Phone/System Usage Terms

Your recurring subscription pays for the Customers Plus CRM and the managed services included in your selected plan. Your usage wallet pays for services whose cost changes based on how much they are used.

New accounts receive $10 in complimentary starting credit. The default automatic top-up amount begins at $10, and the default recharge threshold begins at $0. You may change both settings inside your account.

Wallet funds pay for usage-based features. Each active phone number's monthly price is deducted from the wallet, along with calls, messages, carrier fees, premium workflow actions, and optional AI usage when those features are enabled and used.

By activating or continuing to use wallet-based services, you authorize Customers Plus to charge the payment method on file when your selected threshold is reached. Top-ups are not prorated and are nonrefundable once charged, except where applicable law requires otherwise.

• You are responsible for keeping the payment method current.
• Changing a subscription plan does not automatically disable wallet usage.
• Review active phone numbers, AI tools, and paid workflows before a downgrade or cancellation.
• Unused wallet funds remain available from month to month while the account stays active.

Your Wallet & Transactions area is intended to show the current balance, wallet top-ups, phone-number charges, calls, SMS activity, AI usage, premium workflow actions, and other itemized usage recorded by the platform.

A wallet recharge may be retried up to three times. Customers Plus will notify you when a recharge fails, and a two-day grace period applies before phone, SMS, forwarding, and related notifications may be disabled.

A wallet-payment failure does not automatically cancel the CRM subscription or disable the rest of the account. Phone and messaging functionality can resume after a valid payment method is added and the wallet is successfully replenished. Outstanding usage charges remain payable.

Failure to pay the main monthly subscription follows a different process. Review the subscription nonpayment rules in the Cancellation Terms.

The prices below are the confirmed Customers Plus usage rates currently approved for publication. “What $10 provides” is approximate and assumes the full $10 is used for only that one item.

*SMS segment: For standard text, one segment is generally up to 160 characters. Longer messages or messages containing certain special characters may use multiple segments.

Standard email is currently included and ordinary platform email costs are covered by Customers Plus. This is not a permanent price guarantee; any future separately priced service or provider charge will be disclosed before it is applied.

SMS is billed by message segment, which is not always the same as the single message you see on screen. A short plain-text message may use one segment, while a longer message may be divided into two or more billable segments.

Some SMS traffic may include separate fees imposed by mobile networks such as AT&T, Verizon, T-Mobile, or other carriers. These fees do not necessarily apply to every message and may vary by carrier, message type, registration type, or direction.

Carrier fees are different from A2P registration fees. Customers Plus covers the A2P registration, campaign, vetting, and appeal fees described later on this page. Customers remain responsible for carrier usage fees that appear through normal rebilling.

The features below are optional. You do not need to enable every feature to use the Customers Plus CRM. Charges apply when a designated paid action or feature is used. Some options may require configuration or a custom workflow build.

AI costs may vary by model, token use, prompt length, response length, regeneration, and provider pricing. Current examples are not lifetime price guarantees.

An execution is one billable premium action performed by a workflow. One workflow may contain more than one paid action, and repeated contacts or repeated workflow runs may produce additional executions. Standard workflow functions not designated as premium actions may not create this charge.

Regenerating content or images may create additional usage. Customers are responsible for reviewing AI output for factual accuracy, legal compliance, licensing concerns, brand suitability, and accuracy before publishing. AI output is not guaranteed to be unique, complete, accurate, or error-free.

One AI conversation may involve multiple billable messages. Conversation AI may also create ordinary SMS segment or carrier charges where texting is involved. Voice calls may be rounded or measured according to provider rules, and rates may vary with model use.

This charge applies to generating an AI review response, not to receiving a review. Review-request sending is not part of this specific AI price. Regenerating or producing multiple response options may create additional usage depending on platform behavior.

Tokens are measurement units for AI input and output and do not directly equal words. Long prompts, large data requests, lengthy responses, and conversations that include prior context may use more tokens. The displayed $10 estimate is approximate.

