> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://propwise.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to choose a plan that fits your workflow?

## TL;DR
|| Bundles = transactional usage     |     Standard = operational stability     |     Premium = performance leverage, If your business depends on speed, clarity, and client experience, Premium is not an upgrade. It is the baseline.


## Overview
PropWise is structured around two usage patterns:

* **Occasional or seasonal work** → Bundles (pay per portfolio)
* **Continuous, high-volume work** → Subscriptions (unlimited portfolios)
All users can start with a **21-day free trial of Premium**, including **3 portfolios**, to test the full workflow before committing.

---

## Free Trial (Starting Point)
**What you get**
* 21 days of **Premium access**
* Up to **3 portfolios**
* Full feature exposure, including AI and scheduling

**When it makes sense**
* You want to understand the full workflow before deciding
* You are comparing tools or testing adoption with real clients
* You want to validate how it fits your process

---

## Bundles (Prepaid Portfolios)
** Available options**
* +1 Portfolio
* +3 Portfolios
* +10 Portfolios

**When to choose bundles**
Use bundles if your workflow is **irregular**:
* You work with **buyers occasionally**
* You operate in **seasonal cycles**
* You want **tight cost control per deal**
* You do not need ongoing access between clients

** Strategic tradeoff**
**Upside**
* Zero subscription commitment
* Direct cost-to-client alignment
**Downside**
* No advanced features like AI insights or scheduling
* No system continuity between deals
* Friction increases as volume grows

---

## Standard Subscription
**What you get**
* **Unlimited portfolios**
* Full portfolio and listing management
* Chat, updates, document uploads
* Off-market property creation

**When to choose Standard**
* You work with **multiple buyers consistently**
* You want **predictable cost**
* You do not rely on advanced automation or AI

**Strategic tradeoff**
**Upside**
* Removes portfolio limits
* Stabilizes workflow and cost
**Gap**
* No **AI document summaries**
* No **calendar / viewing scheduling**
* No **portfolio reuse across buyers**

---

## Premium Subscription
**What you get (in addition to Standard)**
* **AI document summaries**
→ Faster review, in your preferred language
* **Calendar and viewing scheduling**
→ Centralized coordination with buyers
* **Portfolio duplication and multiplying**
→ Create portfolio once, and duplicate or multiply them for use on buyers on similar needs
* **Off-market reuse across portfolios**
→ Reuse listings across multiple clients
* **Portfolio switching per buyer**
→ Manage multiple searches for the same client cleanly
* **Property Copilot and AI support features (Upcoming)**

**When to choose Premium**
* You handle **active deal flow**
* You review **many documents**
* You want **time compression**, not just organization
* You manage **multiple scenarios per buyer**

**Strategic tradeoff**
**Upside**
* Direct **time savings**
* Reduced cognitive load
* Better client experience
Premium is not about access. It is about **speed and leverage**.

---

## Enterprise (Custom)
* Custom pricing
* Dedicated support
* Advanced integrations (SSO, CRM, automation)
**When relevant**
* Multi-Teams environments
* Brokerages
* Multi-agent environments

---

## Add-ons (Optional Enhancements)
**High-impact add-ons**
* **CRM Integration and Auto-Update**
Sync buyers and listings across systems
Automates data flow, reduces manual work
* **Branding / White-labeling**
Aligns the platform with your company identity

**Operational add-ons**
* Team dashboards
* Legal contracts and NDA workflows (Upcoming)
* AI assistant (Upcoming)

**Strategic lens**
Add-ons are not features.
They are **workflow multipliers**.
Only adopt them when:
* You have repeatable processes
* You are already hitting friction

---

## Decision Framework
**Choose Bundles if:**
* < 3–5 active buyers/month
* Work is irregular
* Cost sensitivity is high

**Choose Standard if:**
* 5–15 active buyers/month
* You want structure without complexity
* You are not bottlenecked by document review or coordination

**Choose Premium if:**
* 10+ active buyers
* You review documents frequently
* Coordination is messy or time-consuming
* You want to **compress time, not just manage work**

## Questions to help you decide
**1. Where does your time actually go?**
* If it is **search and organization** → Standard may be enough
* If it is **reading, translating, coordinating** → Premium pays off fast
**2. Are you optimizing for cost or throughput?**
* Cost → Bundles / Standard
* Throughput → Premium
* You cannot optimize both simultaneously.
**3. What breaks first as you scale?**
* Portfolio limits → solved by Standard
* Time and attention → only Premium addresses this