Not a module you buy per department. One workspace, one subscription. The free plan runs projects, CRM and invoicing for five people, so real work can go through it before anybody pays anything; the general ledger and payroll arrive on Pro.
Annual billing saves 20% and is arranged with a person, not a checkout button.
For a growing team running real books, real payroll and real delivery.
Start freeFor a group of companies that needs consolidation, audit and control.
Start freeFor agencies and MSPs selling WorkBOS to their own clients, under their own brand.
Talk to partnershipsThe same table the app shows on Administration, Plans. A tick means the plan includes it, we have built it, and your workspace may use it.
Swipe the table sideways to compare every plan. The capability column stays put.
| Capability | Free | Pro | Enterprise | White-label |
|---|---|---|---|---|
| Projects and work | ||||
| Projects, tasks, boards, lists and timelines | ✓ | ✓ | ✓ | ✓ |
| Project templates and recurring work | ✓ | ✓ | ✓ | ✓ |
| Ideas and backlog | ✓ | ✓ | ✓ | ✓ |
| Teams and workload | ✓ | ✓ | ✓ | ✓ |
| Shared calendar | ✓ | ✓ | ✓ | ✓ |
| Time tracking, attendance and leave | ✓ | ✓ | ✓ | ✓ |
| Biometric attendance: face check-in, fingerprint terminals, kiosk | · | ✓ | ✓ | ✓ |
| Team chat and direct messages | ✓ | ✓ | ✓ | ✓ |
| Screen recordings with shareable links | · | ✓ | ✓ | ✓ |
| Portfolios and project rollups | · | ✓ | ✓ | ✓ |
| Companies: separate business units with their own members | · | ✓ | ✓ | ✓ |
| Video meetings with waiting room, guests and recording | · | ✓ | ✓ | ✓ |
| Risk register and risk analysis | · | · | ✓ | ✓ |
| CRM and sales | ||||
| Leads, deals, pipeline and activity history | ✓ | ✓ | ✓ | ✓ |
| Companies, contacts and client records | ✓ | ✓ | ✓ | ✓ |
| Proposals and contracts | ✓ | ✓ | ✓ | ✓ |
| e-signature requests and signed-document trail | · | ✓ | ✓ | ✓ |
| Products, services and price list | ✓ | ✓ | ✓ | ✓ |
| Drip email sequences | · | ✓ | ✓ | ✓ |
| Email marketing: contacts with recorded permission, segments, drag-and-drop campaigns, A/B subject tests and reports | ✓ | ✓ | ✓ | ✓ |
| Marketing contacts | 250 | 5,000 | 25,000 | 100,000 |
| Marketing emails per month | 1,000 / month | 25,000 / month | 150,000 / month | 500,000 / month |
| Social publishing, content calendar and competitor watch | · | ✓ | ✓ | ✓ |
| Reports and scheduled report delivery | · | ✓ | ✓ | ✓ |
| HR and payroll | ||||
| Payroll runs, payslips and compensation records | · | ✓ | ✓ | ✓ |
| Job postings, applications, interviews and offer letters | · | ✓ | ✓ | ✓ |
| Onboarding templates and task plans | · | ✓ | ✓ | ✓ |
| Training documents and job descriptions | · | ✓ | ✓ | ✓ |
| Performance appraisals and review cycles | · | · | ✓ | ✓ |
| Accounting and finance | ||||
| Invoices, payments and credit notes | ✓ | ✓ | ✓ | ✓ |
| Bank accounts | ✓ | ✓ | ✓ | ✓ |
| Double-entry general ledger, journals and trial balance | · | ✓ | ✓ | ✓ |
| Chart of accounts, fiscal periods and tax rates | · | ✓ | ✓ | ✓ |
| Bills, purchases and expense claims | · | ✓ | ✓ | ✓ |
| Budgets and recurring expenses | · | ✓ | ✓ | ✓ |
| Revenue recognition schedules and runs | · | ✓ | ✓ | ✓ |
| Assets, liabilities and inventory movements | · | ✓ | ✓ | ✓ |
| Multi-currency with stored FX rates | · | ✓ | ✓ | ✓ |
| Vendor subscription tracking and renewal alerts | · | · | ✓ | ✓ |
| Multi-entity groups and consolidated books | · | ✓ | ✓ | ✓ |
| AI and agents | ||||
| AI Chief of Staff and specialist agents | ✓ | ✓ | ✓ | ✓ |
| Agent actions per month | 25 | Unlimited | Unlimited | Unlimited |
| Approve-first agent actions, reversible in one click | ✓ | ✓ | ✓ | ✓ |
| Quill writing assistant (live grammar, style guide, AI rewrites) | · | ✓ | ✓ | ✓ |
| Automation rules and triggers | · | ✓ | ✓ | ✓ |
| Call a colleague in the app | ✓ | ✓ | ✓ | ✓ |
| Calling telephones and call handling | · | ✓ | ✓ | ✓ |
| Files and knowledge | ||||
| Drives, folders and file sharing | ✓ | ✓ | ✓ | ✓ |
| Drive storage | 1 GB | 10 GB | 100 GB | 500 GB |
| Secrets and keys vault | · | ✓ | ✓ | ✓ |
| Product updates digest | ✓ | ✓ | ✓ | ✓ |
| Client-facing | ||||
| Phone system: numbers, telephone calls, SMS and voicemail | · | ✓ | ✓ | ✓ |
