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    Plans & Pricing

    Transparent CRM Pricing
    for Every Business Stage.

    Studio Escrow offers transparent, scalable CRM pricing starting at $97/month. Since 2024, our platform has provided enterprise-grade tools—from core CRM and automations to HIPAA-compliant medical infrastructure—allowing over 500 businesses to upgrade seamlessly as their operations expand.

    Growth — $97Scale — $197Custom build →
    Schedule a Demo 📅
    MonthlyAnnualSave ~17%
    Standard PlansHIPAA-Ready / Medical Suite
    Standard PlansMortgage Suite
    Growth
    $97/mo
    CRM, 2-Way Text, Reputation Management, Calendar, Websites, Funnels, Workflows, Forms & surveys, Memberships & communities, 5 users.
    Perfect for
    Established teams needing advanced funnels and automations.
    Start Today
    Most popular
    Scale
    $197/mo
    Everything in Growth + Advanced Workflows, AI Studio, Claude Integration, Scheduled Tasks, and Affiliate Manager.
    Perfect for
    Agencies, multi-person teams, and businesses ready to build custom funnels and automate client delivery.
    Start Today

    Growth Plan
    $97
    /month
    $970/yr billed annually (save ~$194)

    Build Sales Funnels.
    Automate Your Growth.

    Growth is the plan for businesses ready to scale their lead generation and automate their client journeys. It introduces powerful funnel building and workflow automation tools directly into your CRM.

    Stop paying for separate funnel builders and form tools. With Growth, you can build high-converting landing pages, multi-step forms, and automated follow-up sequences all connected directly to your CRM.

    Ideal for
    Growing businessesConsultantsCourse creatorsSmall teams (2–5)
    Start TodaySee Scale plan ↓
    Everything in GrowthFor solo professionals & small businesses
    Growth includes
    Core CRM
    Contacts & Conversations
    Custom Objects
    Email System
    Opportunities
    Phone
    Smartlists
    Tags
    Automation
    Campaigns
    Triggers
    Workflows
    Sites & Funnels
    Websites
    Funnels
    Forms
    Blogs
    Analytics
    Chat Widget
    Domains & Redirects
    QR Codes
    Marketing
    Email Marketing
    Social Planner
    Countdown Timers
    Snippets
    Trigger Links
    Operations
    Calendar
    Invoices
    Payment Links
    Payments Core
    Documents & Contracts
    Media Storage
    Mobile App
    Reputation
    GBP Optimization
    Review Widgets
    Reviews & Requests
    Surveys
    Reporting
    Agent Report
    Appointment Report
    Call Report
    Attribution Report
    Custom Reports
    Local Marketing Audit
    Ideal for
    Solo professionals and small businesses that want one connected operating platform.
    Need AI features and advanced tools? See the Scale plan →

    Scale Plan — Most Popular
    $197
    /month
    $1,570/yr billed annually (save ~$314)

    Advanced AI Automations.
    Funnels, Forms, and Workflows.

    Scale is where our CRM becomes your creative engine, your operations hub, and your automated marketing team — all in one. This is the plan most businesses land on because it replaces so many tools at once that the savings alone cover the cost several times over.

    Advanced workflows and AI are the core of Scale. Build multi-step automations with conditions, branching logic, and API triggers. Leverage the AI Studio and Claude integration to automate complex tasks and streamline your operations.

    Add the Affiliate Manager, Scheduled Tasks, and 10 users — and you've got a complete business platform that grows with your team.

    Ideal for
    Established businessesAgenciesCoaches & consultantsCourse creatorsSmall teams (2–10)
    Everything in ScaleFor growing teams & agencies
    Includes everything in Growth, plus:
    All Growth features included + unlimited users
    Everything in Growth + New in Scale
    AI Suite
    Agent Studio
    AI Studio & Ask AI
    Content AI
    Conversation AI
    Reviews AI
    Voice AI
    Advanced Tools
    Affiliate Manager
    Brand Boards
    Labs
    Private Integrations
    Memberships
    Certificates
    Client Portal
    Communities
    Courses
    GoKollab
    Advanced Sites
    Quizzes
    Stores
    Webinars
    Video Testimonials
    Reporting+
    FB Ads Report
    Google Ads Report
    Ideal for
    Businesses ready to expand marketing, reporting, portals, content and integrations.
    Need HIPAA compliance? See the Medical Suite →
    Medical Suite — HIPAA-Ready
    $597
    /month
    $5,970/yr billed annually (save ~$1,194)

    Full-Suite HIPAA-Ready
    Medical Operating System.

    The Medical Suite is a complete, HIPAA-ready business operating system designed specifically around patient acquisition, scheduling, referrals, communication, and practice growth. No feature-tier restrictions — full access to every module.

