Nextiva
A small-business phone and messaging platform that sells its contact center by demo
Nextiva is a Scottsdale-based cloud communications platform that sells business phone service, SMS, video meetings, team chat and shared inboxes on three per-user plans (Core at $15 per user per month on annual small-business pricing, $23 monthly; Engage at $25, $50 monthly; Scale at $75), with contact center plans from $75 per agent per month and an XBert AI receptionist add-on, where only Core can be bought without a demo.
Overview
Nextiva was co-founded by Tomas Gorny, who remains founder and CEO, and its own history post dates the company to 2006. It is headquartered in Scottsdale, Arizona, with an office in Dallas, and it raised $200 million from Goldman Sachs in 2021 according to its own announcement. The company tells prospects that more than 100,000 businesses and over one million users run on it.
The product is a unified communications platform first and a sales tool second. Every plan includes inbound and outbound calling, business SMS, video meetings, screen sharing, call routing, team chat and mobile apps. Engage adds a toll-free number with up to 2,000 free 1-800 minutes, customer-to-team texting, live chat and chatbot, and an inbound call center. Scale adds blended inbound and outbound calling, real-time transcription, AI call notes and summaries, skills-based routing and journey orchestration.
For a sales buyer the important detail is where the dialer lives. Progressive and predictive dialing are listed on the Professional contact center plan, which is quote-only. The small-business plans do not include a list dialer, and CRM integrations with Salesforce and HubSpot are marked as add-ons on every plan. Nextiva is therefore a strong fit for a small business that needs a dependable phone system with texting and reviews management, and a weak fit for an SDR team that wants to buy a power dialer by card.
The pricing page is published but the purchase path is not uniform. Core carries a Get Started button; Engage, Scale and every contact center plan route to a demo. The annual small-business prices apply to new customers with 1 to 100 employees who sign a paid 12-month or longer term, and the page advertises savings of up to 50 percent against monthly billing.
Best for
Small businesses with up to about 100 employees that want one vendor for phone, texting, video, team chat and online review management, with 24/7 phone support, and that do not need an outbound list dialer.
Not the right fit for
- Outbound SDR teams. Progressive and predictive dialing sit on a quote-only contact center plan, and none of the small-business plans includes a power dialer.
- Buyers who refuse to take a demo. Only Core can be bought directly; Engage, Scale and the contact center plans all route to sales.
- Teams that want CRM logging included. Salesforce and HubSpot integrations are marked as add-ons on the pricing page.
- Companies above 100 employees expecting the headline prices. Annual small-business pricing is limited to new customers with 1 to 100 employees on a 12-month or longer term.
How it works
- 1
A small business signs up for Core online, picks numbers, and installs the desktop and mobile apps. Calls, texts, video meetings and team chat share one inbox, and Outlook and Google contacts sync from the start.
- 2
Administrators set up auto-attendant menus and call routing. Engage adds a simple IVR, a toll-free number and live chat on the website, and turns on an inbound call center where calls queue for a team.
- 3
Scale and the contact center plans handle blended inbound and outbound calling, real-time transcription and AI summaries, and route by skill. Supervisors monitor queues and agents from the contact center tier.
- 4
The XBert AI receptionist can be added to any plan to answer calls, texts and chats around the clock. Plans that bundle unlimited calling and XBert are advertised from $99 a month.
Feature breakdown
21 features in 4 modulesCalling
The core of every plan.- Inbound and outbound voice
- Included on every plan, with unlimited calls and video meetings listed under productivity.
- Auto-attendant and call menus
- Available on every plan for routing callers without a receptionist.
- Smart call routing
- Simple IVR on Engage and Scale; on Core it comes with the call center add-on.
- Toll-free number and minutes
- Engage includes a 1-800 number with up to 2,000 free 1-800 minutes; Scale includes up to 10,000.
- Call recording
- Listed on the plan comparison, as an add-on on Core.
- Voicemail transcription
- Included on every plan.
Messaging and digital channels
Texting and reviews are unusually prominent for a phone vendor.- Business SMS
- 100 texts per user per month on Core, 500 on Engage and unlimited on Scale.
- Customer-to-team SMS
- Customers can text a shared team number from Engage up; an add-on on Core.
- Shared team email inbox
- Three accounts on Core and ten on Engage and Scale.
- Live chat and chatbot
- Included from Engage; paid add-ons on Core, subject to the vendor's terms.
- Social media and online reviews
- Three accounts on Core, 30 on Engage and unlimited on Scale, covering Google, Yelp and TripAdvisor reviews.
- Messaging apps
- WhatsApp and similar apps appear as a channel on the plan comparison.
