One workspace.
A plan for your team.

Start with your own workflow or Specter’s Finance experience. Keep customers, work and follow-up together.

Standard

$200 / month

Starting price · $100 per user / month

Your business, on boards you can shape.

Custom boards, columns and customer records
Communications and team follow-up
Invoicing, customer payments and budgets
Connected accounting

Build your workspace

Seat allocation and final total confirmed with our team.

Enterprise Pack

$600 / month

Starting price · team scope confirmed

Specter under your company’s brand.

The workspace foundation, plus outreach and bulk messaging tools
Custom domains for forms and the CRM
Custom domain for the merchant portal
Full white-label branding and deployment

Discuss your Enterprise Pack

Private infrastructure is separately scoped.

Compare what your team gets.

The same workspace foundation. Enterprise adds outreach and your own brand.

Capability	Standard	Enterprise Pack
Custom boards, columns and dropdowns	Included	Included
Customer records, ownership and follow-up	Included	Included
Connected communications	Included; usage terms apply	Included; usage terms apply
Invoicing, customer payments and budgets	Included; processing terms apply	Included; processing terms apply
Connected accounting	Included; connection scope confirmed	Included; connection scope confirmed
Outreach and bulk messaging tools	Enterprise Pack	Included; usage terms apply
Custom domain for forms	Enterprise Pack	Included
Custom domain for the CRM	Enterprise Pack	Included
Custom domain for the merchant portal	Enterprise Pack	Included
Company branding and white-label deployment	Enterprise Pack	Included
Private infrastructure / on-premises AI	Separately scoped	Separately scoped

Included seats, usage allowances, setup and connected-service charges are confirmed in your proposal. This comparison does not promise unlimited usage.

Finance depth.
Your way of working.

Keep the specialist workflow—not another disconnected system. Start with the Finance Pack and shape it around your team.

Explore the Finance product

Broker operations: Intake, documents, pipeline ownership, lender routing and customer follow-up.
Underwriting preparation: Organize financial information, stipulations and review steps alongside the deal record.
Lender operations: Discuss your submission, review and servicing workflow, integrations and implementation scope. See the lender experience and service pricing.

Specialist Finance services.

These are separate conversations from choosing a CRM workspace plan. Confirm availability, eligibility and current terms with our team.

Discuss Finance services

Ghost-brokering service: Discuss supported submission arrangements, participating counterparties, permissions and commercial scope. Do not assume this service is included in a workspace subscription.
Founding-lender program: Ask whether the founding-lender incentive is available for your organization. Any incentive, duration and eligibility must be confirmed in writing; historic offers are not assumed.

Before you choose.

How does user pricing work?

Standard starts at $200 per month, with user pricing of $100 per user per month. Confirm included seats and your complete monthly total with our team. Enterprise starts at $600 per month; seat allocation and user charges are confirmed in your proposal.

Can I start with a Finance workspace?

Yes. Use Specter’s Finance workflows as your starting point, or build custom boards around another business. Specialist lender services, integrations and onboarding are confirmed for your implementation.

Are messaging and payment charges included?

Do not assume unlimited messaging or zero processing fees. Messaging, payments, connected services and other usage are subject to their applicable charges and terms. We confirm those before you commit.

What does white-label include?

The Enterprise Pack includes company branding and custom domain mapping for forms, the CRM and the merchant portal. We confirm the domains, setup and deployment scope with you.

Does Enterprise include private hosting or in-house AI?

No. Dedicated infrastructure, on-premises deployment and privately hosted AI are separate engagements, priced and scoped for your requirements.

Does trying the website start a subscription?

No. Building an example workspace on this website does not charge you or start a subscription. Subscription, onboarding and cancellation terms are confirmed when you arrange your plan.

Let’s put a clear scope around it.

Confirm seats, setup, usage and connected services before you commit.

Talk through your plan