    Everything in Authority is included, plus dedicated medical features: patient and referral-source CRM with custom medical pipelines, secure HIPAA-compliant communications, AI receptionist for intake and booking, referral tracking portals, multi-provider visibility, E-E-A-T optimized medical websites, local SEO for Google Business Profile, and patient journey automations.

    Ideal for
    Medical practicesMed spas & wellnessHormone & TRT clinicsDental officesCosmetic surgery centersMulti-location healthcare
    Studio Escrow Medical SuiteHIPAA-Ready • Full Feature Access
    01 — Patient CRM & Communication
    • Patient and referral-source CRM
    • Secure communications + role permissions
    • Email, SMS, phone + unified inbox
    • Custom medical pipelines and fields
    • Recall, reactivation + follow-up
    02 — Scheduling & Intake
    • Online booking + scheduling assistance
    • Appointment reminders + no-show recovery
    • Digital intake forms + surveys
    • Calendar and provider routing
    • AI receptionist and chat assistance
    03 — Referrals & Reporting
    • Custom referral portals
    • Referral-source tracking
    • Custom medical dashboards
    • Attribution, appointment + call reports
    • Multi-provider and multi-location visibility
    04 — Medical Website & SEO
    • Custom Google E-E-A-T website build
    • Service, provider + location pages
    • AI SEO and content assistance
    • Local SEO + GBP optimization
    • Patient resources, blogs + calculators
    05 — Reputation & Growth
    • Reviews, requests + widgets
    • Video testimonials
    • Listings and local visibility options
    • Google and Meta ad reporting
    • Conversion-focused funnels + campaigns
    06 — Automation & Integrations
    • Patient journey automations
    • Knowledge bases + AI assistance
    • APIs, webhooks + private integrations
    • Documents, payments + client portal
    • Custom objects, actions + workflows
    Full Feature Access
    Includes every software module listed in the feature matrix. Metered usage and third-party costs remain separate. HIPAA BAA available upon request.

    Mortgage Suite — Loan Officer Edition
    $197
    /month
    + One-time buildout fee starting at $3,000
    $2364/yr billed annually (save ~$394)

    Everything in Scale,
    Built for Loan Officers.

    The Mortgage Suite is a done-for-you CRM and marketing system built specifically for loan officers. We develop your entire brand identity, build your website, optimize your CRM, connect your lead sources, train your AI agents, and build proven automations — ready to launch.

    House of Karma, our trusted development partner and designated system engineers, handles the complete buildout. Their team of engineers, system architects, and brand specialists architect the entire infrastructure so you can focus on closing loans.

    The one-time buildout fee covers brand identity development, website creation, CRM optimization, lead source connections, AI agent training, and automation builds. Ongoing monthly retainer options are available for continued management.

    Ideal for
    Loan officersMortgage brokersProducing branchesSolo originatorsTeam leaders
    Mortgage Suite — What's IncludedDone-For-You Buildout
    01 — Everything in Scale
    • Full Scale plan features ($197/mo value)
    • AI Studio, Claude & all AI agents
    • Advanced workflows & automations
    • Funnels, websites & memberships
    • Affiliate manager & private integrations
    02 — One-Time Buildout (Starting at $3,000)
    • Complete brand identity development
    • Custom loan officer website build
    • CRM optimization & pipeline configuration
    • Lead source connections (MLS, Zillow, FB, Google)
    • AI agent training & script development
    • Proven mortgage automation sequences
    • 30-90 day seasoning & refi nurture builds
    • Speed-to-lead response systems
    03 — Pre-Built Proven Automations
    • New lead instant response (under 90 seconds)
    • 30/60/90 day seasoning sequences
    • Refinance trigger automations
    • Past client reactivation campaigns
    • Realtor referral partner nurture
    • Pre-qualification & document collection flows
    • Closing anniversary follow-ups
    • Review request automation post-close
    04 — AI Agents Trained for Mortgage
    • AI receptionist — answers calls 24/7, books consults
    • AI chat — qualifies leads on website & SMS
    • AI follow-up — automated nurture per lead type
    • AI voice — natural voice responses for inbound
    • AI internal assistant — daily pipeline briefs
    Built by House of Karma
    House of Karma is our designated system engineering partner — a powerhouse of engineers, system architects, and brand specialists. They handle the complete buildout, from brand identity to CRM optimization to automation architecture. Visit hokdetroit.com →
    Ongoing Management Retainers
    After the buildout, optional monthly management retainers are available for continued optimization, new automation builds, content creation, and system maintenance. Custom pricing based on scope.

    Side by side

    Feature comparison

    Every plan includes the full Studio Escrow platform. Here's exactly what unlocks at each tier.

