Starter
One client, every core tool.
$49/month
or $490 a year, 2 months free
Get started- 1 sub-account
- 5 users, shared across sub-accounts
- 10 active automations, 2,000 runs a month
- AI usage each month
- CRM, inbox, calendars, forms and AI chat
Compa Platform
Every client, one Agency view.
Give each client a sub-account, decide what it can use, and give your team exactly the access it needs. Roll out the automations that work to every new client, and keep each client's data walled off from the rest.
Have an agency account?Agency login
How it works
From the first call to your twentieth client, in four steps.
Talk to us
Tell us how many clients you manage and what you use today. We set up your agency account and the plan that fits; signing up and paying online is not available yet.
Add your clients
Create a sub-account for each client business. Load a snapshot so each one starts with your best automations, pipelines, forms and templates.
Give each person access
Invite your team and your clients' staff. Turn on only the areas each person needs, and choose which AI models each client account can use.
Run and grow
Work from one Agency view: switch into any client, watch each one's usage, top up when needed, and add sub-accounts as you grow.
Built around sub-accounts.
Each client gets a sub-account: a full workspace with its own contacts, phone numbers, calendars, automations and users. You run all of them from one Agency view, which is what makes Compa Platform a CRM and automation platform for agencies rather than a tool for one business.
- One Agency view
- See every client in one list with its status, its usage and anything that needs attention, like a paused automation or a disconnected number.
- Switch into any sub-account
- Open a client's workspace in one click to fix a form or answer a message, then come back to the Agency view.
- Features and a usage cap per sub-account
- Turn modules on or off for each client and cap how much of your monthly usage each one can use, so every client gets what they pay you for.
- Logins for your clients
- Invite your client's own staff to their sub-account. They see only their own business, with only the areas you turn on for them.
Decide what each client gets
Open a sub-account's settings to turn modules on or off and cap how much of your account's monthly usage it can use, so one client can't use up everyone's allowance. Each client gets what they pay you for, and nothing they don't.
- Who it's for
- Agencies that sell different packages to different clients.
- Example
- Northside HVAC pays you for chat and voice but not for payments, so you switch Payments off and let it use up to 30% of your monthly usage.
Modules on or off, per sub-account
A usage cap per sub-account
Exactly the access each person needs
Every team member gets one switch per area: contacts, conversations, calendars, opportunities, automations, payments and reports. Turn on “Only assigned data” and they see only the contacts and conversations assigned to them.
- Who it's for
- Agencies with a team, and clients whose staff need their own logins.
- Example
- Sam at Northside HVAC's front desk can see contacts, conversations and calendars, but not payments or reports, and only the conversations assigned to Sam.
Set access per person, per sub-account
Your client's own staff can have logins too
Snapshots of what works
Save a sub-account's automations, pipelines, forms and templates as a snapshot. Load it into a new client's account, change the details, and they start with your best setup on day one.
- Who it's for
- Agencies that serve one kind of business, like home services, and bring on new clients often.
- Example
- Load your “Home services starter” snapshot into Riverbend Auto Care: six automations, a pipeline, three forms and twelve email templates arrive, ready for you to review.
One snapshot per niche, kept up to date
Nothing turns on until you review it
See each client's usage
Your plan includes usage each month: AI on every plan, plus calls and email marketing from Pro. The usage meter shows how much of it you have used, and the Agency view breaks it down by sub-account, so you know which clients use what. When a client needs more, top up for them any time.
- Who it's for
- Agencies that include AI, calls and email in their clients' packages and want to see who uses what.
- Example
- Northside HVAC is at 24% of your monthly usage, mostly AI replies and callbacks, so you top up before its busy season starts.
One meter, split into AI, calls and email
Each sub-account's share in the Agency view
Choose your AI
Claude, ChatGPT, Gemini, Grok and more. You choose which AI models each client account can use.
- Who it's for
- Small businesses that want AI agents answering their chats and calls, and agencies that run those agents for many clients.
- Example
- Northside HVAC's website chat agent runs on Gemini Flash, the default, and quick jobs like tagging new contacts run on Claude Haiku. Each choice is set in that client's own sub-account.
Allow or block each model per client account
Pick the model each AI agent runs on
Each client behind its own walls.
Your clients never see each other's accounts, and each one can see when IA Compa has been inside theirs.
- Client accounts are walled
- A client account is closed to every other account. Agencies see only their own sub-accounts, and a client's users see only their own business.
- “Login As” is logged and time-limited
- IA Compa can open a client account only with Login As. Every change during the session is logged under that person's name, and the session ends on its own after an hour. It appears in the client's own history.
- Export any time
- Export your contacts and opportunities whenever you want, as a CSV file you keep.
- Deletion on request
- Ask us to delete your account's data, and we'll remove it.
It keeps improving.
IA Compa builds the platform and ships improvements to every account. You don't install or migrate anything.
What's coming next
API keys
Coming soon
Create keys for your agency and connect your own software to contacts, opportunities and conversations.
An MCP connection for your own AI
Coming soon
Plug Claude, ChatGPT or your own agents into the platform through MCP, so they can read and act on your accounts with the permissions you give them.
More integrations
Coming soon
More of the tools your clients already use, connected as triggers and steps in automations.
We don't promise dates. This list shows what we are building next.
Plans for agencies
Plans grow with your sub-accounts, users and usage. Pay monthly, or pay yearly and get 2 months free.
We're onboarding agencies now. Talk to us and we'll set up your account.
