PBX Advisors
PBX Advisors is a privately held, Bay Area-based certified reseller and implementation partner for Dialpad and RingCentral cloud communications platforms, serving small businesses through enterprises across multiple US verticals with deployment and ongoing support services.
- Company typePrivate
- Founded2014
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What PBX Advisors does
PBX Advisors is a privately held, micro-scale cloud communications reseller and implementation partner headquartered in the San Francisco Bay Area, operating with 1-10 employees. The firm holds certified partner status with two competing unified-communications-as-a-service platforms — Dialpad and RingCentral — and acts as a value-added reseller providing deployment, number porting, system configuration, user training, go-live testing, and ongoing optimization services rather than developing any proprietary technology.
The company's revenue model combines recurring subscription commissions or margins on Dialpad and RingCentral seat licenses with professional-services revenue from implementation engagements. Pricing is delivered through consultation rather than published rates, with underlying platforms offering per-seat (Dialpad) and tiered subscription (RingCentral) structures billed monthly. Marketing is conducted primarily through the company's website, partner co-marketing with the two underlying vendors, and direct outreach, with contact forms, demos, and phone/email inquiries as the primary conversion mechanisms.
PBX Advisors targets the full spectrum of US-based customers from small startups through enterprise organizations across verticals including healthcare, legal, real estate, finance, retail, technology, and professional services. The firm reports 2,000+ cumulative customer deployments over approximately twelve years of operation, and it leverages HIPAA and SOC 2 compliance attributes of its underlying platforms to serve regulated buyers. It is staffed as a small partner-led services firm with no disclosed ownership, institutional investors, or parent company.
PBX Advisors firmographics
Firmographics- Name
- PBX Advisors
- Legal name
- PBX Advisors
- Website
- https://pbxadvisors.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PBX Advisors is a privately held, Bay Area-based certified reseller and implementation partner for Dialpad and RingCentral cloud communications platforms, serving small businesses through enterprises across multiple US verticals with deployment and ongoing support services.
- Ownership category
- akta.pro rank
PBX Advisors industry classification
Industry- Product category
- Cloud Communications Services
- SIC
- Services-Telephone Interconnect Systems (7385)
- akta.pro primary industry
- Cloud PBX & Hosted Telephony (HDAIAHAB)
- akta.pro secondary industry
- Customer Experience (CX) & Digital Experience (BPAHAEAC)
Keywords
Where PBX Advisors is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PBX Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Dialpad Reseller: Revenue generated from reselling Dialpad's AI-powered business communications platform, including voice, messaging, video, and contact center solutions. The company earns commissions or margins on subscriptions sold to end customers.
- RingCentral Reseller: Revenue generated from reselling RingCentral's Agentic Voice AI platform, trusted by 500,000+ businesses worldwide. Includes business phone, video meetings, team messaging, and contact center solutions.
- Implementation Services: Professional services revenue from deployment, configuration, number porting, system setup, user training, and ongoing support for Dialpad and RingCentral implementations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Dialpad - Simple per-seat pricing with all core features included |
| Subscription | Monthly | RingCentral - Scalable plans for small businesses to enterprises |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
PBX Advisors product offering
Product offeringCore offering
PBX Advisors is a certified reseller and implementation expert for Dialpad and RingCentral cloud communications platforms. The company sells AI-powered business phone, messaging, video, and contact center solutions to US businesses, and provides end-to-end deployment services including number porting, system configuration, user training, go-live testing, and ongoing support and optimization.
Product overview
PBX Advisors is a certified partner offering AI-powered cloud phone solutions through two core platforms: Dialpad (AI-native unified communications) and RingCentral (Agentic Voice AI). The company provides expert implementation services including deployment, number porting, configuration, training, and ongoing optimization for both platforms. Their portfolio consists of Dialpad and RingCentral as the underlying cloud communications platforms, with PBX Advisors delivering implementation, support, and managed services around these products.
Differentiator
Problem solved
Functional benefit
Products and services
- Dialpad
Quantifiable outcome
- Deployments typically completed within 1 to 4 weeks
- +2 more outcomes
Companies that use PBX Advisors
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
PBX Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability13 records
PBX Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- DialpadcorePBX Advisors is a certified Dialpad partner specializing in deploying and optimizing Dialpad's AI-powered communications platform. They help businesses select, implement, and optimize Dialpad's unified voice, messaging, video, and contact center solution. The partnership provides enterprise-grade AI features including real-time transcription, AI coaching, and agentic automation.
- RingCentralcorePBX Advisors is a certified RingCentral partner with deep expertise in deploying RingCentral's Agentic Voice AI platform for businesses of all sizes. Trusted by 500,000+ businesses worldwide, RingCentral provides AI-powered contact center, business phone, video meetings, and team messaging. PBX Advisors offers rapid deployment, expert configuration, and ongoing optimization.
