Plans & Billing
PepoSmart offers five plans: Free, Starter, Professional, Business, and Enterprise. Every paid plan is a team plan billed per user (per seat) through Stripe. Your bill is simply the plan price multiplied by the number of active members on your team (the owner plus every accepted teammate), and it updates automatically as people join or leave.
Start for free, no card required
The Free plan lets one person schedule unlimited meetings and try AI meeting notes on 2 recordings. Upgrade only when you need more recordings, teammates, or advanced integrations.
Plan Comparison
Prices are shown per user, per month. Annual billing lowers the effective per-user monthly rate.
| Plan | Monthly | Annual (per user/mo) | AI Recordings | Team Seats |
|---|---|---|---|---|
| Free | $0 | $0 | 2 lifetime | 1 (owner only) |
| Starter | $12/user/mo | $10/user/mo ($120/user/yr) | 5/month | Unlimited |
| Professional | $19/user/mo | $16/user/mo ($192/user/yr) | 10/month | Unlimited |
| Business | $69/user/mo | $55/user/mo ($660/user/yr) | Unlimited (fair use) | Unlimited |
| Enterprise | Custom | Custom | Unlimited | Unlimited |
What Each Plan Includes
Free
Best for individuals who want to try scheduling and AI meeting notes.
- Unlimited scheduling and booking pages
- Calendar integrations
- Email notifications
- 2 AI recordings (lifetime) — a one-time allowance to sample AI meeting notes, not a monthly reset
- 1 user (owner only) — teammates require a paid plan
Starter — $12/user/mo ($10/user/mo billed annually)
Core scheduling plus AI meeting intelligence for individuals and small teams.
- Unlimited scheduling & booking pages
- Zoom, Google Meet, and Microsoft Teams conferencing
- 5 AI recordings/month with follow-up email drafts
- AI sales coaching & call scores
- Deal intelligence & buyer signals
- Meeting analytics dashboard
- Unlimited team members (each added seat is billed)
Professional — $19/user/mo ($16/user/mo billed annually)
Everything in Starter, plus CRM sync, automation, and email marketing for revenue teams.
- Everything in Starter
- 10 AI recordings/month
- HubSpot & Salesforce CRM sync
- Zapier + Slack notifications
- Collect payments (Stripe / PayPal)
- Email sequences & campaigns
Professional unlocks the premium integrations
CRM integrations (HubSpot, Salesforce, and other CRMs), Zapier, Slack, payment collection, and email marketing / sequences are gated to Professional and above. On Free or Starter these connect buttons and features stay locked until you upgrade.
Business — $69/user/mo ($55/user/mo billed annually)
Everything in Professional with unlimited recordings and team coaching for scaling teams.
- Everything in Professional
- Unlimited AI recordings (fair use up to ~50 recordings per user per month)
- Team coaching leaderboard
- Priority support
- API access
Enterprise — Custom
For larger organizations with custom requirements. Enterprise is set up manually by our team — contact sales to get started.
- Everything in Business
- Custom SLA
- Dedicated support
- SSO / SAML (coming soon)
- Custom integrations
AI Recording Limits
An "AI recording" is one meeting where our bot joins to record, transcribe, and analyze the conversation. Limits differ by plan:
- Free: 2 recordings total (lifetime) — this is a one-time allowance, it does not reset each month
- Starter: 5 recordings per month
- Professional: 10 recordings per month
- Business & Enterprise: unlimited, subject to a fair-use ceiling of roughly 50 recordings per user per month
Learn more about how recordings, transcripts, and AI analysis work in Meetings & AI Notes.
Team Seats & Per-Seat Billing
Every paid plan is a team plan. There is no seat cap on self-serve paid plans — add as many teammates as you like, and each one adds a single billed seat to your subscription.
- Free: 1 seat (owner only). To invite teammates, upgrade to any paid plan.
- Starter, Professional, Business: unlimited seats, billed per active member.
- Enterprise: unlimited seats.
Your billed quantity equals the number of active members — the owner plus every teammate who has accepted their invite. When a member joins or leaves, PepoSmart automatically syncs the seat count with Stripe and prorates the change, so you are only ever billed for the people actually on your team. See Teams for how to invite, manage permissions, and remove members.
Adding teammates changes your bill
Because billing is per seat, inviting a teammate on a paid plan adds one seat at your plan's per-user rate, prorated for the current period. Removing a member reduces the seat count on the next sync.
Managing Your Subscription
Everything below is done from the Billing page in the app. Billing runs on Stripe, so payment details, invoices, and cancellations are handled through Stripe's secure checkout and billing portal.
Choosing Monthly vs. Annual
Each paid plan is available billed monthly or annually. Annual billing charges once per year at a lower effective per-user monthly rate (for example, Starter is $12/user/mo monthly or $10/user/mo when billed annually). Pick the interval on the Billing page before you start checkout, and you can switch intervals later.
Upgrading or Switching Plans
- Go to Billing in the app
- Choose the plan you want and select monthly or annual billing
- Click to upgrade / switch:
- No active subscription yet: you are taken to Stripe Checkout to enter payment details and confirm. Promotion codes are accepted at checkout.
- Already subscribed: the plan or interval switches in place on your existing subscription, with proration applied automatically — no new checkout needed.
- After checkout you are returned to the Billing page, where your new plan and seat count are confirmed
Fix a failed payment before switching
If your most recent payment failed (a past-due subscription), update your payment method through Manage billing before changing plans. In-place plan switches are blocked while a payment is outstanding.
Managing Payment Method & Invoices
Click Manage billing on the Billing page to open the Stripe Billing Portal. From there you can update your card, download invoices and receipts, and manage the subscription directly.
Cancelling
- Go to Billing
- Choose to cancel your subscription
- Your plan is set to cancel at the end of the current billing period— you keep full access until then, and you are not charged again
Resuming a Cancelled Subscription
If you cancelled but the billing period has not ended yet, you can undo it. On the Billing page, choose to resume your subscription — the scheduled cancellation is removed and billing continues as normal.
No access lost when you cancel
Cancelling never cuts you off mid-period. Your paid features stay active through the end of the period you already paid for, and you can resume any time before it ends to keep the same subscription.
Frequently Asked
What happens to my data if I downgrade?
Your scheduling, bookings, and history remain. Features tied to higher tiers (such as CRM sync, payments, email marketing, or extra AI recordings) become unavailable, and any teammates beyond the new plan's allowance lose access until you are within the plan's limits.
Do unused AI recordings roll over?
No. Monthly recording allowances (Starter and Professional) reset at the start of each billing month and do not carry over. The Free plan's 2 recordings are a one-time lifetime allowance.
Am I billed for teammates who have not accepted yet?
No. Only active members count toward your seat quantity — the owner plus teammates who have accepted their invite. Pending invitations are not billed.
Need Help?
Questions about pricing, seats, or an invoice? Check the FAQ, the Troubleshooting Guide, or contact support. For Enterprise pricing and custom deployments, reach out to our sales team via the contact page.