Billing and trial

The free trial

Every account you sign up for at crm.kabooly.com starts with a 30-day free trial. You add a card when you sign up, and nothing is taken until the trial ends; cancel before then and you pay nothing. At the end of the trial your subscription starts and your card is charged.

When 7 days or fewer are left, admins see a banner at the top of every page with the days remaining and a link to billing. The X hides it until the page is reloaded or you switch account.

Plan limits

Each plan sets how many contacts, team members, marketing lists, email templates, active deals, forms and automations you can have, and how many emails you can send a month. The current plans are on the pricing page.

When you reach a limit, the CRM stops the action and shows Plan Limit Reached. Admins can click Upgrade Plan to move up; members are asked to contact an admin. See where you stand in Reports → Account Usage.

If a payment fails

The account pauses straight away, until an admin updates the card in Settings → Billing. Nothing is lost while it is paused.

Manage your subscription

Admins manage the subscription. In Settings → Billing, click Manage Billing to open Stripe, where you can:

• update your card
• change plan
• download invoices
• cancel your subscription

If you cancel, you keep access until the end of the period you have paid for. Your data is then kept for 90 days in case you come back, and deleted after that. To have it deleted sooner, email [email protected].