Scale indicators3 records
Recent moves3 records
Expansion highlights3 records
PBX Advisors competitors and assessment
Company assessmentBroad incumbents
- Nextiva: Nextiva is a cloud communications provider offering UCaaS, contact center, and collaboration solutions primarily to SMBs and mid-market customers. Comparable as a competing UCaaS vendor in the same SMB-to-enterprise segment that PBX Advisors serves, with its own direct sales motion.
- 8x8: 8x8 is a publicly-traded UCaaS and CCaaS provider offering cloud communications, contact center, and collaboration solutions to businesses globally. Comparable as one of the larger platform vendors in the same product category PBX Advisors resells, with overlapping customer base and direct competition for buyers.
- Vonage: Vonage (a subsidiary of Ericsson) provides cloud communications, UCaaS, and contact center solutions to businesses of all sizes through direct and channel sales. Comparable to PBX Advisors as a UCaaS provider whose solutions compete with Dialpad and RingCentral for the same buyers.
- Five9: Five9 is a cloud contact center (CCaaS) provider serving enterprise and mid-market customers with AI-powered customer experience solutions. Comparable to PBX Advisors in the broader cloud communications ecosystem, overlapping on contact center deployments that PBX Advisors implements for its customers.
Direct peers
- Intelisys: Intelisys is a technology services distributor specializing in cloud, connectivity, and UCaaS solutions, partnering with carriers and vendors to support a national sales partner channel. Comparable to PBX Advisors in aggregating cloud communications demand and providing partner-led implementation services.
- Sandler Partners: Sandler Partners is a master agency offering sales, engineering, and support services for UCaaS, CCaaS, SD-WAN, and cloud security solutions through a national partner network. Closely comparable to PBX Advisors as a value-added reseller with implementation expertise across multiple cloud communications platforms.
- AppSmart: AppSmart is a technology marketplace and channel partner program that helps businesses procure and deploy UCaaS, networking, and cloud services through certified advisors. Comparable to PBX Advisors in bundling vendor selection, deployment, and ongoing support for cloud communications buyers.
- Telarus: Telarus is a master agent and technology services distributor that helps partners source, quote, and implement UCaaS, CCaaS, and cloud connectivity solutions from providers including RingCentral, Cisco, and 8x8. Directly comparable to PBX Advisors as a channel partner that aggregates demand and delivers implementation for cloud communications buyers.
- WTG (World Telecom Group): WTG is a master agency and managed services provider delivering UCaaS, CCaaS, and cloud connectivity solutions through partner and direct channels. Comparable to PBX Advisors as a value-added reseller with implementation expertise across multiple UCaaS vendors.
- Telecom Consulting Group (TCG): TCG is a telecommunications consulting firm and master agent that advises clients on UCaaS, CCaaS, and connectivity solutions while managing implementation and carrier relationships. Directly comparable to PBX Advisors in providing vendor-agnostic advisory plus hands-on deployment services for cloud telephony.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
PBX Advisors social profiles
Digital presencePBX Advisors compliance and trust
Trust signalCompliance3 records
PBX Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
PBX Advisors leadership team
Management profileNumber of profiles
PBX Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PBX Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PBX Advisors
What does PBX Advisors do?
PBX Advisors is a certified reseller and implementation expert for Dialpad and RingCentral cloud communications platforms. The company sells AI-powered business phone, messaging, video, and contact center solutions to US businesses, and provides end-to-end deployment services including number porting, system configuration, user training, go-live testing, and ongoing support and optimization.
Is PBX Advisors a public or private company?
PBX Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PBX Advisors founded?
PBX Advisors was founded in 2014. It employs 1 to 10 people.
Where is PBX Advisors based?
PBX Advisors is headquartered in San Francisco, United States, in the North America region.
How does PBX Advisors make money?
Three revenue lines are on record. Dialpad Reseller is the primary driver. The others are ringCentral Reseller and implementation Services.
Who are PBX Advisors's main competitors?
Broad incumbents on record are Nextiva, 8x8, Vonage and Five9. Direct peers are Intelisys, Sandler Partners, AppSmart, Telarus, WTG (World Telecom Group) and Telecom Consulting Group (TCG).
Does PBX Advisors have an API?
No public API is recorded for PBX Advisors.
What industry is PBX Advisors in?
PBX Advisors's product category is Cloud Communications Services. Its primary akta.pro industry code is HDAIAHAB, Cloud PBX & Hosted Telephony, with a secondary code of BPAHAEAC, Customer Experience (CX) & Digital Experience. Its SIC code is 7385.