Do I need a card to try it?
Yes. The trial runs with your card on file at Stripe and nothing is charged until it ends. Cancel from Billing in one click and you won't be charged.
How do I cancel?
From Billing, anytime, without calling anyone. You keep access until the end of the period you already paid for.
What happens to my data if I cancel?
Nothing is deleted. Your workspace becomes read-only and you can export opportunities, contacts and activity as CSV whenever you want. If you come back, it's all still there.
How are users counted?
Each plan includes a number of seats. If you need more, you add them from Billing and see the exact seat price before confirming.
Can I change plans?
Yes, from Billing. Changes are prorated and features update immediately — no migration, no new account.
Can I pay by transfer?
No. All billing runs through Stripe with a credit or debit card; it is the only payment method.
What if my industry isn't listed?
Start with the closest edition and adjust stages and fields to your operation. If you think an industry is missing, write to us and we will evaluate it, with no commitment to add it.