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Nextiva

by Nextiva Inc.

Last updated Mar 29, 2026 · 1 revision

Robust unified comms (voice, video, live chat) with CRM integrations positioned specifically for service companies including HVAC.

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About This Product

Core plan $15/user/month (annual) or $23/user/month (monthly). Includes unlimited calling to US/Canada, SMS, video conferencing, call recording. AI answering service designed for service industries. Total cost typically 50% higher than advertised due to add-ons, but feature-rich for growing HVAC teams.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

AI Approach

AI-Assisted

Minor AI touches. AI shows up in a few targeted features. Consider this a nice-to-have, not the core capability.

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Data export available on request

"Where you request the specific pieces of Personal Information that we have collected about you (a data portability request), we will select a format to provide your Personal Information that is readily useable and should allow you to transmit the information from one entity to another without hindrance."
Confidence: high Source

Data deletion honored on request

"You have the right to request that we delete the Personal Information we have collected about you."
Confidence: high Source

Primary policy document: https://nextiva.com/privacy-policy

FSH Score Breakdown

Ease of Use
5.4
Features
5.6
Support
6.4
Value
5.5
Integrations
8.0
AI Capabilities
3.0

Customer Reviews

Features

42 features confirmed across 8categories· Showing confirmed capabilities only

Customer Communication22features

AI ReceptionistXBert AI ReceptionistVideo ConferencingVideo MeetingsAI Chat ReceptionistLive ChatCall RoutingCall RoutingSMS MessagingVoice & TextingAuto DialerCall Flow AutomationNotifications
Show 14 more
Unified Messaging InboxAutomated Contact CenterChat and Email SupportChat FeatureTeam MessagingUnified App for Calls, Video, Messaging, SMS, and FaxVoIP Phone SystemDedicated business phone numberWeb to SMS FeatureAutomated Omnichannel DistributionMessaging Channels SupportComputer Telephony IntegrationCall Flip To TextScreen And File SharingCall RecordingRecord phone calls

AI & Automation5features

Sentiment AnalysisAI TranscriptionAI Transcription & SummaryAI EmployeeAI SupportAgent AssistAutomation RulesJourney Orchestration

Technician Management4features

Internal Employee CommunicationTeam ChatAutomated Matching Based on Skills and CertificationsBlended Workforce ManagementReal-Time Supervisor Support

CRM & Sales4features

CRMContact managementCustomer Journey BuilderPaid And Organic Social MediaCall Pop

Invoicing & Payments2features

Payment ProcessingSecure Payment (PCI-DSS)In-Conversation Payments

Reporting & Analytics2features

AnalyticsAnalytics & ReportingCall Tracking

Platform & Customization2features

Single Sign-OnSingle sign-onCustom API AccessOpen REST APIs

Scheduling & Dispatch1feature

Scheduling

Integrations 22 across 8 categories

CRM 10
GoldMine
HubSpot

HubSpot

Microsoft Dynamics 365

Microsoft Dynamics

Oracle Sales Cloud
Salesforce

Salesforce

SugarCRM
Workbooks
Zendesk

Zendesk

Zoho CRM

Zoho CRM

Zoho Desk

Zoho Desk

Industry-Specific 3
Epic
ModMed
eClinicalWorks
Communication 2
Microsoft Teams

Microsoft Teams

Outlook
Field Service 2
ConnectWise
ServiceNow
Productivity 2
Google Contacts
Google Workspace

Google Workspace

Accounting 1
NetSuite

Oracle NetSuite

Payment Processing 1
Jack Henry
HR & Payroll 1
Bullhorn

Pricing

Model
Per User
Starting at
$15/mo
Notes
Small business plans (self-serve): Digital $20/user/mo (annual) or $25 monthly, Core (unlimited US/Canada calling, 100 SMS/user, video, team chat), Engage (500 SMS, toll-free 2K min, call recording, chatbot, analytics), Power Suite CX (advanced routing, AI transcription). Enterprise plans (contact sales): Essential $75/agent/mo, Professional, Premium — includes workforce management and omnichannel. AI plans $30-$55 with video conferencing and CRM integrations. Agent AI from $60 with autonomous assistants. Annual billing saves ~20%.

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