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This guide provides comprehensive information about CRM subscription plans, billing management, usage-based services, and add-on features. Understanding your pricing options helps you make informed decisions about which services best suit your business needs.

CRM Subscription Plans

The CRM platform offers three main subscription tiers: Starter, Unlimited, and Agency Pro. Each plan level provides access to progressively more advanced features designed to support business growth. You must have an active subscription to utilize the additional services described in this guide.

Note: Pricing and features are subject to change as we continuously improve our offerings. If you need assistance selecting the right plan or wish to upgrade, you can schedule a consultation with our account management team.

Managing Your Billing

You can view all account charges, manage your subscription, monitor wallet balances, and access detailed billing information directly within the CRM application. The system provides breakdowns by sub-account, making it easier to review and discuss charges. To access billing settings, log into the desktop app and navigate to Agency View > Settings > Billing.

Agency Wallet

The Agency Wallet is a prepaid credit system used to pay for usage-based services. Instead of fixed monthly packages, you're charged based on actual consumption. Credits are automatically loaded to your wallet by charging your agency's payment card on file. When supported services are used, the corresponding charges are deducted from your wallet balance.

If your wallet balance falls below the minimum threshold, the system automatically replenishes it using your payment card. Common services funded through the wallet include the Phone System, Email System, Email Validation, AI features, address autocomplete, and premium workflow capabilities.

You can review your wallet balance, transaction history, recharge amounts, and minimum balance settings at Agency View > Settings > Billing > Wallet & Transactions.

Phone System Pricing

The integrated Phone System enables agencies and sub-accounts to purchase phone numbers, send/receive SMS/MMS messages, and handle calls directly within the CRM. This eliminates the need for separate telephony providers for standard communication activities.

The Phone System is available on all subscription plans. Rebilling without markup is available on the Unlimited and Agency Pro plans, while rebilling with markup is exclusive to the Agency Pro tier.

Pricing mirrors standard market rates and varies by region and service type. For detailed pricing information, consult the Phone System pricing guide within your account.

Email System Pricing

The integrated Email System allows agencies and sub-accounts to send and receive emails without connecting external email providers. Email functionality works immediately for every sub-account, enabling centralized email management within the CRM platform.

Email usage includes sent emails, forwarded messages, and other supported email activities generated by sub-accounts. The Email System is available across all plan levels with the same rebilling options as the Phone System.

Email sending costs $0.675 per 1,000 emails sent, consistent across all subscription tiers.

AI Employee Pricing

AI Employee encompasses a suite of artificial intelligence tools that automate conversations, content creation, response reviews, and in-app assistance. Pricing is available through three distinct plans tailored to different usage patterns and billing preferences.

Pay-Per-Use: No monthly subscription fee—you're billed only when AI features generate billable activity. This option uses token-based pricing according to the specific AI models and actions utilized. Ideal for occasional AI users or those preferring pure usage-based billing.

AI Employee Growth Plan: Priced at $50 per month per enabled location, this plan includes generous monthly limits across the full AI suite. Suitable for growing teams seeking predictable costs without constant usage monitoring.

AI Employee Unlimited Plan: Available for $97 per month per enabled location, this plan offers unlimited usage for Conversation AI, Voice AI, Reviews AI, and Content AI, plus substantial included usage for Ask AI and AI Studio. Designed for agencies deploying AI at scale, subject to fair use policies.