Demo / Book

A 30-minute live tour.
Built around your business.

No generic demo. We'll set up a real workspace with your industry pre-configured, walk through the modules that matter to you, and answer every "but does it…?" question.

What to expect.

30 minutes, on Zoom or in your office. You'll meet a real ByPlan engineer, not a sales script.

  • Walk through your industry's setup Pipelines, quote templates, and project phases — pre-configured for your trade.
  • See AI run on your data Bring a real lead, a call recording, a quote — we'll show you what AI does with it.
  • Get a custom ROI estimate Based on your team size, deal volume, and what tools you'd replace.
  • Honest answers, including "no" If ByPlan isn't a fit, we'll say so and point you somewhere better.
1,200+
teams onboarded
7d
avg. go-live
4.9★
G2 + Capterra
Book your demo
Takes about 90 seconds.
1 — 2 — 3

You're booked.

A calendar invite is on its way to your inbox. Reply to it with any context you want us to prep — links to your current tools, a sample lead, anything.

WhenThu 5/21 · 10:00 AM PT
WhoRosa V. · ByPlan engineer
WhereZoom link in your invite
Length30 min
← Back to home
SECURED · SOC 2 TYPE II
FAQ

A few things we get asked.

Can't find what you need? Email [email protected] — we usually reply within an hour.

What if I'm not ready to switch CRMs yet?
Totally fine. A demo is the easiest way to figure that out. You'll see what's possible, get an honest take from us, and either move forward or know exactly what you'd want before you do. Zero pressure.
Can you migrate from QuickBooks, HubSpot, Monday, etc.?
Yes — contacts, deals, projects, invoices, file attachments. Our onboarding team handles the heavy lifting; most workspaces are migrated in 3–5 days.
How long does onboarding take?
Average is 7 days from kickoff to live workspace. Single-owner shops can be live in a single afternoon; multi-location franchises typically take 3–4 weeks.
Is my data private? Do you train shared AI models on it?
No, and never. Your workspace data trains your AI only. We are SOC 2 Type II audited, encrypt everything at rest and in transit, and you can export or delete your data at any time.
What does it cost?
Flat per-seat pricing. Starter is $59/seat/mo (up to 5 seats), Growth is $99/seat/mo (unlimited, with AI & portal), Scale is custom. All 10 modules included on every plan. Annual billing saves 20%. See pricing for full details.
Can my field crew use it on their phone?
Yes. ByPlan has native iOS and Android apps with offline support — crews can update job status, upload photos, and clock in/out from the jobsite even without signal.