One flat plan, per organization.

Yes. Upgrade or downgrade at any time from the billing portal in your settings.

Upgrades take effect immediately so you get the new limits straight away. Downgrades take effect at the start of your next billing cycle, so you keep what you paid for until then.

If you downgrade below what you are currently using — more members or phone lines than the smaller plan allows — we do not delete anything. You keep what you have and are asked to bring it under the limit.

Yes. Billing runs through Stripe, and Stripe Tax calculates and applies sales tax automatically based on where your organization is located.

You get proper invoices and receipts, and you can update payment methods, download invoices, or cancel from the billing portal in your settings — no need to email us.

Starter: no setup fee; Pro: $49 one-time setup fee; Portfolio: $49 one-time setup fee. Setup fees are shown at checkout before you pay.

That fee covers 10DLC registration — the carrier-mandated verification every US business must complete before it can send text messages. It involves a one-time brand fee, a campaign verification fee, and a small monthly campaign fee, all charged by the carriers rather than by us. We handle the paperwork and pass the cost through.

No. One number covers your whole team.

Calls come in on your main line, ring whoever you put in your ring order, and can be transferred to any team member mid-call — so a five-person board runs fine on a single line. Outbound calls show your main number, so everyone presents the same caller ID.

You only need an extra number if you want:

• A direct dial that rings one specific person straight through
• A separate menu, queue, or AI receptionist that skips your main greeting

When someone does have a direct-dial line, their outbound calls present that number too, so people call them back directly instead of reaching the switchboard. Extra numbers are an add-on when you want them.

All data is stored with Supabase in the US, encrypted in transit and at rest.

Call recordings live in a private bucket and are only reachable through short-lived signed links — there is no public URL for a recording. Sensitive credentials such as your EIN and any mailbox tokens are held in an encrypted vault rather than in ordinary database columns.

Each organization's data is isolated at the database level, so one customer cannot query another's records. You can export your data at any time, and it is deleted on request after you cancel.

Yes, and the protections are automatic rather than something you have to remember.

• Every contact's opt-out status is checked before an outbound text is sent
• Replying STOP opts someone out immediately and blocks future messages to them
• HELP and START are handled too, as the carriers require
• Your registered opt-in language is filed with the carriers during 10DLC setup

Opt-outs apply to the whole organization, so one person unsubscribing is honored no matter who on your team sends the next message.

It stays yours. You can export your contacts and communication history at any time while your account is active, and there is a 30-day window after cancellation to export anything you still need.

After that window your data is deleted on request. We do not hold it hostage to make leaving difficult, and we never sell it or use one customer's data to train anything.

Phone numbers are portable too — you can transfer them to another provider, and we will support that process.

10DLC is the registration system US carriers require before a business can send text messages. It exists to stop spam, and it is not optional — unregistered numbers get their texts silently dropped by the carriers rather than rejected, so you would never know they failed.

We handle the submission for you during setup. You answer a few questions about your organization and what you will send, and we file the brand and campaign with the carriers.

Two things worth knowing:

• Approval usually takes a few days, and it is the carriers' decision, not ours
• Carriers reject vague or generic answers, so specific descriptions matter — we draft them from your details to reduce that risk

Calling and everything else works immediately. Only texting waits on approval.

We transcribe with Deepgram Nova-3, which is accurate enough on clear business calls that you can usually read a transcript instead of listening to the recording.

Accuracy drops on the things you would expect — heavy background noise, poor cell signal, several people talking at once, and unusual proper nouns.

Because of that, every call also gets an AI summary and a list of key details. Those are written from the whole conversation, so the important points come through even when individual words were misheard.

Yes, and it searches by meaning rather than exact words. "Complaints about the pool gate last summer" finds the right conversations even when nobody used those words.

Search covers calls, voicemails, texts, and email in one place — including the contents of call transcripts, so a passing remark in a phone call is as findable as a written message.

You can also search a single contact's history, which is usually faster when you already know who you are looking for.

Yes. Quill is our AI receptionist, and it answers in a natural voice rather than reading a menu.

