Every quote shows what you pay for, what's included, and where the limits are before you approve a thing. No surprises on the invoice.
Four ways in. Pick the one costing you the most, prove it on your own numbers, and add the rest when you're ready.
Best for one market, offer, or upcoming mailing.
Creative, print, postage, specialty formats, multi-touch orchestration, and response operations.
Scope an audience pilotBest for one CRM full of old estimates and past customers.
Custom provider work, contact validation, outbound calling/SMS/email, ongoing scoring, and CRM write-back.
Scope a recovery pilotBest for one number, branch, or high-value call flow.
Phone usage, additional flows/languages, deep integrations, outbound follow-up, and ongoing optimization.
Scope a front-desk pilotBest for teams doing steady insurance work.
Carrier negotiation services, historical claim rework at volume, and custom estimating integrations.
Scope a claims pilotIf a proposal cannot explain these line items, the buyer cannot tell whether a lower number is actually cheaper.
| Line item | What it means | How it appears |
|---|---|---|
| Fixed implementation | Data mapping, call-flow design, campaign setup, testing, or provider-specific configuration. | One-time amount with deliverables and acceptance criteria. |
| Usage unit | The work that scales: properties, records, calls/minutes, messages, or active workflows. | Unit price, included volume, overage, and measurement source. |
| Pass-through expense | Print, postage, phone network, data vendor, or other third-party cost. | Separated from PorchRocket fees and estimated before approval. |
| Ongoing operations | Managed campaign work, monitoring, optimization, reporting, or customer-specific support. | Recurring scope with cadence, owner, and service boundary. |
| Limits and exclusions | Markets, providers, objects, languages, channels, or work outside the proposal. | Written beside the included scope, not buried in a surprise add-on. |
Wasted mail, a CRM full of quiet leads, missed calls, or the whole system.
Candidate properties, CRM records, monthly calls, locations, and integration boundaries.
Audience efficiency, recovered appointments, response coverage, or another measurable outcome.
Fixed work, usage, pass-through costs, limits, timeline, and what happens after the pilot.
Because the four products scale on different things: homes scored, CRM records worked, calls and messages handled, claims documented, and mail volume. One flat number would overcharge a small team and hide costs from a big one. Your quote shows the unit, the volume, what's included, and the cap before you approve anything.
They are shown separately. When PorchRocket coordinates a mail campaign, the proposal identifies data and campaign fees apart from print, postage, specialty formats, list-processing, or other pass-through production costs.
No. Pricing follows the work the system does for you: properties scored, CRM records worked, calls and messages handled, plus any clearly scoped setup. Your whole team can use it without a per-seat bill.
Yes. One mail campaign, one batch of CRM records, one phone line, or one active claim can each stand on its own. Start with the leak that costs you the most and add the rest when the first one pays.
No. Your order spells out the term, the usage, the renewal, and how to cancel. Scaling up is your call, made after you've seen it work on your own numbers.
Tell us your territory, your CRM size, or your call volume. You get a price built on your numbers, and you see exactly what it covers before you spend a dollar.