Your customers.
Your next steps.
One clear workspace.

Simple, honest pricing

Every plan includes your own isolated workspace and database. Usage-based costs (phone, SMS, AI) are metered transparently — you see exactly what you use.

*Subject to fair-use policy. Phone numbers, SMS, call minutes, storage, and AI usage are billed based on metered use at transparent rates shown before you enable each feature. Enterprise Lead Automation is a done-for-you service delivered by the Umby team — pricing is scoped on your call.

†SMS is Coming Soon and is not enabled with a subscription. Email, calendar sync, payment integrations, and custom domains depend on account setup and service availability. We confirm what is available and what needs connecting before you subscribe.

Built in Laurens for Upstate service businesses

Umby CRM is the product arm of a Laurens, South Carolina marketing agency — not a generic SaaS template rebranded for the Upstate. We built it because service businesses here lose jobs to slow callbacks, scattered spreadsheets, and tools that do not talk to each other. Public contact is hello@umbymarketing.com; we list Laurens as our locality because that is where we work.

The platform fits owners who live on referrals but need a system when volume grows: HVAC and plumbing crews, dental and medical practices, law and accounting offices, agencies reselling under their own brand, and any team where the first responder wins the job. If you only need a brochure site, start with websites or local SEO. If follow-up is the leak, this is the fix.

What every workspace includes

Each plan runs in an isolated workspace with its own database — your data is not commingled with another tenant's. Core building blocks: contacts and companies, deal pipelines, tasks, calendars, and reporting you can actually read. Pro Scale adds AI utilities, advanced automation, and the automated website and funnel builder. Enterprise Lead Automation layers done-for-you marketing execution on top. White-Label Agency lets you resell the whole stack under your brand with client provisioning and wholesale usage billing.

Unified communications and custom domains switch on once telephony, mailbox, and domain connections are provisioned during onboarding — we confirm the timeline before you subscribe. Phone numbers, SMS, call minutes, storage, and AI usage bill at transparent metered rates when you enable them.

How the CRM connects to marketing services

Marketing without follow-up is half a job. Leads from your site, funnel, paid ads, and local listings land in one pipeline. AI agents qualify after-hours visitors; review workflows fire after completed jobs. Agency engagements on the services hub use the same CRM so you are not learning a separate vendor stack.

You can subscribe to software alone or combine it with scoped agency work. Early-access workspaces are onboarded personally — book a call and we configure the first pipeline to match how you actually sell.

AI with guardrails

Platform AI is optional and permissioned. Read-only summaries, draft-only emails, confirm-first actions, or trusted automation for low-risk tasks — you set the ceiling per workflow. AI that operates the CRM does not mean AI that operates unsupervised. Usage is metered; you see costs before you scale.

Voice and web agents follow the same rules: disclosed automation, content you approve, human escalation when stakes are high. See the dedicated AI agents page for deployment detail; see pricing cards above for which tier includes AI utilities.