Niche CRM
Pricing

Two Ways to Start. One Platform.

Start with the full investor operating system — CRM, community, and data — or just the CRM and add the rest when you're ready. Every plan is the full platform with no feature gating.

Choose Your Plan

Both plans ship the same CRM. The difference is how much of the Niche ecosystem comes bundled on day one.

Most Popular

Niche OS

The full investor operating system

$3,000
upfront setup
+$1,000
/ month · 12-month commitment
Full Niche CRM platform
Niche Data — 5 counties of foreclosure data included
Niche Community access
3× weekly live coaching Zooms with Michael Franke
Niche app — direct chat with every other member
Niche AI Educational bot — answers from every past call
Full archive of every past Zoom recording
Education course, objection scripts, templates & dashboards
Free CRM support for 1st user
Monthly feature releases

+$100 / month per additional user (support fee)

Niche CRM

CRM only

$5,000
$2,500 at signing · $2,500 after installation
+$300
/ month · 1st user support fee
Full Niche CRM platform
All built-in integrations
Monthly feature releases
Live support 10AM–6PM

Not included — available separately (bundled in Niche OS):

Niche Community access$500 / month
Niche Data foreclosure lists$100 / county / month

+$100 / month per additional user (support fee)

Salesforce licenses are not included in either plan and are billed directly by Salesforce.

Full Platform on Both Plans

No feature tiers. No add-ons. Every customer gets the entire Niche CRM and Niche Marketing platform from day one.

Full Niche CRM pipeline (Prospects → Leads → Opportunities → Transactions → Closed Deals)
Niche Marketing — automated SMS, email, and direct mail campaigns
Maps & Door Knocking tool with Google Maps integration
Record Passport — persistent data through every pipeline stage
Duplicate prevention via Google Address Validation
DocuSign contract signing with auto-attach
SMS template library with Open AI paraphrasing
Auto-conversion at every pipeline stage
Campaign auto-pause on reply and auto-stop on conversion
Phone number spam score monitoring and state-based routing
Tasks, notes, events, and full communication history
Auto-rating system (Gold / Silver / Bronze)
Education Hub with video library
Live support 10AM–6PM Mon–Fri
Monthly managed package updates

Third-Party Subscriptions

You plug in your own accounts so you control costs and data. Only one integration is actually required to run the CRM — Google Maps Platform. Everything else is optional and added as you need it.

ServicePurposeStatus
Google Maps PlatformAddress validation (required), maps, routing, Street View, and property location verificationRequired
Salesforce LicenseIndividual Salesforce seat for each user, billed directly by Salesforce for CRM platform accessRequired
Niche DataDaily enriched real estate records, ownership data, foreclosure lists — included with Niche OSOptional
TwilioSMS sending and receiving, call tracking, phone numbers, and communication automationOptional
SendGridEmail campaigns, drip sequences, one-off emails, templates, and delivery trackingOptional
LOBDirect mail postcards, letters, automated mail campaigns, and address-based outreach deliveryOptional
DocuSignContract e-signatures, agreement workflows, document approvals, and signed record storageOptional
SmrtPhoneClick-to-call, CTI integrations, inbound call routing, recordings, and sales team call trackingOptional
LINQiMessage outreach, follow-up conversations, contact engagement, and personalized textsOptional
Webhook.SiteRequired for PPC or PPL lead integrations, routing lead data into the CRM automaticallyOptional
Open AISMS template creation, paraphrasing, AI-generated messaging, and automation inside the CRMOptional

Niche Data — Bundled With Niche OS

Niche Data delivers fresh distressed property records to your pipeline every day — foreclosures, divorces, probate, surplus funds — pre-enriched with skip tracing, parcel data, and equity calculations. Niche OS includes 5 counties of foreclosure data. On the CRM-only plan, Niche Data is available as a separate subscription whenever you're ready.

Learn more at nichedata.ai

Frequently Asked Questions

We offer two plans. Niche OS is $3,000 upfront plus $1,000 / month on a 12-month commitment and includes the CRM, Niche Community access, 5 counties of Niche Data, and free support for the first user. Niche CRM (CRM only) is $5,000 total upfront ($2,500 at signing, $2,500 after installation) plus $300 / month for the first user support fee. On both plans, additional users are $100 / month each.

Yes. Salesforce licenses are not included in either plan. Each user on your team needs their own Salesforce seat, billed directly by Salesforce. We help you size and provision the right edition during onboarding.

Only one: a Google Maps Platform account (used for Address Validation, Maps, routing, and Street View). Every other integration — Twilio, SendGrid, LOB, DocuSign, SmrtPhone, LINQ, and Niche Data (on the CRM-only plan) — is optional. You plug in whichever ones match how you work, and you can add more later.

With Niche OS, yes — the community and 5 counties of foreclosure data are bundled in. On the CRM-only plan, both are sold separately: Niche Community access (which bundles 5 counties of foreclosure data) is $500 / month, and additional Niche Data foreclosure lists are $100 / county / month. If you want the full stack, Niche OS is almost always the better value.

Niche OS is a 12-month commitment at $1,000 / month after the upfront setup. The CRM-only plan has no minimum monthly commitment — it's the upfront setup plus ongoing support fees. Contact us if you'd like to discuss custom terms for larger teams.

On both plans, the first user's support is included in the base monthly fee. Each additional user on your team is a flat $100 / month support fee. That covers training, live support, and issue escalation for that user.

Ready to Close More Deals?

Book a demo and we'll walk you through both plans live — so you can pick the one that fits how you work today.

support@nichecrm.ai · Live support 10AM–6PM Mon–Fri