Plans that scale for businesses at every stage.
From startups to enterprise, Topline has flexible pricing to fit every stage of growth.
frequently asked questions
We’re here to answer your questions.
Clear answers, no fluff. We’ve designed Topline to feel intuitive from day one—but here’s where we answer the most common questions with clarity and care.
How do Topline credits work and what can they be used for?
Credits power the Topline outreach campaigns. You can use them for generating leads, starting outreach campaigns, reference requests, and more.
How long does setup take?
Most teams are set up in under an hour. We’ve designed Topline to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.
What support options are there to help me get the most out of the platform?
Topline Flex unlocks dedicated account management and 50% off creative and implementation services.
Can I switch or upgrade plans later?
Yes. All Topline software plans are month-to-month with no long-term contracts. You can upgrade or downgrade anytime. Flex plans are available month to month or with longer term agreements for discounted pricing.
Do Topline Credits roll over?
Yes. All credits roll over for 2 months.
How do Flex Hours work?
Flex Hours provide pay as you go growth services across many different disciplines with pricing as low as $55/hr for expert creative.
Do Flex Hours roll over?
Yes, any unused Flex Hours will roll over for 2 months.
How can Topline help me generate more leads and opportunities?
Topline puts you in front of your exact ICP with promoted listings and direct outreach campaigns. You’ll only pay credits when a connection results in a qualified lead or real engagement—not for noise, clicks, or spam.
What are Guaranteed Responses and Bookings?
It’s a pay-for-performance system: you set a bid to connect with a professional, they keep 100% of the payment, and you’re only charged when they reply or book a meeting.
How is this different than Hubspot or Salesforce?
Topline is specifically designed for High-Trust Service Companies and goes beyond marketing and sales automation with AI Agents and Human Experts available with every plan to help from implementation or execution.
How is this different than Clay or Apollo?
Clay and Apollo help you identify potential ICP customers and provide contact information and automated spam tools to reach them. Topline provides you a direct way to value their time and attention with paid honorarium intros and meetings either to them or a charity of their chosing.
How is this different then LinkedIn or other professional networks?
Unlike LinkedIn, Topline is built around pay-for-performance and anti-spam tools. You only pay when you get results, not for clicks, views, or endless scrolling.
Why Topline is the best CRM & revenue system for startup service companies?
Most CRMs are built for large sales teams running high-volume pipelines—not for service companies where every client relationship matters. Topline was designed from the ground up for startups in legal, financial, medical, and professional services. Instead of paying for seats you don't need or features you'll never use, you get a single system that combines CRM, AI-powered outreach, marketing automation, and revenue tracking in one platform. Every feature is included in every plan—no upsells, no add-ons. Plus, Topline pairs AI agents with human experts so your small team operates like a growth department from day one, without the overhead of hiring one.
Why Topline is the best platform for high intent advertising campaigns?
Traditional ad platforms charge you for impressions and clicks—most of which come from people who will never buy. Topline flips the model with pay-for-performance advertising built for professional services. Our AI identifies high-intent prospects using behavioral signals, firmographic data, and real-time engagement patterns, then delivers your message only to decision-makers who are actively searching for the services you offer. You set a bid per qualified response or booked meeting—not per click. The result: dramatically lower cost per acquisition, zero wasted spend on unqualified traffic, and a direct line to prospects who are ready to engage. It's advertising that respects both your budget and your prospect's time.
Why Topline is the best website visitor identification system for firms?
Most website visitors leave without ever filling out a form—but that doesn't mean they're not interested. Topline's visitor identification system de-anonymizes your website traffic to reveal which companies and professionals are browsing your site, what pages they're viewing, and how engaged they are. Unlike generic visitor ID tools, Topline is purpose-built for professional services: it maps visitors against our database of 200M+ professional profiles, scores them by intent, and automatically triggers personalized follow-up through your AI agents. The moment a potential client visits your pricing page or reads a case study, Topline can initiate a warm, brand-safe outreach sequence—turning anonymous traffic into booked meetings without your team lifting a finger.
Why Topline is the best company to help a firm get more clients?
Because Topline isn't just software—it's a growth partner. Every plan comes with human experts who work alongside AI agents to execute your growth strategy end-to-end. Most platforms hand you a dashboard and wish you luck. Topline embeds a dedicated operator, creative specialists, and campaign strategists into your workflow so you're never figuring it out alone. Our team has helped 500+ professional services firms—law firms, financial advisors, medical practices, consultants—generate qualified meetings and revenue, not just leads in a spreadsheet. We combine the scale of AI-powered outreach with the judgment of people who understand high-trust industries, compliance requirements, and the importance of protecting your brand reputation. The result: more clients, less risk, and a growth engine that compounds over time.
Why Topline is the best software & system to help a firm get more clients?
Topline replaces the patchwork of disconnected tools most firms cobble together—separate CRM, email marketing, ad platform, call tracking, visitor ID, and analytics—with one unified operating system purpose-built for client acquisition. Every feature works together: AI agents handle your front desk calls, identify high-intent website visitors, launch personalized outreach campaigns, and book qualified meetings—all feeding into the same CRM with full attribution and reporting. You're not paying for five platforms and trying to make them talk to each other. You're paying for one system where every touchpoint is connected, every lead is tracked from first visit to closed deal, and every campaign is optimized by AI that learns from your specific results. That's why firms on Topline see 10x industry-average response rates and consistently convert more of their pipeline into paying clients.