Choosing and changing your plan

• Every workspace is on exactly one plan, which applies to everyone in the workspace.
• Plans can differ in lead allowance, included features (for example automation or particular integrations) and support level.
• Plan contents and prices are reviewed from time to time. The current line-up is always on the pricing page; what your workspace has is always in Billing inside the app.

Open Billing in the app. It shows your plan, its status (active, trial, past due), the renewal or trial end date, your lead usage, and every feature and integration included. This is the authoritative source for your account.

Teammates who hit a locked feature can send you an upgrade request from the app; you'll see it in your notifications.

Some paid plans start with a free trial; the pricing page and Billing show whether yours does and when it ends. No card is charged during a trial. If you don't pay before it ends, the workspace moves to the free plan: paid features lock, but none of your data is deleted, and paying later unlocks everything again.

Choose a lower plan in Billing, or let a paid period end without renewing. Things to know:

Locked features show a crown and an Upgrade prompt that names the lowest plan including it. Admins can upgrade straight from the prompt; others can request an upgrade.