Solo
Founders and owners
Unlimited calls and texts with your assistant.
One number, one inbox and calendar (Microsoft 365 or Google Workspace). Reads what matters, drafts and sends replies, books meetings, researches the web, briefs you whenever you call.
Rep
Field sales, relationship managers
Unlimited calls and texts with your assistant.
Everything in Solo, plus your CRM (HubSpot, Pipedrive or Salesforce): meeting debriefs logged, follow-ups set, briefs before you walk in, the 7:30 am call and the end-of-day debrief, documents, a second inbox.
Team
Sales teams of 3 to 50, advisor practices
$179 a seat a month, billed yearly
Three seats minimum ($6,444 a year for three seats).
Unlimited calls and texts with your assistant, per seat.
Everything in Rep for a team of three or more: shared context, an admin console, the audit log exportable, retention controls, manager-visible activity in the CRM and priority support.
Enterprise
Teams of 20 or more, regulated firms
Priced for your firm on a call
Unlimited calls and texts with your assistant, on every seat.
Everything in Team on every seat, plus a dedicated account manager, single sign-on (SAML), custom retention and archiving, SOC 2 compliance and priority support. The price is quoted on a call.