Plans and usage

Prices live at trama.so/pricing, which is where they're kept up to date. This page covers the rest: what gets counted, what doesn't, and what changes in the product depending on your plan.

The rule, in one line

The CRM is free. You hire the agent to handle your channels, and you pay for the opportunities it qualifies there.

A channel is any of these five: the Offer Link, your site's widget, WhatsApp, Instagram and Messenger. The agent on your channels starts on Starter — the free plan has none. What you do get for free is the whole platform to run your sales, Tramy from the dashboard, and your Link's contact form, which is never billed.

What counts as an opportunity

It's the unit your plan bills, so it's worth being precise.

An opportunity is an inquiry your agent qualified as a possible sale and assigned to a rep. Any further messages from that same person don't create a new one.

Everything the agent qualifies is billed, no matter where the inquiry came in: WhatsApp, Instagram, Messenger, your site's widget or the Offer Link chat. The channel decides where it answers; the allowance is used up by the qualification.

What doesn't count:

• The ones that come in through the Offer Link's contact form. No agent in the middle: they still create their opportunity on the board, they just aren't billed. Unlimited and free on every plan, the free one included.
• Inquiries that don't qualify: suppliers, press, spam, wrong number.
• Ones your team moves into the pipeline by hand from Unqualified, with Move to pipeline. We ask for one line on why it's valid, and it stays in its history. Subject to fair use (below).
• Unqualified ones someone on your team moves to In contact, Quoted or Won, for example by telling Tramy the customer paid. Also subject to fair use.
• Opportunities your team creates by hand, on the board or by dictating them to Tramy.
• Whatever gets recorded on its own through Radar, where your rep answers and Trama only watches.
• Messages between Tramy and your team.

Fair use. Moving one into the pipeline by hand is for a real inquiry the agent hasn't finished qualifying, not for skipping the minimum you configured. We track how many each account moves per period; if an account uses it systematically for that, we'll reach out and may start counting them like any other opportunity, under the Terms and Conditions.

If something was billed wrong, tell us

The agent can get it wrong: it qualifies a supplier who wrote to sell you something, a wrong number, spam that sounded like an enquiry. When that happens, mark that opportunity as incorrect from the card menu, on the board.

You pick the reason and, if you want, describe in two lines what happened — that's what whoever reviews it reads. You can mark it while the opportunity is in To handle or In touch, within 30 days of it being qualified, and as long as nobody on the team has worked or quoted it: if they worked it, it was real.

Opportunities moved into the pipeline by hand while they're free can't be disputed; disputes apply only to billed opportunities.

Who can mark them is up to you, under Settings → Policies: the owner only, owners and admins (what applies if you don't change it), or anyone on the team. A seller without an admin role can only mark their own, or ones with no assigned owner.

Every report is reviewed by a person on our team, not by an automation, and we aim to answer within 48 business hours. You'll see the answer — with its reasoning — under Out of funnel → Reported.

• If we agree with you, that opportunity comes off your usage for the cycle. If we had already billed it, you get a credit that is applied automatically to your next invoice.
• If we don't, the opportunity goes back to your board, to the stage it was in, along with the reason we didn't accept it.

While we review it, the card leaves the funnel so it doesn't clutter your board.

Starting free

You can start without paying and without a card. The free plan isn't a demo with an expiry date, and it isn't a cut-down version: it's the whole CRM, forever.

What you get without paying anything:

• The full CRM: Mission Control, the board, customers, catalogue, quotes, automations and metrics. Messages is read-only: replying from there starts on Starter.
• Your Offer Link with a contact form: your public page, built from the catalogue, and what people fill in lands on the board. No limit and no charge.
• Tramy from the dashboard, your team's copilot. You dictate opportunities to it, ask it what you have pending, ask it for a contact. On the free plan it has a cap on messages per day, which renews the next day; on a paid plan it has no limit. Writing to it from each rep's WhatsApp starts on Starter.
• Unlimited team members. On the free plan everyone works with Owner permissions; roles start with a paid plan — see Roles and permissions.
• The REST API and the MCP server, which don't depend on your plan.

What needs a paid plan:

1. The Inquiry Agent. This is what starts on Starter: the free plan has none.
2. Having it answer on any of your channels — the Link chat, your site's widget, WhatsApp, Instagram or Messenger. The one exception is the Link's form, which doesn't go through an agent and is free on every plan.

What changes by plan

The Pro trial

Some agencies have Pro at no cost for 15 days, without a card: the agent answers on your channels, you add your team with roles and you get everything Pro includes. If yours has it:

• It happens only once per account and per phone.
• It includes what Pro includes: up to 3 business channels. Buying a dedicated number needs a plan.
• The dashboard shows you until what date it lasts, and we email you 3 days before and the day before.
• Choose your plan whenever you want, from the app or from trama.so. If you subscribe before it ends, the trial ends that day and your plan starts and renews on that day each month.
• If it ends and you haven't chosen a plan, you move to the free plan: the agent stops answering, but your channels stay connected a few more days. Choose a plan and pick up where you left off.

Add-ons

You can add business channels, seller WhatsApp numbers, or ask Trama to provide a phone number if you'd rather not get one yourself — available in the main LATAM countries (except Colombia), Spain, Portugal and Europe.

The amounts are at trama.so/pricing.

Plan changes and billing

No minimum commitment: change plan or cancel whenever you want. Upgrading charges the difference immediately; downgrading takes effect at your next renewal.

To cancel, go to Settings › Billing and tap Cancel subscription. We ask why and, depending on the reason, offer you something to stay; you can continue cancelling at every step. Your plan stays active until the end of the period you already paid, and until then you can undo it with Stay with Trama. After that the agent stops answering, and your channels stay connected for 30 more days in case you come back.

Annual billing is charged upfront for the whole period and works out to ten months: you save two.