Find The Right Plan For Your Business
Choose the plan that fits your business today, with room to grow tomorrow.
Starter
01Powerful setup for small teams ready to grow.
Get Started- ✓ 1 Standard & 1 Production User
- ✓ 100 Estimates & 25 Orders / month
- ✓ CRM, Invoices & Payments
- ✓ 100GB File Storage
- ✓ Email & Live Chat Support
Small Business
02For growing businesses that need more control.
Get Started- ✓ 5 Standard & 5 Production Users
- ✓ Unlimited Estimates & Orders
- ✓ Vendor Management & Time Clock
- ✓ Customer Portal Access
- ✓ Additional Users Available
Plus
03Built for established businesses ready to scale.
Get Started- ✓ 10 Standard Users
- ✓ Company Quick Products & Estimate Variations
- ✓ Reorder from Customer Portal
- ✓ Lead Capture & Sales Pipelines
- ✓ Extra Locations Available
Professional
04Advanced tools for complex, multi-location operations.
Get Started- ✓ 20 Standard Users
- ✓ Inventory & Multi-Warehouse
- ✓ Parallel Workflow & Progressive Billing
- ✓ Inbound Email Integration & Teams
- ✓ Extra Locations Available
Enterprise
05Custom solutions for large, complex operations.
Contact Sales- ✓ 30 Standard Users
- ✓ Customizable Reports & Documents
- ✓ Single Sign-On (SSO)
- ✓ Dedicated Account Manager & SLA
- ✓ Custom Development Requests
*Plus a one-time onboarding fee
Trusted by leading custom manufacturers
Compare every plan
As your needs change, you can switch your plan at any time.
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| Starter | Small Business | Plus | Professional | Enterprise | |
|---|---|---|---|---|---|
| Account Features | |||||
| Standard Users | 1 | 5 | 10 | 20 | 30 |
| Production Users | 1 | 5 | 5 | 5 | 5 |
| Estimates per Month | 100 | Unlimited | Unlimited | Unlimited | Unlimited |
| Orders per Month | 25 | Unlimited | Unlimited | Unlimited | Unlimited |
| File Storage | 100GB | 500GB | 1TB | 3TB | 5TB |
| System Highlights | |||||
| Custom Job Boards | Preset | 15 | 30 | 100 | Unlimited |
| Workflow Management | Preset | ✓ | ✓ | ✓ | ✓ |
| Customer Portal Access | — | ✓ | ✓ | ✓ | ✓ |
| Vendor Management | — | ✓ | ✓ | ✓ | ✓ |
| Scheduling | — | ✓ | ✓ | ✓ | ✓ |
| Request for Quote | — | — | ✓ | ✓ | ✓ |
| Job Time Tracking | — | — | ✓ | ✓ | ✓ |
| Inventory Management | — | — | — | ✓ | ✓ |
| Progressive Billing | — | — | — | ✓ | ✓ |
| Reporting & Support | |||||
| Email Support | ✓ | ✓ | ✓ | ✓ | ✓ |
| Live Agent Web-chat Support | ✓ | ✓ | ✓ | ✓ | ✓ |
| Group Webinars and Training | ✓ | ✓ | ✓ | ✓ | ✓ |
| Service Level Agreement | — | — | — | — | ✓ |
| Dedicated Account Manager | — | — | — | — | ✓ |
| Security | |||||
| SSL Encryption | ✓ | ✓ | ✓ | ✓ | ✓ |
| PCI Compliant | ✓ | ✓ | ✓ | ✓ | ✓ |
| GDPR Compliant | ✓ | ✓ | ✓ | ✓ | ✓ |
| Configurable Password Policy | — | — | ✓ | ✓ | ✓ |
| Single Sign On (SSO) | — | — | — | — | ✓ |
| Account Features | |||||
| Standard Users | 1 | 5 | 10 | 20 | 30 |
| Production Users | 1 | 5 | 5 | 5 | 5 |
| Customers | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Estimates per Month | 100 | Unlimited | Unlimited | Unlimited | Unlimited |
| Orders per Month | 25 | Unlimited | Unlimited | Unlimited | Unlimited |
| File Storage | 100GB | 500GB | 1TB | 3TB | 5TB |
| Additional Users | — | Available | Available | Available | Available |
| Extra Locations | — | — | Available | Available | Available |
| Approvals & Workflow | |||||
| Approvals and Proofs | 1 Proof | 2 Proofs | Unlimited | Unlimited | Unlimited |
| Custom Job Boards | Preset | 15 | 30 | 100 | Unlimited |
| Custom Workflow Tags | ✓ | ✓ | ✓ | ✓ | ✓ |
| Line Item Grouping | ✓ | ✓ | ✓ | ✓ | ✓ |
| Custom Workflow Statuses | Preset | ✓ | ✓ | ✓ | ✓ |
| Shared Calendars | — | ✓ | ✓ | ✓ | ✓ |
