Usage Limits and Quotas

Understand your plan's usage limits and how to manage them. Learn about lead limits, storage quotas, and how to upgrade when you need more capacity.

5 minutes
Beginner

Usage Limits and Quotas

Learn about your subscription plan's limits, how to monitor usage, and what happens when you approach or exceed limits.

Overview

Each subscription plan has specific limits:

  • Leads - Maximum number of leads
  • Trips - Maximum number of trips
  • Storage - File storage space
  • Team Members - Number of team members
  • Features - Available features

Understanding Your Limits

Trial Plan Limits

Duration: 14 days

  • Leads: 50 leads
  • Trips: 50 trips
  • Storage: 5 MB
  • Team Members: 1 (solo only)
  • Features: Basic CRM features
  • AI Suggestions: Not available

Agent Plan Limits

Price: $10/month

  • Leads: Unlimited
  • Trips: Unlimited
  • Storage: 50 MB
  • Team Members: 1 (solo only)
  • Features: Full CRM features
  • AI Suggestions: Available

Team Plan Limits

Price: $30/month

  • Leads: Unlimited
  • Trips: Unlimited
  • Storage: 50 MB
  • Team Members: Up to 5 members
  • Features: Full CRM + Team features
  • AI Suggestions: Available

Enterprise Plan Limits

Price: Custom pricing

  • Leads: Unlimited
  • Trips: Unlimited
  • Storage: 100 MB (or custom)
  • Team Members: Unlimited
  • Features: Everything + Custom features
  • Support: Dedicated support

Monitoring Usage

Viewing Current Usage

  1. Go to Settings → Billing
  2. Find "Usage" or "Current Usage" section
  3. See your usage vs. limits:
Leads: 245 / Unlimited ✅
Trips: 89 / Unlimited ✅
Storage: 12.3 MB / 50 MB (25%) ✅
Team Members: 3 / 5 (60%) ✅

Usage Indicators

  • Green - Well within limits
  • Yellow - Approaching limits (75%+)
  • Red - At or near limit (90%+)
  • Exceeded - Over limit

Regular Monitoring

Check usage:

  • Weekly or monthly
  • Before adding lots of data
  • When planning to grow
  • Before reaching limits

What Happens When You Approach Limits

Warning Notifications

At 75% of limit:

  • Email notification sent
  • Dashboard warning shown
  • Consider upgrading or cleaning up

At 90% of limit:

  • More prominent warnings
  • Upgrade prompts
  • Time-sensitive alerts

At the Limit

When you reach 100%:

  • Cannot create new items (leads, trips)
  • Cannot add more team members
  • Cannot upload more files
  • Existing data still accessible

Exceeding Limits

If you go over:

  • Features may be restricted
  • New items blocked
  • Upgrade required to continue
  • Contact support for help

Managing Limits

Option 1: Clean Up Data

Before upgrading:

  • Delete old/unused leads
  • Remove duplicate entries
  • Archive completed trips
  • Delete unnecessary files
  • Remove inactive team members

Option 2: Upgrade Plan

If you need more:

  • Upgrade to higher tier
  • More storage available
  • Higher team limits
  • Additional features
  • Immediate access

Option 3: Contact Support

For custom needs:

  • Enterprise plans available
  • Custom limits possible
  • Flexible pricing
  • Discuss your requirements

Storage Management

Checking Storage Usage

  1. Go to Settings → Billing
  2. Find Storage usage
  3. See total used space
  4. View breakdown by file type

Reducing Storage

  • Delete large files
  • Compress images before uploading
  • Remove duplicate files
  • Archive old attachments
  • Use external storage links

File Size Guidelines

  • Images: Keep under 2 MB
  • Documents: Keep under 5 MB
  • Compress large files
  • Optimize images before upload

Team Member Limits

Monitoring Team Size

  1. Go to Team page
  2. See current team count
  3. Compare to your limit
  4. Plan for growth

At Team Limit

  • Cannot invite more members
  • Must remove someone first
  • Or upgrade to higher plan
  • Enterprise allows unlimited

Managing Team Size

  • Remove inactive members
  • Consolidate if possible
  • Upgrade if needed
  • Consider role optimization

Lead and Trip Limits

Understanding Limits

Unlimited Plans:

  • No hard limit on count
  • Create as many as needed
  • Focus on quality over quantity

Limited Plans:

  • Maximum number set
  • Cannot exceed limit
  • Must upgrade or clean up

Managing Lead/Trip Counts

  • Archive completed items
  • Delete duplicates
  • Merge similar leads
  • Clean up old data
  • Regular maintenance

Feature Limits

Trial Limitations

Trial plan has restricted features:

  • No AI suggestions
  • Basic CRM only
  • Limited integrations
  • No team features

Plan Features

Each plan includes:

  • Different feature sets
  • Progressive access
  • Upgrade unlocks more
  • Check plan comparison

Upgrade Paths

Trial → Agent

  • Unlock full features
  • Remove lead/trip limits
  • Get AI suggestions
  • $10/month

Agent → Team

  • Add team members
  • Enable collaboration
  • Share leads and tasks
  • $30/month

Team → Enterprise

  • Unlimited members
  • Custom limits
  • Dedicated support
  • Custom pricing

Best Practices

1. Monitor Regularly

  • Check usage weekly/monthly
  • Track trends
  • Plan ahead
  • Avoid surprises

2. Clean Up Periodically

  • Monthly cleanup sessions
  • Remove old data
  • Archive completed work
  • Keep system lean

3. Plan for Growth

  • Anticipate needs
  • Upgrade before hitting limits
  • Budget for scaling
  • Consider annual plans

4. Optimize Usage

  • Use storage efficiently
  • Don't hoard unused data
  • Archive vs. delete decisions
  • Smart file management

Troubleshooting

Can't Create New Item

  • Check if at limit
  • View usage dashboard
  • Clean up or upgrade
  • Contact support if needed

Storage Full

  • Delete large files
  • Compress images
  • Remove duplicates
  • Upgrade storage limit

Team Limit Reached

  • Remove inactive members
  • Upgrade plan
  • Consider Enterprise
  • Optimize team structure

Unexpected Limits

  • Check your plan details
  • Verify subscription status
  • Review plan features
  • Contact support for help

Related Guides

Next: Learn about upgrading your plan →

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