Basic
Plan
Great for new brands or small projects that want some clear guidance without all the fuss.
$ 59.00 USD
- 1 Active project at a time
- Up to 5 GB storage
- Email support
- Access to core tools & templates
- Monthly backups
About Pro plan
The Pro plan is perfect for small teams or shops that want essential support without the fuss. It’s a simple way to kick things off quickly — giving you core tools, email support, and analytics, all for a budget-friendly monthly fee.
Subscription Choices
Great for small teams and startups.
Questions? We've got answers.
Potion is built for startups, small-to-medium-sized businesses, and finance teams looking to simplify and modernize their financial workflows. Whether you're a solo entrepreneur or managing multiple teams, Potion scales with your needs.
Potion is built for startups, small-to-medium-sized businesses, and finance teams looking to simplify and modernize their financial workflows. Whether you're a solo entrepreneur or managing multiple teams, Potion scales with your needs.
Yes. Potion is SOC 2 Type I compliant, securing your data both in transit (TLS 1.2) and at rest sendpotion.com. It uses encrypted backups, AWS-hosted infrastructure, and handles payment info securely via Stripe—without ever storing credit card details themselves . This ensures enterprise-grade data protection.
Absolutely! Potion offers seamless integration with 50+ tools, including popular CRMs and marketing platforms like Salesforce, HubSpot, Outreach, Apollo, and more sendpotion.com+1help.sendpotion.com+1. Through Zapier support, you can easily connect and automate workflows across your tech stack .
Additionally, Potion maintains comprehensive YouTube tutorials, step‑by‑step help articles, and FAQs covering everything from setup to best practices
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