Start or Change a Subscription

Start Standard checkout

1. Open Billing as an Admin or Manager.
2. Choose monthly or yearly Standard billing.
3. Select the required user count.
4. Review the resulting lead capacity and total price.
5. Continue to Stripe Checkout.
6. Complete the hosted Stripe payment flow.
7. Return to Convertly and confirm the subscription status.

The first checkout can carry forward the remaining Convertly trial when the tenant is still eligible.

Adding users

Adding a CRM user does not silently increase a Stripe subscription beyond the selected plan quantity. Update paid seat capacity from Billing before or while adding users above the current limit.

Upgrades

Seat increases and permitted billing-cycle changes can update an active Stripe subscription immediately and may use Stripe proration. Review the Stripe confirmation before completing the change.

Scheduled downgrades

Seat reductions take effect at the next billing cycle. Convertly keeps the current capacity until the effective date and records the pending target.

A downgrade is blocked when:

• Active users exceed the target seat limit
• Total tenant leads, including Trash, exceed the target lead capacity

Reduce usage safely before scheduling the lower quantity.

Enterprise and manual plans

Enterprise or custom manual plans are assigned through a direct agreement and do not use self-serve Standard checkout.

Checkout unavailable

Checkout may be unavailable when Stripe or plan prices have not been configured for the environment. Do not enter payment information outside the hosted Stripe flow. Contact support for assistance.