Bitsy Pricing

No matter how big or small your team, Bitsy has a package for your needs.

Prospect
For teams looking to simplify and digitize data intake
View Package
Products Included:
Standard Features:
Outreach Automation
Secure User Portals
Analytics + Reporting
Analytics
Prospect View
Data Storage
Calendar Integration
Mobile App Access
Email Support
Tool Adoption
Request a Quote
Starting at: $19/month/user
Sell
For growing firms looking to grow faster
View Package
Products Included:
Standard Features:
Outreach Automation
Secure User Portals
Audit Protection (Limited)
E-signature
Analytics + Reporting
CRM Sync
Analytics
Prospect View
Data Storage
Calendar Integration
Mobile App Access
Email Support
Tool Adoption
Request a Quote
Starting at: $49/month/user
Protect
For firms needing to improve compliance
View Package
Products Included:
Standard Features:
Audit Protection
Secure User Portals
E-signature
Analytics + Reporting
Batched Client Uploads
CRM Sync
Analytics
Prospect View
Data Storage
Calendar Integration
Mobile App Access
Email Support
Tool Adoption
Request a Quote
Starting at: $59/month/user
Enterprise
For teams focused on every stage of customer acquisition
View Package
Products Included:
Standard Features:
Outreach Automation
Secure User Portals
Audit Protection
E-signature
Batched Client Uploads
CRM Sync
White-labeling
Dedicated Support Team
Tailored Integrations
Analytics
Prospect View
Data Storage
Calendar Integration
Mobile App Access
Email Support
Tool Adoption
Request a Quote
Custom pricing
Rollover
For rolling over large books in minutes, not months
View Package
Products Included:
Standard Features:
Outreach Automation
Secure User Portals
Audit Protection
E-signature
Analytics + Reporting
Batched Client Uploads
CRM Sync
White-labeling
Dedicated Support Team
Tailored Integrations
Analytics
Prospect View
Data Storage
Calendar Integration
Mobile App Access
Email Support
Tool Adoption
Request a Quote
Starting at: $7/client

How much is your time worth?

Engagement activities
Person
Estimated time
Monthly cost*
Data gathering and input
Support
20 - 30 minutes / day
$120 - $180
Workflow maintenance
You | Support
20 - 30 minutes / day
$120 - $1,000
Reminders, scheduling, finalizing
Support
20 - 30 minutes / day
$120 - $180
Compliance
Support | Officer
20 - 30 minutes / day
$120 - $1,000
Total
Assistant
≥ 26 - 40 hours / month
≥ $480 - $2,360 / month
*Support based on $18 hourly wage
*You/Officer based on $100 hourly wage

Frequently Asked Questions

Do I need to be tech savvy for this to work?

Nope! Bitsy builds advisor software that's user-friendly because you, team and/or clients don't have time to waste learning yet another system. Access Bitsy University to shorten your learning curve when you join!

I'm rolling over my firm, can Bitsy help?

Yes! As long as your CRM is filled with your client's details, Bitsy can make rolling your entire firm over quick and painless. Book a demo to see how we can help!

What types of payment do you accept?

Paid subscriptions require a Visa, Mastercard, Amex, Discover or a Paypal account. We only accept online payments except for enterprise level clientele, in which we accept check or wire transfers. All payments are non-refundable.

Do you offer discounts for Bitsy?

Yes, we offer discounts to enterprise clientele based on user base. We also offer discounts in the form of free months of service, provided you refer prospects who become users of Bitsy's service. To know more, go to our pricing page and click get started under your preferred payment tier.

Do you offer discounts for Military?

Without question, YES. We are so thankful for men and women who have and continue to serve. Please enjoy an extra 10% off in perpetuity on us, even if you've claimed other discounts!

I have more questions. Where can I find answers?

We'd love to help. You can try searching for what you need in our Help & Support site. If you don't find what you're looking for, please contact us for more help. We will get back to you as soon as possible (typically within a few hours).

The integrations you need

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