Ad spend goes to Meta, not to us. Texting registration and your first 5 business numbers come with every plan; texts and minutes are billed per use from your wallet.
The CRM, the power dialer and Echo. You work the leads.
EZ plus PZ: the sales trainer, practice carrier apps, underwriting and your money, in your own workspace.
Everything in EZ, plus:
PZ for your whole agency, under your brand. You get EZ too.*
Everything in EZ for you*, plus:
Full customization, $3,000 a month, adds 14 parts: your own fields, tables, roles, pages, reports and more.
*Includes EZ for you, the owner. Each agent on your team buys their own EZ plan, at $129/mo while they are on your team.
Your texts and phone minutes, priced at our standard rates beside what a typical GoHighLevel agency charges for the same month.
Type a month of texts and phone minutes — the totals update as you go.
$75.80 less a monththan a typical GoHighLevel agency — 63% lower
Usage only, before plan fees, at our standard rates — an Agency may set its own agents' phone prices above them. Your first 5 business numbers come with every plan, and carrier texting fees are in every figure. A typical GoHighLevel agency is an estimate: GoHighLevel's published phone rates (Oct 2026) × 2, the usual agency markup — each agency sets its own.
What each line costs by default — read from the same rates your wallet is charged.
Usage comes out of a prepaid wallet that refills automatically from $25. Every charge is itemized in Settings ▸ Billing.
| Feature | EZ | EZPZRecommended |
|---|---|---|
| CRM & texting | ||
| Lead CRM, scoring and dispositions | 250,000 leads | 250,000 leads |
| Meta lead-form syncNew leads land the moment they submit | ||
| Landing pages + appointment booking | ||
| Two-way texting, compliance handledConsent captured, opt-outs honored | ||
| Click-to-dial + call recording | ||
| Automations you build | ||
| Lead marketplaceBuy and sell leads | ||
| Financial inventory + commission tracking | ||
| Dialing & AI | ||
| Power dialer | ||
| Echo texts your leads back 24/7In your voice; hands you the lead when they ask for you | ||
| Live-call copilotTranscripts fill the financial inventory for you | ||
| Prebuilt automationsNurture ladders, appointment reminders and more | ||
| PZ — your back office | ||
| AI sales trainerGraded practice calls with a scorecard | — | |
| Practice carrier applicationsRehearse the real apps before a live client | — | |
| Underwriting guideWhich carrier fits each condition and medication | — | |
| Performance KPIsDials through closes, and your pace against your goal | — | |
| MoneyBudget, profitability and lead ROI in one place | — | |
| Digital business card | — | |
| Start-your-agency guideThe playbook for building a team | — | |
| One login for EZ + PZYour own PZ back office | — | |
| On every plan | ||
| $0 setup | ||
| First 5 business numbersTheir monthly rental is on us | ||
| Texting registration filed for youEvery filing covered | ||
| Virtual assistants$69/mo each |
Every plan starts with the CRM. Pick how much of the rest you want.
Joining an agency? Every agent has their own EZ Leads plan — pick yours above. Open your agency’s invite link, then sign up here in the same browser.
EZ is the CRM, the power dialer, texting and Echo — you work the leads. EZPZ adds PZ, your own back office on the same login: the AI sales trainer, practice carrier applications, the underwriting guide, your performance KPIs, your money, budget and lead ROI, a digital business card and the start-your-agency guide. You can move between plans from Settings ▸ Billing.
Every lead arrives with its consent text, checkbox and timestamp attached, DNC exemptions are tracked per number with their expiry, and Echo will not text a number without consent on file. You can see the trail on any lead.
Connect the ad account you already run and every lead lands in your CRM the moment it comes in, on EZ and EZPZ alike. The account and the leads stay yours.
Each agent keeps their own EZ Leads plan. At any size — there is no minimum — the agency can add PZ for everyone — recruiting, onboarding, licensing and production under your brand — for one flat monthly price, with every PZ seat included.
The ad account is yours, the landing page is yours, and every lead is a record in your account that exports as a CSV whenever you like — including after you cancel.
From $179 a month, $0 to set up, cancel anytime. Every lead you generate is yours on the way in and on the way out.