Managing billing and your wallet
Intellivizz CRM uses a wallet-based billing model: a credit card on file funds a wallet, and usage charges (calls, texts, emails, premium workflow runs) draw down from the wallet balance. Your monthly subscription bills separately.
How billing works
| Charge type | How it bills | Examples |
|---|---|---|
| Monthly subscription | Charged on your renewal date | $199/mo Standard or $649/mo Medical |
| One-time setup fees | Charged when an automation is added | $200, $350, or $1,499 per automation |
| Usage charges | Drawn from your wallet in real time | Calls, SMS, emails, line rental, premium workflow runs |
| Wallet auto-top-up | Triggers when wallet balance drops below threshold | Default: refill $20 when balance falls below $10 |
Add or update your payment method
1. Go to Settings → Billing
2. Click "Update Payment Method"
3. Enter your credit/debit card details — Intellivizz uses Stripe for PCI-compliant card storage; full numbers are never stored on our servers
4. Click Save
Set up wallet auto-recharge
Go to Settings → Billing → Wallet
Toggle "Auto-recharge" ON
Receipts for wallet recharges are emailed to your billing email automatically
Failed payments
If a charge fails (expired card, insufficient funds), Intellivizz CRM will retry up to 3 times over 7 days and email you each time. After 7 days of failed payments, outbound communication is paused until the card is updated. Inbound communication continues to work — your data is never deleted for non-payment.
