# What’s the Difference Between the Pro and Agency Plans?

At FormWise, both our **Pro** and **Agency** plans offer powerful ways to build, embed, and monetize AI tools—but they’re designed for different stages of growth and team needs.

Whether you're a solo creator launching your first AI toolset, or an agency embedding tools across client portals and CRMs, this breakdown will help you choose the right plan.

***

### ✅ **Pro Plan – For Individual Creators & Small Teams**

**Best For:**

* Coaches, consultants, and creators selling their own tools
* Solo founders or freelancers with one brand or audience
* Launching your first monetized AI-powered product

**Includes:**

* **10 Toolsets**
* **Unlimited SmartForms and CoPilots**
* **Unlimited AI responses (BYOK or shared key)**
* **Access to all OpenAI models, including GPT-4o**
* **Powerful Prompt Chaining & Multi-Step SmartForms**
* **Data Source Uploads (PDFs, CSVs, TXT)**
* **Web Browsing + URL Scraping**
* **Login Mode for monetizing toolsets**
* **Free HighLevel subaccount included ($97/mo value)**

**Limitations:**

* Toolset cap of 10
* No team collaboration or user roles
* No native HighLevel embedding for agencies

***

### 🏢 **Agency Plan – For Scaling, Teams, and Agencies**

**Best For:**

* GHL agencies embedding tools inside client subaccounts
* SaaS startups or multi-brand creators
* Teams working across multiple niches
* Reselling AI tools to multiple clients

**Includes Everything in Pro, PLUS:**

* **Unlimited Toolsets**
* **10 Collaborator Accounts**
* **Native GoHighLevel Integration**\
  → Seamlessly embed tools across subaccounts
* **Advanced OpenAI Configuration**\
  → Fine-tune models and defaults
* **Team-level management & usage control**
* **Higher file upload limits for data sources (20MB per file)**
* **Scaling support & early access to new features**

***

### ⚖️ Choosing Between Pro and Agency

| Feature                      | Pro                        | Agency                               |
| ---------------------------- | -------------------------- | ------------------------------------ |
| Toolsets                     | 10                         | Unlimited                            |
| Collaborators                | ❌                          | ✅ 10 seats                           |
| GHL Native Embedding         | ❌                          | ✅                                    |
| Intended User                | Solo creator or small team | Agency, team, or multi-niche builder |
| Team Management              | ❌                          | ✅                                    |
| Advanced OpenAI Settings     | ❌                          | ✅                                    |
| File Upload Limit (per file) | 2MB                        | 20MB                                 |
| Subaccount Embedding (GHL)   | Manual                     | Native Integration                   |

***

### 💬 Common Upgrade Triggers

* “I’m out of toolsets and want to scale more brands or audiences.”
* “I need collaborators or developers working inside my FormWise account.”
* “I run a GHL agency and want to embed tools across all client CRMs.”
* “I’m managing multiple client accounts or running multiple offers.”

***

### 📌 Final Notes

* Both plans come with **Login Mode**, allowing you to gate tools, charge for access, and manage user-level credits.
* You can upgrade or downgrade your plan at any time inside your **Billing Settings**.

Still unsure which plan is right for you?\
📩 Reach out to us at <hello@formwise.ai> or join the community in the [FormWise Facebook Group](https://facebook.com/groups/formwiseai).


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