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.

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✅ 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

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🏢 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

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⚖️ 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

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💬 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.”

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📌 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 [e-mail] or join the community in the FormWise Facebook Group.