Full Control Over Your Plan, Usage, and Add-ons

Monitor real-time usage meters, upgrade or downgrade instantly, manage add-ons like Voice AI, and track your trial period from one unified subscription dashboard.

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The Problem

Growing service businesses need billing flexibility without administrative headaches.

Opaque Usage and Surprise Bills

Most SaaS tools hide usage data behind support tickets. You only discover overages when the invoice arrives, making it impossible to budget accurately for SMS, email, and AI costs.

Rigid Plans That Block Growth

Locked into an annual contract that no longer fits? Adding a second technician shouldn't require a sales call. Inflexible pricing forces businesses to overpay or go without critical features.

No Visibility into Trial Progress

Free trials expire without warning, leaving your team scrambling to enter payment details or losing access to client data at the worst possible time.

How It Works

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Key Capabilities

Real-Time Usage Dashboard

Live meters for SMS, email, AI credits, API calls, storage, and phone numbers. Each meter shows current consumption against your billing cycle with percentage indicators.

Instant Plan Switching

Move between Starter ($49), Professional ($149), and Business ($349) tiers without contacting support. Stripe handles proration so you only pay the difference.

Voice AI Add-on Management

Enable or disable the Voice AI receptionist ($49/month) directly from your subscription page. Preview available voices and configure greetings before activating.

Seat and Storage Tracking

See how many team members you have used out of your tier limit (3, 15, or 50 seats). Storage consumption displays per-file breakdowns so you know what is using space.

Trial Period Monitoring

A persistent banner shows your trial status with days remaining. Payment method collection happens inline so the transition to paid billing is seamless.

Billing History Access

View every past charge, download Stripe receipts, and access your Stripe Billing Portal for payment method updates, all without leaving the CRM.

See It in Action

See how the subscription dashboard displays plan details, usage meters, and billing history for a growing HVAC company.

0/mo

Current Tier

0 of 15

Team Members

0 GB

Storage Used

Professional Plan

15 seats, 10 GB storage, AI features enabled

Active

Voice AI Add-on

$49/mo for AI receptionist with call routing

Enabled

Stripe Billing Portal

Update payment method and view receipts

Connected

Frequently Asked Questions

Yes. You can upgrade or downgrade between Starter, Professional, and Business tiers instantly. Stripe calculates the prorated amount so you only pay for what you use during each billing cycle.

Your 7-day trial includes full access to your selected tier. If you add a payment method before the trial ends, billing starts automatically. Otherwise, your account pauses until payment details are provided.

Your monthly subscription covers features and seats. SMS, email, AI credits, and other usage are billed separately at pay-as-you-go rates. Both charges appear on a single monthly Stripe invoice.

Absolutely. Enable Voice AI for $49/month from your subscription page and it activates immediately. Disable it anytime, and the charge stops at the next billing cycle with prorated credits applied.

Pricing

All Tiers

Flexible Plans for Every Stage of Growth

Start with Starter at $49/month for small teams, scale to Professional at $149/month for growing businesses, or go Business at $349/month for full-featured operations. All plans include a 7-day free trial.

$49 / $149 / $349 per month

View all plans

Ready to try Subscription and Add-ons?

Start your 7-day free trial. No credit card required.