Settings: Subscription
Learn how the Subscription section lets you view your current plan, manage your package, and make changes as your business grows or your needs change.
Thought Process
The Subscription section gives the customer a clear place to manage the commercial side of their CRM account. As businesses change, the package they need can change too, so this area is designed to make that easier to review and control.
Rather than hiding plan information away, the aim is to make it simple for the account owner to see what plan they are on, what it includes, and whether they need to upgrade, downgrade, or adjust the subscription to better suit the way the business is operating.
Why it matters
A business may grow, reduce in size, or change how many users need access, so the subscription should be easy to review and update.
Why it is useful
It gives customers more control over their own account without needing every subscription change to be handled manually outside the system.
What the Subscription Section Covers
Current plan
View the subscription package currently active on the account, along with the key details that apply to it.
Upgrade options
Move to a larger or more suitable plan if the business needs more users, capacity, or functionality.
Downgrade options
Reduce the package where appropriate if the current plan is no longer the best fit for the business.
User and access impact
Subscription levels may affect how many staff can use the CRM and how the account is managed overall.
Plan management
This area gives the customer one central place to review and manage the plan attached to their CRM account.
Better fit over time
The subscription can be adjusted as the business changes, helping the account stay aligned with real needs rather than staying fixed forever.
Simple Walkthrough
- Go to Settings.
- Open the Subscription section.
- Review the current plan shown on the account.
- Check whether the plan still suits your current business needs.
- Select an upgrade or downgrade option if a change is required.
- Confirm the change so the subscription updates accordingly.
Getting the Most From Subscription Settings
Review it regularly
A plan that suited the business six months ago may not be the right one now, so it is worth reviewing the subscription from time to time.
Check before adding staff
If you are planning to add more users, review the subscription first so the account can support the change properly.
Do not overpay for unused capacity
If the business no longer needs the same level of access or scale, a downgrade may make more sense.
Match the plan to the business
The best subscription is the one that fits the real day-to-day needs of the team, not just the biggest package available.