Manage billing and subscription

OnePageCRM has straightforward and affordable pricing plans for small businesses across different industries.

You can choose between a Professional or Business plan and pay either monthly or annually (an annual discount is applied). You can find all details, features included, and pricing here.

All plans include the core CRM feature. However, the Business plan includes more storage and also more advanced email functionality.

To manage Billing in OnePageCRM, click on your User/Profile icon (top right-hand side) → Users, Plans and Billing → Billing tab:

manage crm billing


In this article:

Change the plan Update the card details
Change the number of users Update the billing info
Change the billing interval

Change the Subscription Plan

Currently, you can switch between Professional and Business plans.



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.

update crm pricing plan


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

change crm pricing plan


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

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Each CRM user needs their own license 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.

change the number of crm users on account


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

update crm users


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.
  • If an additional user is removed, this action will take effect on your next billing date.

Change the billing interval

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

update billing interval


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

change billing interval


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

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

update credit card details


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

update payment details

Change the Billing info

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

change billing info


2
Edit the billing details as required → click Save.

change billing info


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

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