Quick Steps: How to Upgrade First
Navigate to the left sidebar → Billing → Pricing.
Select the plan (click on Select/Change) and billing cycle (monthly, quarterly, annual) to subscribe.
Confirm payment to complete the upgrade.
Manage upgrades/downgrades for yourself and team members from this same Billing area.
Manage Billing, Credits, and Account Details
Within Billing → Billing & Subscription, you can:
Buy more lead credits (paid plans only)
View and download past invoices
View and manage saved cards (add a new card)
Update billing address
See current plan details and renewal date
Plans and Availability
Free plan: Lets users test the product and basic features; no free trial period, and lead credits cannot be purchased on Free.
Paid plans: Professional, Grow, Ultimate
Billing cycles: Monthly, Quarterly, Annual (all auto-renew unless canceled before renewal)
Notes:
Users can upgrade anytime from one plan to another.
Lead credits are only available for customers on any paid plan.
There is no free trial, but the Free plan allows testing without a credit card.
Buying Lead Credits (Paid Plans Only)
Go to Billing → Billing & Subscription.
Choose the number of lead credits to purchase.
Complete payment; credits are added to the account.
Lead credits are used for Lead Finder and enrichment to access verified emails and direct dials.
Detailed Upgrade/Downgrade Controls
Upgrading: Select a higher plan or longer billing cycle in Billing → Pricing and confirm payment. Your account will be upgraded immediately and you card will be charged pro rated amount for remaining time in your subscription.
Downgrading: From the same page, choose a lower plan; changes will reflect from the next billing cycle per policy for cancellations.
Team Management: Admins can manage plan changes for teammates from the Billing area.
FAQs
How do I upgrade?
Left menu → Billing → Pricing → select plan → confirm payment.Can I buy lead credits on the Free plan?
No. Lead credits are only available on paid plans.Is there a free trial?
No free trial. There is a Free plan to test core functionality.What billing cycles are available?
Monthly, Quarterly, and Annual.Where can I find invoices and payment methods?
Billing → Billing & Subscription shows invoices, saved cards, billing address, current plan, and renewal date.Can I manage teammates’ upgrades/downgrades?
Yes. Admins can manage plan changes for themselves and team members in the Billing area.Can teammate buy credits?
Yes they make the purchase either via adding their own card or using Admin card (if allowed while inviting teammate)
📌 Need Help?
If you face any issues or have questions, please reach out to our Support Team via chat or email ([email protected]). We’re here to help you get the most out of LeadCRM.
For any queries, you can reach out to us on [email protected]