Billing
Manage your subscription plan, payment method, and usage.
View and manage your subscription from Settings → Billing.
Plans
| Plan | Price | Key Features |
|---|---|---|
| Starter | Free tier | Core CRM, basic reporting, 1 pipeline |
| Growth | Per user/month | Advanced reporting, automations, email integration |
| Professional | Per user/month | All Growth features plus AI, telephony, multiple pipelines |
| Enterprise | Custom pricing | All Professional features plus ERP integration, Data Lake, SLA policies, SSO |
Usage Monitoring
The billing page shows current usage across three meters:
- AI Credits — Tokens consumed by AI features (chat, email drafting, call analysis)
- Automations — Total automation actions executed this billing period
- Storage — File storage used (uploads, attachments)
Payment Method
Update your payment card from the billing page. Click Update next to your current card to enter new payment details.
Invoice History
View and download past invoices as PDF from the invoice history table. Each entry shows the date, amount, and payment status.
Upgrading or Downgrading
Click Upgrade or Downgrade on the plan comparison to change your subscription. Changes take effect at the start of the next billing period.