Quill can:

• Answer questions from your own knowledge base — dues, hours, pool rules, whatever you have told it
• Take a message and log it as a task for the right person
• Transfer a caller to a specific person or department when someone is available
• Text a caller a link or the information they asked for

You choose when it steps in: after hours, after your ring order goes unanswered, or on every call. Every Quill call is recorded, transcribed, and summarized like any other, so you can read exactly what it said.

Quill Concierge is included on Pro and Portfolio.

Quill Concierge for texts is included on Pro and Portfolio. It can reply to inbound texts using the same knowledge base it uses on calls, so a resident texting "when is the next board meeting" gets an answer at 9pm instead of waiting until Monday.

You stay in control of it:

• It can be turned on per phone line, not just for the whole organization
• There is a shadow mode that drafts replies for you to review instead of sending them
• Compliance keywords such as STOP and HELP are handled before the AI ever sees the message
• Anything it is unsure about is handed to your team rather than guessed at

Nothing gets dropped. A call rings your team in the order you set, then falls through to whichever backstop you chose — voicemail, or Quill Concierge (included on Pro and Portfolio).

Either way the caller is dealt with and you get a record: voicemails are transcribed and summarized, and Quill logs what was asked and what it promised.

If a call, text, or email leaves something unresolved, it becomes a Loose End — an open item attached to the contact, so a promise made on Friday afternoon is still visible on Monday.

Yes — that is what Loose Ends are for. When a conversation leaves something outstanding, the AI recognizes it and creates an open item linked to that contact and the exact call, text, or email it came from.

You can see them by person or as a single list for the organization, assign them, and close them out. Older items escalate so they are not quietly forgotten.

The point is that "I'll check with the board and get back to you" survives the end of the phone call.

Texting is included on Pro and Portfolio. It is two-way and shared, so your whole team works from one thread per contact rather than messages living on someone's personal phone.

Texts sit in the same inbox and the same contact history as calls and email, and outbound texts respect opt-outs automatically.

Texting requires 10DLC carrier registration, which we file for you during setup.

Yes, for iPhone. You can take and place calls in the app, read and reply to texts, see your inbox and contact history, and work your open items.

Calls can ring the app directly, so you handle organization calls without giving out your personal number. If you would rather not use the app, calls can ring your cell instead — your contacts still only ever see the organization's number.

Yes. Every call, voicemail, text, and email attaches to a single contact record, in order, with transcripts and summaries inline.

So when a resident calls about something they emailed three weeks ago, whoever picks up can see that email — along with the last call, who handled it, and anything still outstanding — without asking around.

Contacts can be imported from a spreadsheet during setup, and matching happens on phone number and email automatically.

Analytics covers call volume and answer rates, how quickly things are being responded to, what people are contacting you about by category, and how much of the load the AI is absorbing.

It is aimed at the questions a board actually asks — whether calls are being returned, what residents keep raising, and whether the workload is going up or down.

Analytics is included on Pro and Portfolio.

Yes. There are two ways, and you can use both:

• Connect the mailbox you already use — Gmail or Microsoft 365 via secure sign-in. Nothing is migrated and your existing setup keeps working; QuorumVoice just reads and sends alongside it.
• Use an address on your own domain, such as info@your-hoa.com, for messages the platform sends.

Either way, email lands in the same inbox as calls and texts, and attaches to the same contact history — so you can see that someone called on Tuesday and emailed on Thursday about the same issue.

Yes. You can transfer your existing number during signup — enter it and we check portability instantly.

• Local numbers typically take 5–10 business days
• Toll-free takes 2–4 weeks, because it requires a RespOrg change

A one-time porting fee applies per number, shown before you authorize the transfer, and refunded in full if the transfer cannot be completed for reasons outside your control.

You also get a QuorumVoice number to use right away at no extra charge, so your account works from day one. Everything you set up on it — ring order, menus, greetings, caller ID — carries over automatically when your real number cuts over.

Starter: up to 5 team members; Pro: up to 20 team members; Portfolio: unlimited team members. Members can be added or removed at any time.

Adding people does not mean adding phone numbers — your whole team shares one line, and any call can be transferred to whoever should take it.