How trial-to-paid works
The 14-day trial requires a card on file. Your trial converts only when the trial period ends with an active card — Stripe captures the card and subscribes you to the plan you picked. On day 14, if no card is on file, the workspace locks: data is preserved, but new deals and exports pause until a plan is active.
Plans
| Plan | Price | Seats |
|---|---|---|
| Starter | $150/mo | 1–3 |
| Professional | $350/mo | Unlimited (within your team) |
| Enterprise | Custom pricing | 11+ seats, SSO, dedicated CSM |
How to add seats
Starter includes 1–3 seats. Pro is unlimited team. To add a teammate:
- Go to Settings → Team
- Click Invite teammate and enter their email
- They receive an email, verify, and land in the workspace
On Starter, seats 2 and 3 are included. Adding a fourth seat prompts a Starter → Pro upgrade — you can approve inline or decline to stay at 3.
How to upgrade Starter → Pro
Two ways:
- From the seat prompt — when you add a fourth seat, click Upgrade in the dialog. Proration is handled automatically; you pay the Pro rate only for the days remaining in the month.
- Manually — Settings → Billing → Change plan → Pro. Takes effect immediately.
Enterprise
Enterprise includes SSO (Okta, Azure AD, Google Workspace), a dedicated Slack channel with a named CSM, 2-hour support response SLA during business hours, custom DPA and MSA, and usage analytics exports.
Enterprise is not self-serve. Email [email protected] or hit Contact sales on the pricing page and we'll set up a call.
How to change payment method
Settings → Billing → Payment method → Update card. Stripe handles the swap — the new card is used for the next invoice. Invoices and receipts are emailed automatically and are also downloadable under Settings → Billing → Invoices.
If a payment fails
Stripe retries automatically on day 3, day 5, and day 7 after a failed charge. You'll get an email after each failure. If all retries fail, the account enters a 7-day grace period where read access stays open but new deals and exports pause. Fixing the card during the grace period restores full access immediately.
Still stuck?
Reply to [email protected] with the account email and what you're trying to do.