Frequently asked questions
Questions, answered.
The short version of what owners ask us most, from pricing and onboarding to switching over and what ElevateAI does.
Plans & billing
Is there a contract, or can I cancel anytime?
There's no long-term contract. Plans are month-to-month, and you can cancel anytime if ElevateAI isn't the right fit, though we're confident you'll love it.
How much does ElevateAI cost?
ElevateAI is a simple flat monthly rate with unlimited users on every plan, so there are no per-seat fees as your team grows. Choose annual billing and you get 12 months for the price of 10 (two months free).
Do I pay per user or per seat?
No. Every plan includes unlimited users, so you can add your whole team, contractors and assistants at no extra per-seat cost.
Are there any additional fees?
Yes. Your plan covers its listed features and included allowances. Depending on what you use, separate charges can apply to calls, texts, emails, certain AI features and other usage-based services. Optional add-ons, phone numbers, carrier fees, registration fees and taxes can also add to your bill. Our Pricing and Fees Schedule lists the current rates and billing rules.
How are text messages charged?
Texts are billed per segment, with carrier fees added where applicable. Longer messages or certain characters can create multiple billable segments. Current rates are listed in our Pricing and Fees Schedule.
Is AI usage included?
It depends on your plan and the AI feature. Included allowances are shown with each plan. Usage outside those allowances, or AI services not included, may have separate charges. Unlimited features remain subject to fair use.
Can usage rates change?
Yes. Usage is billed at the rate in effect when it occurs. Provider-driven changes may take effect without advance notice. Other subscription and add-on fee changes follow the notice terms in your agreement.
Getting started & support
Do I get onboarding and training?
Yes. Every account gets a white-glove onboarding experience, including a one-on-one setup call and a training session in your first week, so you're ready to grow rather than left to figure it out alone.
What kind of support do you offer?
You get help docs, video tutorials, step-by-step and interactive guides, and live chat support, plus on-demand Zoom help when you want a real person to walk you through something.
Do you offer virtual assistants?
Yes. Our ElevateAI Teams PODs give you trained virtual assistants with a project manager behind them, so you can delegate the busywork and scale hours up or down as your needs change.
Can I see it before I commit?
Absolutely. You can watch the demo any time or book a live walkthrough with our team to see the whole platform in action before you decide.
Switching to ElevateAI
Can you help me switch from my current software?
We don't move your data for you, but we make it simple and walk you through every step, live on Zoom, so nothing important gets left behind. We have step-by-step switching guides for tools like HubSpot, ActiveCampaign, ClickFunnels, Keap, Mailchimp and more, plus live chat when you get stuck.
Will I lose my data when I move?
No. You keep control of the move: we don't do it for you, we sit with you while you do it. Contacts import from a CSV in minutes, our guides walk through each source tool step by step, and our team is on chat and Zoom the whole way so nothing important gets left behind.
What ElevateAI does
What can ElevateAI replace?
ElevateAI brings your CRM, funnels and websites, email and SMS, calendars and booking, payments and invoicing, reviews, social planning, automation and reporting into one login, replacing the stack of separate tools most businesses juggle.
Can I manage all my messages in one place?
Yes. Texts, emails, calls, web chat, and Facebook, Instagram and Google messages all land in one shared inbox, so your team can see the full history and never miss a conversation.
Can customers book appointments online?
Yes. Customers can book straight from your calendars, and automatic confirmations and reminders go out by text and email to cut down on no-shows.
Can I send invoices and get paid without a separate tool?
Yes. Send invoices and estimates, take payment online, and text a pay link so customers can pay right from their phone, all inside the same platform.
Can it schedule my social media posts?
Yes. The built-in Social Planner lets you plan and schedule a week or a month of posts across Facebook, Instagram, Google and more in one sitting. It's included on every plan.
Can it help me collect and manage reviews?
Yes. Review requests can go out automatically by text or email after a job, and new reviews land in one dashboard where you can reply, so you build more 5-star reviews without the busywork.
Can I see which leads and campaigns drive revenue?
Yes. Reporting shows where your leads come from and which campaigns and channels actually turn into revenue, so you can put your budget where it works.
Can it follow up with new leads automatically?
Yes. New leads can get an automatic text or email within minutes, then a follow-up sequence keeps the conversation going until they reply, so nothing slips through the cracks.
What is the AI Employee?
The AI Employee answers calls and chats, qualifies leads, and books appointments for you around the clock, so you never miss an opportunity while you're busy. It's included on our Growth and Pro plans.
Security
Is my data secure?
Yes. Security and privacy are built into the platform. Traffic runs over encrypted HTTPS/TLS connections, with secure access, regular monitoring and backups. You can review our security practices anytime.
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Still have a question?
Reach out any time, or watch the demo to see the whole platform in action.