NO CONTRACTS. NO HIDDEN FEES. NO EXCUSES.

Pick Your Plan.

Start where you are. Scale when you're ready. Every plan includes access to the platform, your Snaps, and your Playbook.

MONTHLY

MOST POPULAR

Entry Tier

Revenue Marketing Manager

Best for getting started — communication, content & reputation covered from day one.

$59

/month

Or $590/year — 2 months free

What's Included

52-Week RMM Playbook — Free

Email Marketing & Conversations

Reputation Management

Social Planner

Facebook & Instagram DMs

GMB Messaging

365-Day Content Calendar

Tax Boss Brand Board

100 Days Taxes Fast Start

Growth Tier

Revenue Manager

Lite

Everything in Marketing Manager plus the full CRM, funnels, and automation engine to grow your firm.

$109

/month

Or $1,090/year — 2 months free

Everything in Marketing

Manager +

Tax Pro Workflows & Funnels

2-Way Texting

Missed Call Text Back

Call Tracking

Web Chat & Text-to-Pay

Full CRM & Opportunities

Calendar & Appointments

Invoicing & Subscriptions

Forms & Surveys

Memberships

Affiliate Manager

Contracts & Proposals

Tax Pro University Access

Tax Pro Software Integration

Pro Tier

Revenue Manager

Pro

Full platform access including websites, blogs, Snaps, and the Black Label 1040 Tax Course.

$159

/month

Or $1,590/year — 2 months free

Everything in Lite +

Black Label 1040 Tax Course

Snapshots — Pre-Built Automation

Websites & Blogs

Campaigns & Triggers

Holiday Funnels

Affiliate Software

$25 Team Accounts

Education & Software Workflows

ERO Snap Included

Educator Snap Included

White Label Tier

Revenue Manager

Partner

Your own white-labeled CRM. Built for service bureaus, agencies, and financial firm operators running a team.

CUSTOM

/month

Everything in Pro +

White-Label CRM — Your Brand

Service Bureau Snap Included

Portable Snapshot Package

Unlimited Team Accounts

Marketing Bootcamp Access

Training & Onboarding

Priority Support

Trained Virtual Staff Available

Multi-Location Pipeline Management

⚠ Grandfather pricing is protected as long as your subscription remains active. 2 cancellations = grandfather status lost permanently.

ANNUAL - SAVE 2 MONTHS

MOST POPULAR

Entry Tier

Revenue Marketing Manager

Best for getting started — communication, content & reputation covered from day one.

$590

/year

Save $118 vs monthly

What's Included

52-Week RMM Playbook — Free

Email Marketing & Conversations

Reputation Management

Social Planner

Facebook & Instagram DMs

GMB Messaging

365-Day Content Calendar

Tax Boss Brand Board

100 Days Taxes Fast Start

Growth Tier

Revenue Manager

Lite

Everything in Marketing Manager plus the full CRM, funnels, and automation engine to grow your firm.

$1,090

/year

Save $218 vs monthly

Everything in Marketing

Manager +

Tax Pro Workflows & Funnels

2-Way Texting

Missed Call Text Back

Call Tracking

Web Chat & Text-to-Pay

Full CRM & Opportunities

Calendar & Appointments

Invoicing & Subscriptions

Forms & Surveys

Memberships

Affiliate Manager

Contracts & Proposals

Tax Pro University Access

Tax Pro Software Integration

Pro Tier

Revenue Manager

Pro

Full platform access including websites, blogs, Snaps, and the Black Label 1040 Tax Course.

$1,590

/year

Save $318 vs monthly

Everything in Lite +

Black Label 1040 Tax Course

Snapshots — Pre-Built Automation

Websites & Blogs

Campaigns & Triggers

Holiday Funnels

Affiliate Software

$25 Team Accounts

Education & Software Workflows

ERO Snap Included

Educator Snap Included

White Label Tier

Revenue Manager

Partner

Your own white-labeled CRM. Built for service bureaus, agencies, and financial firm operators running a team.

CUSTOM

/month

Book a call

Everything in Pro +

White-Label CRM — Your Brand

Service Bureau Snap Included

Portable Snapshot Package

Unlimited Team Accounts

Marketing Bootcamp Access

Training & Onboarding

Priority Support

Trained Virtual Staff Available

Multi-Location Pipeline Management

⚠

Grandfather pricing is protected as long as your subscription remains active. 2 cancellations = grandfather status lost permanently.

