How do I upgrade, add users or cancel?

On a computer, choose Settings (the gear) at the top of the screen and then Plan and billing. Only the account owner can buy or change anything; colleagues on a Business account see that the account is billed through the owner.

Moving to Pro or Business

Under Plans, choose Move to Pro (29 USD per month) or Move to Business (99 USD per month) and pay in the secure checkout. You come back to Plan and billing, which shows your new plan. Prices are in US dollars everywhere.

Users on Business

Business includes up to 10 users. To add more, choose Change users and set the total; each additional user is 5 USD per month, charged or credited pro rata on the next invoice. You cannot go below the users you have plus the ones you have invited. The card is on every plan, not only Business: on Free and Pro it explains that extra users come with Business and offers that upgrade instead of a control that could not work.

Where your own account cannot complete the change online, the card says so and asks you to contact support rather than drawing a button that would fail. And setting this number is only about how many users you are paying for — the people themselves join by email invitation from the Team page, never by being typed in here.

Importing from a file

Importing from a file is free on every plan, so there is nothing to buy for it here. An account that already has the Importer add-on keeps it as before.

Changing your card, invoices and cancelling

Choose Manage billing. It opens a secure billing page, where you can change plan, update your card, download invoices or cancel, and then brings you back. When a paid plan ends, the account returns to the free plan: nothing is deleted and the core CRM keeps working. Cancelling the Importer turns off only the Importer.

If Manage billing cannot open, the CRM tells you why instead of simply failing. It says that billing management is temporarily unavailable, that your plan and your data are not affected, and asks you to contact support so we can make the change for you. That sentence means the payment provider refused the request because of the way the account is set up, so pressing the button again will not help — and nothing has been charged, cancelled or changed in the meantime.