Pro

Introducing Pro

Enterprise features.
Without the price tag.

$500/year

01 · Bigger and faster

Bigger limits.
Faster everything.

Pro lifts every limit that matters on your base plan — and record queries come back up to 6× faster.

20,000

records per workspace

150

fields per workspace

50

roles per workspace

faster queries

02 · Connected records

One record.
Everywhere it belongs.

A customer lives in Sales, Support, and Finance — simultaneously. Not three copies. One record, shared across workspaces, read through each team's own lens.

Record

Acme Corporation

Industry
Logistics
Stage
Closed Won
Contract
$148,000/yr
Open tickets
3
AR balance
$12,450
Sales pipeline

StageClosed Won

Deal owner, close date, ACV

Customer support

Open tickets3

SLA, severity, last contact

Finance

AR balance$12,450

Invoices, net terms, payment status

  • 01

    One record ↔ many workspaces. Edit in one place, see the change everywhere.

  • 02

    Per-workspace field visibility. Sales sees Stage; Finance sees AR; each team sees only what they need.

  • 03

    Role-aware access on every hop. Permissions travel with the record, not the workspace.

03 · Reports

Every workspace.
One table.

Roll records up from one workspace or fifty into a single table at the org level — with filters, sorts, and footer totals across the merged dataset. Custom fields with the same name and type merge automatically. Rows stay read-only and link back to their source.

Q4 pipeline · merged from 3 sales workspaces

Sales · East Sales · West Sales · EU
AccountStageOwnerCloseACV
Acme CorporationNegotiationMarcus LeeDec 12$148,000
GlobexClosed WonSarah KimNov 28$92,500
Initech GmbHOnsite demoAnna ParkDec 04$74,000
Stark IndustriesNegotiationTyler B.Dec 18$210,000
Wayne EnterprisesOnsite demoMarcus LeeDec 22$48,400
Maersk LogisticsClosed WonAnna ParkNov 19$165,000
Hyperion HealthPhone screenSarah KimJan 09$55,000
Nimbus LogisticsNegotiationMarcus LeeDec 30$118,000
Count28Avg deal$48,400Total ACV$1,210,500

04 · Granular permissions

Access control that
matches how your team actually works.

Record-level and field-level permissions across fifty custom roles per workspace. Hide entire records from the roles that shouldn't see them; strip sensitive columns out for everyone else. Model any org chart without compromising what each role can see.

Viewing as
CAND-1247 Onsite stage

Senior Engineer hire — Sarah Chen

Engineering · Phone screen → Onsite

Department
Engineering
Status
Onsite stage
Manager
Marcus Lee
Salary
$158,000
Performance
4.5 / 5
References
3 files attached
Notes
"Strong systems thinker — fast, low-ego."

05 · Smarter automations

Workflows that watch,
not just react.

Two ways Pro goes past simple triggers: conditional automations watch a filter and fire on the edge — when a record starts or stops matching it. Scheduled automations fire on the clock — daily, weekly, monthly, cron — and sweep every matching record in one batch.

Conditional

Record updated

Deal · Acme Corp

priority
normalhigh
WATCHING
priority = 'high'ANDstage = 'open'
idle
On STARTS matching
Alert oncall
Assign triager
Add to dashboard
On STOPS matching
Close ticket
Send summary

Scheduled

Schedule
00:00UTC
Every weekday
idle
WHEREstatus = 'overdue'
  1. Report · Q4 Launch
  2. Task · Ship v2
  3. Ticket · Billing bug
  4. Deal · Renewals Q1
  5. Task · Review design
ACTIONS
Email assignee
Add #overdue tag
"Blue gave me the visibility and control to lead over 15 teams simultaneously with clarity and confidence. It turned complexity into actionable insight and enabled me to scale leadership without becoming the bottleneck."
William J. Shields
William J. Shields
Crisis Operations Chief, US Central Command

06 · Audit logs

06

A permanent record of what happened.

Every action on every record, tracked. Who made the change, when, and what it was before. Essential for compliance, indispensable for accountability, and the only way to answer the hard questions after the fact.

07 · White label

07

Your domain. Your brand.
Zero mention of Blue.

Run Blue at app.yourbrand.com with your logo on every email, your colors on every form, and your password page on every public view. Perfect for agencies, consultancies, and anyone running a client-facing process.

Compliance

Self-serve compliance.

Self-serve signing in Settings → Compliance. No sales call. No procurement thread. Sign, store, move on.

  1. BAA

    Business Associate Agreement

    US Healthcare — HIPAA

  2. GDPR

    Data Processing Addendum

    EU · UK · EEA — GDPR Art. 28

  3. HDA

    Health Data Addendum

    UK · EU · AU — GDPR Art. 9

  4. LDA

    Legal Data Addendum

    Law firms — Privilege

  5. FDA

    Financial Data Addendum

    Accounting · Finance — SOC 2, PCI DSS

  6. EDA

    Education Data Addendum

    Schools · EdTech — FERPA

Pricing

One flat price,
on any plan.

No per-seat fees. No usage tiers. No surprises.

Pro add-on

$500/year

Per organization · yearly billing

30-day money-back guarantee.

FAQ

Common questions.

Pro is an optional annual add-on that unlocks advanced features on top of your existing plan. Your plan determines scale (users, workspaces, storage). Pro adds capabilities like record-level permissions, scheduled automations, audit logs, compliance addenda, and higher limits on records and custom fields.
Your data stays put. Pro features become read-only or revert to your plan’s base limits — for example, records above the 2,000 cap remain visible but new ones are blocked until you reduce or re-upgrade. There is no destructive downgrade.
Yearly billing keeps Pro affordable and predictable. A flat $500/year per organization — no seat counts, no usage tiers, no surprises.
Per organization. If you operate multiple orgs, you choose which ones to upgrade. A consultancy with five client orgs might run Pro on one and base tier on the others.
Yes. Cancel yourself in Settings → Billing within the first 30 days for a full automatic refund — no email, no support thread, no negotiation. Try Pro on a real workspace, push it through real workflows. If it doesn't pay for itself, one click gets your money back.

Ready when you are.

Upgrade in two clicks from the billing page.
Everything in Pro activates instantly. Cancel any time.

30-day money-back guarantee.