Pricing
One price for the whole team, set by how many people are on the phones. Month to month, with a free sample report before you pay anything.
Samples and orders open January 2027.
The daily page
Every business-day morning you get one page about the day before: calls by rep, missed calls and whether they were returned, quotes given, orders booked, and a follow-up list with the customer’s own words, the dollar value and one next step.
| People on the phones | Price |
|---|---|
| Up to 5 | $395 a month |
| 6 to 15 | $595 a month |
| 16 to 30 | $795 a month |
The price covers the team. Owners and managers who only read the report don’t count toward it, and you can send it to whoever you like.
Add-ons
| Add-on | Price | What you get |
|---|---|---|
| Monday review | $150 a month | Two or three pages written for the weekly meeting |
| Monthly review | $200 a month | For owners: calls followed to revenue, by source and by rep |
Starting
| Sample report | Free. One real day from your own exports, in three business days. |
| Setup | $500 for connecting your systems and agreeing what counts as a sale. Waived for our first ten customers. |
| Contract | None. Month to month, cancel with 30 days’ notice. |
| Paying for a year | Pay for a year up front and two months are free. |
Common questions
What do you need from us?
Read-only access to your phone system and your sales system, or a weekly export if your vendor doesn’t allow access. Plus one 45-minute call to agree what counts as a sale.
How long until the first report?
The free sample takes three business days from your exports. The daily page usually starts in the second or third week.
We already pay for AI in our phone system. Why add this?
Your phone system summarizes calls one at a time and can’t see your orders. Morning Tally reads all of them together, puts a dollar figure on each one from your ERP or CRM, and sends one page. The two can run side by side.
Can we cancel?
Yes. It’s month to month, with 30 days’ notice.
Get on the January list
Samples and orders open in January 2027. Email us with your company name and phone system, and we’ll put you on the list for the first free sample reports.
Join the January list