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Pricing FAQs
Questions about seats, integrations, and compliance support? Here are the most common answers.
What counts as a seat?
A seat is a named user (wholesaler or team member) with access to LIFTLINE AI and scheduling controls.
Do you support Microsoft Outlook?
Yes. LIFTLINE AI is designed to integrate with Microsoft Outlook email and calendar to coordinate availability and scheduling.
Which CRMs do you integrate with?
We support CRM integration for syncing contacts and logging scheduling activity. If you have a specific CRM, contact us to confirm fit. Designed with Salesforce in mind.
Is this FINRA compliant?
LIFTLINE AI is designed to support FINRA recordkeeping with correspondence tracking and audit-ready logs. Your firm’s policies determine final compliance requirements.
Can I change plans later?
Yes. You can upgrade as your team grows, and we’ll help you migrate settings and workflows.
Do you offer onboarding?
Setup and Maintenance included in all plans. Essentials includes setup resources and best-practice templates.