Pro
RecommendedUp to five clients, with email, voice and payments.
$99/monthor $990 a year, 2 months free
Get started- 5 sub-accounts
- 15 users, shared across sub-accounts
- Unlimited automations, 10,000 runs a month
- 2× Starter's monthly usage, for AI, calls and email
- Adds email marketing, Voice AI and payments
Agency
Twenty clients, priority support, and API and MCP as they ship.
$299/monthor $2,990 a year, 2 months free
Get started- 20 sub-accounts, add 5 more for $49.99/mo
- Unlimited users
- Unlimited automations, 50,000 runs a month
- 5× Starter's monthly usage, for AI, calls and email
- Priority support, API and MCP (coming soon)
Custom
As many sub-accounts as you need, with a dedicated contact.
Contact usPriced for your agency
Talk to us- As many sub-accounts as you need
- Unlimited users
- Automations and runs agreed with you
- Usage agreed with you
- A dedicated contact at IA Compa
Prices in US dollars.
Compare the plans
| Feature | Starter | Pro | Agency | Custom |
|---|---|---|---|---|
| Limits | ||||
| Sub-accounts | 1 | 5 | 20, add 5 more for $49.99/mo | As many as you need |
| Users, across all sub-accounts | 5 | 15 | Unlimited | Unlimited |
| Automations and runs each month | 10 active, 2,000 runs/mo | Unlimited, 10,000 runs/mo | Unlimited, 50,000 runs/mo | Custom |
| Usage each month | Included, for AI | 2× Starter, for AI, calls and email | 5× Starter, for AI, calls and email | Custom |
| In every plan | ||||
| CRM: contacts and opportunities | Included | Included | Included | Included |
| Inbox: email and website chat | Included | Included | Included | Included |
| Calendars and booking | Included | Included | Included | Included |
| Forms | Included | Included | Included | Included |
| AI website chatbot | Included | Included | Included | Included |
| AI automation builder | Included | Included | Included | Included |
| Permission switches | Included | Included | Included | Included |
| Growth tools | ||||
| Email marketing | Not included | Included | Included | Included |
| Voice AI | Not included | Included | Included | Included |
| Payments and invoices | Not included | Included | Included | Included |
| Reporting | Basic | Full | Full | Full |
| Your own AI | ||||
| API and MCP for your own AI agents | Not included | Not included | Included (coming soon) | Included (coming soon) |
| Support | ||||
| Support | Priority | Dedicated | ||
Need more sub-accounts? Starter and Pro upgrade to the next plan. On Agency, add 5 at a time for $49.99/mo.
Users are counted across your account and all its sub-accounts. Need more users? Move up a plan.
A run is one contact going through one automation.
Need more?
More sub-accounts
- 5 more sub-accounts on Agency
- $49.99/mo
Only on the Agency plan. Add as many packs as you need: 25, 30, 35 sub-accounts and up.
Usage: AI, calls and email
Your plan includes usage every month, shown as a simple usage meter. On Starter it covers AI; from Pro, it also covers calls and email marketing. Agencies see how much each sub-account uses and can top up for their clients. If you reach 100%, add more any time: $10, $20 or $50. Your monthly usage refreshes each billing month.
Agency questions
Can I sign up and pay online?
Not yet. We're onboarding agencies directly: talk to us, and we set up your account and plan with you.
How much does it cost for an agency?
Starter is $49 a month for 1 sub-account, Pro is $99 for 5, Agency is $299 for 20, and Custom is priced for your agency. Pay yearly and get 2 months free. Prices are in US dollars.
What counts as a sub-account?
One workspace for one client business, with its own contacts, phone numbers, calendars, automations and users. Each one is walled off from your other clients.
What if I need more sub-accounts, users or usage?
Users are counted across your account and all its sub-accounts. For more sub-accounts or users, Starter and Pro move up to the next plan; Agency and Custom have unlimited users. On Agency, add 5 sub-accounts at a time for $49.99/mo, as many times as you need. When a usage meter reaches 100%, add more any time: $10, $20 or $50.
How does usage for AI, calls and email work?
Every plan includes usage for AI replies each month, and from Pro also for Voice AI calls and email marketing, shown as one meter from 0 to 100%. The Agency view shows how much each sub-account used, split into AI, calls and email. Top up for any client with $10, $20 or $50; usage refreshes each billing month.
Which AI models can my clients use?
Claude, ChatGPT, Gemini, Grok and more. Gemini Flash is the default, Claude Haiku is on for quick jobs, and premium models like Claude Sonnet start switched off. You choose which AI models each client account can use, and which model each AI agent runs on.
Can I offer white-label sub-accounts to my clients?
Each client works in its own sub-account under your agency, sees only the features and access you turn on, and never sees your other clients. Tell us what branding you need when we set up your account, and we'll tell you what's available today.
Who can see my clients' data?
Your agency and the people you give access to. Client accounts are walled off from each other, and IA Compa can open one only with Login As: every change during the session is logged under that person's name, the session ends on its own after an hour, and it shows up in the client's account history.
Can we export or delete data?
Yes. Export the contacts and opportunities in any sub-account whenever you want, as a CSV file you keep. To delete an account's data, ask us and we'll remove it.
How do we get started?
Talk to us. We set up your agency account and plan, help you add your first clients as sub-accounts, load a snapshot if you want one, and you invite each client to log in to their own sub-account.
Bring your clients onto one platform.
We're onboarding agencies now. Tell us how many clients you manage and what you use today, and we'll set up your account and plan.