Yes. Set up fees can vary based on the the scope of the project.

Costs range from $500 to $1,500 for Basic, $2,000 to 3,500 for Advanced, and $4,000+ for Professional (Installation can be arranged on a tiered basis to spread out the cost).

You will receive a quote based on your set up requirements after your consult.

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 based on your CRM type.

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 5,000 emails in a month before you run out of credits (Basic Plan) 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 after initial set up.

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 starting at $500 per month.

VIP support includes priority help, workflow management, system updates, and more.

Please contact your account manager for more details.

What can be refunded:

Monthly service fee (prorated) if cancelled with in 30 days of activation.

What cannot be refunded:

Custom set ups once approved and paid in full.

Wallet transactions.

Prior months' service charges.

Third-party app charges whether incurred inside or outside of your account wallet.

All data is deleted after a 30 day cool down.

After cool down, 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.

Need to take a break and don't want to lose all your data? Contact your account manager about suspending services up to 6 months.