Flexi Plan
Everything to run your desk
₹10,000/year+ GST
- Contacts
- Leads
- Policy / Wealth / Loan (any one)
- Planner
- Google Drive integration
- Google Calendar sync
- WhatsApp reminders
- Referrals
- 1,000 emails / month
- Automated email reminders
Pricing
One simple plan. Add only what you need.
Start with the Flexi Plan, which has everything you need to run your desk. Add modules, users and integrations whenever your business grows.
Book a free demo to see AgentDesk with your own kind of work. Prices are per year and exclude GST.
Add-ons
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Additional Module
Add Policy, Wealth or Loans
₹6,000/year+ GST -
DSA Manager Add-on
For loan DSA businesses
₹3,000/year+ GST -
Form Customization
₹3,000/year+ GST -
Webhook Forms & Meta Integration
₹3,000/year+ GST -
Additional Users
₹1,000/user/year+ GST -
Priority Support
₹3,000/year+ GST
All prices are per year and exclude GST, which is added to your invoice. Pay securely by UPI, card or net banking.
Money-back guarantee
Pay with confidence. 14 days to change your mind.
Subscribe, set up your team and use AgentDesk with your real clients and follow-ups. If it is not right for your business, ask within 14 days of your first payment and we refund it in full.
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Subscribe
Pay for the Flexi Plan and any add-ons you need.
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Use it for 14 days
Bring in your clients, policies and follow-ups and work as usual.
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Not right? Get your money back
Email support@agentdesk.co.in within 14 days of paying, and we refund your first payment.
- Covers your first payment: the plan and any add-ons bought with it
- Ask within 14 days of the payment date
- Refunded to the original payment method
- Renewals and add-ons bought later are not covered
Risk-free start
14
day money-back guarantee
Move the slider to see when you can still ask for your money back.
Good to know
A few simple points about how pricing works.
- Every price is for one year, and GST is added to the invoice.
- The Flexi Plan includes one module of your choice: Policy, Wealth or Loan. Add the others as Additional Modules.
- Additional users are charged per user, per year.
- Book a free demo to see AgentDesk before you pay.
- Pay online by UPI, card or net banking through Razorpay and get a GST receipt.
- Your first payment comes with a 14-day money-back guarantee. After that, fees are not refundable.
See it before you buy
Book a free, guided demo. Our team will show you AgentDesk with examples from insurance, investments or loans, whichever you handle, and answer your questions before you choose what to pay for.
Pricing questions
Questions about plans and prices
Can’t find your answer? Talk to the team.
How much does AgentDesk cost?
The Flexi Plan costs ₹10,000 a year plus GST. It includes contacts, leads, one module (Policy, Wealth or Loan), the Planner, Google Drive and Google Calendar, WhatsApp and automated email reminders, referrals and 1,000 emails a month.
What can I add to the Flexi Plan?
You can add an Additional Module (Policy, Wealth or Loans) for ₹6,000 a year, the DSA Manager Add-on for ₹4,000 a year, Form Customization for ₹3,000 a year, Webhook Forms and Meta Integration for ₹3,000 a year, Additional Users for ₹1,000 per user per year, and Priority Support for ₹3,000 a year. All prices are plus GST.
Can I see AgentDesk before I pay?
Yes. Book a free demo and our team will walk you through AgentDesk and answer your questions before you choose a plan.
Do prices include GST?
No. Prices are per year and exclude GST, which is added to the invoice. You receive a numbered GST receipt for every payment.
How can I pay?
Pay online by UPI, debit or credit card, or net banking through Razorpay.
Can I get a refund?
Yes, within 14 days of your first payment. If AgentDesk is not right for your business, email support@agentdesk.co.in within 14 days and we refund your first payment in full, including any add-ons bought with it. Renewals and add-ons bought later are not refundable, except where the law requires otherwise. See the terms and conditions.
Billing and receipts
Subscribers can view plan usage, renewal date and payment information from the billing page. Online payments support cards, UPI and net banking through Razorpay, and every completed payment gets a numbered receipt with GST details.
- UPI
- Cards
- Net banking
- GST receipt
Before you choose
Not sure which add-ons you need?
Tell the team whether you handle insurance, investments, loans or all three, and they will suggest the right mix.
