Plans
| Plan | Price / mo | Best for | Users |
|---|---|---|---|
| Free | $0 | Core Desk CRM, manual quotes, no AI drafts | 1 seat |
| Alerts | $9 | We text/email you when a lead arrives. No 10DLC. Customers are not texted. | 1 seat |
| Text-Back | $29 | Customers get texted. AI drafts. 10DLC brand + campaign included. | 1 seat |
| Starter | $49 | Voice receptionist, 500 conversations, 100 voice min. First free month after 1 paid Text-Back month. | 3 seats |
| Pro | $79 | Voice + quote drafts, 1,000 conversations, 250 voice min. Trial after 2 Text-Back months + 1 Starter month. | 10 seats |
See /pricing for the full feature comparison.
14-day free trial
Every plan starts with a 14-day free trial. No card required at signup. On day 14, you're prompted to add a card or the account goes into read-only mode. We never auto-charge a card we don't have.
Upgrades & downgrades
Upgrades take effect immediately and are prorated for the remainder of the billing period. Downgrades take effect at the end of the current period — you keep access to the higher tier until then.
Both flows live in the Stripe-hosted customer portal: Settings → Billing → Manage subscription.
Invoices
Invoices are emailed automatically on each successful charge. The customer portal also shows a downloadable PDF for every past invoice.
Cancellation
Cancel from Settings → Billing → Cancel. Cancellation stops the next renewal — you keep access through the end of the current paid period. Data is retained for 30 days after cancellation in case you come back. After 30 days, leads + customers + jobs are soft-deleted; after 90 days, hard-deleted.
Refunds
See our Refund Policy for the full terms. Short version: first 14 days no questions asked; after that, contact [email protected] within 14 days of the renewal charge.