Full Control Over Your Plan, Usage, and Add-ons
Monitor real-time usage meters, upgrade or downgrade instantly, and track your trial period from one unified subscription dashboard.
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
View Your Current Plan
Open the Subscription page to see your active tier, included seats, storage quota, and feature access at a glance. Everything updates in real time as your account changes.
Track Usage Meters
Visual progress bars show exactly how many SMS messages, emails, AI credits, and API calls you have consumed this billing cycle. Color-coded alerts warn you before hitting limits.
Upgrade, Downgrade, or Add Features
Switch between Starter, Professional, and Business tiers with one click. Changes prorate automatically through Stripe.
Monitor Trial Countdown
A clear countdown shows exactly how many days remain on your 7-day free trial. Add a payment method early to ensure uninterrupted service when the trial ends.
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 ($99), Professional ($199), and Business ($349) tiers without contacting support. Stripe handles proration so you only pay the difference.
Voice AI Receptionist
Set up the Voice AI receptionist from the Voice page. Preview available voices and configure greetings. Billed per usage at $0.25/minute plus $10/month per phone number.
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.
Current Tier
Team Members
Storage Used
Professional Plan
15 seats, 10 GB storage, AI features enabled
Voice AI Receptionist
Usage-based: $0.25/min + $10/mo per phone number
Stripe Billing Portal
Update payment method and view receipts
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.
Voice AI is available on all plans with no monthly fee. You pay $0.25 per minute of call time and $10/month per phone number. Set it up from the Voice page in your dashboard.
Pricing
Flexible Plans for Every Stage of Growth
Start with Starter at $99/month for small teams, scale to Professional at $199/month for growing businesses, or go Business at $349/month for full-featured operations. All plans include a 7-day free trial.
$99 / $199 / $349 per month
View all plansRelated Features
Stripe Payment Processing
Collect payments from clients by card or ACH bank transfer through Stripe Connect with automatic invoice reconciliation and a 0.5% platform fee.
Learn moreUsage-Based Billing
Track and bill for SMS, email, AI credits, and other pay-as-you-go services with transparent metered pricing.
Learn moreTeam Management
Invite technicians and managers with tier-based seat limits, role assignments, and permission controls.
Learn moreReady to try Subscription and Add-ons?
Start your 7-day free trial. No credit card required.