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Billing shows your plan, how many seats you’re using, and your invoices. Only people whose role allows it can see or change it.

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Your free trial

Every new CRM starts with a free trial of 60 days. You don’t need to add a card. During the trial, every CRM feature is included. Overview shows when your trial ends. When the trial ends without a plan, you’ll see “Your trial has ended. Subscribe to use the sales board, opportunities, tickets and reports.” Nothing is deleted. Pick a plan at any time to switch everything back on.

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Plans and seats

You pay for each person using the CRM. Each of them takes a seat. Plans differ by how many seats they allow and what they include. Open Billing and look at Compare plans for the current plans and prices.

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Choose or change your plan

1

Open Billing

Choose Billing in the CRM menu.
2

Pick a plan and seats

Choose Change plan or seats, pick a plan and how many seats you need. You’ll see the total before you pay. You can’t choose fewer seats than the number of active people on your team.
3

Pay

Pay online. When you come back, you’ll see “Payment received. Your subscription is active.”
The plan card on Billing showing the plan name, its renewal date, 3 of 5 seats used, a Manage your team link, and the Change plan or seats and Cancel renewal buttons

Your plan, when it renews, and how many seats you're using.

To free up seats, deactivate people who no longer need access. Choose Manage your team, or see your team, roles and audit log.

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Invoices and renewal

Your plan renews each month. Before it renews, we email the people who manage billing a link to pay. Every invoice is listed on Billing with its period, amount and status. Tick Show voided invoices to see cancelled ones too. If a payment doesn’t go through, Billing says “Your last payment didn’t go through. Pay the invoice below to keep your plan.” Choose Pay outstanding invoice to pay it.
If a renewal stays unpaid, your plan lapses after a short grace period, and the sales board, opportunities, tickets and reports are switched off until you pick a plan again. Nothing is deleted.

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Stop your plan

Choose Cancel renewal. Your plan keeps working until the end of the period you’ve paid for, then it isn’t renewed.