Capablio

Handbook

User-facing offerings, pricing hypotheses, and entitlement distribution

These are product hypotheses inherited from the adaptive-framework pack. They should be validated commercially before publication. Exact prices must live in one configuration/content source shared by marketing, checkout…

Updated

Billing unit

An active subject seat is a person whose longitudinal profile, programs, results, or PDP are actively managed during the billing window.

  • Invited internal and external raters do not consume subject seats.
  • Archived leavers do not consume active seats while retained records follow policy.
  • A person with multiple roles consumes one subject seat when they are an active subject.
  • Global and tenant administrators who are not subjects should not automatically consume seats unless the commercial model explicitly says so.
Plan Intended buyer Indicative price hypothesis Main promise
Free One person trying Capablio $0 Experience a starter feedback and development loop
Individual One active professional $8/month annual or $10 monthly Run personal feedback, imports, and development over time
Team Teams and smaller organizations $8/active subject/month annual or $10 monthly; 5-seat minimum Govern recurring programs, 360 feedback, tenant content, and team analytics
Enterprise Larger, complex, or regulated organizations Volume quote, often $5–8/active subject/month; suggested $18,000 annual minimum Identity, integrations, advanced governance, multi-entity operations, and support

Do not publish benchmark discounts or enterprise ranges as commitments without commercial approval.

Feature matrix

Capability Free Individual Team Enterprise
Active subjects 1 1 5–249 default band Contracted
Guest/internal/external raters Included Included Included Included
Active programs 1 5 personal 25 tenant Contracted/high
Cadences Monthly, quarterly, annual Daily through annual Daily through annual + event All + advanced calendars
Starter packs Limited Full personal Full standard tenant Full + custom/global releases
Custom questions No or very limited Personal Tenant library Delegated governance and higher limits
Custom bundles No Personal Tenant Advanced/branching and governed publishing
Advanced coverage engine Basic rotation Personal coverage Included Included + advanced simulation/audit
PDP goals 1 Multiple Multiple Multiple + policy/governance
PDP recurrence override Limited Included Included Included
Mini/full 360 One mini cycle/year Two personal cycles/year Up to four cycles/subject/year default Contracted
Customer/external rater workflows Limited Included Included Included + custom policy
Thomas/PDF import Summary Item-level personal Bulk/manual review API/custom adapter and bulk
Personal history 90 days Long-term personal 36 months default Tenant-configurable
Team analytics No No Included Included
Organization analytics No No Basic Advanced, multi-unit
PDF export Neutral limited Personal Branded tenant Custom templates
CSV/data export No Personal Authorized aggregate Governed full export/warehouse
Slack/Microsoft Teams No Optional personal Included Included with admin policy
CSV directory import No N/A Included Included
OAuth/passwordless Included as supported Included Included Included
SAML/OIDC SSO No No Add-on or upper Team Included
SCIM No No Add-on Included
HRIS connectors No No Optional one Multiple/custom
Public API/webhooks No Personal export only Limited read/webhooks Full governed API
Audit history Basic account events Personal events 12 months default Configurable/SIEM export
Custom retention No Personal rights Standard presets Advanced policy/legal hold where released
Data region/residency Shared default Shared default Standard offered regions only Contracted supported regions
Customer-managed keys No No No/add-on only if released Add-on only if actually implemented
AI authoring Trial quota Personal quota Tenant quota Policy-controlled higher quota
AI summaries/coaching Limited or none Personal quota Included as released Policy/model controls
Support Self-service Email Email/onboarding Dedicated success/SLA/security support

Entitlement domains

Use machine-readable keys grouped by domain:

seats.subject.active_limit
programs.active_limit
programs.allowed_cadences
programs.event_triggers
questions.custom_family_limit
questions.custom_pack_limit
questions.advanced_coverage
feedback.full_360_cycles_per_year
feedback.external_raters
pdp.active_goal_limit
pdp.recurrence_overrides
analytics.team
analytics.organization_level
history.months
imports.thomas_level
integrations.csv_directory
integrations.sso
integrations.scim
integrations.hris_count
integrations.api_scope
integrations.webhook_limit
security.audit_months
security.custom_retention
security.data_regions
security.customer_managed_key
ai.authoring_quota
ai.summary_quota
support.tier

Toggle behavior

  • Entitlements are evaluated server-side.
  • The UI receives a safe capability summary and explains unavailable features.
  • Marketing/pricing uses the same plan definition source.
  • Tenant overrides have owner, reason, effective dates, and audit.
  • Trials and grace periods are explicit states.
  • Feature flags control rollout, not purchase rights.
  • A disabled feature must fail safely at API and job layers, not only disappear from navigation.

Add-on hypotheses

  • SAML + SCIM for Team
  • Additional HRIS connector
  • Managed framework design
  • Facilitated 360 debrief
  • Private data plane/customer-managed key, only if implemented
  • Premium AI usage
  • Validated custom instrument research as professional services

Marketing rules

  • Use “from” pricing only when the minimum and billing conditions are visible.
  • State whether prices are monthly or annually billed.
  • Define active subject seats close to the price table.
  • State that raters are free.
  • Do not bury enterprise minimums or required onboarding fees.
  • Do not advertise a security/integration feature before it is implemented and supportable.