Manage Billing/Subscription in OnePageCRM

If you're happy with OnePageCRM, now is the time to subscribe. You can choose to pay yearly or monthly. Review your Plan Details and Billing info, then add your card details, and welcome on board! 

Please note:

  • Only the Account Owner or Administrators can make changes to the subscription.
  • Only the Account Owner can cancel the subscription or delete the account.

Edit your Subscription Details

In OnePageCRM you can update different parts of the subscription individually.

To make these changes click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab.

Change the Subscription Plan

We currently have 2 subscription plans available. You can find all details, features included and pricing here.

1
Under the Billing tab in the Your Current Plan section select Change under Plan.

Note: If you have a coupon code, make sure to add it before changing plans.

2
In the pop-up, select a plan from the dropdown → click Update.

Note:

  • If you are looking to upgrade your plan and you have changed the number of users, we advise you to do this after your next billing date to be charged for the updated number of users.
  • If you have recently removed users from your account, you will be charged pro rata for the original number of users you had. 

Change the number of users

Each user will need their own license in order to log into the account with their personal login details.

1
Under the Billing tab in the Your Current Plan section select Change under Users.

2
In the pop-up, select the number of active users from the dropdown → click Update.

Notes:

  • Pro-rata rates apply for purchasing additional user seats during your monthly/yearly subscription period.
  • The number of users can only be downgraded to the number of active users on the account. If you remove a user on the Users page, you will need to update the number of users on your subscription accordingly. 
  • To downgrade the number of users on your subscription, you will have to remove a user first.
  • In case an additional user is removed, this action will take effect on your next billing date. For example, if your billing date is on the 1st of the month and you removed a user on the 15th of the month, your removed user can still access their account until the last day of that month. Starting from the 1st of the next month your user will no longer be able to use their account and your credit card will be charged for OnePageCRM by the number of users less the one removed.

Change the billing interval

1
Under the Billing tab in the Your Current Plan section select Change under Billing interval.

2
In the pop-up, select an option for the billing interval from the dropdown → click Update.

Notes:

  • Changes to your billing interval won't take effect until your next billing date.
  • If you change your billing interval to annual payments, you'll automatically receive a 4-month free discount. See here for more info on pricing.
  • You can only change the billing interval once. If you make a mistake and need to update the interval another time, please contact our support team at support@onepagecrm.com.

Change the card details

1
Under the Billing tab in the Your Current Plan section select Update card.

2
In the pop-up, edit the card details as required → tick I have read & accept the Terms of Service check-box → click Update.

Change the Billing info

1
Under the Billing tab, scroll down below the Order Summery → select the pencil icon next to Billing info.

2
Edit the billing details as required → click Save.

Note: The changes you made to your billing details will be reflected on your future invoices.

Authorize Payment

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:

  1. 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.
  2. 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.

If you make a change to your subscription that requires an immediate charge, you may also be required to Authenticate your Payment again.

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

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.

Access your invoices in OnePageCRM

Once you subscribe to OnePageCRM, and the first payment is processed you will be able to access your invoices within your OnePageCRM account.

1
Click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab → scroll down to Invoices.

2
You can click Download to export the invoices to your computer.

Note: All invoices will be downloaded as a PDF file.

Cancel the Subscription

Please note: Only Account Owners can delete the account.

1
Click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab → scroll down to Billing info → select Cancel plan.

2
Complete our brief Exit survey in the pop-up and click Cancel plan.

3
Your OnePageCRM plan will be canceled at the end of your current billing cycle.

Note: You will still have access to your OnePageCRM account until the end of your billing cycle. For example, if your billing cycle starts on the 2nd of every month, and you cancel on the 12th of the month, you will have access to the account until the 2nd of the next month. 

What happens to my data after I cancel?

Once your OnePageCRM subscription is canceled, your account will be frozen. Your data will be automatically deleted 12 months after the account is downgraded. We would recommend exporting your data, by logging in and exporting your contacts and deals from OnePageCRM before you cancel your account. 

Note: The cancellation can be reverted at any time before the end of the current billing cycle. See below in Restore the subscription plan.

Restore the account

Restore the Subscription plan

Once the subscription is canceled and you change your mind, you have the option to revert the subscription status on your account and restore it. However, please note that you can only restore your subscription before the end of your current billing cycle.

1
Click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab → in the Your Current Plan section select RESTORE.

2
Once you have restored your subscription, you will be charged on your next billing date automatically.

Resubscribe to OnePageCRM

If your subscription is canceled and the billing cycle is completed or your trial account has expired, you can re-subscribe to your OnePageCRM account to pick up where you left off.

Please note: You can only resubscribe to the account if it has not been deleted.

1
Click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab. Your previous subscription plan details are displayed here.

2
Update your Plan Details as needed → click Save & Continue.
  • Plan name
  • Number of users
  • Billing interval

    • Notes:

    • The Currency is set to your initial preferred currency and cannot be changed when re-subscribing.
    • If you have a coupon code add it now, by clicking on Add coupon code.
    3
    In the expanded Secure Payment section, enter your credit card details and tick I have read & accept the Terms of Service → click Pay now.
    Your card will be charged immediately.

    Note: Update the Billing info if required.

    Delete your Account

    We are sorry to see you go, but nonetheless, thank you for using our application in the past.

    Please note:

    • Only Account Owners can delete the account.
    • If you delete your account and attempt to sign in again with the same email address/password, the system will not recognize your credentials. To create a new OnePageCRM account you would have to register for a new 21-day trial.

    We would ask if you are not 100% sure that you want to delete your account, please email us before completing this action.

    1
  • In case you are on a paid plan, you need to cancel your subscription first, before you can delete your account, see here.
  • If you are on a trial account, you can proceed to delete it.
    • 2
    Click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab → scroll down to Billing info → select Delete account.

    3
    In the Delete account pop-up → enter the 4-digit code that was sent to the email address associated with the account → click Delete Account.

    If you haven't received the code → Click Resend code.

    What happens after I delete my OnePageCRM account?

    After deleting your account, you will not be able to log in or access your data. However, upon the Account owner's request, we can restore your account for up to 14 days after the initial deletion. After these 14 days, we cannot restore your account.

    Please contact our support team at support@onepagecrm.com to request this restoration.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us