Pricing
Simple pricing for CRM Assist
One plan, everything included. Start with a 14-day free trial, no credit card, then pay per user. Cancel any time.
Updated 30 October 2026 · by the CRM Assist team at ShiftRight
What it costs
| Plan | Price |
|---|---|
| Free trial | 14 days, no credit card |
| Monthly | US$9.90 per user per month |
| Yearly | US$90 per user per year, about 24% less than twelve months at the monthly price |
Prices are in US dollars. If our price changes, subscriptions you already have stay at the price you signed up at.
What is included
- Your pipeline in an editable grid, plus a board view, saved views, filters, paste-a-column updates and undo.
- Meera, the AI assistant, which prepares updates for your approval, and the option to connect your own Claude or ChatGPT.
- Today, forecast, quotas and win/loss for reps and managers.
- Phone updates and business card scanning, even without signal.
- Salesforce and Dynamics 365 Sales. See the Salesforce and Dynamics 365 pages.
Who pays
Each rep can start a free trial and pay for their own seat. Teams can add seats later. There is no setup fee, and nothing is installed in your CRM.
Questions
How much does CRM Assist cost?
A 14-day free trial with no credit card, then US$9.90 per user per month or US$90 per user per year. Cancel any time.
Do I need a credit card to start?
No. The 14-day free trial needs no credit card.
Is everything included in one price?
Yes. The grid, board, Today, forecast, win/loss, phone updates and Meera are all included.
Can my team buy seats together?
Yes. Each rep can pay for their own seat, and teams can add seats later.
Which CRMs does it work with?
Salesforce (editions with API access) and Microsoft Dynamics 365 Sales.
Get your Friday back.
CRM Assist: a fast, spreadsheet-style workspace and AI assistant on top of Salesforce or Dynamics 365. 14-day free trial, no credit card, then US$9.90 per user per month.