The Four Plans at a Glance
Choosing a CRM plan should not feel like decoding a spreadsheet. Most CRM vendors bury their pricing behind "contact sales" buttons and feature matrices that take 20 minutes to read. Dinamic5 takes a different approach: four clearly defined plans, each designed for a specific stage of business growth.
The goal is simple. You should never pay for features you do not use, and you should never hit a wall when your business is ready to scale. Whether you are a one-person operation testing CRM for the first time or a 50-person team running WhatsApp campaigns to thousands of customers, there is a plan that fits.
Here is the quick overview before we break down each plan in detail:
| Plan | Price | Best For | Key Differentiator |
|---|---|---|---|
| Free | $0 forever | Solopreneurs, freelancers, testing the platform | Full CRM basics with no time limit |
| Basic | $16/user/mo | Small teams (2-5 people) growing beyond spreadsheets | Deals, pipeline, projects, email campaigns |
| Advanced | $35/user/mo | Growing businesses with active sales and marketing | WhatsApp campaigns, PBX, quotes, invoices, 50 automations |
| Premium | $49/user/mo | Enterprise teams needing unlimited scale | Custom modules, white label, unlimited everything |
Free Plan: Who Is It For?
The Free plan is not a 14-day trial that locks you out. It is a permanent, fully functional CRM tier with no time limit and no credit card required. You can use it for a week, a month, or a year — it stays free.
This plan is ideal for:
- Solopreneurs and freelancers who need a central place for contacts, leads, and follow-ups instead of scattered notes and spreadsheets
- First-time CRM users who want to experience a real CRM before committing to a paid plan
- Side projects and micro-businesses that do not yet generate enough revenue to justify a software subscription
What you get: 1 user, contacts and leads management, calendar, documents, a dashboard, WhatsApp messaging (50 messages/day), 2 automations, 1 Facebook Lead form, and 1 GB of storage.
What you do not get: Deals and pipeline, projects, tickets, email inbox, reports, quotes, invoices, PBX, mass messaging, or API access. These are the features that matter once your sales process becomes more structured — and that is when upgrading to Basic makes sense.
Tip: Many CRM platforms advertise "free" plans that expire after 14 or 30 days. Dinamic5 Free has no expiration. Use it as long as you need. When you are ready to sell more systematically, upgrade — your data is already in the system.
Basic Plan: Who Is It For?
The Basic plan at $16 per user per month (billed annually) is where Dinamic5 becomes a real sales tool. This is the plan for small teams that have outgrown spreadsheets and need structure around their sales process.
This plan is ideal for:
- Small teams of 2-5 people who need everyone working from the same customer database
- Businesses tracking deals through a visual pipeline with stages (lead, proposal, negotiation, closed)
- Teams managing projects alongside sales — not just closing deals but delivering on them
- Companies sending basic email campaigns (3 campaigns per month included) to stay in touch with customers
Everything in Free, plus: Deals and pipeline management, products catalog, support tickets, project management, email inbox integration, 3 email campaigns per month, 10 automations (5 actions each), 3 scheduled automations, 3 Facebook Lead forms, 5,000 API calls per day, and 10 GB storage.
What you do not get: Quotes, invoices, PBX phone system, WhatsApp mass send, webhooks, digital signing, or AI assistant. If your business sends proposals, invoices, or runs WhatsApp marketing campaigns, you need the Advanced plan.
At $16/user/month, the Basic plan costs less than a team lunch. For comparison, Salesforce Starter is $25/user/month and Pipedrive Essential is $14/user/month — but neither includes project management or built-in WhatsApp messaging.
Advanced Plan: The Sweet Spot for Growing Businesses
Most Popular Plan
The Advanced plan at $35 per user per month is the most chosen plan by Dinamic5 customers. It unlocks the features that actively drive revenue: WhatsApp campaigns, Facebook lead capture at scale, cloud PBX, quoting, invoicing, and powerful automations.
