Usage & Billing — the simple version

CRM access is free. Anything that creates a vendor cost is billed to you if you enable/use it.

Bottom line

Your CRM sub-account is $0/month. If you turn ON usage-based services (calls, SMS, email sending, AI features) or paid third-party apps, you will be billed for those costs. If you keep them OFF, you stay at $0.

Included at $0

  • Contacts, tags, custom fields
  • Pipelines, opportunities, tasks
  • Calendar and appointment tracking
  • Notes, basic tracking, internal organization
  • One sub-account per user

Billable when enabled/used

  • Phone calls (inbound/outbound), voicemail drops
  • SMS/MMS
  • Email sending services
  • AI tools and automation features with usage fees
  • Paid third-party apps (Zapier/Make/etc.)
  • Any vendor pass-through costs + applicable taxes

How to keep it at $0

  • Do not connect phone/SMS/email providers until you’re ready.
  • Leave usage channels OFF inside Settings.
  • Only enable what you will actually use.
  • If you don’t recognize a charge, contact support immediately.
This page is a plain-English summary. Your actual billing depends on what you enable and your vendor’s current rates.
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Usage & Billing — clear and transparent.
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