| Custom Workflow Substatuses | — | ✓ | ✓ | ✓ | ✓ |
| Parallel Workflow | — | — | — | ✓ | ✓ |
| Estimating & Pricing | |||||
| Quick Product Templates | ✓ | ✓ | ✓ | ✓ | ✓ |
| Company Specific Quick Products | — | — | ✓ | ✓ | ✓ |
| Customizable Pricing Forms | — | — | ✓ | ✓ | ✓ |
| Estimate Variations | — | — | ✓ | ✓ | ✓ |
| Customizable Pricing Tiers | — | — | — | ✓ | ✓ |
| Payments & Billing | |||||
| Integrated Credit Card Processing | ✓ | ✓ | ✓ | ✓ | ✓ |
| Integrated ACH Processing | ✓ | ✓ | ✓ | ✓ | ✓ |
| Payment and Receivable Management | ✓ | ✓ | ✓ | ✓ | ✓ |
| Customizable Payment Terms | — | ✓ | ✓ | ✓ | ✓ |
| Customizable Payment Types | — | ✓ | ✓ | ✓ | ✓ |
| Order Level Surcharges | — | ✓ | ✓ | ✓ | ✓ |
| Payment Surcharges | — | ✓ | ✓ | ✓ | ✓ |
| Early Payment Credit Rules | — | — | ✓ | ✓ | ✓ |
| Finance Charges | — | — | ✓ | ✓ | ✓ |
| Progressive Billing | — | — | — | ✓ | ✓ |
| Customer Portal | |||||
| Online Approvals | ✓ | ✓ | ✓ | ✓ | ✓ |
| Online Customer Payments | ✓ | ✓ | ✓ | ✓ | ✓ |
| Customer Portal Access | — | ✓ | ✓ | ✓ | ✓ |
| Reorder from Customer Portal | — | — | ✓ | ✓ | ✓ |
| CRM & Sales | |||||
| Basic CRM | ✓ | ✓ | ✓ | ✓ | ✓ |
| Online Calendar Integration | ✓ | ✓ | ✓ | ✓ | ✓ |
| Task Management | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sales Goals Tracking | — | ✓ | ✓ | ✓ | ✓ |
| Lead Capture | — | — | ✓ | ✓ | ✓ |
| Opportunities and Lead Pipelines | — | — | ✓ | ✓ | ✓ |
| Sales Commission Tracking | — | — | ✓ | ✓ | ✓ |
| Vendors & Inventory | |||||
| Vendor Management | — | ✓ | ✓ | ✓ | ✓ |
| Vendor Catalog Management | — | ✓ | ✓ | ✓ | ✓ |
| Create Vendor PO's | — | ✓ | ✓ | ✓ | ✓ |
| Request for Quote | — | — | ✓ | ✓ | ✓ |
| Compliance Document Tracking | — | — | ✓ | ✓ | ✓ |
| Inventory Management | — | — | — | ✓ | ✓ |
| Multiple Inventory Warehouses | — | — | — | ✓ | ✓ |
| Time & Job Tracking | |||||
| Employee Time Clock Management | — | ✓ | ✓ | ✓ | ✓ |
| Job Time Tracking | — | — | ✓ | ✓ | ✓ |
| Cost Estimate vs Actuals | — | — | — | ✓ | ✓ |
| Global Settings | |||||
| Customizable Email Templates | ✓ | ✓ | ✓ | ✓ | ✓ |
| Outbound Email Integration | ✓ | ✓ | ✓ | ✓ | ✓ |
| Employee Roles | Preset | Preset | Customizable | Customizable | Customizable |
| Automation Executions / Month | 500 | 5000 | 25000 | 50000 | 250000 |
| Custom Fields | — | — | ✓ | ✓ | ✓ |
| Inbound Email Integration | — | — | — | ✓ | ✓ |
| Teams | — | — | — | ✓ | ✓ |
| Integrations and Marketplace | |||||
| Microsoft/Google Calendar | ✓ | ✓ | ✓ | ✓ | ✓ |
| Microsoft/Google Email | ✓ | ✓ | ✓ | ✓ | ✓ |
| QuickBooks Online Summary Syncs | ✓ | ✓ | ✓ | ✓ | ✓ |
| Xero Summary Syncs | ✓ | ✓ | ✓ | ✓ | ✓ |
| NetSuite Summary Syncs | ✓ | ✓ | ✓ | ✓ | ✓ |
| LoyaltyLoop | ✓ | ✓ | ✓ | ✓ | ✓ |
| CoreBridge File Desktop Sync | ✓ | ✓ | ✓ | ✓ | ✓ |
| Shipping | ✓ | ✓ | ✓ | ✓ | ✓ |
| SanMar | ✓ | ✓ | ✓ | ✓ | ✓ |
| S&S | ✓ | ✓ | ✓ | ✓ | ✓ |
| Fiserv | ✓ | ✓ | ✓ | ✓ | ✓ |
| CoreBridge Tax Lookup | Available | Available | Available | Available | Available |
| Avalara Tax | — | Available | Available | Available | Available |
| QuickBooks Online Detail Syncs | — | 100 | 100 | 100 | Included |
| Xero Detail Syncs | — | 100 | 100 | 100 | Included |
| Custom URL's | — | 15 | 15 | 15 | Included |
| Reporting & Analytics | |||||
| Dashboard Reporting | ✓ | ✓ | ✓ | ✓ | ✓ |
| 50+ Dynamic Reports | ✓ | ✓ | ✓ | ✓ | ✓ |
| e-Signature | — | — | ✓ | ✓ | ✓ |
| Customizable Reports | — | — | — | — | ✓ |
| Customizable Documents | — | — | — | — | ✓ |
| Support | |||||
| Knowledge Base Search | ✓ | ✓ | ✓ | ✓ | ✓ |
| Submit Support Tickets Online | ✓ | ✓ | ✓ | ✓ | ✓ |
| Email Support | ✓ | ✓ | ✓ | ✓ | ✓ |
| Live Agent Web-chat Support | ✓ | ✓ | ✓ | ✓ | ✓ |
| Group Webinars and Training | ✓ | ✓ | ✓ | ✓ | ✓ |
