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Choosing a Plan ​

This page is for a tenant — a business deciding which subscription to be on.

Your plan sets your price and your limits — how many team members, leads and contacts you can have. This page explains how to read the plans and how to switch between them.

What you'll learn

  • How to read the pricing page
  • What monthly vs. yearly means for you
  • How to upgrade, downgrade or cancel later

Reading the plans ​

The pricing page

Each plan card shows its price and what you get — typically Team seats, Leads, Contacts and Workflows, with Unlimited where a plan lifts the cap. One plan may be marked Recommended.

  • Monthly / Yearly — use the toggle at the top to switch the prices between billing every month and billing once a year. Yearly usually costs less overall, and the toggle shows how much you save.
  • A plan showing a struck-through price has an offer — you pay the lower figure.
  • The Free Trial card, if shown, lets you try the product for a set number of days with no card required. See Free Trials.

Select Select on the plan you want to start signing up, or Start Free Trial to begin a trial. New here? That leads into Registration.

Changing your plan later ​

You're not locked in. Inside your workspace, open Subscription → Plans to see every plan with your current one marked.

Managing your plan from inside the workspace
  • Upgrade — move to a larger plan. Use this when you're bumping against your limits.
  • Downgrade — move to a smaller plan.
  • Cancel Subscription — end your current subscription (you'll be asked for a reason).

TIP

Limits shown as Unlimited (internally -1) mean there's no cap on that resource. A plan with a number — Leads: 5000 — caps you at that figure, after which you're prompted to move up.

Where to go next ​