A2P registration is required for many business text-message use cases in the United States. It helps carriers identify legitimate business messaging and generally includes a business or brand registration and a messaging campaign registration.

Registration does not guarantee that every message will be delivered. Carriers may filter messages because of content, consent records, complaint rates, prohibited use, network rules, or other compliance concerns. Customers must provide accurate information and follow opt-in, opt-out, and messaging requirements.

Standard Brand totals have appeared at approximately $44–$46 in provider materials. The approximate $46 figure reflects a $4.50 brand registration component and standard secondary vetting. Typical monthly examples include about $1.50 for Low-Volume Mixed, $2 for Sole Proprietor, and commonly about $10 for Standard campaigns.

Inaccurate, incomplete, outdated, or misleading information may delay approval, cause rejection, or restrict messaging.

Customers Plus uses a low monthly number price plus actual usage. Traditional office and mobile plans commonly use a higher fixed monthly line price, often with bundled calling or mobile data. The best value depends on how the number will be used.

A Customers Plus tracking number may support the following functions when they are configured and available under the customer's plan:

• CRM contact records
• Call tracking and recording
• Conversation history
• Shared team access
• SMS from the CRM
• Missed-call text back
• Lead-source attribution
• Pipeline automation
• Appointment workflows
• Form and website integration
• Reporting
• Multiple campaign numbers
• Desktop and mobile access
• Eligible number transfers

Feature availability depends on account configuration, selected plan, user permissions, compliance approval, provider availability, and active integrations.

Customers Plus may update usage rates when telecommunications, carrier, AI-provider, compliance, or other upstream costs change. Rates may also decrease when lower provider costs become available, but no rate reduction is guaranteed.

New usage-based features may be added, and model-specific AI rates may change. Customers Plus may update this page and the Last Updated date and may provide notice through email, SMS, in-app notices, billing notices, or the website when reasonably practical. Continued use after an updated rate becomes effective constitutes acceptance of the updated rate, subject to applicable law.

The wallet remains active while account access and phone functions remain active. Calls, messages, phone numbers, AI, and premium workflow actions may continue creating charges through the final service date. Outstanding usage charges remain payable after cancellation.

• Disable unneeded phone numbers, AI tools, and paid workflows before the final date where appropriate.
• Phone numbers must be transferred separately from the CRM sub-account.
• A2P approvals do not transfer.
• The receiving phone-provider account must be connected to the transferred CRM account.
• Customers Plus does not charge a transfer-assistance fee, although outside providers may charge their own fees.

Phone numbers are provisioned through the Customers Plus communications system and its provider. You pay the monthly number price while a number remains active and may request assistance transferring an eligible number to another provider.

Usage records are generated by the platform and underlying providers. Review wallet activity regularly and report questions promptly with the date, feature, amount, phone number, and relevant call or message information where appropriate.

Customers Plus may rely on provider logs when investigating a charge. Small differences may occur because of rounding, SMS segmentation, call-time measurement, token measurement, or delayed provider reporting. Report suspected unauthorized activity immediately.

Phone, SMS, AI, and workflow features may not be used for unlawful, fraudulent, abusive, or provider-prohibited activity, including:

• Spam or unlawful marketing
• Fraud, phishing, or malware
• Harassment or threats
• Purchased contact lists
• Deceptive caller identification
• Unauthorized robocalling or automated texts
• Prohibited products or services
• Circumventing carrier controls
• Artificially generating usage
• Activity that threatens platform or carrier access

Customers Plus may suspend communications functionality when reasonably necessary to protect users, prevent fraud, comply with law, follow carrier or provider instructions, protect the platform, or address unpaid wallet usage. General acceptable-use rules are included in the main Terms of Service.

Customers Plus relies on telecommunications providers, mobile carriers, Twilio or similar communications infrastructure, HighLevel, AI-model providers, email providers, payment processors, and other integrated platforms.

Customers Plus will make reasonable efforts to help resolve issues within its control, but cannot guarantee outcomes controlled exclusively by an outside provider.