Team Annual Plan

Put Your Entire Team's Network To Work.

Give your team one system for building relationships, creating referrals and seeing the business your collective network is producing.

Your Selected Plan

Team Annual

Built for teams of up to 5 users who grow through relationships and referrals.

$ 3,500 / year

Plus $497 one-time setup

Everything Your Team Needs to Work Its Network

Everything in Starter, plus the tools to see what's happening across your team.

✓ Up to 5 users

✓ SMART Digital Business Cards

✓ Contact capture

✓ Relationship organization

✓ Automated follow-up + nurture

✓ 1-to-1 booking

✓ Referral tracking

✓ Group + event tracking

✓ ROI + revenue attribution

Team Features

✓ Shared visibility + pipelines

✓ Team performance visibility

✓ User comparison

✓ Team referral + revenue attribution

✓ Priority support

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Team Annual Plan Includes up to 5 Dashboard Local users.

Annual Subscription $3,500/year plus $497 setup.

Your Dashboard Local subscription renews annually. Cancellation requires a minimum of 30 days notice. By completing your order, you agree to the Terms & Conditions, Privacy Policy and Cancellation Policy.

Core Platform Features

Feature

Starter

Growth

Team

Users

1 Up to 3

Up to 10

Contacts

1,000

10,000

Unlimited

CRM (Networking-Focused)

✔️

SMART Digital Business Card

✔️

Contact Capture Forms

✔️

Mobile Access

✔️

Conversations (Email & SMS)

✔️

Calendars & Booking

Feature

Starter

Growth

Team

Calendars

1 Up to 3

Unlimited

1:1 Booking

✔️

Automated Appointment Reminders

✔️

Team Booking Options

❌

✔️

Pipelines & CRM Organization

Feature

Starter

Growth

Team

Networking Pipeline Template

✔️

Custom Pipelines

❌

3 Unlimited

Shared Pipelines

❌

✔️

Relationship Stages Tracking

✔️

Team-Wide Pipeline Visibility

❌

✔️

Automations & Workflows

Feature

Starter

Growth

Team

Workflow Automations

Up to 5

Up to 20

Unlimited

Follow-Up Automation Templates

✔️

Email Automation

✔️

SMS Automation

✔️

Advanced Automation Logic

❌

✔️

Funnels, Pages & Digital Assets

Feature

Starter

Growth

Team

Funnels / Pages

Up to 2

Up to 10

Unlimited

Digital Business Card Variations

✔️

Custom Branding

✔️

Multiple Use-Case Pages

❌

✔️

Funnels, Pages & Digital Assets

Feature

Starter

Growth

Team

Funnels / Pages

Up to 2

Up to 10

Unlimited

Review Collection

✔️

AI Review Replies

✔️

Social Testimonial Auto-Posting

✔️

Reporting & Insights

Feature

Starter

Growth

Team

Personal Activity Dashboard

✔️

Group & Referral Tracking

✔️

Team Reporting

❌

✔️

Event Productivity Tracking

❌

✔️

Revenue Tracking by Group / Event

❌

✔️

Team Leaderboards

❌

✔️

Support & Access

Feature

Starter

Growth

Team

Email & Chat Support

✔️

Snapshot-Based Setup

✔️

Priority Support

❌

✔️

Still Not Sure?

Most solo professionals start with Starter, upgrade to Growth once they collaborate, and move to Team when visibility and revenue tracking matter.