Calliope's three SaaS tiers are priced per user, per month. Plus CalliopeSales for teams who need strategic GTM support, not just a platform. Most teams replace 2–3 existing subscriptions and free up significant analyst time — the ROI math is usually obvious inside 30 days.
Form 5500 search, simplified.
For individual prospectors who want clean, queryable access to the full 5-year archive without the bloat of a full platform.
Sign up for BasicThe AI intelligence platform.
For commercial teams. Territory intelligence, account signals, and adaptable enrichment — built on five years of employee benefits filings.
Start 7-day free trialYour AI benefits analyst.
On-demand conversational research grounded in five years of benefits filings and every Calliope reasoning tool, with real-time web research layered on top. Works standalone or pairs with Flow for book and territory scoping. Invite only — request access below.
Request accessCalliopeSales is the strategic GTM consulting arm — territory design, broker relationship strategy, new market entry, and embedded analyst support for teams who need a partner, not just a tool.
Visit CalliopeSalesQuantitative territory design and geographic allocation based on TAM, account signals, and producer capacity.
Relationship mapping and GTM sequencing for digital health and vendor teams.
New geography, new vertical, new product launch playbooks powered by Calliope data.
Fractional analyst support for teams that need Calliope intelligence delivered as a service.
Most teams consolidate 2–3 existing subscriptions when they move to Calliope: a 5500 provider (Judy Diamond, BenefitFlow, PlanFacts, Zywave), a contact enrichment stack (Clay, ZoomInfo), and often a BI or analyst tool. The combined subscription savings typically cover Calliope's cost on their own — before the analyst-time savings factor in.
Pricing is per seat. Each user gets their own login, their own territory, and their own configurations. Volume discounts start at 10 seats. Teams often deploy a mix — CalliopeFlow for producers, CalliopeResearch for sales strategy and leadership — though the right mix depends on your workflow.
CalliopeBasic is fully self-serve — sign up in minutes and you have the full 5-year archive. CalliopeFlow includes a 7-day free trial with full read access to territory intelligence, account signals, and contact enrichment — exporting is disabled during the trial. CalliopeResearch is currently invite-only; request access on the pricing page and we'll onboard qualified teams. For any tier, we're happy to run a live demo against your actual book of business — bring five accounts and we'll show you what your territory looks like before you commit.
Every plan and filing is sourced from public Form 5500 filings released by the Department of Labor. Calliope ingests, normalizes, classifies, and enriches the filings across a 5-year rolling window. Entity resolution, PEO/MEP inference, and benchmarking logic are proprietary.
Yes. CalliopeResearch can be purchased on its own for teams who need conversational access to five years of filings, entity resolution, and the full Calliope reasoning layer. Teams who also use CalliopeFlow get a discount on Research — and their answers can be scoped to their specific book and territory.
Salesforce, HubSpot, Outreach, and Slack integrations are on the CalliopeFlow roadmap — coming soon. Custom integrations are available on request for enterprise deployments.
Thirty minutes. No slides. Bring your hardest accounts.