Topline 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Topline

5.0

(12)

Pricing

Starting at $497.00 per month

About Topline

What is Topline?
Topline OS is an all-in-one growth operating system that brings together all the tools you need to run and grow your business in an easy to use, modern platform. It's packed with features like a complete CRM to keep track of all your customer interactions, sales and marketing automation to streamline your processes, and dynamic calendars to keep you organized. There's also a mobile app for on-the-go access, e-signature and payment processing, social media management, email marketing, custom marketing analytics, and even hosting courses and community groups. Topline is designed to save you time and money by replacing an endless and confusion stack of different tools with one comprehensive platform.

Who Uses Topline?
Topline is for anyone looking to take their business to the next level, with pricing that makes it easy for everyone to get on board. It's perfect for busy professionals, owners and founders in any field who want to stand out, including consulting firms, services businesses and companies with unique target markets and growth strategies. Topline professionals simply want to grow their business and not spend more time implementing tech. With the uniqu...

Topline Screenshots

Topline Pricing and Plans

Starting price: $497.00 per month

Free Trial

Free Version

Topline OS

Pricing available upon request

No plan information available

Topline OS Unlimited

Pricing available upon request

No plan information available

Topline OS - Flex Marketing

$497.00

flat rate, per month

No plan information available

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Topline Features

Popular features found in Contact Management
Calendar/Reminder System
CRM
Customizable Fields
Lead Capture
Prospecting Tools
Sales Forecasting
Sales Pipeline Management
Segmentation
Shared Contacts
Tagging
More features of Topline
A/B Testing
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Automated Scheduling
Batch Processing
Behavior Analytics
Business Card/Badge Scanning
Calendar Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Contact Database
Contact Management
Content Management
Conversion Rate Optimization
Conversion Tracking
Customer Journey Mapping
Customer Segmentation
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Data Import/Export
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Forecasting
For Small Businesses
Interaction Tracking
Landing Pages/Web Forms
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
List Management
Live Chat
Marketing Automation
Mass Texting
Mobile Access
Monitoring
Multi-Channel Marketing
Pipeline Reports
Quotes/Estimates
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Referral Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
ROI Tracking
Role-Based Permissions
Sales Reports
Search/Filter
Social Marketing
Social Media Integration
Social Media Monitoring
Social Promotion
Task Management
Template Management
Territory Management
Third-Party Integrations
Website Analytics
Workflow Management

Topline Integrations

Microsoft Outlook

Stripe

Google Calendar

authorize.net

PayPal

Zapier

See all 14 integrations

Topline User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.9

Greg B.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 6 months

Review source

Reviewed December 2024

The all in one management/CRM system of our dreams.

Could not be more thrilled with every aspect of working with Topline.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The way all the systems connect, the absolute best tool for every job, and a dashboard to watch how things are progressing. I also love the staff, their knowledge, their top marketing and tech skills, and the price. They are all amazing.

Cons:

Nothing. Everything is the best, and they all work together perfectly.

Reasons for choosing Topline

Al the capabilities of the others, but each tool is best-in-class, and the whole system is the best

Reasons for switching to Topline

To have one concise, cohesive system, and to graduate into the best systems possible for now and for our future growth.

Kat C.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used daily for less than 6 months

Reviewed March 2024

Blown away at first experience

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

From the moment that I was introduced to Topline I was blown away by the fact that all of these softwares as well as the growth support was available at the price of the subscription. It almost felt too good to be true but the fact that this true is such a testament to the level of care that the people behind this company have for service providers.

Cons:

I have yet to run into a con! I am thrilled with this platform.

Reasons for switching to Topline

Because paying for all of these other platforms is significantly more than what I pay for Topline and is also multiple different platforms as opposed to this platform that encompasses every single thing that I need.

Megan R.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2024

CRM on steroids!!

I’m glad we made the switch when we did! We haven’t looked back and are growing faster than ever!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the butler services when I’m stuck but also the mentoring has been a game changer.

Cons:

Haven’t had any thus far! It has so many tools it’s mind blowing!

Reasons for switching to Topline

Lack of support and knowledge from their account manager.

Brooke B.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Reviewed March 2024

Best platform for marketing!

Topline is helping us take our marketing agency to the next level. The coaching, the platform, and the confidence is all there!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Topline is the full package!!! Automations, campaign management, CRM, social media, and more! I haven’t found a platform that can do all that Topline does!

Cons:

Cons? There’s no such thing with Topline!

Reasons for switching to Topline

Their platform doesn’t include all the features we can get with Topline. Plus their support team isn’t supportive. The price wasn’t even worth what it offered.

Anthony J.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2024

My Sales Team's New Best Friend

After watching the Onboarding video everything was easy to navigate. I had a great experience with Topline and would highly recommend it to anyone hoping to simplify their life and growth.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best part of Topline is how it streamlines everything. We never wasted money on unused features. The automation suite – workflows, surveys, the whole deal – helped us run our business smoothly as a much larger company.

Cons:

The only thing I did not like was if you exit Topline you have to get a 2FA code from your email before you get back in. I wish you could stay logged in for a time of your choosing.

Reasons for choosing Topline

After reviewing all of the other alternatives and considering price, features, and capability it became obvious who was the best overall.

Lee J.

Verified reviewer

Construction

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2024

Great team for our home services marketing

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The whole team did a great job coming up with a plan on action for our home services business marketing.

Cons:

There are no cons yet. Everything has been smooth.

Maximus P.

Verified reviewer

Consumer Goods

2-10 employees

Used daily for less than 6 months

Reviewed March 2024

Incredible Value For Money and Great for Small Teams

It's been great for the small team I have. The CRM, automations, and tasks are are main uses and they're all great for the price.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The vast functionality it has is just incredible. We use it for about everything.

Cons:

The workflows are a huge part of what we use topline for and in a lot of places it doesn't have the functionality we need causing us to have to look else where for solutions or come up with complicated work arounds.

LAUREN W.

Verified reviewer

Management Consulting

2-10 employees

Used weekly for less than 6 months

Reviewed March 2024

Excellent option for small business

I find this service to be really beneficial for small businesses. Having managed my consulting practice independently for some time, this had made me recognize the potential for automation and has made me realize that I can effectively run my own business. It cuts out administrative tasks, and i'm excited to further expand my business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the variety of features. As a consultant, I didn't realize I had a need for a lot of the services offered and it made me realize how much I can automate to help grow my business.

Cons:

Can't say I have any yet - any questions or issues I have had were quickly addressed by the team.

David B.

Verified reviewer

Printing

Self-Employed

Used daily for less than 2 years

Reviewed February 2024

Topline replaced multiple software services

Very impressed with the depth of functionality with Topline. This one tool has replaced 3 tools that I was previously using (Wufoo for lead capture, Freshbooks for invoicing, and MixMax for email campaign follow-ups).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use, and the depth of the functionality. I was blown away by the funnel management, the communication capabilities, and the workflow automation potential. I have barely scratched the surface on Topline's AI functionality but am excited to leverage these capabilities soon.

Cons:

Some features such as the website chatbot didn't work for me immediately, but the support team was able to help me out and get my issues resolved quickly.

Jesse C.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 6 months

Reviewed February 2024

Stellar product; expert consulting