Pay only when
you're ready.
Start free — no credit card. Upgrade when you've fallen in love, not a moment before. Cancel any time, your data stays yours.
Starter
For your first few trips
forever — no credit card
- Up to 5 active trips
- 1 advisor
- Day-by-day trip builder
- Itinerary sharing + PDF export
- Live flight tracking
- Hotel & activity search
- 20 AI requests / month
- Google sign-in
Pro
For growing advisors
per month · billed monthly
- Unlimited trips & clients
- Pipeline + auto status sync
- 300 AI requests / month
- AI itinerary & email drafting
- AI CSV client import
- Stripe payment links
- Brevo SMS + email integrations
- Branded PDF letterhead
- Marketing suite & campaigns
- Priority email support
Agency
For teams of 5+ advisors
base/mo + $29 per additional advisor
5 advisors = $195/mo
- Everything in Pro
- 700 AI requests / month
- $79 base + $29 per additional advisor
- Shared client library
- Agency admin dashboard
- Advisor impersonation view
- Lead creation & assignment
- Custom domain + from-email
- Concierge onboarding
- Dedicated account manager
Annual billing saves two months. Enterprise plans on request — hello@polariscrm.ai
What's included in every plan
Frequently asked questions
Do I need a credit card to start?
No. The Starter plan is free forever. Only add a card when you're ready to upgrade.
Can I cancel any time?
Yes. Cancel anytime from Settings. Your data stays yours — export everything to CSV whenever you like.
What's included in the 14-day Pro trial?
Full Pro access — unlimited trips, 300 AI requests, pipeline automation, and all integrations. No charge until the trial ends.
How does Agency pricing work?
The Agency plan starts at $79/month for one advisor, plus $29 for each additional advisor. Five advisors = $195/month.
Can I import my existing clients?
Yes. Polaris accepts CSV exports from HubSpot, Salesforce, Dubsado, and any standard contact export. AI maps the columns automatically.
Is there an annual plan?
Yes — annual billing saves the equivalent of two months. Contact hello@polariscrm.ai to set it up.
Start free — no credit card
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