Your sales.
In full view.

BrightBoard helps sales teams track booked calls, rep activity, sales outcomes and collected cash. Dashboards and performance reports bring that work together so you can review performance without assembling every number by hand.

Solo is for one rep tracking their own performance across one or multiple companies and offers. Team supports up to five active people in one business workspace. Business supports unlimited people in one business workspace and includes Lumen AI and sales call analysis with 3,000 shared Lumen credits each month.

Yes. Solo is designed for one rep to track their own performance across one or multiple companies and offers. It is not a plan for managing other reps or tracking a whole team.

Team covers up to five active people. Business covers unlimited people within one business workspace.

Business includes Lumen answers, generated reports and call insights, with 3,000 credits shared across your workspace each month. BrightDesk funds included AI; no customer key is required. Credits reset monthly, including on annual subscriptions, with no included rollover. Solo and Team do not include AI.

One credit represents $0.01 of model usage, including fractional consumption. The 3,000 monthly credits provide $30 of model usage. Consumption varies by model and task; credits are not a count of messages or calls.

The seven-day Business trial includes one grant of 500 shared credits ($5 of model usage) for the entire workspace and trial, not per person or day. Converting to paid Business starts a separate 3,000-credit monthly allowance.

Included AI pauses, while saved insights and ordinary workspace features remain available. There are no automatic overage charges or silent switches to another funding source. Wait for the reset or explicitly select your own Vercel AI Gateway or OpenRouter key on Business. There is no BrightBoard connection fee; your provider bills that usage separately.

MCP access is included only with Business. Connect Claude or ChatGPT to your workspace with read-only access to your reporting. External AI client subscriptions and usage remain separate. Solo and Team do not include MCP access.

Solo is $30 per month or $288 paid annually ($24 per month equivalent). Team is $100 per month or $960 paid annually ($80 per month equivalent). Business is $200 per month or $1,920 paid annually ($160 per month equivalent). Annual plans are paid in full upfront and save 20% compared with 12 monthly payments. All prices are in USD.

Neither is required to start. Create your workspace, add a rep and a package, then record a native sales outcome. Supported integrations can be connected later; any third-party accounts or subscriptions are separate.

Workspace admins can view team-wide reporting and manage users and settings. Closers and setters have access based on their assigned role and rep profile. Lumen conversations are private to the person who created them.

You can export supported reporting tables as CSV, subject to your role’s access. On Business, Lumen also lets you open generated reports as PDFs and copy or download conversations as Markdown.

When you use Lumen, your question, relevant conversation context and reporting data are sent to the configured AI provider to generate an answer. Call analysis processes transcript text, speaker and timing information, and relevant call context to create insights. Read the BrightBoard privacy policy

Use Get Help in BrightBoard to report a problem or request a feature, then follow its status in Settings → Support. You can also email support@brightdesk.ai. Email support

Workspace administrators can manage the subscription in BrightBoard’s billing settings. Review the amount due and effective date before confirming a change. Cancellation shows when paid access ends.

Email support@brightdesk.ai. Refund requests are reviewed case by case. A request does not guarantee a refund or automatically cancel your subscription.