Full Feature Comparison

MARKETING MGR

$59

FEATURES

Communication

Facebook & Instagram DMs

GMB Messaging

Marketing & Content

Social Planner

Email Marketing & Conversations

Reputation Management

Exclusive Bonuses

52-Week RMM Playbook

365-Day Content Calendar

LITE

$109$

FEATURES

Communication

2-Way Text & Email

Facebook & Instagram DMs

GMB Messaging & Call Tracking

Missed Call Text Back

Web Chat

CRM & Pipeline

CRM & Contact Management

Opportunities & Pipeline

Calendar & Appointments

Invoicing & Text-to-Pay

Marketing & Content

Social Planner

Email Marketing

Reputation Management

Funnels & Workflows

Exclusive Bonuses

52-Week RMM Playbook

365-Day Content Calendar

Snapshots (Snaps)

PRO

$159

FEATURES

Communication

2-Way Text & Email

Facebook & Instagram DMs

GMB Messaging & Call Tracking

Missed Call Text Back

Web Chat

CRM & Pipeline

CRM & Contact Management

Opportunities & Pipeline

Calendar & Appointments

Invoicing & Text-to-Pay

Marketing & Content

Social Planner

Email Marketing

Reputation Management

Funnels & Workflows

Websites & Blogs

Campaigns & Triggers

Exclusive Bonuses

52-Week RMM Playbook

365-Day Content Calendar

Black Label 1040 Tax Course

Snapshots (All Snaps)

Unlimited Team Accounts ($25/seat)

PARTNER

CUSTOM

FEATURES

Communication

2-Way Text & Email

Facebook & Instagram DMs

GMB Messaging & Call Tracking

Missed Call Text Back

Web Chat

CRM & Pipeline

CRM & Contact Management

Opportunities & Pipeline

Calendar & Appointments

Invoicing & Text-to-Pay

Marketing & Content

Social Planner

Email Marketing

Reputation Management

Funnels & Workflows

Websites & Blogs

Campaigns & Triggers

Exclusive Bonuses

52-Week RMM Playbook

365-Day Content Calendar

Black Label 1040 Tax Course

Snapshots (All +Customs)

White-Label CRM

Unlimited Team Accounts

Full Feature Comparison

See exactly what's in each plan before you commit.

FEATURE

Marketing Mgr
$59

Lite
$109

Pro
$159

Partner
Custom

COMMUNICATION

2-Way Texting

Facebook & Instagram DMs

GMB Messaging

Call Tracking

Missed Call Text Back

Web Chat

CRM & PIPELINE

CRM & Contact Management

Opportunities & Pipeline

Calendar & Appointments

Invoicing & Text-to-Pay

MARKETING & CONTENT

Social Planner

Email Marketing

Reputation Management

Funnels & Workflows

Websites & Blogs

Campaigns & Triggers

EXCLUSIVE BONUSES

52-Week RMM Playbook

365-Day Content Calendar

Black Label 1040 Tax Course

Snapshots (Snaps)

Lite Snaps

All Snaps

All+ Custom

White-Label CRM

Unlimited Team Accounts

$25/seat

Questions? Answered.

If it's not here, call us at (405) 829-6855.

Is there a contract or setup fee? ▼

No contracts. No setup fees. No hidden charges. Pay month to month and cancel anytime. Simple.

What is grandfather pricing and how does it work? ▼

Grandfather pricing means your monthly rate locks in at the price when you first subscribed. As long as your subscription stays active, your rate never increases. Grandfather status is permanently lost after 2 cancellations.

Do I get Snaps with my subscription? ▼

Yes—certain Snaps are included with specific tiers. Lite includes Tax Pro Snap, Pro includes ERO and Educator Snaps, and Partner includes the Service Bureau Snap. Additional Snaps are available at subscriber-exclusive pricing in the Marketplace.

Can I upgrade my plan later? ▼

Absolutely. You can upgrade anytime from inside your dashboard. Your grandfather pricing is honored on upgrades as long as your subscription has been active without 2 cancellations.

What's the difference between TRMCRM and the Marketplace? ▼

TRMCRM is your monthly platform subscription. The Marketplace is where you purchase additional Snaps, VA packages, and add-ons separately. Subscribers always get discounted Marketplace pricing.

Is the 52-Week RMM Playbook really free with my subscription? ▼

Yes. Every active TRMCRM subscriber gets access to the 52-Week RMM Playbook at no additional cost. It is not sold separately anywhere—not on TPU, not on Amazon, and not as a standalone product. It's exclusive to TRMCRM subscribers only.