Pricing
Start with the CRM. Add support when you need it.
Every plan includes the connected customer record. Sage AI and CallNest BDR Services are added on top, so you only pay for the level of follow-up your team cannot cover itself.
Annual billing saves two months.
Join early and help shape CallNest as we build toward general availability.
Book a call to see if the pilot program is a fit for your team.
The connected customer record for a growing team.
Not open yet — join the pilot to get notified first.
Advanced pipeline visibility and reporting for larger teams.
Not open yet — join the pilot to get notified first.
Add-ons that scale with the workload.
Core covers the CRM. These add-ons cover the work your team cannot get to by itself.
Add managed BDR hours when follow-up outpaces your team’s time, bring in implementation support to migrate data and configure pipelines before go-live, or layer in direct mail for touches that shouldn’t only live in an inbox.
CallNest BDR hours
Blocks of managed outreach capacity, sized to the leads or campaigns you want covered each month.
Implementation
Data migration, pipeline configuration, terminology mapping and team onboarding before go-live.
Direct mail
Printed follow-up triggered from pipeline stages and logged as activity on the account.
Usage for calling, SMS, email and direct mail is billed at cost against your account balance. Volume rates are available above 25 seats.
FAQ
Questions we hear before a demo.
- Do we have to use the BDR service?
- No. Keep follow-up internal, activate Sage AI, add managed BDR support, or use a combination based on the need of your business. The customer record stays the same either way.
- Can we migrate from our current CRM?
- Yes. Accounts, contacts, leads, opportunities and historic activity can be imported during implementation so your team starts with the relationship intact.
- Is Sage trained on our data?
- Sage works from the approved information, permissions and customer history already inside your CallNest account. It does not act outside the permissions of the user asking.
- How is calling and messaging billed?
- Seat pricing covers the platform. Telephony, SMS, email volume and direct mail are billed at cost against your account balance.
- How long does it take to get started?
- Most teams are live within two to three weeks, including migration, pipeline configuration and onboarding sessions.
Book a CallNest Demo
Thirty minutes, your pipeline on screen. We will show where follow-up is breaking today and what CallNest would change first.