Choose a plan that scales with you

    APEX Sales AI offers two flat-rate monthly plans, priced per account rather than per seat — Starter at $97 and Professional at $147 — and an Enterprise plan priced for your team. Messaging and voice usage are billed at pass-through cost on every plan.

    Starter

    $97/mo

    For agents who live on the phone. Everything one agent needs to dial, track and book leads, with DNC checks and quiet hours built in. One flat monthly price, not per seat.

    Autodialer included, not an add-on
    Inbound and outbound calling
    Pipelines that track every lead by stage
    Leads from your vendors, straight into your CRM
    Appointments on a calendar that syncs with yours
    Built-in DNC checks and quiet hours
    Apex OS on your iPhone
    Contact lists, CSV import, custom fields and tags

    Need texting and automations? Choose Professional.

    Most Popular
    Best Value

    Professional

    $147/mo

    For agents who want every lead followed up, not just dialed. Adds two-way texting, automations and AI, so leads keep hearing from you between calls.

    Everything in Starter, plus:

    Two-way texting with every lead
    One inbox for SMS, WhatsApp and email
    AI rewrites every text, so no two go out identical and carriers are less likely to filter them
    Automations that follow up for you
    Drip campaigns for leads not ready to buy
    Automated appointment booking
    Message templates for replies you send often
    Schedule texts to send later

    For agents who follow up across calls, texts and email.

    Enterprise

    Custom

    For agency owners running a team of agents. See what every agent is doing, route leads fairly, and roll out your scripts and automations to the whole team from one place. Priced for your team size.

    Everything in Professional, plus:

    See every agent's calls, texts and leads in one view
    Round-robin lead distribution
    Team hierarchy for managers and agents
    Push automations and setup to every agent at once
    Script library your whole team works from
    Team inbox for assigned conversations
    Team analytics: reply rate, block rate, number health
    Call analysis across your team
    Lead batches and task lists
    Users sized to your team, unlimited local numbers
    Priority support

    Tell us about your team, then book a walkthrough.

    Flat monthly price per account. Messaging carrier fees billed separately. See Billing Terms for details.

    What each plan includes

    Starter is $97 per month for agents who live on the phone: the autodialer (included, not an add-on), inbound and outbound calling, pipelines that track every lead by stage, leads from your vendors straight into your CRM, appointments on a calendar that syncs with yours, built-in DNC checks and quiet hours, Apex OS on your iPhone, and contact lists with CSV import, custom fields and tags. Professional is $147 per month and adds everything in Starter plus two-way texting, one inbox for SMS, WhatsApp and email, AI that rewrites every text so no two go out identical, automations, drip campaigns, automated appointment booking, message templates and scheduled texts. Enterprise includes everything in Professional and adds agency tools, priced for your team: one view of every agent's calls, texts and leads, round-robin lead distribution, team hierarchy, automations and setup pushed to every agent, a shared script library, a team inbox, team analytics, call analysis, lead batches and task lists, unlimited local numbers and priority support. Flat monthly software fee; messaging and voice usage are billed at pass-through cost. Pricing is the same whether you sell ACA, Medicare, or Life. APEX is sold demo-first, meaning every new account begins with a live walkthrough so we can configure your numbers, workflows, and compliance settings before you go live.

    The platform

    What APEX does across the three plans. The table above shows which tier each capability starts on.

    Complete SEP

    contacts, deals, pipelines, tasks

    Dialer & SMS/MMS

    2-way threads on any device

    Team routing

    hierarchy, round-robin & team inbox (Enterprise)

    Smart Forms & Pages

    capture, qualify & schedule

    Automation

    drip & rules engine with stop-on-reply

    Compliance Guardrail

    DNC, quiet hours, audit log

    Analytics

    reply rate, block rate, number health

    Integrations

    Embed on any website

    Why Apex is Worth Every Penny

    The cost of missed follow-ups and manual work far exceeds the investment in Apex

    3–5 min
    Avg first reply

    Inbound forms and missed calls trigger SMS automatically

    +32%
    Show-up rate lift

    Timezone-aware reminders before every appointment

    5+
    Tools replaced

    SMS, dialer, calendar, booking, and page builder in one

    With Apex

    Starting at $97/month

    Automated outreach, a full calendar, and compliance checks on every send

    ROI Calculator

    Calculate Your Potential ROI

    See how much more you could earn with Apex automating your follow-ups and booking appointments

    Your Business Details

    5
    500
    $500

    * Calculations based on industry averages and typical Apex customer results

    Your Estimated ROI

    Additional Deals/Month+20
    Additional Revenue+$10,000
    Time Savings Value+$10,000

    Estimated Monthly Net ROI

    $19,515

    After Apex subscription cost

    Start Earning More Today

    Frequently Asked Questions

    Yes—book a personalized demo with our team to see APEX in action.

    After your demo and onboarding, plans are month-to-month and cancellable anytime.

    No. Starter is for agents who mainly call: the autodialer, calling, pipelines, leads from your vendors, a synced calendar, DNC checks and quiet hours, and Apex OS on your iPhone. Two-way texting, automations and AI start on Professional, and agency tools on Enterprise.

    Yes. Professional includes everything in Starter, and Enterprise includes everything in Professional. Moving up a plan only ever adds.

    Enterprise is priced for your team. Share your contact details, company and number of employees, then book a walkthrough and we will quote a price for your agency.

    Flat monthly software fee; messaging and voice usage billed at pass-through cost.

    Use multi-number rotation with health monitoring to keep your pools clean.

    Yes—DNC checks, quiet hours, audit logs, and consent capture.

    APEX is TCPA/10DLC-aware. All messages run through compliance checks (DNC, quiet hours). Learn more in Billing Terms.