Know where every deal stands

CRM is its own subscription. Checkout charges the CRM plan’s monthly or yearly price. Free includes 1 CRM user, Starter includes 3, and Professional includes 5. Inside that cap the quantity changes immediately and the price does not change. Enterprise quantity cannot be edited in the account.

Each plan has a monthly price and a yearly price. Checkout charges the price for the interval you select. It does not take an extra percentage off. The pricing page mentions two months free only when the yearly price is ten times the monthly price. Switching an active paid subscription between monthly and yearly opens the billing portal and waits for the provider to confirm it.

Choosing another plan from Organisation Billing opens checkout and shows a preview first, including a move from an open trial to a different paid plan. The current plan stays until payment succeeds. That payment ends the remaining trial. A change that stays on the trial, or moves to the free plan, applies immediately and is not charged that day.

A lower plan normally starts at the end of the current period. Organisation Billing shows that date. When you are not in an open trial, checkout lists the features and seats that would change, and there is no credit for unused days. The change is refused while more licenses are assigned than the lower plan includes. During an open trial, the free plan applies immediately. A different paid plan shows the checkout preview before payment.

Free includes 1 seat, Starter includes 3, and Professional includes 5. Inside that cap, the quantity changes immediately and the plan price does not change. It cannot go above the cap or below licenses already assigned. Enterprise quantity cannot be edited in the account.

Organisation Billing schedules cancellation at the end of the current period. You can keep the subscription before that date. Unused days are not refunded, and your records are not deleted. Access ends on that date for paid, free, and local subscriptions.

The account cannot issue a refund. A refund is recorded only after the payment provider confirms it, and that record does not by itself end the subscription. Contact support to ask. A request is not an approval.

A trial starts only when that plan is triable and has trial days. It is not charged on the start day. When the trial date passes, the subscription moves to the product’s public free plan if one exists. If none exists, the trial is canceled and its licenses are removed.

When Stripe reports a failed renewal for a subscription that has already been paid, it is marked past due and access continues until the recovery deadline in Organisation Billing. Another failed payment does not move that deadline. A first payment that fails does not open the product. A card dispute removes access and does not receive the recovery window. Your data is not deleted. Update the payment method before the deadline. A later confirmed payment restores access, except while a dispute is open.

A paid plan stays in place until you upgrade, downgrade, or cancel. When a trial ends, the subscription can move to that product’s public free plan. A renewal amount is shown only when a paid subscription has a payment provider and is not scheduled to cancel.