Client Portal CRM · pricing · Updated September 2026
Indy pricing (2026)
Indy starts at $0/mo (Free) as checked on 2026-09-02, read from Indy's own pricing page; 2 plans. Best for freelancers. Every figure below links to its source and the date we captured it.
At a glance
- Entry price: $0/mo (Free)
- Free tier: Yes · 7-day trial
- Compliance: HIPAA — · SOC 2 — · GDPR —
- Best for: freelancers; solopreneurs; independent contractors; first-time business owners
As of · every figure below links to its source
Indy plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| Free | $0 | — | flat | Forever free. Up to 3 clients; 3 proposals/contracts/invoices per month (limits do not roll over); projects, calendar, forms, tasks, time tracker; 10GB storage (200MB max per file). | weareindy.com |
| Pro | $25 | — | flat | Unlimited proposals, contracts, invoices, and clients. AI assistant, branded client portal, customizable templates, 1TB storage, recurring invoices, Zapier, Google Calendar sync, embedded forms, white labeling, Gmail, live chat. CONFLICT: live weareindy.com/pricing shows only $12.50/mo billed $300 every 2 years (biennial); help center (Oct 2024) states $25/mo monthly and $225/yr annual. 7-day free trial auto-enrolls into Pro; 30-day money-back guarantee. | weareindy.com |
Last verified 2026-09-02. weareindy.com/pricing fetched 2026-06-18: the live page now surfaces only the biennial display for Pro ($12.50/mo billed $300 every 2 years). The help-center article (help.weareindy.com, last updated Oct 2024) still states $25/mo month-to-month and $225/yr annual. monthlyUsd retained at the corroborated month-to-month rate ($25; help center + third-party reviews), but the live page no longer publishes a separate annual/monthly breakdown, so annualDiscountPct=null and notes flag the conflict. indy.app is a parked GoDaddy page; product operates at weareindy.com. Re-verified 2026-09-02 against the live pricing page; published figures unchanged.
Price changes
Price on record
$25/moFirst on record 2026-06-27
A new dated entry is stamped here each time the price moves — the record builds itself.
Tracked since June 2026. No change record has cleared two sources yet, so nothing is published on the wire.
Capabilities
Integrations: Zapier, Google Calendar, Gmail.
Key features: Forever-free plan for solo freelancers starting out; Branded client portal with white labeling on Pro; AI digital assistant included in Pro; 30-day money-back guarantee on Pro.
Plan limits: Free: 3 clients, 3 proposals/contracts/invoices per month, 10GB storage; Pro: unlimited clients and documents, 1TB storage.
Frequently asked questions
How much does Indy cost?
Indy starts at $0/mo (Free); it has 2 published plans. Verified 2026-09-02.
What are cheaper alternatives to Indy?
Cheaper client portal CRM than Indy (entry $0/mo) include Moxie at $12/mo, Bonsai at $15/mo, Plutio at $19/mo. Verified 2026-09-02.
Does Indy support HIPAA?
Indy HIPAA support: —. SOC 2: —. GDPR: —.
Does Indy have a free plan?
Indy free tier: Yes; 7-day free trial.
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Display this standing
Indy currently holds a bronze deskmark here — Rank 7 of 8 · Client Portal CRM. Anyone may show it. There is nothing to apply for, nothing to pay, and displaying it changes no score: the standing comes from the published algorithm and money never touches it.
The image is drawn from our live data, so it follows the standing rather than freezing it: if Indy moves up or down a tier, the plaque on your own site says so at our next publish. Nothing is tracked beyond the ordinary web-server log that records any image request.