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Getting started · 2 min read · Updated September 11, 2026

Plans and what each one includes

Starter, Business, Outbound, Agency and Enterprise side by side: what each plan is for, what line it runs on, and what it costs.

The ladder

Each plan adds one thing. Pick the lowest rung that has the thing you need; you can move up from the billing screen whenever you like.

  • Starter, $150 a month, monthly only. You text from your own CRM SMS number, and your agent takes over the conversation once the lead replies. We buy no line. Your CRM subscription and carrier charges are separate.
  • Business, $197 a month or $1,970 a year. One dedicated inbound number that replies to leads who text it. This is the plan for coaches, consultants and local service businesses running ads, webinars or funnels.
  • Outbound, $297 a month, monthly only. One dedicated two-way number that answers inbound and also starts conversations from a lead list you upload. Includes lead lists and campaigns.
  • Agency, $397 a month or $3,970 a year. The same two-way number, plus unlimited free sub-accounts (a client's SetMore number is $149 a month), your brand on the portal, and your own portal domain. You set your clients' price.
  • Enterprise: a custom quote. Talk to us if you need more lines, more seats, or terms.

What is true on every plan

Charged the day you subscribe. No trial, no setup fee. The dedicated number is included in the monthly price on Business, Outbound and Agency. Cancel any time from the billing screen; access continues to the end of the period you paid for.

The Billing tab in Settings showing the current plan and the button that opens the billing portal.
Settings, Billing tab. Plan changes, seats, invoices and cancellation all happen from here.

Which one is mine

Running ads or a funnel for your own business and you want leads answered and booked: Business. You have a list of people who opted in and you want the agent to open the conversation: Outbound. You run this for clients: Agency. You already live in your CRM and want the agent on the number you have: Starter.

  • Business can add outbound later as a $297 a month add-on with its own two-way number, under Settings, Workspace.
  • Sub-account seats carry no annual discount: $149 a month is $1,788 a year per client.
  • A sub-account runs on its own line and its own calendar. Its outbound is managed by the agency.

Questions people ask

Is there a trial?
No. Every plan is charged on the day you subscribe, and the number is provisioned as soon as that first payment goes through.
Can I switch plans?
Yes, from the billing screen. Moving to a plan that no longer includes something you use, such as seats or an outbound line, is refused until you remove it.
Does Starter get a SetMore number?
No. On Starter you text from the CRM SMS number you already have, and your agent takes over once the lead replies.