Certain data features, like AI, phone, SMS, Email, and premium workflows incur additional costs. All data activated accounts will have a wallet with credits that will be used for billing these costs. Advanced CRM plans include at $20 complimentary monthly credit and Professional CRM plans include a $30 complimentary monthly credit. If you use up your complimentary credit during the month, you will be billed starting at $10 increments for future data charges. Paid credits in your wallet will rollover each month, however complimentary credits will not.

To give you an idea of what data costs look like, $10 will cover about 470 minutes of inbound talk time, about 6000 emails, or about 500 SMS.

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

There is a one time $80 A2P compliance fee charged to all SMS enabled accounts upon creation, and a one time $70 A2P set up fee for local phone number registration. the Starter Kit does not include any set up fees.

Yes. There are additional services available inside the system that you can subscribe to at anytime. Additional monthly services include unlimited Conversational AI, Yext, WordPress, SEO, AI employees, and a range of third-party apps available for download and implementation. Subscription costs will vary and you may start or cancel additional subscriptions at any time. For more information, please contact 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.

TIER 1 DFY SET UP, $750: 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.

TIER 2 DFY SET UP, $1500: 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.

TIER 3 DFY SET UP $3000: 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 so we can help you.

Every business has unique CRM needs, so we offer a wide range of services for getting set up. 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 part time CRM admin, you can upgrade to VIP support starting at $1000 a month. Please contact your account manager for more details.