QBase CRMCRM plans built around faster lead follow-up.
Every QBase plan keeps the core sales workflow intact. Higher tiers add deeper automation, marketing systems, reporting, content tools, and multi-team operations.
QBase Standard
Launch your growth engine
For solo operators and small teams that need disciplined follow-up without disconnected tools.
$249/mo
What's included
- Insurance CRM and pipeline
- Two-way text and email
- Automated follow-up
- Appointment scheduling
- Website chat and lead forms
View StandardGrowth pick
QBase Professional
Scale with confidence
For growing agencies that need stronger reporting, smarter automations, and tighter control.
$399/mo
What's included
- Everything in Standard
- Advanced reporting
- Smart automation triggers
- Documents and contracts
- Performance tracking
View Professional
QBase Premium
Accelerate acquisition
For teams ready to add funnels, communities, surveys, websites, and content tools.
$649/mo
What's included
- Everything in Professional
- Sales funnels
- Website builder
- Surveys and quizzes
- Memberships and communities
View Premium
QBase Prestige
Build a revenue machine
For larger teams that need advanced operations, collaboration, certifications, and scale.
$1,199/mo
What's included
- Everything in Premium
- Enterprise automation
- Team collaboration tools
- Certification management
- Multi-team operations
View PrestigeFeatureStandardProfessionalPremiumPrestige
Buyer stageIndependent AgentSmall AgencyMedium AgencyLarge Agency
Agent bandSolo / 0-2 yrs3-10 agents10-30 agents30+ agents
CRM, pipeline, lead captureYesYesYesYes
SMS, email, calls, automationsYesYesYesYes
Advanced reporting and performance tracking-YesYesYes
Funnels, website builder, communities--YesYes
Enterprise automation and multi-team ops---Yes