Basic
$99/mo
billed monthly · $1,188/yr
Inbound voice + Jobber CRM + warm transfer. Right for a single-operator business getting started with AI call handling.
PricingMost popular
Three tiers. Monthly billing. No contracts.
Charlotte answers every call, books emergencies into your CRM, and bridges you live in under 20 seconds when something is on fire. Try her free for 14 days.
Standard
$199/mo
billed monthly · $2,388/yr
Adds outbound SMS (appointment reminders, callbacks), spam-filter visibility digest, and the operator weekly missed-revenue digest.
Pro
$399/mo
billed monthly · $4,788/yr
Everything in Standard + advanced CRM integrations (rolling out Phase 4), review-request SMS, and the seasonal-reminder cron.
Every plan includes bundled voice minutes — 300, 1,500, or 4,000 by tier — then $0.12, $0.10, or $0.08 per extra minute, metered by the second. Warm transfer and recording disclosure on every call.
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Calls answered by Charlotte · as of
Pilot operators
Operator pilot wall · opt-in pending. Real pilot logos land here once operators sign the release.
Founder testimonial
30-second founder clip · coming soon
What’s included at each tier
Basic
$99/mo
- 24/7 inbound voice answering
- Warm transfer on real emergencies
- Jobber CRM booking
- Recording disclosure (TCPA + all-party-consent states)
- 60-day money-back guarantee
- No annual contract — month-to-month
- Bundled voice minutes / month
Standard
$199/mo
- 24/7 inbound voice answering
- Warm transfer on real emergencies
- Jobber CRM booking
- Recording disclosure (TCPA + all-party-consent states)
- Outbound SMS appointment reminders
- Spam-filter visibility digest
- Weekly missed-revenue email
- 60-day money-back guarantee
- No annual contract — month-to-month
- Bundled voice minutes / month
Pro
$399/mo
- 24/7 inbound voice answering
- Warm transfer on real emergencies
- Jobber CRM booking
- Recording disclosure (TCPA + all-party-consent states)
- Outbound SMS appointment reminders
- Spam-filter visibility digest
- Weekly missed-revenue email
- Housecall Pro + ServiceTitan integrations
- Review-request SMS after job completion
- Seasonal-reminder cron (annual tune-ups, filter changes)
- 60-day money-back guarantee
- No annual contract — month-to-month
- Bundled voice minutes / month
Defaults that protect the operator
- 60-day money-backIf Charlotte hasn't recovered enough revenue to cover her subscription fees in your first 60 days of paid service, we refund those fees — up to two monthly cycles.
- No contractsCancel anytime from the admin portal. No retention calls.
- Your data stays yoursEvery call recording, transcript, and CRM entry created during your subscription belongs to your business — exportable on demand.
- SOC2 in progressContinuous-evidence collection via Vanta from Phase 0 Week 1. Full SOC2 certification pending.
What trades operators ask about pricing
Q1Are there any hidden fees or per-call surcharges?
No setup fees, no per-message SMS surcharges, and no hidden add-ons. Each plan includes a monthly bundled-minute allowance for calls, sized to cover typical solo-operator volume. Minutes beyond your bundle are metered by the second and billed at your plan's published per-minute rate — your admin dashboard shows a live usage meter, so you can watch your minutes as they accrue and there are never surprise charges. The only other separate cost is your existing CRM (Jobber, Housecall Pro, ServiceTitan), which you already pay for; Charlotte's integration with it is included.
Q2What happens if I want to cancel?
Cancel anytime from the admin portal — no phone calls, no retention reps, no 30-day notice. Your billing stops at the end of the current month, you keep access through the paid period, and you can export every call recording and transcript on the way out. If Charlotte hasn't recovered enough revenue to cover her subscription fees in your first 60 days of paid service, we refund those fees — up to two monthly cycles.
Q3Do I own my call data and customer records?
Yes. Every call recording, transcript, customer record, and CRM entry created during your subscription belongs to your business — not to Charlotte. You can export a full ZIP of your tenant data on demand from the admin portal, and the export includes recordings, transcripts, structured notes, and any CRM-synced records. Charlotte's privacy policy formalizes this in writing.
Q4What counts as a 'call' for billing purposes?
You're billed a flat monthly plan, not per call. Each plan includes a monthly bundled-minute allowance shown in the comparison table, metered by the second — a homeowner who hangs up after one second barely touches it, while a twelve-minute booking uses twelve minutes. Spam calls Charlotte filters out never count against your bundle. You're never charged a per-call fee; only real conversation minutes count, and minutes past your bundle bill at your plan's published per-minute rate.
Q5Will Charlotte work with my existing CRM?
Charlotte books into Jobber on every tier. The Housecall Pro and ServiceTitan integrations are included on the Pro tier. If your CRM isn't on the list yet, the structured-notes export in the admin portal works as a manual paste-in path until we ship the native integration. Operators on every tier can request a CRM addition; the integrations roadmap is published in the help center.
Q6Can I try Charlotte before I commit?
Yes — every signup starts with a 14-day free trial that includes inbound voice, warm transfer, and Jobber booking. We collect your card at checkout but don't charge it until day 15, so cancelling during the trial costs nothing. Most operators see a recovered emergency call in the first 72 hours.
Q7What happens to my data if I delete my account?
On deletion, your tenant enters a 30-day soft-delete window where you can restore everything with one click. After 30 days the data is purged from the primary database; encrypted backups carrying a copy of the data age out of the backup rotation within 90 days. Audit-log entries with no PII are retained for seven years to satisfy SOC2 compliance. Founder override available for legal-hold cases.
Q8Is there a setup fee or onboarding cost?
No. Onboarding is self-serve through the 6-step signup wizard — business details, plan selection, picking your Charlotte phone number, CRM connection, your greeting, and recording-disclosure consents — and takes most operators about 12 minutes end-to-end. After signup we schedule a live test call with you before Charlotte takes real customer calls. Operators who get stuck can book a free 30-minute setup call with the founder — we don't gate that behind a higher tier.
Q9Can I change tiers mid-month?
Yes. To upgrade, contact us — the new tier activates immediately, prorated through Stripe against your current period. Downgrades take effect at the start of the next billing cycle, so you keep what you paid for through the end of the month. Self-serve tier changes from the admin billing portal are on the way.
Ready to stop missing calls?
14-day free trial — we collect your card at checkout but don’t charge it until day 15. Most operators see their first recovered emergency call inside the first 72 hours.