| Bulk texting: one message to a filtered list of leads | · | ✓ | ✓ | ✓ |
| Booking pages and scheduling links | ✓ | ✓ | ✓ | ✓ |
| Forms with logic and file uploads | ✓ | ✓ | ✓ | ✓ |
| Surveys | ✓ | ✓ | ✓ | ✓ |
| QR codes with scan tracking | ✓ | ✓ | ✓ | ✓ |
| SMS messaging | · | ✓ | ✓ | ✓ |
| Communities and member spaces | · | ✓ | ✓ | ✓ |
| Branded client portal with approvals | · | ✓ | ✓ | ✓ |
| Custom domain with your logo and colours | · | · | · | ✓ |
| WorkBOS branding removed | · | · | · | ✓ |
| Admin and security | ||||
| Seats included | 5 | 50 | 100 | Unlimited |
| Tenant isolation enforced at the database | ✓ | ✓ | ✓ | ✓ |
| Connected apps over OAuth | · | ✓ | ✓ | ✓ |
| REST API keys and outbound webhooks | · | ✓ | ✓ | ✓ |
| Connect Claude, ChatGPT or any MCP client to this workspace | · | ✓ | ✓ | ✓ |
| Audit log and advanced role-based access control | · | · | ✓ | ✓ |
| Reseller console with per-client billing | · | · | · | ✓ |
| Client sub-accounts, provisioned by you | · | · | · | ✓ |
| Affiliate programme with commissions and payouts | ✓ | ✓ | ✓ | ✓ |
| Support | ||||
| WorkBOS Academy: free video courses, module checks and the Certified Specialist credential | ✓ | ✓ | ✓ | ✓ |
| Community support | ✓ | ✓ | ✓ | ✓ |
| Support desk: tickets, replies and assignment | · | ✓ | ✓ | ✓ |
| Priority support | · | ✓ | ✓ | ✓ |
| Dedicated onboarding | · | · | ✓ | ✓ |
| Response-time SLA | · | · | ✓ | ✓ |
| Named partner channel | · | · | · | ✓ |
Calls to telephones, messages, phone numbers, transcription, AI agent runs and storage over your allowance are metered, and the running total is visible in the app. These are the published rates and metered usage has not started billing, so nothing below has been charged to anyone yet.
The whole workspace for up to five seats: projects, CRM, invoicing, payments, credit notes, bank accounts, forms, booking, the AI chief of staff and the approve-first agents. The general ledger, chart of accounts and payroll runs arrive on Pro. It is not a trial and there is no card. What Pro adds is more seats and the modules listed in the table above, not the right to keep using it.
No. Chief is on every plan, free included, and it is not metered per message. What is capped is total AI spend, in two independent ways. A daily budget in dollars is a speed limit that resets every night. AI credit is a prepaid balance: every workspace is given a small amount free when it is created so the AI can be tried before anything is paid for, and the balance goes down as AI is used at the published token rate. You can see what is left, and roughly how many questions that buys, on your Billing page, and once buying credit is switched on you add more there by paying on Stripe’s own secure page. An empty balance does not pause anything today, and we will say so before that changes. The Free plan also carries a monthly cap on agent runs.
Calls to telephones, texts, phone numbers, transcription, AI agent runs and storage over your allowance are metered, and the running total is visible in the app. Metered usage has not started billing, so nothing in the usage table below has been charged to anyone yet. These are the published rates.
No. Protection against attacks, two-step sign-in, refusing passwords found in data breaches, a record of every file downloaded, the Security centre for your owners and admins (a security score with a to-do list, your workspace’s alerts, and who is signed in where) and Your devices for every person are on every plan, Free included. Keeping your workspace safe is not an upsell.
Annual billing is quoted at 20% off the monthly rate, and it is not self-serve yet: an annual plan goes through a person rather than a checkout button. Ask on the contact form and we will set it up.
Downgrading goes through a person rather than a checkout button, deliberately, so nothing you are actually using is switched off by accident.
Yes, on the White-label plan: your brand, your domain, your pricing, and one console for every client workspace. The reseller page carries the actual margin arithmetic rather than a sentence about it.
Five seats, no card, and no clock running. Projects, CRM and invoicing are free; the general ledger and payroll are on Pro. Move up when the team outgrows it, not when a trial runs out.