AI and automation
Concentrated on Scale and the XBert add-on.- XBert AI receptionist
- An add-on that answers calls, texts and chats 24/7; bundled plans with unlimited calling are advertised from $99 a month.
- Real-time transcription
- Scale only among the small-business plans.
- AI call notes and summaries
- Scale only among the small-business plans.
- NextIQ AI answer assist
- Listed on Scale.
- Drag-and-drop workflow builder
- Scale, for automating repetitive tasks and journey orchestration.
Contact center
Where the outbound dialing lives, behind a demo.- Essential contact center
- From $75 per agent per month with omnichannel voice and web chat, journey orchestration, AI transcription and skills-based routing.
- Progressive and predictive dialing
- Listed on the Professional contact center plan, which is quote-only.
- Real-time supervisor support
- Professional contact center, with PCI-DSS secure payments.
- Workforce management
- Premium contact center, with unlimited channels and in-conversation payments.
Use cases
3 documentedOwner of a 15-person home services company
Calls, texts and Google reviews are spread across personal phones and three apps.
Core or Engage puts calls, business texting and review responses in one inbox, with an auto-attendant routing callers and 24/7 support if something breaks.
Clinic front desk that misses calls after hours
Patients call outside business hours and nobody answers.
The XBert AI receptionist add-on answers calls and texts around the clock, and Nextiva's site lists HIPAA compliance for the platform.
Sales team of six that wants a dialer
The team expects to buy a power dialer online with its phone system.
Nextiva routes that need to its quote-only contact center plans, so a small outbound team is usually better served by a dialer-first product in this category.
Pricing
from $15 per user per month on annual small-business pricing ($23 monthly)Per-user per-month subscription on three small-business plans, with discounted annual pricing for new customers of 1 to 100 employees on 12-month terms, per-agent contact center plans, and paid add-ons for AI reception, CRM integrations, recording and chat.
| Plan | Price | Includes |
|---|---|---|
| Core | $15 per user per month on annual small-business pricing ($23 monthly) |
The only plan with a direct Get Started button. |
| Engage | $25 per user per month on annual small-business pricing ($50 monthly) |
Marked Most Popular; sold through a demo. |
| Scale | $75 per user per month |
Sold through a demo. |
| Contact center Essential | From $75 per agent per month |
|
| Contact center Professional and Premium | Custom quoted |
|
Add-ons
- XBert AI Receptionist (Plans with unlimited calling and XBert from $99 per month)
- Salesforce, HubSpot and other CRM integrations (Add-on, price not published)
- Live chat and chatbot on Core (Add-on, price not published)
- Call center on Core (Add-on, price not published)
Billing notes
- Annual small-business pricing applies only to new customers with 1 to 100 employees signing a paid 12-month or longer term.
- Monthly billing costs substantially more: $23 against $15 on Core and $50 against $25 on Engage, which is the up to 50 percent saving the page advertises.
- Only Core is bought directly; Engage, Scale and the contact center plans route to a demo, so the published prices are list prices rather than a checkout.
- The page footnotes that some features involve extra setup, licensing or usage fees, including SSO, Active Directory sync and CRM integrations.
- No free trial is advertised on the pricing page.
Value assessment: Core at $15 on an annual term is competitive with Quo and RingCentral's entry plan and includes video, team chat and review management that pure phone tools lack. The value case for sales teams is weaker: CRM integrations are add-ons, the list dialer is quote-only, and the monthly rates are roughly 50 percent higher than the annual ones. Nextiva is good value as a small-business communications suite and poor value as a sales dialer.
Entry price history
Entry price first recorded on 26 September 2026. It will be re-checked when this category next comes round the rotation.
| Checked | Entry price | What happened |
|---|---|---|
| 26 September 2026 | $15 | First recorded |
Dates are when SaaSTracker checked the vendor’s published pricing, not when the vendor changed it. See the price changes log for movements across the whole database.
Strengths & limitations
Strengths
- Published per-user prices for monthly and annual billing on every small-business plan.
- A broad bundle: voice, SMS, video, team chat, shared email inbox and online review management in one app.
- 24/7 phone, email and chat support on every plan, according to the plan comparison.
- SOC 2 and ISO 27001 certification listed on the pricing page, with HIPAA compliance on the site.
- A long operating history and a large installed base by the vendor's own count.
Limitations
- No self-serve list dialer; progressive and predictive dialing are on a quote-only contact center plan.
- Only Core can be bought without a demo.
- CRM integrations with Salesforce and HubSpot are add-ons with unpublished prices.
- Annual prices are limited to new customers of 1 to 100 employees on a 12-month term, and monthly rates run much higher.
