Compare Payaca Plans

Find the right plan for your team. See every feature included at each tier level.

Feature	Most Popular Growth Get a demo	Scale Contact sales
AI
Agent Dave (AI assistant) AI assistant for quotes, emails, and admin tasks	Included usage	Included usage
MCP server AI assistant integration for Claude, Cursor, etc.
Sales & Quoting
Interactive proposals with e-signatures
Quote line item management
Customer acceptance tracking
File Management
Project file storage Organise files into folders with templated structures added to projects	Unlimited	Unlimited
Templating
Templates Proposal, scheduling, task, and project templates
Custom document templates Fully branded HTML templates for certificates, reports & more
Custom email templates HTML emails matching your brand
Operations
Job management & scheduling
Team calendar
Timesheets & time tracking
Basic task management
Job forms & surveys Custom checklists, surveys with image capture, and AI-powered data extraction
Map-based scheduling Visual dispatch and route planning
Franchisee/multi-location management
CRM & Customer Management
Contact & company records
Project pipeline tracking
Pipeline guards Ensure data and forms are completed before moving to next stage
Activity history
Notes & attachments
Custom fields Capture exactly the data your business needs
Custom fieldsets Group fields into reusable templates for different job types
Customer Portal
Branded customer portal Projects, proposals, invoices, payments, bookings, shared files and document signing in one place
Custom domain yourcompany.payaca.site for customer portal
Virtual surveys Coming soon	Coming soon	Coming soon
Finance
Invoicing & payment collection
Online payments via Stripe Card and Pay by Bank. Transaction fees charged by Stripe
Payment reminders
SMS notifications Usage-based at 4p per message
Xero integration
QuickBooks integration
Workflow Automation
Templated automations Pre-built automation templates
Custom automations Build your own workflows with triggers and actions
Multi-step sequences Automate complex processes across your business
Conditional logic Different paths based on job type, value, customer, etc.
Integrations
Gmail integration
City Plumbing integration
OpenSolar integration
EasyPV integration
HeatPunk integration
Spruce integration
Simplified Energy integration
Zapier Connect to 2,000+ apps
OpenAPI access Build your own integrations
Custom integrations built to spec
Data warehouse sync Snowflake, BigQuery
ERP connections
Compliance (UK)
Energy certificate lookup
Grid connection applications (ENA Connect) G98/G99 applications to DNOs
MCS compliance documentation
Reporting & Analytics
Standard reports
Advanced reporting
Custom analytics dashboards
Support
Knowledge base access
Ticket-based support
Priority support
Dedicated onboarding
Support SLAs
Dedicated account manager
Dedicated industry-expert team
Onsite consulting
Priority feature development

Quick Summary

Core

Basic CRM, quoting, invoicing, and job management for small teams.

Growth

Everything in Core plus AI, custom automations, customer portal, and design tool integrations.

Scale

Everything in Growth plus enterprise integrations, SLAs, and dedicated support team.

Payaca is constantly evolving to meet customer needs. Features and availability are subject to change.

Not sure which plan?

Book a demo and we'll recommend the right plan based on your team size and requirements.

Book a demo

Need enterprise features?

Custom integrations, SLAs, data warehouse sync, and dedicated support for large teams.

Contact sales