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SentryFirm pricing

#22 of 27 in Client Intake Software

SentryFirm costs from $250/mo on its cheapest paid plan; 3 plans in all, as listed on sentrypointsystems.com — prices checked 20 Sep 2026.

7.1/10Editor score
SentryFirm7.1 Visit SentryFirm

SentryFirm pricing at a glance

Plans Paid No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on sentrypointsystems.com

SentryFirm plans & pricing

PlanPriceKey limits
Guided Setup$1,000 one-time Starting at $1,000 setup$250/mo $250/month
  • 1 intake workflow
Workflow Plus$2,000 one-time Starting at $2,000 setup$400/mo $400/month
  • Everything in Guided Setup
  • Multiple workflow variations
  • More detailed intake configuration
  • Additional staff onboarding
  • Continued workflow refinement
  • Priority support
Tailored SentryFirm Portal$4,000 one-time Starting at $4,000+ setup$650/mo $650/month
  • Everything in Workflow Plus
  • More tailored dashboard or portal needs
  • Deeper workflow customization
  • Automation or integration planning
  • Phased customization
  • Tailored portal, dashboard, or internal workflow

Prices as published by the vendor on sentrypointsystems.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Small business
  • Free plan
    No
  • Paid from
    $250/mo
  • Client portal
    Yes

Our full SentryFirm verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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