QBase CRM pricing

CRM pricing built for lead follow-up, pipeline visibility, and scale.

QBase gives sales and insurance teams one operating system for leads, calls, SMS, email, automations, appointments, reputation, and reporting. Start with the essentials, then add the workflows and marketing tools your team needs as volume increases.

Talk Through My Setup Back to Pricing Hub
Starting at$197/moFor disciplined follow-up without stitching tools together.
Four tiersStandard to PrestigeUpgrade into reporting, funnels, content, and multi-team operations.
Best forSales teamsPhone, SMS, email, pipeline, automations, and compliance-aware workflows.

QBase CRM plans

Pick the CRM tier that matches your operating stage.

Each plan keeps the core sales workflow intact. Higher tiers add deeper automation, marketing systems, reporting, and team operations so you can scale the same process instead of rebuilding it later.

Annual view shows yearly totals. Monthly public pricing is unchanged.

QBase Standard

Launch your growth engine

For solo operators and small teams that need disciplined follow-up without disconnected tools.

LevelIndependent Agent
AgentsSolo agent / 0-2 yrs
Best forACA, Health, or Final Expense producers working from home.
$197/mo

What's included

  • Insurance CRM and pipeline
  • Two-way text and email
  • Automated follow-up
  • Appointment scheduling
  • Email and SMS marketing
  • Website chat and lead forms
  • Reputation management
  • Text-to-pay and call tracking
Get Standard
Growth pick

QBase Professional

Scale with confidence

For growing agencies that need better reporting, smarter automations, and tighter control over sales operations.

LevelSmall Agency
Agents3-10 agents
Best forOwner-led teams growing fast but still chaotic.
$399/mo

What's included

  • Everything in Standard
  • Advanced reporting
  • Smart automation triggers
  • Documents and contracts
  • Workflow automation
  • Performance tracking
Get Professional

QBase Premium

Accelerate acquisition

For teams ready to add campaign infrastructure, funnels, communities, and content tools.

LevelMedium Agency
Agents10-30 agents
Best forManagers or team leads buying leads consistently.
$649/mo

What's included

  • Everything in Professional
  • Sales funnels
  • Website builder
  • Surveys and quizzes
  • Membership platform
  • Blogging tools
  • Communities
  • Affiliate management
Get Premium

QBase Prestige

Build a revenue machine

For larger teams that need advanced operations, collaboration, certifications, and multi-team execution.

LevelLarge Agency
Agents30+ agents
Best forSales, ops, and marketing departments scaling aggressively.
$1,199/mo

What's included

  • Everything in Premium
  • Enterprise automation
  • Team collaboration tools
  • Advanced content management
  • Certification management
  • QR code marketing
  • Multi-team operations
Get Prestige

Compare QBase

What changes as you move up?

FeatureStandardProfessionalPremiumPrestige
Buyer stageIndependent AgentSmall AgencyMedium AgencyLarge Agency
Agent bandSolo agent / 0-2 yrs3-10 agents10-30 agents30+ agents
Operating realityWorking from homeSome structure, still chaoticManagers / team leadsSales, ops, marketing departments
CRM, pipeline, lead captureYesYesYesYes
SMS, email, calls, automationsYesYesYesYes
Reporting, documents, workflow automation-YesYesYes
Funnels, websites, surveys, memberships--YesYes
Enterprise automation and multi-team operations---Yes

Which plan fits?

Choose based on the bottleneck you are solving.

Start with Standard

Choose Standard when the biggest need is getting every lead into one process with reliable follow-up across phone, SMS, and email.

Move to Professional or Premium

These tiers fit when your agency needs reporting, workflow automation, documents, funnels, or a broader marketing layer around the CRM.

Use Prestige for scale

Prestige is the better fit when multiple teams, certifications, content systems, and higher operational complexity need one managed system.

QBase FAQ

Common pricing questions.

What is included in every QBase plan?

Every plan is built around CRM, lead management, messaging, follow-up, scheduling, and visibility. Higher tiers add more automation, marketing, reporting, and team operations.

Do I need Managed VICIdial too?

Not always. QBase is the CRM and workflow layer. Managed VICIdial is for teams that also need managed dialer infrastructure and higher outbound call capacity.

Can CallsInQ help with migration?

Yes. A walkthrough is the best place to discuss your current CRM, lead sources, phone setup, compliance needs, and what should move into QBase first.

Are these monthly prices?

The prices shown are monthly plan prices. Usage, add-ons, implementation, and carrier-related costs can vary based on how your team uses the platform.

Need a recommendation?

Map your team size, lead flow, sales process, and compliance needs to the cleanest starting plan.

We will help you choose the right QBase tier and identify whether Managed VICIdial should be part of the setup.

Schedule a QBase Walkthrough