One plan. Everything included.
No tiers, no feature gating, no surprise charges. Every feature from day one — choose monthly or save with annual.
Monthly
Billed monthly · Cancel anytime
14-day free trial
No credit card required
Cancel anytime
Annual
2 months free · Save $198
14-day free trial
No credit card required
Cancel anytime
12+
Tools in one platform
$55
Saved vs. buying separately
14
Days free, no card needed
∞
Clients & team members
Your complete business OS
Every feature unlocked from day one. No tiers, no add-ons, no surprises.
Unlimited clients
No cap on the number of clients you can manage
AI Business Agent
Ask questions, update records, surface insights — in plain English
Invoicing & recurring billing
Create, send, and collect payment on invoices automatically
Project & task tracking
Kanban boards, deadlines, assignments, and automated reminders
Branded client portal
A private, shareable portal for every client — no login required
AI risk scoring
Weekly ML-powered churn risk reports for every client
Automated workflows
Time-based and behavior-triggered automation rules
Team & role management
Invite unlimited team members with granular permissions
Client messaging & inbox
Centralized inbox for all client communications
Custom fields & branding
Tailor the platform and client portal to your brand
Audit logs
Full activity trail for every action across your workspace
Webhooks & API access
Connect CovionOne to your existing tools and workflows
Replace your entire stack for less
Most agencies spend $150+ a month cobbling together disconnected tools. CovionOne does it all for $99.
The old way
5 tools, 5 invoices, 5 logins
Plus setup time, integrations, and switching between tabs all day
CovionOne
Everything, one workspace
One platform, one login, one bill, one team that knows exactly what is going on
People who made the switch
The pricing is a no-brainer. I was paying more than this just for my invoicing tool alone — and that did not even include a CRM, portal, or AI.
Ryan P.
Freelance Consultant
14-day trial with no credit card? I signed up in 30 seconds. Had my first invoice sent within the hour and my whole client list imported by end of day.
Keisha L.
Agency Founder
We replaced HubSpot, FreshBooks, Asana, and Notion with CovionOne. Simpler, cheaper, and the AI agent is something none of those could do.
Tom R.
Digital Studio Owner
Frequently asked questions
Do I need a credit card to start the trial?
No. You get full access for 14 days with no credit card required. We will remind you before the trial ends so there are no surprises.
What happens when my trial ends?
If you do not subscribe, your account is locked — your data is safe and nothing is deleted. Subscribe at any time to restore access instantly.
Can I cancel anytime?
Yes. Cancel from your billing settings at any time. You will keep access until the end of your current billing period with no penalties.
How many team members can I invite?
Unlimited. Invite your entire team, set roles (Admin, Manager, Finance, Staff, Read-Only), and control exactly who can see and do what.
Is my data secure?
Yes. All data is encrypted in transit and at rest. We use industry-standard security practices and maintain full audit logs of every action in your workspace.
What is the AI Agent, exactly?
It is a conversational AI built directly into your CRM. Ask it to update client records, pull revenue reports, mark invoices paid, create tasks, and more — all in plain English. No prompts needed.
Do you offer annual billing?
Yes! Annual billing is $990/yr — that's 2 months free compared to paying monthly. Choose your billing interval when you subscribe.
Can I import my existing client data?
Yes. Import clients via CSV or add them manually. Custom fields let you capture any data specific to your business.
Start free. No card. Cancel anytime.
14 days of full access to every feature. See for yourself why agencies are switching to CovionOne.
Questions? hello@covionone.com