You're seeing the upgrade popup because you've reached your monthly credit limit for contact syncing or enrichment operations.
Each LeadCRM plan includes a specific number of monthly credits for person/contact synchronization. When you reach this limit, the system displays an upgrade popup to let you know you need additional credits to continue using the service.
Credit Usage Scenarios
Contact Syncing Credits
Your plan allocates a certain number of credits each month for adding contacts to your CRM. Each contact sync operation consumes one credit from your monthly allowance.
Enrichment Credits
If you're using the enrichment feature while adding contacts, you need separate credits for data enrichment. This means each enriched contact requires both sync credits and enrichment credits.
Managing Your Credit Usage
Option 1: Use Add to CRM Only
To conserve enrichment credits, select only the "Add to CRM" option without enriching the contact data. This will only consume your sync credits.
Option 2: Disable Auto-Enrichment
If you're clicking "Add to CRM" but the system still performs enrichment, check your settings. Turn off the "Automatically trigger enrichment" option to prevent unwanted enrichment operations that consume additional credits.
Next Steps
Monitor your credit usage in your Billing and Subscription and consider upgrading your plan if you consistently reach your monthly limits. You can also strategically manage when to use enrichment versus basic contact syncing based on your remaining credit balance. You can buy more enrichment credits as per your requirenment.