Yes. The initial set up fee covers the cost of initial customization for your CRM.

CRM1: $500 (one time). Includes custom domains, agent landing page, phone registration, lead integration, and calendar set up.

CRM2: $1000 (One time; $500 if upgrading). Includes everything in CRM1, plus VA user set up & training, round robin calendar system, updated landing page, new agent launch.

Once you set up your account, you will be invoiced for 50% of your set up fee. Once set up is complete, you will be invoiced for the remaining 50%.

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 credits that renew each month. CRM 1 includes $15 of credits, CRM 2 includes $20 of credits.

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 rollover.

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

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.

Want help customizing your system? We can help you out for a nominal fee. Speak with your account manager 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.

What can be refunded:

Current month service plan if cancelled within 14 days of the charge date (prorated).

Deposits on custom set up if cancelled before 50% of the set up process is complete.

What cannot be refunded:

Custom set ups once approved and paid in full.

Wallet transactions.

Prior months' service charges.

Third-party charges.

Accounts will be suspended for 30 days. During suspension, any CRM phone numbers will be disconnected, third-party domains will be disconnected, and additional users will be deleted.

After 30 days, your account and all of your data will be deleted and will not be recoverable.

If you choose to sign up again after cancelling, you will need to start fresh, included phone registration, customization, etc, and you will lose any discounts applied to your prior account.