How do I change my plan?

If you are the Primary Account Admin, you can access the Billing & Upgrade page to change your plan and contact limit.

Changing your plan is easy and can be done at any time during your billing cycle. We will not automatically upgrade or downgrade your plan as you approach your contact limit. 

To get to your billing page:

  1. Click your name on the bottom left of your screen.
  2. A modal window will appear. Click "Billing & Upgrade."

Once on the billing page, you can adjust your contact limit, user seats, plan tier, and product :

To adjust your contact limit:

  1. Click the Edit link next to your contact amount.
  2. In the Edit Contact Limit modal, move the contact slider left or right. Notice the prices on the right will also adjust.
  3. Click “Update contact limit” to confirm the change.
  4. Click “Confirm Purchase” to confirm the purchase and update your billing.

To change your user seats:

  1. Click the Edit link next to your User Seat amount.
  2. In the Manage User Seats Modal, click the plus or minus icons to change your User Seat
  3. amounts. Notice that the prices on the right will also adjust.
  4. Click “Continue” to confirm the changes.
  5. Click “Confirm Purchase” to confirm the purchase and update your billing.

To change your plan tier:

  1. Click the plan tier of your choice.
  2. In the modal, click “Upgrade” to confirm the purchase and update your billing

To change your product plan:

If you are on a Sales or Marketing plan:

    1. Click the available add-on plan at the very bottom.
    2. Move the contact slider left or right and click the plus or minus icons to change the contact amount and user seats needed. Click “Update my plan” to confirm the purchase and update your billing

If you are on the Marketing and Sales bundle:

    1. Click the “Get in touch” link next to “Want to change your plan” on the top right to talk with the team about changes.

If you choose to upgrade your plan in the middle of your billing cycle, we’ll charge you a prorated fee to cover that upgrade. For example, let’s say you are on a Plus plan at $49 per month, and you wish to upgrade to the Enterprise plan at $149 per month. We would charge you a prorated fee of $74.50 to cover your upgrade for the rest of your billing cycle, then charge you $149 when your new billing cycle begins.

If you need assistance with downgrading, please submit a Support ticket using the email address associated with the Primary Account Admin. 

Was this article helpful?
23 out of 118 found this helpful

Have more questions? Submit a request

Start free trial