When you sign up, CoreReach gives you 14 days with the Momentum plan's features switched on — no card, no commitment. The idea is that you get to hear your agent doing the things you'd actually be paying for, on your own calls, before you decide anything.
This article covers what the trial includes, what changes on day 15, and how the Limited plan works if you don't subscribe. For a side-by-side of the paid plans, see Plan overview and how minutes work in Billing & Plans.
While the trial is running
You'll see a bar across the top of the app saying Momentum features are on, with the number of days left. These are the five things the trial exists to demonstrate:
Someone asks about a vacancy — your agent takes their details instead of a message.
They ask what's available and what it costs — your agent reads it from your units.
They want to see it — your agent puts the viewing on your calendar.
They need the application — your agent texts them the link before they hang up.
A pipe bursts at 2am — your agent works down your on-call list until someone picks up.
The trial unlocks these; it doesn't switch them on. Every one of them needs something only you can supply — your units, your questions, your calendar, your links, your on-call numbers — so an account that sets none of them up will finish the trial having demonstrated nothing. Each takes about a minute. Set up the one that matches the calls you actually get, then ring your agent's number and listen to it happen — hearing it is what the fortnight is for.
The one thing the trial doesn't include
The Knowledge Base is the single Momentum feature held back. If everything else on your new account is unlocked and that section isn't, that's why — it isn't a fault. Any paid plan opens it. See Adding a Knowledge Base.
Growth-only features — owners, vendors and PMS sync — aren't part of the trial either, since the trial mirrors Momentum rather than the top plan.
What happens when the trial ends
Nothing you set up is deleted. Your account moves to the Limited plan, and the features the trial was lending you switch off:
Leasing intake stops running, but your questions stay saved.
Your agent stops booking viewings, but your calendar stays connected and your appointment types stay defined.
It stops texting links, but your links stay in the list.
It stops reading availability and pricing off your units.
Your on-call list stays exactly as you wrote it, but your agent calls only the first number on it.
Subscribe to Momentum or Growth at any point — before or after the trial ends — and all of it starts working again as it was. You won't re-enter anything.
Two settings are the exception and do not come back on their own: notifications about prospective residents and prospective owners. Switch those back on yourself under Account → Notifications.
What your agent still does on Limited
Limited is not a switched-off account. Your agent keeps answering the phone and keeps doing the part of the job that matters most:
Answers every call with the voice, name and personality you chose — in English, and in Spanish too if you've switched that on.
Takes structured maintenance requests — not just a message, but the request written down properly and prioritised.
Transfers emergencies to your on-call number.
Recognises callers already on file and greets them by name.
Answers your FAQs, blocks spam and unwanted numbers, and follows your answering hours and failover settings.
Writes up every call with a summary, recording and transcript, and shows it on your Dashboard and Calls list.
Keeps your team — one Administrator plus up to three Editors.
What it stops doing is the leasing, owner and vendor work described above.
How minutes work on Limited
There's no monthly subscription, so there's no monthly pool of minutes. Instead:
You get a small batch of credit minutes when you finish setting up — enough for your first few calls.
After that you buy credit minutes in 100-minute blocks, at the pay-as-you-go rate. They don't expire.
Every answered call draws down that balance. When it reaches zero, calls go to your failover instead of your agent until you top up.
Auto-reload isn't available on this plan, so topping up is something you do yourself. See Buying credit minutes and configuring auto-reload.
Until you've bought credits at least once, calls are capped at 10 minutes each, whatever your maximum call duration is set to.
If you find yourself topping up often, a paid plan with included monthly minutes usually costs less for the same usage — see Plan overview and how minutes work.
Your phone number
On Limited, a number that goes unused for long enough is released back to the pool so it isn't held indefinitely. You'll get a warning in the app before that happens, and either placing a call to your agent or subscribing keeps it. This doesn't apply on any paid plan.
Subscribing
You can subscribe at any time from Account → Billing, during the trial or long after it. Your settings, contacts, properties and call history carry over untouched — there's no second setup. See Upgrading, downgrading, and canceling your plan.