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Pricing

Pricing that follows your customer success team, not your customer count.

Every plan is an annual platform fee that includes a set number of CSM seats. Viewer seats for leaders, sales and finance are free on every plan. Prices are in Canadian dollars, billed annually. There is no self-serve checkout: talk to sales and we'll quote for your team size and account volume.

Starter

$24,500 per year

Includes 10 CSM seats · up to 500 accounts

For a first customer success team moving off spreadsheets.

  • Health Scores with one scoring model
  • Up to 10 active Playbooks
  • EBR Builder with the standard template
  • Salesforce or HubSpot, plus Zendesk, Intercom and Slack
  • Standard onboarding (live in 30 days)
  • Email support, next business day

Additional CSM seats: $1,225 per seat per year

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Most teams start here

Growth

$57,000 per year

Includes 25 CSM seats · up to 2,500 accounts

For a CS organization with segments, CS Operations and a renewal target to hit.

  • Everything in Starter
  • Up to 5 scoring models (one per segment)
  • Unlimited Playbooks with outcome reporting
  • EBR Builder in your own brand template
  • Segment and score back-testing
  • Support by email and chat, 4-hour response

Additional CSM seats: $1,225 per seat per year

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Enterprise

From $122,000 per year

Includes 50 CSM seats · unlimited accounts

For companies near 2,000 employees, or with several products and regions.

  • Everything in Growth
  • Unlimited scoring models
  • Warehouse Sync and Premium Onboarding included
  • SSO (SAML), SCIM and audit log
  • Data residency in the US or EU
  • A named customer success manager and a 99.9% uptime SLA

Additional CSM seats: $1,025 per seat per year

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Add-ons

Add-on What it does Price Plans
Warehouse Sync Reads product usage straight from Snowflake or BigQuery, and writes scores back. $8,200 per year Starter, Growth. Included in Enterprise.
Premium Onboarding A dedicated implementation lead, a custom scoring model built with your CS Operations team, and five Playbooks set up for you. $10,900 one-time Starter, Growth. Included in Enterprise.
Sandbox workspace A second workspace to test scoring changes and Playbooks before they reach your CSMs. $6,800 per year Growth, Enterprise.

Pricing FAQ

What counts as a CSM seat?
Anyone who owns accounts, works Playbook tasks or builds EBR decks. Viewer seats, for people who only read scores and dashboards, are free and unlimited on every plan.
What counts as an account?
A customer company you track in Harbor Desk, usually one per CRM account. Contacts, users and subsidiaries inside that company don't count separately.
Is there a free trial?
No. A health score needs your data to mean anything, and a trial without it shows you nothing. Instead, we run a demo on a sample of your accounts and, on Growth and Enterprise, a 30-day paid pilot credited against your first year.
Can we pay monthly?
No. All plans are billed annually, invoiced, with net 30 payment terms. Multi-year agreements are available on Growth and Enterprise.
What happens if we go over our account limit?
Nothing stops working. We'll tell you, and we'll talk about moving plans at your next renewal, not mid-term.
Do you charge for integrations?
No. Salesforce, HubSpot, Zendesk, Intercom, Segment, Slack and our API are included on every plan. Warehouse Sync for Snowflake and BigQuery is the one add-on.
Do you offer discounts?
For nonprofits and for multi-year agreements. Talk to sales.

Get a quote for your team.

Tell us how many CSMs and accounts you have. We'll come back with a number, not a negotiation.

Talk to sales Book a demo