| Service Level Agreement | — | — | — | — | ✓ |
| Dedicated Account Manager | — | — | — | — | ✓ |
| Custom Dev Requests | — | — | — | — | ✓ |
| Security | |||||
| SSL Encryption | ✓ | ✓ | ✓ | ✓ | ✓ |
| PCI Compliant | ✓ | ✓ | ✓ | ✓ | ✓ |
| GDPR Compliant | ✓ | ✓ | ✓ | ✓ | ✓ |
| Multi-Factor Authentication | ✓ | ✓ | ✓ | ✓ | ✓ |
| Custom User Access Rights | — | ✓ | ✓ | ✓ | ✓ |
| Configurable Password Policy | — | — | ✓ | ✓ | ✓ |
| Single Sign On (SSO) | — | — | — | — | ✓ |
| AI Features | |||||
| Support Agent | ✓ | ✓ | ✓ | ✓ | ✓ |
| Data Analyst | ✓ | ✓ | ✓ | ✓ | ✓ |
| Product and Modifier Builder/Editor | — | — | ✓ | ✓ | ✓ |
| Platform | |||||
| API / MCP Access | Included | Included | Included | Included | Included |
All plans include free basic access to our API/MCP tools. Talk to sales about advanced usage.
Built for your entire custom manufacturing team
At the core of CoreBridge are tools designed to empower every role in your business
See profitability and capacity in real time—not months later—so you can make confident decisions instead of waiting for reports.
Track every job visually without hunting through systems—always know exactly where work stands at any moment.
Quote complex jobs confidently with built-in pricing intelligence—no more guessing on custom work.
Manage proofs, revisions, and file handoffs in one place so art doesn’t live in inboxes and chat threads.
Handle orders, updates, and customer communication in one place—less switching between tools, more serving customers.
Maintain consistency across locations while adapting to local needs—corporate oversight with local control.
Ready to connect your business operations?
- ✓ Quotes that understand your business
- ✓ Production tracking that makes sense
- ✓ Accounting that stays in sync
- ✓ Reports that drive decisions
Talk with our team about the right plan for your shop.
Common Questions
What about my existing Quickbooks setup? +
CoreBridge syncs seamlessly with QuickBooks Online. Your accounting stays exactly where it is. We just eliminate the manual data entry between systems.
How much setup is required? +
CoreBridge is customized to your shop, which means setup takes real work. It’s about tailoring the system to match your workflows, pricing, and processes. The difference is, you’re not doing it alone—our industry experts guide you through a proven onboarding process, with every step carefully planned so you start seeing results quickly and build a strong foundation for long-term success.
How much training does my team need? +
While CoreBridge is designed for simplicity, custom manufacturing has its complexities. That’s why we provide focused, hands-on training to get your team productive quickly, backed by ongoing support as they grow into advanced features. Our industry experts make sure your staff not only learns the system but feels confident using it to run the business successfully.
What if I'm happy with my current tools? +
If spreadsheets, multiple apps, and manual processes are working for you, stick with them. But if you're spending too much time switching between systems and not enough time growing your business, we can help.
Do you integrate with my current tools? +
We integrate with QuickBooks, Xero, Stripe, Square, Gmail, Outlook, and major vendor catalogs. If you need something specific, our team actually listens to what customers need and builds accordingly.
What about franchise operations? +
We're not just franchise-friendly—we're franchise experts. 70%+ of major sign franchise networks already use CoreBridge because we understand the unique challenges of scaling custom manufacturing expertise across locations. See how we help franchise networks scale →