If your business has moved beyond basic contact management and you are ready to run marketing campaigns, automate sales processes, and handle billing inside your CRM, this is the plan to choose. Here is why it stands out:
WhatsApp Mass Messaging and Broadcasts
The Advanced plan unlocks WhatsApp mass send and broadcast campaigns — up to 500 messages per day per user. This means a 5-person sales team can reach 2,500 customers per day with targeted WhatsApp messages. Segment your audience by deal stage, location, product interest, or any custom field, then send personalized campaigns directly from your CRM. According to Business of Apps (2025), WhatsApp messages have a 98% open rate compared to 20% for email — making this the single most effective outreach channel for most businesses.
Facebook Lead Ad Integration at Scale
With 10 Facebook Lead forms, the Advanced plan supports businesses running multiple ad campaigns targeting different audiences. Each form connects directly to your CRM — when a potential customer fills out your Facebook ad, their data appears instantly in Dinamic5 as a new lead, with the right salesperson notified automatically. No manual CSV exports, no copy-pasting, no leads falling through the cracks.
Cloud PBX for Professional Phone Handling
The Advanced plan includes a cloud PBX phone system. Route incoming calls to the right team member, record calls for training, log every conversation to the contact record automatically, and set up IVR menus. Your customers call one professional number and reach the right person every time.
Quotes, Invoices, and Digital Signatures
Create professional quotes and invoices directly from a deal record. Attach your product catalog, apply discounts, and send for digital signature — all without leaving the CRM. When the quote is signed, the deal stage updates automatically. No more switching between your CRM and billing software.
50 Automations with Unlimited Actions
While the Basic plan limits you to 10 automations with 5 actions each, the Advanced plan gives you 50 automations with unlimited actions per automation. Build multi-step workflows: when a new lead comes in from Facebook, automatically assign it, send a WhatsApp welcome message, create a follow-up task for day 3, and notify the sales manager — all in one automation.
Also included: Purchase orders, webhooks for custom integrations, AI assistant (1,000 tokens/month), 20 scheduled automations, 20 email campaigns per month, 50,000 API calls per day, and 50 GB storage.
Premium Plan: Enterprise Power
The Premium plan at $49 per user per month is built for organizations that need no limits. If your business has hit the ceiling on automations, needs custom data structures, or requires white-label branding, this is the tier that removes all restrictions.
This plan is ideal for:
- Enterprise teams (10+ users) running complex, multi-department sales processes
- Agencies and resellers who need white-label branding to present the CRM under their own brand
- Companies with unique data models that need the custom module builder to create fields, tables, and workflows that match their specific industry
- High-volume operations sending 5,000+ WhatsApp messages per day per user and running unlimited email campaigns
Everything in Advanced, plus: Unlimited automations, unlimited email campaigns, unlimited Facebook Lead forms, unlimited API calls, custom module builder, white label branding, enterprise security features, AI assistant (5,000 tokens/month), WhatsApp 5,000 messages per day per user, and 100 GB storage.
At $49/user/month, Dinamic5 Premium still costs less than Salesforce Professional ($80/user) or HubSpot Professional ($100/user) — while including features like WhatsApp, PBX, and project management that those platforms charge extra for.
Feature Comparison Table
This is the side-by-side view. Check marks indicate included features; dashes indicate features not available on that plan.
