Billing
Billing settings allow workspace Admins to view their current plan, manage their subscription, and update payment details.
Admin only
Billing settings are only accessible to users with the Admin role in the workspace.
Current Plan
Go to Settings → Billing to see:
| Info | Description |
|---|---|
| Current plan | The plan name (e.g. Starter, Growth, Scale) |
| Billing cycle | Monthly or Annual |
| Next billing date | When the next payment will be taken |
| Seats used / included | Number of active users vs. plan allowance |
| Storage used | File storage consumed vs. plan allowance |
| Add-ons active | List of enabled paid add-ons |
Plans Overview
Bsynced CRM is offered in tiered plans. Contact your account manager or visit the pricing page for current pricing.
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Users | Up to 3 | Up to 10 | Unlimited |
| Contacts | 5,000 | 25,000 | Unlimited |
| Deals | 1,000 | Unlimited | Unlimited |
| Email (Gmail/IMAP) | Included | Included | Included |
| Web Forms | Included | Included | Included |
| Insights | Basic | Full | Full + AI |
| Sequences | Add-on | Included | Included |
| Add-on | Add-on | Add-on | |
| Proposals | Add-on | Included | Included |
| Booking Scheduler | Add-on | Add-on | Included |
| Calling (Twilio) | Add-on | Add-on | Add-on |
| Storage | 5 GB | 20 GB | 100 GB |
Upgrading Your Plan
- Go to Settings → Billing.
- Click Upgrade Plan.
- Select the plan you want to move to.
- Review the price difference (prorated for mid-cycle upgrades).
- Confirm with your payment method on file.
The upgrade takes effect immediately.
Downgrading Your Plan
- Go to Settings → Billing.
- Click Change Plan.
- Select the lower plan.
- Review any feature limits that will apply.
- Confirm.
Downgrades take effect at the end of the current billing cycle.
Downgrade feature impact
If you downgrade to a plan with fewer seats and your current user count exceeds the new limit, you will be required to deactivate users first before the downgrade can proceed.
Payment Methods
Go to Settings → Billing → Payment Methods to:
- Add a credit or debit card
- Update an existing card's expiry date or billing address
- Remove a card (requires at least one card to remain on file)
Payments are processed securely by Stripe. Bsynced CRM does not store raw card details.
Invoices
All past invoices are listed under Settings → Billing → Invoices. Each invoice shows:
- Invoice date
- Amount charged
- Plan and seats billed
- Download link (PDF)
Invoices are also emailed to the workspace Admin's email address on each billing date.
Cancellation
To cancel your subscription:
- Go to Settings → Billing.
- Click Cancel Subscription.
- Select a cancellation reason.
- Confirm.
Your workspace remains active until the end of the current billing period, after which it is deactivated. Data is retained for 30 days before permanent deletion, giving you time to export your contacts and deals.
Annual billing discount
Switch to annual billing to receive a discount compared to monthly billing. Go to Settings → Billing → Change Billing Cycle to switch.