    FeatureGrowth
    $97/mo
    Scale
    $197/mo
    Medical Suite
    $597/mo
    AI Agents
    Agent StudioINCLUDEDINCLUDED
    AI StudioINCLUDEDINCLUDED
    Ask AIINCLUDEDINCLUDED
    Content AIINCLUDEDINCLUDED
    Conversation AIINCLUDEDINCLUDED
    Reviews AIINCLUDEDINCLUDED
    Voice AIINCLUDEDINCLUDED
    Automation
    Campaigns
    Triggers
    Workflows
    Calendar
    Calendar
    CRM
    Contacts & Conversations
    Custom Objects
    Email System
    Opportunities
    Phone
    Smartlists
    Tags
    Labs
    Labs
    Sites & Landing Pages
    Dashboard
    Launchpad
    Websites
    Funnels
    Forms
    Blogs
    Analytics
    Chat Widget
    Domains & Redirects
    QR Codes
    Marketing
    Affiliate Manager
    Brand Boards
    Countdown Timers
    Email Marketing
    Snippets
    Social Planner
    Trigger Links
    Media Storage
    Media Storage
    Memberships & Communities
    Certificates
    Client Portal
    Communities
    Courses
    GoKollab
    Mobile App
    Mobile App
    Payments
    Documents & Contracts
    Invoices
    Payment Links
    Payments Core
    Private Integrations
    Private Integrations
    Reporting
    Agent Report
    Appointment Report
    Attribution Report
    Call Report
    Custom Reports
    FB Ads Report
    Google Ads Report
    Local Marketing Audit
    Reputation Management
    GBP Optimization
    Review Widgets
    Reviews & Requests
    Video Testimonials
    Advanced Sites Features
    Quizzes
    Stores
    Surveys
    Webinars
    HIPAA & Medical
    HIPAA-Ready Environment
    Patient CRM & Pipelines
    Referral Tracking Portals
    BAA Available
    Start TodayStart TodayStart TodayStart Medical Suite
    * INCLUDED = feature access included; AI consumption, calls, messages and related usage are billed separately.
    Agent Studio
    AI Studio
    Ask AI
    Content AI
    Conversation AI
    Reviews AI
    Voice AI
    Start Growth Today
    * INCLUDED = feature access included; AI consumption, calls, messages and related usage are billed separately.

    Common questions

    Got questions?
    We've got answers.


    Not sure which plan?
    Start with Scale.

    The Scale plan is where most businesses find the sweet spot — full funnels, advanced automations, memberships, and 10 users, all for $197/mo. For medical practices needing HIPAA compliance, the Medical Suite includes everything plus dedicated healthcare features.

    Enterprise-Grade HIPAA Compliance

    For med spas, therapists, clinics, and medical practices, HIPAA compliance is built directly into the Medical Suite plan — no separate add-on required.

    HIPAA-Ready

    Studio Escrow Medical Suite

    $597/month

    The complete HIPAA-ready business operating system for healthcare practices.

    HIPAA-Compliant CRM Environment
    Business Associate Agreement (BAA)
    Encrypted Data Storage & Audit Logging
    HIPAA Security Controls & MFA Enforcement
    HIPAA-Compliant Communication Workflows
    AI Receptionist for Intake & Booking
    Patient Follow-Up & Appointment Reminders
    Reputation Management & Secure Forms
    Referral Tracking Portals
    E-E-A-T Optimized Medical Websites
    Full Feature Access — No Tier Restrictions
    Studio Escrow Priority Support
    Start Medical Suite
    Important Compliance Notice: Purchasing the Medical Suite does not automatically make your clinic or practice HIPAA compliant. Your business must still follow HIPAA policies, procedures, staff training, access controls, and operational requirements. Studio Escrow provides the compliant platform infrastructure and Business Associate Agreement (BAA), but the covered entity remains responsible for its own comprehensive compliance program.
    Custom builds

    Beyond the platform.
    Built for your business.

    None of the plans fit exactly what you're building? That's what the custom tier is for. We take Studio Escrow's infrastructure and build something entirely yours — your brand, your domain, your workflows, your software. From white-label SaaS products to full business infrastructure, databases, and client portals — if you can describe it, we can build it.

    White-label platform
    Your own branded SaaS product built on Studio Escrow. Custom domain, your logo, your pricing — resell to clients at any margin you choose.
    Custom software & apps
    Fully custom web apps and internal tools — pricing calculators, estimators, ops dashboards, job trackers. We've built them for flooring companies, event rental businesses, and more.
    Databases & infrastructure
    Custom databases, data systems, and business infrastructure architected around exactly how your business operates.
    Client & worker portals
    Branded portals for your clients to track projects and for your team to manage workflows — role-based, automated, and fully integrated.
    Full business automation
    Virtually any aspect of your business can be automated. If it happens on a trigger, we can build the system that runs it — intake, delivery, billing, onboarding, reporting.