✓ Full access to our Chrome extension
- ✓ Sourced insights on real, live data
- ✓ Works on your own CRM contacts, not just Habits prospects
- ✓ SOC 2 Type II compliant
- ✓ Rolling monthly, cancel anytime
- ✓ Grandfathered pricing: your price never rises
⭐ Recommended
Annual
$150/mo
$1,800 billed annually · 3 months free
- ✓ Full Engagement Engine: inbound, outbound & retention
- ✓ Full access to our Chrome extension
- ✓ Sourced insights on real, live data
- ✓ Works on your own CRM contacts, not just Habits prospects
- ✓ SOC 2 Type II compliant
- ✓ Dedicated account manager
- ✓ Enhanced support
- ✓ Grandfathered pricing: your price never rises
Enterprise
Custom
For teams & multi-advisor firms
- ✓ For teams managing multiple advisors
- ✓ Dedicated account team
- ✓ Volume pricing & priority support
Engagement Engine
Win the prospects and clients you already have
The full inbound, outbound and retention engine: sourced, compliance-safe insights on real, live data, plus our Chrome extension. Works on your own CRM contacts, not just Habits prospects.
+ Prospect Pro
Add a steady stream of new ones
Everything in the Engagement Engine, plus a consistent stream of qualified prospects who match your criteria and are actively looking for an advisor. See how Prospect Pro works →