Value
Stop paying for 5 tools.
Most firms cobble together a CRM, e-signature app, file storage, email automation, and a client portal. With Cram, it’s all included.
Everything included. One login.
Compare
Feature comparison
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Client Portal | |||
| Document Requests | |||
| Workflow Automation | |||
| E-Signatures | |||
| Auto Stage Transitions | |||
| Invoicing & Payments | |||
| Client Progress Tracker | |||
| Team Collaboration | |||
| Custom Branding | |||
| API Access | |||
| Priority Support |
Add-ons
Need more?
Bolt on extra capacity whenever you need it.
Need more room? Add another 100 active clients to any plan.
Remove Cram branding and use your own logo, colors, and domain.
Detailed analytics on client engagement, team utilization, and revenue.
Frequently asked questions
Yes. Upgrade or downgrade anytime from your billing settings. Upgrades take effect immediately and are prorated. Downgrades apply at the next billing cycle.
Yes. Every plan includes a 14-day free trial with full access. No credit card required to start.
We’ll notify you when you reach 80% and 100% of your limit. You can add the extra clients add-on or upgrade your plan. We never lock you out mid-billing period.
No. Cram uses flat pricing based on client count, not seats. Invite your whole team without worrying about per-user fees.
Yes. All plans are month-to-month with no contracts. Annual plans can be cancelled and will remain active until the end of the billing period.
No. Sign up, invite your clients, and start working. There are no setup fees, onboarding charges, or hidden costs.