Upgrading and Downgrading
You can change your plan at any time from Settings, then Billing, then Change Plan.
Upgrading
When you upgrade (e.g., Starter to Growth, or Growth to Scale):
- Immediate access to all features on the new tier
- Prorated billing -- you're charged the difference for the remaining days in your current billing cycle
- No data migration -- everything stays exactly as it is
Downgrading
When you downgrade (e.g., Scale to Growth, or Growth to Starter):
- Takes effect at the end of your current billing cycle -- you keep the higher tier until then
- Your data is preserved, but features above your new tier become read-only or hidden
What happens to features that exceed your new tier:
| Feature | What Happens |
|---|---|
| Extra pipelines (e.g., going from Growth to Starter) | Additional pipelines become read-only. You can view deals but can't add new ones. To regain edit access, delete extra pipelines or upgrade back. |
| Extra team seats | Extra members are not removed but cannot log in until seats are available. The owner chooses which members retain access. |
| Custom fields beyond the new tier limit | Existing data is preserved. You can view all fields but can't create new ones beyond the limit. |
| Automation workflows | Workflows above the limit are paused, not deleted. They resume if you upgrade again. |
| Meta Ads attribution (Growth/Scale only) | FBCLID capture pauses. Historical Meta attribution data is preserved. |
| API access (Scale only) | API keys are deactivated. Existing integrations stop working. Keys reactivate if you upgrade back. |
How to Change Your Plan
- Go to Settings, then Billing
- Click Change Plan
- Select your new tier
- Review the changes summary (what you gain or lose)
- Confirm
Upgrades are applied immediately. Downgrades take effect at the next billing cycle.
FAQ
Can I switch plans during my free trial? Your trial automatically includes Growth tier features. After the trial, you choose any plan. There's no need to "switch" during the trial.
Is there a penalty for downgrading? No. No penalties, no fees. You simply move to the lower tier at the end of your current billing period.
What if I want to switch from monthly to annual billing? Annual billing is not yet available. When it launches, existing customers will be able to switch with prorated credit.
Related
- Plans and Pricing -- Compare all tiers
- Billing and Invoices -- Payment management
- Account Cancellation -- Canceling entirely
Need help deciding? Email [email protected] and describe your business -- we'll recommend the right tier.