VineFileOrganize your clients. Earn from them again and again.
VineFile keeps every client's data organized in one file, tells you exactly when they're ready for repeat business, and pays you for connecting them to the right people when their needs fall outside what you do.
One day someone writes you a check for all of this.
Every file you work, every renewal you log, every referral you send compounds into a book of business with a real, defensible number attached to it. VineFile values your book like a buyer would, shows you exactly which moves raise the multiple, and — when you're ready — connects you to producers and acquirers in the built-in marketplace. Or use it the other way: buy someone else's book and absorb it into yours in one click.
Book Value score
A live enterprise-value estimate driven by recurring revenue, retention, diversification, growth and data quality — with the exact levers to move it.
Anonymous marketplace
List your whole book or a tagged slice. Buyers see the numbers, never your clients. Offers, counters and a private deal room are built in.
One-click handover
Accept an offer and the client files, deals, tasks and history move to the buyer's workspace intact. No spreadsheets, no data loss.
All your client data, organized
Import a spreadsheet, drop in an application PDF, or scan a business card — every property, policy, deal and detail lands on one organized client file.
Repeat business, surfaced for you
VineFile watches your own book and tells you who to call — rate savings, renewals, anniversaries — so past clients keep coming back to you.
Side income from connecting clients
When a client needs something outside your lane, hand them to a vetted partner or send the lead to the exchange and get paid for the introduction.
Your brand, your data
Every workspace is isolated with its own logo, colors and slug. Export everything to CSV whenever you want.
Simple pricing for serious growth
Try VineFile free for 5 days — no card needed. One membership for the whole platform. Lead credits are prepaid and spent only when you claim a lead — and you earn them back when someone claims yours.
Start with a 5-day free trial
Full access from day one with no card. Pick a plan whenever you're ready — nothing is charged until your 5 days are up.
Monthly
$20/ month
$20 per month
Free for your first 5 days
Full CRM, hotlist triggers, cross-industry exports and marketplace access.
Annual
Most popular$99/ year
$8 per month · save 59%
Free for your first 5 days
Everything in monthly, billed once a year.
2 years
Best value$179/ 2 years
$7 per month · save 63%
Free for your first 5 days
Prepay two years — best value for a book you're building to sell.
Lead credits
$25 per credit — $20 to the lead provider, $5 to VineFile.
Starter
4 credits
$100
Growth
11 credits
$250 · +1 bonus
Pro
28 credits
$625 · +3 bonus
Scale
70 credits
$1,500 · +10 bonus
Credits are spent to claim leads on the exchange. Sell a lead and you earn credits back — each one worth $20 to you.
Every new account starts with a 5-day free trial with full platform access and no card required. Pick a plan any time during the trial or when it ends — you are not charged until you choose one. Lead credits are purchased separately and are not included in the trial.