Pricing
Simple, transparent pricing.
Choose the plan that fits your workflow.
MonthlyYearlySave 10%
Starter
For individual professionals getting started.
$35/month
Billed annually
+ $1/hour recorded
Best for: Solo advisors and agents
- Up to 20 meetings/month
- Auto-join for Zoom & Meet
- Audio upload for in-person meetings
- Basic CRM integration (1 platform)
- 7-day transcript retention
- Email support
Most popular
Pro
For professionals who need more power.
$53/month
Billed annually
+ $1/hour recorded
Best for: Active client-facing professionals
- Unlimited meetings
- All meeting platforms
- Audio upload for in-person meetings
- Advanced CRM integrations (3 platforms)
- 30-day transcript retention
- Custom field mapping
- Task automation
- Priority support
Business
For growing teams that need collaboration.
$89/month
Billed annually
+ $1/hour recorded
Best for: 1-5 teams
- Everything in Pro
- Unlimited CRM integrations
- Custom retention policies
- Unlimited teams
- Team analytics dashboard
- Admin controls & permissions
- SSO / SAML
- Dedicated account manager
Enterprise
For organizations with advanced compliance needs.
Contact us
+ $1/hour recorded
Best for: Large organizations
- Everything in Business
- Compliance Intelligence
- Coaching dashboards
- Advanced risk analytics
- Custom integrations
- Audit-ready exports
- 24/7 priority support
- Custom SLA
Frequently asked questions
What happens to my data after a meeting?
Shuli processes your meeting — whether auto-captured or uploaded — extracts the relevant business information, and stores only the structured summary. Raw recordings and uploaded audio files are deleted after processing, and you control how long summaries are retained.
Can I delete my data at any time?
Yes. You can delete any meeting data instantly from your dashboard. Once deleted, it's gone from our servers completely. No backups, no traces.
Which CRMs do you integrate with?
We support Salesforce, HubSpot, Redtail, Wealthbox, and more. Pro plans include 3 CRM integrations, while Business and Enterprise plans offer unlimited integrations. See our integrations page for the full list.
Can I cancel anytime?
Yes! You can cancel your subscription at any time. No long-term contracts or cancellation fees.
What support do you offer?
Starter plans include email support with 24-hour response times. Pro plans get priority support with faster response. Business plans include a dedicated account manager, and Enterprise plans add 24/7 priority support with custom SLAs.
What is the usage-based pricing?
All plans include a $1/hour recorded fee on top of the monthly subscription. This applies to both auto-captured meetings and uploaded audio files, and covers transcription, AI processing, and storage costs. There's no markup — we pass through our infrastructure costs directly.
Can I switch plans later?
Absolutely. Upgrade or downgrade anytime from your account settings. Changes take effect on your next billing cycle, and we'll prorate any differences.
Still have questions?
Our team is happy to walk you through Shuli and help you find the right plan.
Talk to sales