- No free trial advertised.
Head-to-head comparisons
4 alternativesNextiva vs RingCentral
from $20 per user per month on annual billing ($30 monthly)RingCentral starts at $20 a user annually ($30 monthly) and sells more tiers online. Nextiva's Core is cheaper at $15 annually and bundles review and social inbox management, but Engage and Scale require a demo. Choose RingCentral if you want to buy higher tiers by card; choose Nextiva for a lower entry price and a broader customer-messaging bundle.
Full Nextiva vs RingCentral comparisonNextiva vs Quo (formerly OpenPhone)
from $15 per user per month billed annually ($19 monthly)Quo starts at $15 annually ($19 monthly), has no seat minimum and is simpler to run from a shared inbox. Nextiva's Core matches the annual price with video meetings, team chat and 24/7 phone support, but its monthly rate is higher. A very small team that lives in texting should choose Quo; a business wanting video and review management in the same app should look at Nextiva.
Full Nextiva vs Quo (formerly OpenPhone) comparisonNextiva vs JustCall
from $29 per user per month billed annually, two-seat minimumJustCall sells power, dynamic and predictive dialers with deep CRM logging and AI coaching from $29 a seat annually. Nextiva has no self-serve dialer and charges for CRM integrations. For an outbound sales team JustCall is the better fit; Nextiva suits a business whose phone is mainly for customers calling in.
Full Nextiva vs JustCall comparisonNextiva vs Ooma Office
from $19.95 per user per monthOoma Office is a no-contract business phone from $19.95 a user. Nextiva's Core is cheaper on an annual term and adds video and review management, while Ooma avoids the 12-month commitment. Choose Ooma for month-to-month simplicity; choose Nextiva for a broader bundle on an annual term.
Full Nextiva vs Ooma Office comparisonPairs well with
7 categoriesNextiva is a calling tool, and a team running it still has 7 neighbouring categories to staff. The pick in each is HubSpot CRM for sales CRM, Avoma for conversation intelligence, Apollo.io for B2B data providers, Reply.io for sales engagement, Calendly for scheduling & booking, WhatConverts for call tracking & attribution and Fireflies.ai for AI meeting note takers, each the leading tool in that category on published criteria.
- HubSpot CRMSales CRM · Category Leader
- Because
- Nextiva lists no self-serve list dialer among its limits. HubSpot CRM adds one shared record across marketing, sales, service, content, and commerce.
- Benefit
- Every conversation ends up on a record, so a rep leaving does not take the pipeline with them.
- AvomaConversation Intelligence · Category Leader
- Because
- Nextiva is built for calling, not call coaching. Avoma adds automatic CRM field updates on the revenue module.
- Benefit
- What good reps do on calls becomes visible, so it can be taught rather than admired.
- Apollo.ioB2B Data Providers · Category Leader
- Because
- Nextiva lists only Core can be bought without a demo among its limits. Apollo.io adds unmatched self-serve coverage-per-dollar.
- Benefit
- Lists get built in minutes from filters, rather than bought, scraped, or typed out by hand.
- Reply.ioSales Engagement · Category Leader
- Because
- Nextiva is built for calling, not engagement. Reply.io adds Email Volume plan.
- Benefit
- One cadence covers email, calls and LinkedIn, so nobody drops a follow-up between tools.
- CalendlyScheduling & Booking · Category Leader
- Because
- Nextiva is built for calling, not scheduling. Calendly adds deepest self-serve inbound routing stack in the category.
- Benefit
- Meetings get booked in one click at times that are genuinely free, with no back and forth.
- WhatConvertsCall Tracking & Attribution · Ease of Use
- Because
- Nextiva is built for calling, not call tracking. WhatConverts adds excellent agency tooling.
- Benefit
- Phone calls get attributed to the campaign that caused them, like every other conversion.
- Fireflies.aiAI Meeting Note Takers · Category Leader
- Because
- Nextiva lists no free trial advertised among its limits. Fireflies.ai adds pro at $10 per seat annually.
- Benefit
- Nobody types notes during a call, and what was promised on it is searchable afterwards.
Pairings follow the methodology: the leading tool in each complementary category, chosen on published criteria. Placement cannot be purchased.
Full Nextiva stackImplementation & onboarding
- Setup time
- Same day for Core: buy online, pick numbers, install apps. Engage, Scale and contact center plans start after a demo and a sales process.
- Learning curve
- Low for everyday calling and texting; moderate for contact center routing and workflow building on Scale.
- Onboarding
- The plan comparison lists hands-on setup assistance and 24/7 support on every plan.
