BEYOND WEALTH

For business owners, contractors and anyone starting something

Run your whole business from one app.

Customers, booking, quotes, invoices, crews, money, forms, contracts and every message, in one place that works on your phone. Every tool on every plan. Published prices, no contract.

Everything your business runs on.

Grouped by the job it does, so you can find it fast. Every plan gets every tool.

Win customers

  • CRM and pipelineEvery lead, quote and next step in one list, with reminders.
  • Lead finderFind people nearby asking for what you do, and businesses to pitch.
  • Forms and landing pages NewBuild a form or a one-page offer in minutes. Every reply becomes a contact.
  • Website chatAnswer visitors on your site; chats land in your inbox.

Run the work

  • Online bookingCustomers pick a service and an open time from their phone.
  • Jobs and crews NewSchedule jobs, assign crews and see who is where today.
  • Crew phone app NewChecklists, notes, on-my-way and done buttons, time on each job.
  • Contracts and e-signature NewSend an agreement and get it signed online, with a signed copy for both of you.

Get paid

  • QuotesSend one price or good, better, best. Customers approve online.
  • InvoicesPayPal pay links and reminders. A finished job becomes an invoice in one tap.
  • Service plansMonthly or seasonal plans that bill on their own.
  • Money NewExpenses, receipt photos, mileage, profit by month and by job, tax-time export.

Keep customers

  • One inbox NewChat, texts and email from every customer in one place.
  • Missed-call text-backEvery missed call gets a text back in seconds.
  • Automations and broadcastsFollow up on quotes, remind before visits, send updates to opted-in customers.
  • Reviews and referralsAsk every customer for a review and give happy ones a referral link.

Start and grow

  • Start-a-business kit NewStructure, registration, EIN, licences, bank, insurance, step by step for your state.
  • Business BuilderTurn an idea into a plan, an offer and a first-customer list.
  • Today screenWhat needs you today, in one list, every morning.
  • Customer portalCustomers see their quotes, invoices and visits in one link.

Pick the size that fits your team.

Same tools on every plan. Plans differ by how many crew members use the jobs app and how much setup help you get.

Starter

For an owner running things solo or with a helper.

$80/month

  • Every tool in the suite
  • Up to 2 crew members on the jobs app
  • Help by text and email
Start Starter
Most popular

Growth

For a small team with jobs every day.

$197/month

  • Every tool in the suite
  • Up to 5 crew members on the jobs app
  • We set up your booking page and first form with you
Start Growth

Scale

For a growing company with several crews.

$341/month

  • Every tool in the suite
  • Up to 15 crew members on the jobs app
  • We move your contacts and jobs in for you
  • Priority help from Ethan
Start Scale

Texting runs on your own Twilio number at Twilio’s rates. We add nothing.

Payments go straight to your PayPal account at PayPal’s standard fees.

AI help (reply drafts, write-ups) uses prepaid credits, so there’s never a surprise bill.

Not sure yet? Try the full suite for 3 days for $8.

Start the $8 trial

How it compares.

Side by side with popular plans for a 5-person team, from each company’s public pricing page.

Swipe the table sideways to see every column.

FeatureBeyond Wealth GrowthGoHighLevel UnlimitedJobber GrowHousecall Pro Essentials
Monthly price$197$297$299 (5 users)$189
Team included5 crew membersUnlimited users5 users5 users
ContractNoneNoneNone on monthlyNone
Jobs and crew appIncludedNot listedIncludedIncluded
Quotes and invoicesIncludedInvoicesIncludedIncluded
Expenses and profitIncludedNot listedJob costingJob costing
Forms and landing pagesIncludedIncludedFormsNot listed
E-signatureIncludedNot listedNot listedNot listed
One inbox for texts, chat, emailIncludedIncludedTwo-way textingNot listed
Review requestsIncludedIncluded$99 add-onIncluded
Done-for-you marketingAvailable from usNot listedNot listedNot listed

Based on GoHighLevel, Jobber and Housecall Pro pricing pages, monthly billing, checked Nov 5, 2026. “Not listed” means we didn’t see it on that page; it may be sold elsewhere. Plans change, so check their sites. Full write-ups: Jobber alternative, GoHighLevel alternative and what all-in-one software really costs.

Switching, or handing it off.

Moving from another app?

Bring your customer list in from a spreadsheet in a few minutes. On Scale, we move your contacts and jobs in for you. How to move your CRM

Rather have us run it?

We also do the work for you: leads, Google and Maps, ads, follow-up and reviews, with published prices. See done-for-you services

Questions owners ask.

Is there a contract?

No. Every plan is billed monthly and you can cancel from your account any time. Cancelling stops future charges; you keep access through the time you already paid for.

I already pay for Beyond CRM. What changes?

Beyond CRM is now Business Suite Growth at the same $197 a month. You get every new tool automatically. Nothing to do.

What does texting cost?

Texts go out from your own Twilio number, and Twilio bills you directly at its normal rates. We add nothing on top. Without texting set up, everything else still works and you get one-tap text links instead.

How do my customers pay me?

Quotes, invoices and service plans come with PayPal pay links, so money goes straight into your own PayPal account. PayPal’s standard fees apply.

Can my crew use it on their phones?

Yes. Each crew member gets a private link that opens their jobs for today and this week: address, checklist, notes, and on-my-way, start and done buttons. No app store and no password to remember.

What happens to my data if I cancel?

It stays saved. If you come back, your contacts, jobs and history are still there. Money records export to a spreadsheet any time.

Is the $8 trial the full suite?

Yes. For 3 days you get the full workspace so you can try booking, quotes, invoices and the rest with real customers. It doesn’t renew into a plan unless you choose one.

One app. One bill. More time back.

Start today and cancel any time from your account.