Plans and billing

How plans work#

A plan is a set of modules — agents, CRM, appointments, quotations, handoff, the website analyzer and so on — each with its limits. You pay monthly, quarterly, half-yearly or yearly; longer cycles carry a discount, and GST is added at checkout. The current plans are on the pricing page.

Your plan page#

Open Plan (under Transactions). Plan & billing has three tabs:

My plan

Your plan and the days left, Renew now, Change plan, your add-ons, a usage bar for each limit, and the modules you have, with Compare plans.

Plans

Every plan you can choose, by billing cycle, with Choose plan or Change to this plan. A plan made for your business shows For you.

Invoices

What you have paid: date, description, how it was paid, GST, total and status.

Limits and add-ons#

These limits stop an action when they are reached, with a message telling you how many your plan allows: team members, agents, knowledge sources, products, handoff requests a month and website analyses a month.

1. 1

   Step 1: Open My plan and find the limit's usage bar

2. 2

   Step 2: Press Add more

   Say How many, and whether to Keep on renewal? — or leave it for this period only.

3. 3

   Step 3: Pay for it

   The price covers the days left in your current period.

Renew or change plan#

• Renew now pays for the next period. It starts when the current one ends, so renewing early loses nothing.
• Change plan moves you to another plan now; you are credited for the unused days of the current one.
• At checkout, a Coupon code goes in Have a code? → Apply.

Payments and billing details#

• History (under Transactions) lists every plan and add-on payment — successful, failed or pending — with its payment and order IDs, dates and the gateway used.
• Your GSTIN and billing address are kept under Settings → Profile → Billing Information.