Billing

MY ACCOUNT> BILLING

Set up your billing preferences

When using our software, it is important to set up your billing preferences to ensure a smooth and hassle-free experience. By accessing the billing preferences section, you can customize your billing information and choose your preferred payment method. This allows for quick and easy payments, saving you time and effort.

In addition, you can also set up notifications for upcoming subscription renewals and invoice due dates. This will help you stay on top of your billing and avoid any lapses in service. By proactively managing your billing preferences, you can optimize your experience with our software.

Billing Overview

The billing overview provides a summary of your balance activity, ability to enable Auto-Recharge. It includes an option to add funds to your account, and view last purchase items, usage statistics, and any outstanding balances. This gives you a clear picture of your billing status and allows you to make informed decisions about your account.

Furthermore, the billing overview also displays your billing cycle, providing you with information about when your subscription renews and when you can expect to be billed. This transparency empowers you to plan your budget effectively and ensures that you are always aware of your financial commitment to our CRM.

Your Active Plans

With our CRM, you have the flexibility to manage multiple plans simultaneously. The "Your Active Plans" section gives you an overview of all the active plans associated with your account. This feature is particularly useful for businesses that require different subscription levels for various teams or departments.

By having all your active plans in one place, you can easily monitor and evaluate their performance. This section allows you to assess the value of each plan and make informed decisions about the necessary adjustments or upgrades. 

Subscription History

The subscription history section provides you with a detailed record of all your previous subscriptions with our CRM. It includes information about your past plans, billing dates, and corresponding invoices. This allows you to track your billing history and gain insights into your overall usage patterns.

By reviewing your subscription history, you can identify trends in your utilization and make data-driven decisions about your future subscriptions. This feature is particularly valuable for businesses that experience seasonal fluctuations in their sales and lead generation activities. Understanding your subscription history empowers you to align your plans with your business needs and optimize your budget allocation.

Invoices Billed to You

When it comes to managing your finances, having access to your invoices is essential. Our CRM provides a dedicated section that displays all the invoices billed to you. This allows you to access your invoices at any time and download or print them for your records.

By having easy access to your invoices, you can effectively manage your accounting processes and streamline your bookkeeping. This feature ensures that you have a clear and accurate record of your financial transactions with our software, enhancing transparency and minimizing the risk of errors or discrepancies.

Payment Method

 The payment method section allows you to manage and update your preferred payment method within our CRM. Whether you prefer credit or debit card payments this feature ensures flexibility and convenience. With an easily accessible payment method section, our software prioritizes user experience and eliminates any barriers to successful transactions.

My Service Usage Overview

The "My Service Usage Overview" section gives you a detailed breakdown of your usage statistics within our CRM. It provides essential information such as the number of leads generated, calls made, and emails sent. This data empowers you to evaluate the effectiveness of the system and monitor your team's performance.

Additionally, the service usage overview enables you to identify any potential areas for improvement and optimize your practices. By leveraging this feature, you can make data-backed decisions to enhance your sales lead management strategies and maximize your return on investment.