Simple, predictable pricing
Start with what you need today. Add users, automation, and integrations as your team grows.
- 1 user included
- Up to 500 customer records
- Customer timeline and notes
- Appointment scheduling
- Task tracking with due dates
- 10 GB file storage
- Email and calendar sync
- 5 users included
- Unlimited customer records
- Workflow automation and reminders
- Status pipelines
- Recurring task scheduling
- Team assignment and ownership
- 10 GB file storage
- Priority support
- 15 users included
- Unlimited customer records
- Everything in Team
- Performance dashboards
- Revenue indicators
- Advanced integrations
- Custom workflow rules
- 10 GB storage (expandable)
Flexible add-ons
Frequently asked questions
Can I switch plans later?
Yes. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle, and we prorate if you upgrade mid-cycle.
What happens when I exceed the included user count?
Additional users are $8 per seat per month. You can add or remove seats at any time from your workspace settings.
Is there a free trial?
We offer a guided setup so you can see WorkNest in action with your own data. Get started and our team will walk you through it.
How does payment processing work?
WorkNest connects to your existing payment processor. We charge a small 0.5% platform fee on processed payments, separate from your processor's own fees.
Can I import my existing customer data?
Yes. WorkNest supports CSV imports and connects to common business tools so you can bring your existing records in without starting from scratch.