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
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.
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