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Best for: Client-work businesses that want calls, SMS, voicemail, and AI call summaries attached to the client record, proposals, invoices, and accounting — not a separate phone app.
Pricing: Cadet $29/mo (1 seat), Voyager $74/mo (2 seats, adds shared inbox and SMS), Specialist $149/mo (5 seats, adds voice, voicemail, payment plans, basic accounting), Commander $299/mo (10 seats, adds email & SMS automations and full accounting). About 20% off annual. A $50 one-time carrier compliance fee applies only when claiming dedicated SMS/voice numbers; A2P 10DLC registration handling is built in. Checked September 23, 2026.
Where it wins
- Native SMS and voice inside the CRM — the conversation lands beside proposals, invoices, and projects
- Flat plans with seats included instead of per-user billing
- Accounting, client portal, payment plans, and AI call summaries in the same workspace
Real limitations
- SMS starts at $74/mo and voice at $149/mo — a solo user who only wants a phone line pays for CRM they will not use
- No metered per-message option for very light texters
- Number porting from Quo is a support conversation, not a self-serve flow — ask before you cancel
Skip it if: All you need is a business number with texting. Quo or Moxie does that for less money and less setup.