Acumen Pricing

One product. Pay for the usage your firm creates.

Acumen does not split the CRM into feature editions. Your firm gets one workspace, and metered services such as messaging, calling and AI are charged as they are used.

The model

Your Acumen workspace is not divided into paid feature tiers.

Sign up once, work from the same CRM, and fund the services that carry a usage cost when your firm chooses to use them.

One Acumen product rather than Core, Growth or Scale editions.
No separate seat charge for adding users to the same firm workspace.
Usage-based services are charged when they are actually consumed.

How billing works

A prepaid usage balance keeps metered services simple.

Fund your Acumen usage balance, then the services your firm uses are deducted from it as activity happens.

01

Add funds

Add money to your Acumen usage balance before using services that carry a metered cost.

Your balance is visible from the billing area of your Acumen account.
02

Use Acumen

When your firm sends messages, places calls or uses other metered capabilities, the relevant usage is charged against the balance.

CRM activity that does not create a metered vendor cost does not consume the usage balance.
03

Keep the balance funded

Automatic top-ups can keep your usage balance from running low when your firm is actively using metered services.

Billing controls remain separate from the work your team is doing inside the CRM.

One Acumen workspace

The product is not carved into editions.

Acumen is designed as one accounting-firm growth workspace. The system includes the CRM and the surrounding product areas your firm can use, while services that incur usage costs are billed when used.

CRM & opportunitiesContacts, pipeline, qualification and follow-up views.
ConversationsCommunication history connected to contacts and opportunities.
CalendarsConsultations, appointments and scheduling tools.
ReputationReview requests, management, widgets and testimonials.
MarketingEmail marketing, social publishing and blog tools.
AI & automationWorkflows and supported AI capabilities inside the same product.
Team accessAdd the users your firm needs inside the same workspace.
ReportingGrowth, opportunity and activity reporting surfaces.

What can create usage charges

You pay when Acumen uses metered services on your firm's behalf.

The exact charge depends on the service and how much your firm uses it.

Messaging

SMS and other metered message delivery where a carrier or platform charge applies.

Calling

Inbound, outbound or AI-assisted calling where telephony usage is incurred.

AI

Conversation, voice or other AI activity where model or platform usage is metered.

Other metered services

Any supported capability that carries an underlying usage charge is billed according to its actual use.

More detail about account billing and usage is available in Billing & Usage.

Start using Acumen

Sign up, fund usage when needed, and work from the same CRM.

01

Sign up

Create your firm account and enter the basic information needed to provision your Acumen workspace.

02

Add usage balance

Fund the account when your firm is ready to use metered communication, phone or AI services.

03

Use the product

Work from the same Acumen CRM while metered services draw from the usage balance as they are used.

Questions

Pricing, without the tier maze.

No. Acumen is one product rather than a set of feature editions. Usage-based services are charged as your firm uses them.
Acumen currently does not add a separate per-user charge for users inside the same firm workspace.
You can add funds to the balance, and automatic top-ups can be used to help keep the account funded for ongoing metered activity.
Metered actions are designed to require sufficient available balance before the paid activity proceeds.
See the existing Billing & Usage page for the current billing terms.

One Acumen workspace. Pay as your firm uses metered services.

Create your account and start with the same product your team can keep using as your needs grow.

Sign up
Acumen

The growth CRM built for accounting and bookkeeping firms. Keep enquiries, conversations, follow-up and opportunities organised in one place.

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