Navigate to Admin > Billing to view your current subscription plan. The billing page displays your plan name, billing cycle (monthly or annual), renewal date, and the price per user. If your organization is on a free trial, the remaining trial days are shown prominently at the top of the page.

Your plan determines which features and limits are available to your organization. Common plan features include:

• User seats — Maximum number of users who can access the CRM.
• Storage — File storage quota for attachments and documents.
• Email sending — Monthly email send limit for campaigns and outreach.
• Integrations — Which third-party integrations are available.
• Custom fields — Number of custom fields per entity type.
• Workflows — Number of active automation workflows.
• Reports & dashboards — Access to advanced reporting and analytics features.
• API access — Whether the REST API is available for external integrations.

The billing page displays real-time usage statistics for your organization:

Each resource is displayed as a progress bar showing your current usage against your plan limit:

• Users — Active user seats on your account.
• Contacts — Total contact records in your CRM.
• Companies — Total company records in your CRM.
• Emails Sent — Emails sent this billing period.
• AI Tokens — AI token consumption this billing period.
• Enrichments — Contact enrichment requests used.
• Workflow Executions — Automation workflow runs this billing period.
• Import Rows — Rows imported via CSV or file upload.
• Export Rows — Rows exported to CSV, JSON, or Excel.
• Storage — File storage consumed by attachments and documents.
• Lead Captures — Lead capture form submissions received.
• API Calls — External API requests made via API keys.

Usage statistics update periodically and give you a clear picture of how much of your plan's capacity you are using. If you are approaching a limit, consider upgrading your plan to avoid disruption.

The billing history section lists all past invoices with their dates, amounts, and payment status. Payment methods on file and upcoming charges are also displayed in this section.

To change your plan, click the Change Plan button on the billing page. You will see a comparison of available plans with their features and pricing. Upgrades take effect immediately, and the prorated difference is charged to your payment method. Downgrades take effect at the end of your current billing cycle to ensure uninterrupted service.