> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connect-crm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing

> Manage your plan, seats, payment details, and invoices in Connect-CRM.

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**.

<Note>
  Only workspace **admins** can view and manage billing. Members can use the
  workspace but cannot change the plan or payment details.
</Note>

## Plans

Connect-CRM offers four plans:

| Plan           | Best for                               | How to get it                                            |
| -------------- | -------------------------------------- | -------------------------------------------------------- |
| **Free**       | Trying things out                      | Default for every new workspace — nothing to do          |
| **Starter**    | Small teams                            | Self-serve upgrade from **Settings → Billing**           |
| **Pro**        | Growing teams that need higher limits  | Self-serve upgrade from **Settings → Billing**           |
| **Enterprise** | Larger organizations with custom needs | [Contact us](mailto:support@connect-crm.com) for a quote |

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.

## Upgrading your plan

<Steps>
  <Step title="Open Billing">
    Go to **Settings → Billing** and review the available plans.
  </Step>

  <Step title="Choose a plan and cadence">
    Pick the plan you want and select **monthly** or **yearly** billing.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  Checkout and all payment handling are powered by [Stripe](https://stripe.com).
  Connect-CRM never sees or stores your card details.
</Note>

## 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.

<Note>
  Seat changes are prorated by Stripe, so adding or removing a member mid-cycle
  adjusts your next invoice automatically.
</Note>

## 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

<Steps>
  <Step title="Open the billing portal">
    On **Settings → Billing**, click **Manage billing**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Return to Connect-CRM">
    When you're done, use the portal's return link to come back to your
    workspace.
  </Step>
</Steps>

## 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.

<Note>
  Cancelling does not delete your workspace or data — you keep access on the
  Free plan, subject to its limits.
</Note>

## Questions about billing?

If you have a billing question that isn't answered here, or need an Enterprise
quote, [contact our team](mailto:support@connect-crm.com).