Who is CallToSale for?
CallToSale is a monthly digital software and managed service for businesses with a Shopify online store and at least one physical location using Shopify POS. It connects marketing activity to identifiable customer sales; attribution depends on the information captured, and revenue or advertising results are not guaranteed.
What does Connect require?
Connect is $399 USD per month plus $199 setup billed separately at kickoff. You must already have active, paid subscriptions to BOTH CallRail and HighLevel. You keep paying those providers directly for subscriptions and usage. Neither subscription is included in Connect, and we do not create a new HighLevel workspace for this plan.
What if I do not already pay for both tools?
Choose Connect Plus at $599 USD per month, Insights at $899 USD per month, or Multi-Store starting at $1,299 USD per month. These plans include CallRail and a dedicated HighLevel workspace. Shopify subscriptions and advertising spend are separate.
Why do I need Shopify and Shopify POS?
We use orders recorded in Shopify to match marketing activity with online and in-store purchases. Your team must attach a customer phone number or email to POS sales where possible. Orders without matching customer details may not be attributed.
What are CallRail and HighLevel?
CallRail tracks phone calls and their marketing sources. HighLevel holds leads, contacts and follow-up activity. They support CallToSale’s sales matching and reporting; they are separate providers with their own terms.
What does Connect Plus include?
Connect Plus adds managed CallRail and a dedicated HighLevel workspace, recordings, transcripts and missed-call text-back to the tracking and monitoring service. It includes up to 300 calls a month, with additional calls billed at $0.25 each. Its $299 setup fee is billed at kickoff.
What does Insights add?
Insights includes advanced sales-by-source and ad-spend reporting, lead and call activity insights, review requests after sales and win-back texts. It includes up to 1,000 calls a month; additional calls are $0.25 each. Its $399 setup fee is billed at kickoff.
How does Multi-Store pricing work?
Multi-Store starts at $1,299 USD per month. Confirm covered locations, additional-location charges and setup in a written quote before purchasing. The starting-plan checkout charges $1,299 per month; it does not include unspecified extra locations. Setup is $499 for the first store plus $399 for each additional store, billed separately at kickoff.
When am I charged and does the plan renew?
The first monthly subscription fee is charged at checkout. Your subscription automatically renews each month on its billing anniversary until cancellation takes effect. All prices are in USD. Setup fees are separate and charged at kickoff. Applicable taxes are shown before payment. There is no free trial unless a specific written promotion states otherwise.
When will setup be completed?
We schedule kickoff within 1–3 business days of purchase. Setup is typically completed within 1–5 business days after we receive all required information and account access. Third-party approval or access delays can extend setup, and we will tell you about material delays. Monthly billing starts when you purchase.
Do I receive a HighLevel account after buying?
Connect uses your existing paid HighLevel account. Connect Plus, Insights and Multi-Store are configured to provision a dedicated workspace after successful payment. CallRail, Shopify and advertising connections still require onboarding and account authorization; buying a plan does not instantly complete those integrations.
What happens if I exceed the call allowance?
Connect Plus includes 300 calls a month, Insights includes 1,000, and Multi-Store includes 1,000 per covered store. Extra calls are $0.25 each and are invoiced on the next monthly invoice. On Connect, your own CallRail and HighLevel providers bill their usage directly.
How do I cancel?
Email [email protected] with your business name and subscription email, giving 30 days’ written notice. We confirm the effective cancellation date and final service period. Renewal charges falling within that notice period may still apply. Access continues through the paid period, with no further recurring charges after cancellation takes effect. Your separately paid third-party subscriptions must be cancelled with those providers.
Can I receive a refund?
Monthly fees for the current service period are not refunded. Setup is refunded if it was paid in advance and you cancel before kickoff and before work starts; after setup work starts it is not refundable. Usage already incurred is not refunded. Service problems and billing errors are handled under our Refund and Cancellation Policy, without limiting rights required by law. Send requests to [email protected]; we respond within 2 business days.
Is payment secure, and is anything shipped?
Payments use Stripe’s secure payment fields over HTTPS. CallToSale does not receive or store your complete card number or security code. This is a digital software and managed service; there are no physical goods, shipping charges or physical returns.
Who owns the data, and what about texting consent?
You own your business data and configurations in your own accounts; CallToSale retains its software and templates. We process and share data with service providers as described in the Privacy Policy. You must obtain the required consent for call recording and customer text messages; purchasing a plan does not provide your customers’ marketing consent.
How can I contact customer support?
Email [email protected]. Call to Sell, trading as CallToSale, is located at 7604 Jacquelyn Grove Ln, Houston, TX 77055. We respond to billing and cancellation questions within 2 business days.