Getting started is easy! Our streamlined onboarding process guides you through everything step-by-step. Simply provide your business information, connect your phone numbers, and configure your preferences. The portal is designed for ease of use - you can complete onboarding in just a few minutes. Everything is straightforward and intuitive.

You'll need basic business information: your business name, contact details, phone numbers to connect, your services/products, pricing, and business hours. The portal makes it easy - you can save your progress and complete it at your own pace. Most users find they have everything they need right at hand.

Setup is quick and easy thanks to our user-friendly portal. Most users complete onboarding in just a few minutes. Phone number provisioning typically happens within 24–48 hours. Once your numbers are active, Brightmark is ready to handle missed-call follow-up immediately. The entire process is designed to be as simple and straightforward as possible.

Yes. You can update your services, pricing, business hours, and routing preferences at any time through your dashboard. Changes take effect immediately for new conversations.

We offer three plans: Basic ($349/month), Plus ($499/month), and Pro ($999+/month). Your price depends on the current access tier (earlier tiers are more generous). Setup is $399, discounted by tier (Pilot includes free setup). You're free until the 15th of the next month, then billing runs monthly on the 15th.

Your trial period always extends until the 15th of the next month, regardless of when you sign up. This is one of the most generous trial periods of any B2B service - you get the full remainder of the current month plus the first half of the next month free. Your first billing occurs on the 15th, which marks the beginning of your first billing cycle.

Yes, but only for a limited time! We offer tier-based discounts for early adopters: BETA (highest discount), FOUNDER, EARLY_ADOPTER, and PUBLIC (standard pricing). When you sign up, you're automatically assigned to the current active tier based on sign-up time. The earlier you sign up, the better your tier and discount. Once a tier's seats are full, it becomes inactive and the next tier activates. Once we reach PUBLIC tier, it's standard pricing. This is a limited offer - no additional discount tiers will ever be created. We also offer better rates for ultra-high volume customers.

Yes. Upgrades and add-ons activate immediately and are billed on your next billing date. Because service is available right away, any newly-activated service has a minimum 1 billing-cycle commitment (it will be billed on the next bill even if it’s cancelled before then). Downgrades take effect at the end of your current billing cycle.

We accept all major credit cards through Stripe. Payment is processed securely and automatically on your billing date. You can update your payment method anytime through the customer portal.

We offer a money-back guarantee until the end of your first billed month (before your second bill). If you're not satisfied during your first billing cycle, contact support for a full refund. After your first billing cycle, refunds are handled on a case-by-case basis.

Brightmark follows up in under a minute, with natural timing (typically 25–60 seconds) so it feels human and keeps the lead engaged.

If the customer doesn’t reply, the conversation is logged and available for review. If you want a follow‑up cadence enabled for your account, Brightmark can configure it during setup.

Yes. You can connect multiple phone numbers to your Brightmark account, including multiple locations or departments.

You can update your business details (name, hours, services, FAQs, locations, phone routing preferences). Brightmark manages the conversation style and guardrails so replies stay consistent and accurate.

After hours, Brightmark collects the customer’s details and intent, then routes the next step based on your preferences (for example: request a callback window, capture a message, or propose times for approval).

Brightmark syncs key records with HubSpot. During onboarding and billing events, we create/update the relevant contact/company fields. If HubSpot sends changes back via webhooks, Brightmark can reflect those updates as well.

We sync core fields like contact/company identifiers, onboarding basics, and plan/discount details tied to billing. If you need specific custom fields, we can map them during setup.

Stripe handles all payment processing. When you complete checkout, Stripe webhooks automatically create your user account, organization, and subscription in Brightmark. Payment events (success, failure, renewal) are tracked and synced to HubSpot deals. You can manage billing through Stripe's customer portal.

Currently supported: HubSpot (CRM), Stripe (payments), and Twilio (SMS/voice). If you need a specific CRM or workflow integration, reach out—many integrations can be added quickly.

Brightmark is a cloud-based SaaS platform - no software installation required. You just need a modern web browser (Chrome, Firefox, Safari, Edge) and an internet connection. The system works on desktop, tablet, and mobile devices.

Reliability is a core focus. Brightmark uses durable event processing and background job handling with retries for critical operations. We also monitor system health and continuously harden the platform as we expand.

If there’s an interruption, events are designed to be processed safely once service is restored. If an incident affects your service, Brightmark will communicate directly with impacted accounts.

We protect customer data using access controls and secure handling of sensitive credentials. Data is only shared with third parties when required to deliver the service (for example: Stripe for billing, Twilio for messaging, HubSpot if you connect it).

Yes. Account transfers are supported with Brightmark approval to ensure continuity and security. The new owner receives the organization’s configuration and discount tier, where applicable.

You can cancel anytime through your dashboard or by contacting support. Cancellation takes effect at the end of your current billing cycle. You'll retain access until then, and can export all your data before cancellation. After cancellation, data is retained for 30 days before permanent deletion.

Yes, you can update your email address in your account settings. The change syncs automatically to HubSpot and other integrated systems. You'll need to verify the new email address for security purposes.