Checkout and Upgrading
Starting an upgrade
Go to Dashboard → Billing → Upgrade Plan.
You will see the plan selection screen showing:
- Starter — $30/month or $300/year
- Professional — starting at $30/month (scales with users)
- Enterprise — contact sales
Select your plan and billing period (monthly or yearly).
Choosing monthly vs. yearly
| Option | Price | Savings |
|---|---|---|
| Monthly | $30/month | — |
| Yearly | $300/year | 2 months free (equivalent to ~17% off) |
For Professional, the yearly price is calculated as 10 × the monthly equivalent for your user count at the time of purchase.
The checkout flow
- Select your plan and period
- Enter your payment details (credit/debit card)
- Review the order summary
- Click Subscribe
On successful payment:
- Your plan status immediately updates to Active
- Trial expiry no longer applies
- You receive a payment confirmation email with your receipt
Payment processing
Convertly uses Stripe for payment processing.
Billing is currently USD-only across Starter and Professional plans.
Adding users on Professional
On the Professional plan, you are billed $10/month per user beyond the first 3.
To add users:
- Invite them from Settings → Team
- Your next billing cycle will automatically reflect the updated user count
- You can preview the new cost from Dashboard → Billing → Manage Users
Removing a user reduces your billed seat count at the next renewal.
Plan change timing
When you upgrade mid-cycle:
- Your plan limits (users and leads) update immediately
- You are charged a prorated amount for the remainder of the current billing cycle
When you downgrade:
- The change takes effect at the end of the current billing cycle
- You retain Professional features until the cycle ends