| Feature | Free | Basic | Advanced | Premium |
|---|---|---|---|---|
| Contacts & Leads | ✓ | ✓ | ✓ | ✓ |
| Calendar & Documents | ✓ | ✓ | ✓ | ✓ |
| Dashboard | ✓ | ✓ | ✓ | ✓ |
| WhatsApp Messaging | 50 msg/day | 50 msg/day | 500 msg/day | 5,000 msg/day |
| Deals & Pipeline | — | ✓ | ✓ | ✓ |
| Products Catalog | — | ✓ | ✓ | ✓ |
| Projects | — | ✓ | ✓ | ✓ |
| Tickets | — | ✓ | ✓ | ✓ |
| Email Inbox | — | ✓ | ✓ | ✓ |
| Reports | — | ✓ | ✓ | ✓ |
| Quotes & Invoices | — | — | ✓ | ✓ |
| Digital Signing | — | — | ✓ | ✓ |
| Cloud PBX | — | — | ✓ | ✓ |
| WhatsApp Mass Send | — | — | ✓ | ✓ |
| Purchase Orders | — | — | ✓ | ✓ |
| Webhooks | — | — | ✓ | ✓ |
| AI Assistant | — | — | 1,000 tokens/mo | 5,000 tokens/mo |
| Custom Module Builder | — | — | — | ✓ |
| White Label | — | — | — | ✓ |
| Enterprise Security | — | — | — | ✓ |
Plan Limits Reference
Every CRM plan has specific limits on usage. Knowing these upfront helps you choose the right plan without surprises. Here is the complete limits breakdown:
| Limit | Free | Basic | Advanced | Premium |
|---|---|---|---|---|
| Users | 1 | Per user | Per user | Per user |
| WhatsApp msg/day | 50 | 50 | 500/user | 5,000/user |
| Automations | 2 | 10 (5 actions) | 50 (unlimited actions) | Unlimited |
| Scheduled Automations | — | 3 | 20 | Unlimited |
| Facebook Lead Forms | 1 | 3 | 10 | Unlimited |
| Email Campaigns/mo | — | 3 | 20 | Unlimited |
| API Calls/day | — | 5,000 | 50,000 | Unlimited |
| Storage | 1 GB | 10 GB | 50 GB | 100 GB |
For full pricing details including monthly billing rates and add-on options, visit the Dinamic5 Pricing page.
What If I Outgrow My Plan?
This is one of the most common concerns when choosing a CRM plan — and it should not be. With Dinamic5, upgrading is instant and seamless. Here is exactly what happens:
Your data stays exactly where it is. Every contact, deal, note, document, email, and WhatsApp conversation remains intact. There is no migration, no export-import, no downtime. You click "Upgrade," choose your new plan, and the additional features appear immediately.
There is no lock-in. Dinamic5 does not require annual contracts (though annual billing saves you money). You can upgrade mid-month, and you will be charged the prorated difference. You can also downgrade — your data remains, and features beyond your new plan become read-only.
We grow with your business. Most companies start on Free or Basic, move to Advanced when they begin running WhatsApp campaigns or need quoting, and eventually reach Premium when they need custom modules or white-label. This progression is built into the product by design.
Real example: A 3-person consulting firm starts on the Free plan. After 2 months, they upgrade to Basic ($48/month for 3 users) to track deals in a pipeline. Six months later, they add WhatsApp mass messaging and move to Advanced ($105/month for 3 users). Their 400+ contacts, 50+ deals, and full communication history carry forward without any disruption.
How Dinamic5 Compares to Competitors
Price is not the only factor, but it matters — especially when you are comparing similar feature sets. Here is how Dinamic5 stacks up against the industry giants:
| Feature | Dinamic5 Advanced | Salesforce | HubSpot |
|---|---|---|---|
| Starting price | $35/user/mo | $75/user/mo (Professional) | $50/user/mo (Professional) |
| WhatsApp built-in | Included | Paid add-on | Paid add-on ($30+/mo) |
| PBX phone system | Included | Not available | Paid add-on |
| Project management | Included | Not available | Not available |
| Quotes & invoices | Included | $75+/user/mo tier | $100+/user/mo tier |
| Digital signatures | Included | Third-party needed | Third-party needed |
| Free plan available | Yes (forever) | No (30-day trial) | Yes (limited) |
The math speaks for itself. A 10-person team on Dinamic5 Advanced pays $350/month. The same team on Salesforce Professional pays $750/month — and still does not get WhatsApp, PBX, or project management. On HubSpot Professional, the same team pays $500/month without WhatsApp or PBX.
This does not mean Salesforce or HubSpot are bad products. They are excellent for their target markets. But for small and mid-size businesses that need CRM, communication, and project management in one place without enterprise pricing, Dinamic5 delivers significantly more value per dollar.