How to subscribe to OnePageCRM

If you are happy with OnePageCRM and want to start a paid plan, now is the time to subscribe. You can choose to pay yearly or monthly, the choice is up to you. Review your Billing info, then add your card details and you'll be part of the OnePageCRM tribe!

Welcome on board!

In this article:
Edit your Billing Info
Add your card details
Authorize Payment on Trial

Edit your Billing Details

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Billing tab.

User, Plans and Billing page l Billing tab

Click on the pencil icon next to Billing Info to edit.

Billing info l Click on the pencil icon in the top right-hand corner of the Billing info window.

Make the required changes to your billing details → click on Save.

Billing info pop-up l Add in the required details in the corresponding fields and click on the orange

Add your card details

Under Plan Details review and update the details → click Save & Continue.

You can select:

Plan name - Business or Professional, see a comparison of features and pricing here.

Number of seats - The amount of users.

Billing interval - Select between Monthly or Annually.

Currency - Select between EUR; USD or GBP

Review your plan details and click on the organge

Note: If you have a coupon code, click on Add coupon code.

In the expanded Secure Payment section, enter your credit card details → Read the Terms of Service and select I have read & accept the Terms of Service → click Subscribe now.

Notes:

Only Account Owners or Administrators can access the Billing page in OnePageCRM.
If you subscribe to annual billing, you can make additional savings. See our pricing plans here.
EU business customers that provide a valid EU VAT number are required to self-account for VAT on a reverse charge basis.
Customers without a valid EU VAT number will be charged VAT at the rate of the country they are based in, see here.
OnePageCRM is an Irish-registered company.

Authorize Payment on Trial

Strong Customer Authentication is required for online payments as part of the second Payment Services Directive [PSD2] introduced by the EU on September 14th, 2019. This was created to reduce the risk of fraud associated with processing online payments.

If you're an EU Customer or your bank is based in the EU, then you may be required to complete the following two extra security steps when subscribing to or making changes to your subscription in OnePageCRM:

Set up intent authentication - This is required when you're on trial with OnePageCRM but wish to update your card details before your trial ends.
Payment intent authentication - This is required when your trial ends and you're ready to start your OnePageCRM subscription and/or you change your monthly payment amount by adding users.

Once you have reviewed your Plan details and subscribed to OnePageCRM, you may be requested to complete an authentication.

When your trial ends, go to your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Billing tab → Authenticate Payment.

In the blue banner click on the orange

Note: A reminder email will be sent to the email address associated with your Billing info and you will receive an in-app message in your OnePageCRM account.