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Connect-CRM billing is managed per workspace. Every new workspace starts on the Free plan; you upgrade, change payment details, and download invoices from Settings → Billing.
Only workspace admins can view and manage billing. Members can use the workspace but cannot change the plan or payment details.

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Plans

Connect-CRM offers four plans: The current plan and a comparison of what each plan includes are shown on the Settings → Billing page. Each paid plan can be billed monthly or yearly — yearly billing is discounted.

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Upgrading your plan

1

Open Billing

Go to Settings → Billing and review the available plans.
2

Choose a plan and cadence

Pick the plan you want and select monthly or yearly billing.
3

Complete checkout

You’ll be taken to Stripe’s secure hosted checkout to enter your payment details. Once payment succeeds, you’re returned to Connect-CRM and your new plan is active.
Checkout and all payment handling are powered by Stripe. Connect-CRM never sees or stores your card details.

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Seats

Paid plans are billed per seat. Your seat count automatically follows the number of active members in your workspace:
  • Inviting a member who joins adds a seat.
  • Removing a member frees a seat.
You don’t need to adjust seat counts manually — your subscription is kept in step with your workspace membership.
Seat changes are prorated by Stripe, so adding or removing a member mid-cycle adjusts your next invoice automatically.

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Managing your subscription

Once you’re on a paid plan, use the Manage billing button on Settings → Billing to open the Stripe Customer Portal, where you can:
  • Update your card or payment method
  • Switch between plans or between monthly and yearly billing
  • View and download past invoices and receipts
  • Update your billing email and tax details
  • Cancel your subscription
1

Open the billing portal

On Settings → Billing, click Manage billing.
2

Make your changes

You’ll be taken to the Stripe Customer Portal in a secure session tied to your workspace. Make any changes you need.
3

Return to Connect-CRM

When you’re done, use the portal’s return link to come back to your workspace.

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Cancelling

You can cancel from the Stripe Customer Portal (see above). Your plan stays active until the end of the current billing period, after which the workspace returns to the Free plan.
Cancelling does not delete your workspace or data — you keep access on the Free plan, subject to its limits.

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Questions about billing?

If you have a billing question that isn’t answered here, or need an Enterprise quote, contact our team.