We do our best to keep fees to an absolute minimum.

Outside of your regular monthly plan, you may be assessed certain use based fees depending on the features you use. These fees are typically billed to us by third party providers and passed on to you.

Examples of these fees include but are not limited to third party API calls, A2P registration, voice/SMS/email, certain AI features, certain third party integrations, etc.

In most cases, we cover the cost of these fees up front, and recoup the balance using your account wallet.

Yes. There are additional services available inside the system that you can subscribe to at anytime. These are optional services that are available through third party vendors and billed using your account wallet.

Additional monthly services include unlimited Conversational AI, Yext, WordPress, SEO, AI employees, and a range of other third-party apps available for download and integration.

Subscription costs will vary and you may start or cancel additional subscriptions at any time. For more information, please contact your account manager.

All accounts will have a billing wallet associated with their card on file. This wallet comes pre-loaded complimentary with a $10, 20, or $30 each month for our Basic, Advanced, and Professional plans respectively.

Every time you incur a billable charge, it will be deducted from your account wallet.

If you use up your complimentary credits during the month, you will be billed starting at $10 increments for future billable use charges.

Unused billing credits that you have paid for will rollover each month, however complimentary credits will not.

Most billable charges cost less than a penny. For example, on our Basic plan, you can send up to 10,000 emails in a month before you run out of credits and will be billed for future use.

Unlimited plan are available after a minimum 6 month waiting period and if approved by your account manager.

Absolutely! Feel free to modify the platform to meet your needs. Everything on our system except for certain compliance related processes are 100% customizable to any business need.

For your convenience, we offer three OPTIONAL "Done-for-You" packages. All packages will include industry specific workflows, along with customized workflows for your business.

BASIC: Includes fully customized and automated calendar, branded links, up to 3 smart lists, 1 custom opt-in form OR landing page with automation, 1 custom pipeline, necessary custom fields and custom values, local number A2P Registration.

ADVANCED: Includes everything in Tier 1 set up, plus product & payment processing set up, 1 custom funnel, 1 additional pipeline, 1 custom new lead follow up workflow.

PROFESSIONAL: Includes everything in Tier 2 set up plus, 1 affiliate portal OR 1 member portal, 1 custom website OR 1 online store (with supporting automation, supporting pipeline), 1 email marketing campaign, 4 hours VIP support.

If you're not sure which set up is best for you, please schedule a demo to learn more.

Every business has unique CRM needs, so we offer a wide range of services for getting set up and maintaining your system. Beyond the set up fees listed above, you can also hire a developer to create or customize any tool inside the CRM. Costs start at $500 per project. Please contact your account manager to discuss more details.

Yes. Every account receives an account manager that offers email/discord support. However, if you would like a dedicated CRM admin, you can upgrade to VIP support for an additional cost. Please contact your account manager for more details.