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Subscription (View & Manage Your Plan)

Updated over a week ago

Stay in control of your workspace by easily managing your subscription plan. The Subscription section provides a comprehensive overview of your billing tier, allows you to compare available plans, and gives access to your full invoice history โ€” all in one place.

In this documentation, weโ€™ll walk you through reviewing your current subscription, updating your plan, and checking past invoices.

Letโ€™s get started ๐Ÿš€

Navigation

Step 1: Log in to your account and click the Account icon in the bottom left sidebar.

Step 2: Select the Settings option to access the Account Details page.

Step 3: In the Settings page, click the Subscription tab.

You are now on the Subscription page, where you can view and manage all subscription-related details.

View Current Plan

Quickly check the details of your active subscription plan and take action if needed.

Step 1: Click the View Current Plan button in the top-right corner of the Subscription page.

Step 2: A dropdown will appear displaying:

Current Plan Name (e.g., Scale Package Quarterly) and a refresh icon to reload the latest plan status.

Cancel Subscription

To cancel your current subscription. Click the Cancel Subscription button from the dropdown panel.

Note: A confirmation dialog may appear to confirm the cancellation. Proceed only if you wish to deactivate billing and end access to premium features.

Compare Plans

Compare features and pricing across all available plans directly from the Subscription page.

Plan

Price (Monthly)

Features

Basic

$799 โ†’ $599

2,000 Contacts Monthly, AI Auto Replies, Email Outreach

Scale

$1299 โ†’ $974

10,000 Contacts, Website Visitor ID, Multichannel Outreach, Integrations

Unlimited

$1800 โ†’ $1349

25,000 Contacts, Salesforce Integration, 5 Team Members

Note: All plans are billed yearly by default.

Step 1: Use the Toggle switch on each plan card to confirm you are viewing yearly billing.

Step 2: Click Update Plan under any plan to activate a new tier.

Manage Subscription

Click the Manage Subscription button to access your billing portal and to update your payment method.

Use the Refetch button to refresh the plan and billing status if recent changes arenโ€™t yet visible.

Invoice List

Your Invoice List section displays a full history of charges associated with your account.

Each row includes:

Element

Description

Invoice

Downloadable PDF of the invoice

Amount Due

Total billed amount

Amount Paid

Confirmation of payment

Invoice Date

Date the invoice was issued

Actions

Button to view or download the invoice

Actions Available:

  • Download (Icon): Downloads the invoice as a PDF

  • View: Opens the invoice in a new window

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