Billing
Find plan, subscription, wallet and billing profile controls.
Compare plans
- Open Account Settings → Billing → Compare Plans.
- Set the number of team members who need CRM access. The page says the selection cannot be below the number of active CRM users.
- Choose a billing cycle and review eligible plans. Use Show full comparison to compare details.
- Select an eligible plan to see the estimated total. The page says taxes apply separately. Select Continue to review when enabled and review the final terms before committing.
The page links to Current plan for renewals and licenses and Wallet for funds and payments. The settings workspace also lists Billing Settings, Add Funds and Account Profile. See the billing directory.
Prices, availability, renewal terms and payment steps vary. This draft does not document or verify a completed purchase, renewal or wallet transaction.
Detailed procedures
- Add funds to the CRM wallet
- Billing address in company profile
- Billing overview and history
- Manage a recurring CRM subscription
- Older billing screens and payment handoffs
- Older lifetime plan offer
- Older plan confirmation
- Older renewal and license increase
- Older SMS offers
- Older subscription cancellation
- Older toll-free subscription checkout
- Payment events and reconciliation
- Renew or change CRM licenses
- Review a CRM plan upgrade
- Secure wallet payment checkout
- Transfer wallet funds to service credits
- Wallet and subscription payment status