- Migration notes
- Port existing numbers on the carrier's timeline. Budget for the CRM integration add-on if calls must log into Salesforce or HubSpot.
Platform, API & security
- Platforms
- Desktop appiOSAndroidWeb browser (Engage and Scale)
- API
- Not documented on the pricing page; CRM connections are sold as add-ons.
- Compliance
- SOC 2ISO 27001HIPAAPCI-DSS secure payment on the Professional contact center plan
- SSO
- Single sign-on listed with an extra setup, licensing or usage fee footnote.
- Security notes
- Multiple data centers for reliability are listed on every plan, and the site advertises 99.999 percent uptime.
Support & resources
- Channels
- 24/7 phoneEmailChatHands-on setup assistance
- Documentation
- Support site and blog on nextiva.com.
Company
- Founded
- 2006
- Headquarters
- Scottsdale, Arizona, United States
- Ownership
- Venture-backed
- Founders
- Tomas Gorny
- Funding
- $200M from Goldman Sachs announced in September 2021, per Nextiva's own blog.
Funding history
| Round | Amount | Year | Notes |
|---|---|---|---|
| Growth round | $200M | 2021 | Led by Goldman Sachs, per the vendor's announcement. |
Timeline
- 2006Tomas Gorny co-founds Nextiva, per the company's history post.
- 2021Raises $200 million from Goldman Sachs.
- 2026Sells Core, Engage and Scale small-business plans from $15 a user annually, contact center plans from $75 per agent, and the XBert AI receptionist.
Integrations
- Outlook contacts
- Google contacts
- Microsoft Teams (add-on)
- Salesforce (add-on)
- HubSpot (add-on)
- Active Directory sync
- Google, Yelp and TripAdvisor reviews
Frequently asked questions
12 questionsHow much does Nextiva cost?
Core is $15 per user per month on annual small-business pricing or $23 monthly, Engage is $25 annually or $50 monthly, and Scale is $75 per user per month. Contact center plans start at $75 per agent per month, with higher tiers quoted.
Who qualifies for the annual small-business prices?
New small-business customers with 1 to 100 employees who sign a paid 12-month or longer minimum term, according to the pricing page footnote.
Can I buy Nextiva without talking to sales?
Only Core. Engage, Scale and every contact center plan route to a demo.
Does Nextiva include a power or predictive dialer?
Not on the small-business plans. Progressive and predictive dialing are listed on the Professional contact center plan, which is priced by quote.
Does Nextiva integrate with Salesforce and HubSpot?
Yes, but the pricing page marks Salesforce, HubSpot and other CRM integrations as add-ons, with a footnote that they may involve extra setup, licensing or usage fees.
How many text messages are included?
100 per user per month on Core, 500 on Engage and unlimited on Scale.
What is XBert?
Nextiva's AI receptionist, an add-on that answers calls, texts and chats 24/7. Plans that bundle unlimited calling and XBert are advertised from $99 a month.
Is there a free trial?
The pricing page does not advertise one. It notes that no credit card is required for a demo and that customers can cancel anytime.
Is Nextiva HIPAA compliant?
The vendor's site lists HIPAA compliance, SOC 2 and ISO 27001 certification. Confirm the HIPAA terms for your plan during purchase.
What should I pair Nextiva with?
Nextiva is a calling tool, and a team running it still has 7 neighbouring categories to staff. The pick in each is HubSpot CRM for sales CRM, Avoma for conversation intelligence, Apollo.io for B2B data providers, Reply.io for sales engagement, Calendly for scheduling & booking, WhatConverts for call tracking & attribution and Fireflies.ai for AI meeting note takers, each the leading tool in that category on published criteria.
What do I pair with Nextiva for Sales CRM?
HubSpot CRM. Nextiva lists no self-serve list dialer among its limits. HubSpot CRM adds one shared record across marketing, sales, service, content, and commerce.
Is Nextiva enough on its own?
For calling, yes. Nextiva does not cover conversation intelligence, B2B data providers and sales engagement, and its own profile says so; Avoma, Apollo.io and Reply.io are the tools that fill those gaps.
Editorial verdict
Nextiva is a mature small-business communications suite with a low annual entry price, 24/7 support and a broader bundle than most phone vendors, taking in video, team chat and online review management. It is not a sales dialer that a small team can buy by card: predictive dialing sits on a quote-only contact center plan, CRM integrations are add-ons, and only Core skips the demo. Buy it for a business that mainly takes customer calls and texts and wants one app for all of it on an annual term. Look elsewhere in this category for outbound dialing.
Written by the SaaSTracker editorial team. Awards, when shown, are judged against the published criteria in our methodology.