One platform. Your business, organized.

Run the work.
Grow the business.

A complete CRM for customer relationships, operations, billing, documents and communication, configured for the way your company works.

Choose your plan Talk to a specialist
✓ Secure cloud workspace ✓ Guided setup ✓ Cancel at renewal
One workspaceCustomer data stays connected from first contact to final payment.
Built-in automationReduce repetitive administration without losing control.
Made for growthStart focused, then move to a larger plan when volume increases.
Straightforward pricing

Choose the capacity that fits today.

Every plan includes the same connected CRM experience. Capacity grows with your business.

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More than 1,000 invoices each month? Personalized capacity, onboarding and infrastructure.
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Important plan conditions

Review the allowances and service availability associated with your billing frequency.

  • 01
    Prepaid balancesAll prepaid accounts can be replenished at any time.
  • 02
    Yearly-plan servicesPhone calls and SMS, the bank connector, and ecommerce domain-name services are available on yearly plans only.
  • 03
    Monthly invoice limitEstimates and credit invoices do not count toward the monthly invoice creation limit. Unused capacity does not carry over to another month.
  • 04
    Additional storageAdditional storage is billed at $1/GB/month.
  • 05
    Included usageIncluded AI prepaid credit, storage and SMS credit are sized for normal client usage under the corresponding plan. Usage controls apply to prevent excessive CRM use.

Displayed prices exclude applicable taxes, which are calculated from your billing address at checkout.

More than a contact list

The operational layer your team can actually use.

01

Customers & conversations

Keep contacts, messages, calls, notes and shared files in one customer history.

02

Jobs & delivery

Turn accepted work into trackable jobs, tasks, calendars and team actions.

03

Quotes & billing

Create estimates and invoices, collect online payments and follow account balances.

04

Documents & forms

Share files securely, request signatures and capture structured client information.

05

Automation & AI

Use automatic actions and assisted workflows where they save meaningful time.

06

Your branded portal

Give customers a consistent place for orders, payments, files and support.

Optional website launch

Need the public-facing site too?

Add a focused website package to the CRM order. We only collect the essentials now; a short content questionnaire follows.

Have a domain in mind?Check it during setup. Availability is advisory until registration is completed.
Reserve your setup
Secure online setup

Configure your new Yaneo workspace.

We need these details to prepare your account after payment. You can complete the operational configuration inside the CRM.

1

Company

Who will own this CRM workspace?

2

CRM address

Choose the address your team will use.

Your CRM is created automatically after payment confirmation. No new window will open.

What happens next

From purchase to workspace in three controlled steps.

01

Secure payment

Your order and billing information are confirmed through the existing Yaneo checkout.

02

Automatic provisioning

The centralized administration queue creates the isolated CRM database and administrator account.

03

Start configuring

You receive the CRM address by email and securely choose your administrator password.

Questions before purchase

Clear terms, no hidden workflow.

For custom volume, migration or implementation requirements, contact our team before checkout.

Contact Yaneo
When is the CRM created?

Provisioning begins after the invoice is numbered and payment is confirmed. The admin server processes the request through the automatic action queue.

Does included prepaid credit roll over?

No. Included AI and SMS prepaid credit is assigned monthly and does not transfer to a later month. Additional prepaid credit can be purchased separately.

What happens after the two-year promotion?

The Startup launch promotion covers the first two years. At the end of that period, the subscription renews at the regular annual Startup price.

Can Yaneo help migrate an existing system?

Yes. Migration scope depends on the source system and data quality, so it is quoted separately after a technical review.