Per-seat, monthly.
No surprises.
14-day trial on Pro — no card required. Annual contracts get two months free. Labs running OraTek swabs get 50% off any plan.
- Up to 25 seats
- 25,000 contacts
- 14-day trial — no card required
- Julie AI assistant (180+ tools)
- Power dialer + map prospecting
- Team chat + training LMS
- Personal password vaults + sharing
- Commissions engine + e-signatures
- 50,000 outbound emails / month
- Workflow automations + reports + audit log
- Recruiting pipeline + auto-onboard
- Email + chat support · 1 business day
- Unlimited seats + contacts
- Everything in Pro
- SSO / SAML
- HIPAA BAA available
- SOC 2 reports
- Annual contract
- White-label options
- Dedicated success contact
- Custom data residency
- API rate-limit lift
- Priority support · 4-hour response
What's in each plan
Side-by-side. Nothing hidden.
| Feature | Pro | Enterprise |
|---|---|---|
| Core CRM | ||
| User seats | 25 | Unlimited |
| Contacts | 25,000 | Unlimited |
| Sales pipeline + kanban | ✓ | ✓ |
| Custom pipeline stages | ✓ | ✓ |
| Recruiting pipeline + auto-onboard | ✓ | ✓ |
| Tasks + recurrence + audit | ✓ | ✓ |
| Prospecting + dialer | ||
| Map-based Google Places prospecting | ✓ | ✓ |
| Power dialer + queue + scoring | ✓ | ✓ |
| Bulk CSV import (with dedup) | ✓ | ✓ |
| Workspace | ||
| Training LMS + team progress heat-maps | ✓ | ✓ |
| Personal password vaults + read-only sharing | ✓ | ✓ |
| Commissions engine (runs, overrides, payouts) | ✓ | ✓ |
| E-signatures (contracts + onboarding) | ✓ | ✓ |
| Whiteboards + shared docs | ✓ | ✓ |
| AI | ||
| Julie AI assistant (180+ tools) | ✓ | ✓ |
| Bring your own Anthropic / OpenAI key | ✓ | ✓ |
| Inference cost included | — | ✓ |
| Comms | ||
| Team chat: company + DMs + groups | ✓ | ✓ |
| Outbound email send (Resend) | 50k/mo | Custom |
| Gmail + Calendar integration | ✓ | ✓ |
| Admin + ops | ||
| Workflow automations | ✓ | ✓ |
| Reports builder + CSV export | ✓ | ✓ |
| Audit log | ✓ | ✓ |
| Org hierarchy + 4-level org chart | ✓ | ✓ |
| Per-org data export (GDPR) | ✓ | ✓ |
| Security + compliance | ||
| Row-Level Security tenant isolation | ✓ | ✓ |
| 2FA / TOTP | ✓ | ✓ |
| SSO / SAML | — | ✓ |
| HIPAA BAA | — | ✓ |
| SOC 2 report | — | ✓ |
| Support | ||
| Help center + Julie self-service | ✓ | ✓ |
| Email + chat support | 1 business day | 4-hour |
| Dedicated success contact | — | ✓ |
What does your team actually save?
OraTek replaces the typical point-tool stack: CRM (~$90), dialer (~$30), team chat (~$9), training LMS (~$12), whiteboards (~$10), password vault (~$5) ≈ $156/seat/mo. Drag the slider.
Uses your billing + Lab Partner toggles above. Stack comparison based on published list prices for HubSpot Sales Pro, JustCall, Slack, Trainual, Miro, and LastPass Teams as of mid-2026. E-signing is included via your own Zoho Sign account and not counted in the savings.
Switch to OraTek swabs.
Cut your CRM bill in half.*
If your lab runs oral fluid drug testing on OraTek collection devices instead of Quantisal, you qualify for the Lab Partner pricing — 50% off any paid CRM tier for as long as you remain a swab customer.
*Subject to minimum swab order quantity. Volume threshold scales with your team size — typically met by any lab running at least a small testing operation. Contact sales for specifics. Availability subject to eligibility and applicable law; the discount is applied through sales (never self-serve) and itemized on every invoice. Customers who bill federal healthcare programs should discuss program terms with sales before enrolling.
How it works
- 1Place a swab order. Any volume — even your first test box counts. Email sales@oratekdx.com or call to get set up.
- 2We flip your CRM seats to partner pricing on your next invoice. Pro becomes $25/seat/mo (or $20 annual). Existing seats credited prorated.
- 3Stay on partner rate as long as you're an active swab customer. No minimum order quantity. We check quarterly; if you stop ordering, you'd revert to standard rate at the next renewal — never mid-month.
Frequently asked
What's the Lab Partner program?
If you run oral fluid drug testing on OraTek swabs (instead of Quantisal), every paid CRM seat is 50% off — $25/mo on Pro instead of $49 (or $48 on Enterprise). Minimum swab order quantity required; threshold scales with team size and is typically met by any lab running an active testing operation. No setup fee, and if you stop ordering swabs your seats revert to the standard rate at the next renewal — never mid-month. Enrollment goes through sales (not self-serve) so we can confirm eligibility, and the discount is itemized on every invoice; customers who bill federal healthcare programs should raise that with sales when enrolling. Email sales for the minimums tied to your team size.
What counts as a seat?
Any active user with an active login. Disabling a user (Settings → Team → Disable) immediately frees their seat. We pro-rate within the billing period.
Can I switch plans mid-month?
Yes. Upgrade is instant and pro-rated. Downgrade applies at the start of the next billing cycle so you don't lose access to features mid-month.
What happens if I cancel?
Full access through the end of the current billing period, then your org goes read-only — reps can sign in and view data but can't write. Reactivate any time. To fully remove your data, use Settings → Data rights → Delete organization. Learn more.
Do you offer annual contracts?
Yes — annual prepay on Pro saves you two months (effectively $40/seat). Enterprise is annual-only. Contact sales@oratekdx.com.
Is Julie's inference cost included?
On Enterprise, yes. On Pro, you bring your own Anthropic or OpenAI API key — we don't mark it up. Typical heavy-user spend is $10–30 per rep per month directly to your AI provider.
What about HIPAA?
OraTek is designed not to handle PHI. We process B2B contact data (decision-makers at clinics/labs), not patient data. If your use case touches PHI, contact us about a BAA — available on Enterprise.
How do you handle multi-tenant isolation?
PostgreSQL Row-Level Security on every customer-data table. No application code path can read across orgs. Details on the Security page.
Is there a setup or implementation fee?
No. Pro is self-serve — sign up, start your trial, invite your reps. Enterprise includes white-glove onboarding at no extra cost, bundled in the annual contract.
Can I white-label it?
On Enterprise, yes — custom domain, custom branding, your colors and logos. Useful for franchisors, agencies reselling to clients, or industry-specific operators. Talk to sales.
What's your refund policy?
Monthly: no refunds, just cancel any time (you keep access through the period you paid for). Annual: pro-rated refund minus a 5% processing fee within the first 30 days; after that, term completes.
Try it free for 14 days.
Two-minute signup. No credit card required to start. Run your whole team on Pro for two weeks — if it doesn't earn its $49/seat, just let the trial expire.