What ElectricSMS does

ElectricSMS operates as Recharge, a Santa Monica-based subscription commerce SaaS company founded in 2014. Its core product is a subscription management platform for Shopify-based merchants, offering recurring billing, a customer self-service portal, churn prevention tooling, upsell and cross-sell modules, bundles, analytics, and loyalty features (rewards and referrals). The platform is paired natively with Shopify, including Shopify Hydrogen for headless storefronts, and supports enterprise integrations via a public Recharge API and JavaScript SDK.

The company's current strategic focus is Concierge SMS, an AI-powered SMS assistant built on Recharge AI, which the company states is trained on more than 100 million subscription commerce interactions. Concierge SMS lets subscribers modify, skip, or cancel orders via text, handles routine customer service requests autonomously, and escalates complex issues to human teams. Disclosed outcomes include deflection of 86% of cancel requests, 1.3x higher subscriber lifetime revenue for text-managed orders, and a stated preference from 9 in 10 customers for SMS-based subscription management.

Recharge monetizes via enterprise, quote-based SaaS subscriptions billed annually, paired with a self-serve SMB/mid-market motion through the Shopify App Store. Distribution is global and targets verticals including Health & Wellness, Beauty & Personal Care, Food & Beverage, Pets, Home Goods, Meal Kits, Digital Subscriptions, and Direct Selling. Channel partnerships are operated through PartnerStack. No direct revenue, funding history, or management team information was disclosed in the available source material, and ownership structure is noted as a data gap.

Name

ElectricSMS

Legal name

Recharge Payments

Website

https://electricsms.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

ElectricSMS (operating as Recharge) is a Santa Monica-based SaaS platform that provides subscription commerce tooling and an AI-powered Concierge SMS assistant for Shopify-based brands across health, beauty, food, pets, and consumer goods verticals.

Ownership category

akta.pro rank

Product category

Subscription Management Software

akta.pro primary industry

Consumables Replenishment Subscriptions (CRAFAIAG)

akta.pro secondary industry

Subscription Boxes & Curated Product Subscriptions (CRAFAIAF)

Keywords

• Subscription management software
• Recurring billing platform
• Conversational SMS commerce
• Customer retention automation
• Shopify subscription app

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Commerce Platform: Platform fees for subscription management, processing recurring billing, and providing customer retention tools for subscription-based brands. Powers over $30B in recurring revenue.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

ElectricSMS (operating as Recharge) sells a subscription commerce SaaS platform that lets consumer brands run recurring billing, customer portals, churn prevention, upsell, bundles, loyalty, and analytics for subscription-based products. Its flagship differentiator is Concierge SMS, an AI-powered SMS assistant that lets end subscribers modify, skip, or cancel orders by text — autonomously handling routine requests and escalating complex ones — and is sold primarily to Shopify merchants including health, beauty, food and beverage, pet, and home goods brands.

Product overview

ElectricSMS (operated as Recharge) offers a unified subscription commerce platform with modular components. The core offering consists of the Subscriptions Platform paired with Concierge SMS, an AI-powered SMS assistant. Additional modules include Customer Portal, Churn Prevention, Upsell & Cross-sell, Bundles, and Analytics for core subscription management; plus loyalty features via Rewards and Referrals. Enterprise customers access dedicated API (Recharge API) and JavaScript SDK tools for custom integrations, particularly with Shopify and Shopify Hydrogen headless commerce.

Differentiator

Problem solved

Functional benefit

Products and services

• Concierge SMS

Quantifiable outcome

• 86% of cancel requests deflected, keeping more subscribers active with less friction
• +2 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability6 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• ShopifycoreTechnology or IntegrationPrimary e-commerce integration partner. The Shopify and Recharge platform pairing powers over $30B+ in recurring revenue. Shopify Hydrogen integration available for headless commerce implementations.
• PartnerStackcoreChannel Partner/ Reseller/ DistributorAgency partner platform for partner login and management. RechargePayments agency partner program managed through PartnerStack for channel distribution.
• Agency PartnersminorChannel Partner/ Reseller/ DistributorFind an agency partner program connecting merchants with certified Recharge implementation partners for setup and optimization.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Skio: Skio provides headless-friendly subscription management for Shopify merchants, including SMS-based subscription editing. Competes head-to-head with Recharge, particularly on headless/Hydrogen implementations.
• Loop Subscriptions: Loop is a Shopify subscription app focused on churn reduction and self-serve subscriber portal UX. Overlaps with Recharge's core subscription management and churn-prevention modules.
• Subbly: Subbly is a subscription commerce platform for SMB and mid-market merchants, offering recurring billing, customer portals, and churn tools comparable to Recharge's core offering.
• Bold Commerce: Bold Commerce offers subscription and checkout customization apps for Shopify and other platforms. It directly competes with Recharge on subscription management tooling for DTC and mid-market merchants.
• Stay AI: Stay AI is a Shopify-native subscription and retention platform offering churn prevention, smart upsells, and SMS tools. It is one of the closest direct competitors to Recharge in the Shopify subscription app ecosystem.

Broad incumbents

• Gorgias: Gorgias is an AI-driven ecommerce customer support platform with deep Shopify integration. Its AI Agent functionality competes with Concierge SMS for automated subscriber support and ticket deflection.
• Klaviyo: Klaviyo is a leading email and SMS marketing automation platform for ecommerce with deep Shopify integration. It competes with Concierge SMS on retention messaging and increasingly bundles subscription-context intelligence.
• Zendesk: Zendesk is a broad customer service and AI agent platform serving enterprise retailers. Its AI agents and ecommerce integrations are adjacent competitive threats to Concierge SMS for enterprise merchants.
• Attentive: Attentive is a specialist SMS marketing platform for retail and DTC brands. It competes with Recharge's Concierge SMS for AI-driven two-way subscriber conversations and retention use cases.

Emerging players

• Yotpo: Yotpo offers loyalty, referrals, reviews, and SMS marketing for ecommerce brands. It overlaps with Recharge's Rewards, Referrals, and SMS modules on retention and lifecycle monetization.

Market position

Strengths5 records

Weaknesses7 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/getrecharge
• YouTubeyoutube.com/channel/UCNHF5XmjB_EkwE17BipBTiw
• Facebookfacebook.com/rechargepayments
• LinkedInlinkedin.com/company/electricsms
• Instagraminstagram.com/rechargepayments

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ElectricSMS