Upgrading Your Subscription Plan

Learn how to upgrade your subscription plan to get more features, higher limits, and access to advanced capabilities.

When to Upgrade

Reasons to Upgrade

Need more storage - Running out of space
Team growth - Adding more team members
Feature access - Want AI suggestions or advanced features
Limits reached - Hit your plan's limits
Better collaboration - Need team features

Plan Comparison

Review available plans:

Trial - Free 14-day trial
Agent - $10/month, solo agent
Team - $30/month, up to 5 members
Enterprise - Custom pricing, unlimited

Before Upgrading

Check Current Usage

Go to Settings → Billing
Review current usage
Understand your needs
Determine right plan

Compare Plans

Visit pricing page or billing settings:

Feature comparison
Limit differences
Pricing options
Support levels

Consider Your Growth

Current needs
Near-term plans
Long-term goals
Budget considerations

Upgrading Process

Step 1: Access Upgrade Options

Go to Settings → Billing
Find "Change Plan" or "Upgrade" button
Or visit pricing page
See available plans

Step 2: Select New Plan

Review plan options
Compare features and limits
Select desired plan
Review pricing details

Step 3: Review Changes

Before confirming, review:

New monthly/annual cost
What you'll gain
What you might lose (downgrades)
Effective date - Immediate or next cycle

Step 4: Confirm Upgrade

Review all details
Confirm payment method
Accept terms if shown
Click "Upgrade" or "Confirm"
Processing begins

Step 5: Confirmation

After upgrade:

Confirmation email sent
New features available immediately
Billing updated
Limits increased right away

Upgrade Scenarios

Trial → Agent

Upgrade from:

14-day free trial
Limited to 50 leads/trips
No AI features
Solo only

Upgrade to:

$10/month
Unlimited leads/trips
AI suggestions enabled
Full CRM features

When to do it:

Trial ending soon
Need more than 50 leads
Want AI features
Ready to commit

Agent → Team

Upgrade from:

$10/month solo plan
Unlimited leads/trips
No team features

Upgrade to:

$30/month
Up to 5 team members
Team collaboration
Shared leads and tasks

When to do it:

Hiring team members
Need collaboration
Want to share leads
Growing business

Team → Enterprise

Upgrade from:

$30/month team plan
Limited to 5 members
Standard support

Upgrade to:

Custom pricing
Unlimited team members
Dedicated support
Custom features

When to do it:

More than 5 team members
Need custom solutions
Want dedicated support
Large organization

Immediate vs. Next Cycle

Immediate Upgrade

Most upgrades take effect:

Right away - Features available instantly
New limits - Increased immediately
Prorated billing - Charge difference for remaining period
Full access - All features unlocked

Next Cycle Upgrade

Some changes may wait:

Billing cycle - Starts next month
Confirm timing - Check upgrade details
Plan accordingly - Know when it takes effect

Payment Changes

Updated Billing

After upgrade:

New amount charged
Prorated charges may apply
Payment method used automatically
Invoice generated

Prorating Explained

If upgrading mid-cycle:

You pay difference for remaining days
Next full charge at new rate
Fair pricing for partial period
Detailed on invoice

Downgrading

When Downgrading

If you downgrade:

Lose features - No longer available
Lower limits - Reduced immediately
Keep data - Nothing deleted
Billing adjusted - Credits may apply

Downgrade Process

Go to Billing settings
Select lower plan
Review what you'll lose
Confirm downgrade
Changes take effect next cycle (usually)

Important: Review data that exceeds new limits before downgrading.

Team Plan Upgrades

Adding Team Members

When upgrading to Team plan:

Can invite team members immediately
Up to 5 members allowed
Share leads and collaborate
Team features enabled

Team Setup

After upgrading:

Go to Team page
Invite team members
Set up roles
Start collaborating

Enterprise Upgrades

Contacting Sales

For Enterprise:

Visit pricing page
Click "Contact Sales" or "Enterprise"
Fill out form
Sales team contacts you
Discuss custom needs

Enterprise Process

Consultation - Discuss requirements
Custom quote - Pricing based on needs
Implementation - Setup assistance
Dedicated support - Ongoing help

After Upgrading

Access New Features

Immediately after upgrade:

New features appear
Limits increased
Team features enabled (if Team plan)
Full access unlocked

Verify Changes

Check that upgrade worked:

Go to Settings → Billing
Verify new plan shown
Check updated limits
Test new features
Confirm billing updated

Team Notification

If upgrading to Team:

Notify team members
Explain new features
Invite them to join
Set up collaboration

Troubleshooting

Upgrade Not Processing

Check payment method is valid
Verify sufficient funds
Try again
Contact support if issues persist

Features Not Available

Refresh the page
Log out and back in
Check plan status
Wait a few minutes for sync
Contact support

Wrong Plan Shown

Refresh billing page
Check confirmation email
Verify payment processed
Contact support to verify

Billing Questions

Review invoice details
Check prorating explanation
Contact billing support
Review plan terms

Best Practices

1. Plan Ahead

Upgrade before hitting limits
Consider growth needs
Budget for increase
Time upgrades well

2. Understand Changes

Read plan comparison
Know what you're getting
Understand billing changes
Ask questions if unsure

3. Test Features

Try new features after upgrade
Verify everything works
Test with team if applicable
Report any issues

4. Monitor Usage

Check new limits
Monitor usage patterns
Adjust as needed
Plan for future

Next: Learn about subscription plans →