How to Upgrade to the Agency Pro Plan

Upgrading to the Agency Pro Plan

Upgrading your CRM subscription to the Agency Pro Plan unlocks advanced features designed for growing businesses and agencies. This guide walks you through the steps to upgrade your plan directly from your billing dashboard.

Before You Upgrade

The Agency Pro Plan includes powerful capabilities like SaaS mode for reselling, white-labeling, advanced API access, and enhanced analytics. Review your current needs and compare plan features to ensure this upgrade aligns with your business goals.

Steps to Upgrade

Step 1: Navigate to Billing

From your CRM dashboard, go to Settings, then select Billing. Under the Subscriptions section, click the button labeled Want to Modify/Cancel Subscription? to proceed.

Step 2: Select Upgrade Option

From the available options, choose Upgrade Your Plan. You will then see a list of available plans and billing frequencies.

Step 3: Choose Your Plan

Select Agency Pro Plan and choose between monthly or annual billing. Click Upgrade Now to continue.

Step 4: Confirm Payment

Review your payment details and confirm the upgrade. Complete the payment process to activate your new plan. You may receive a payment confirmation email as part of your bank’s security process.

After Upgrading

Your new features will be available immediately. You can manage your subscription at any time from the Billing section, including downgrading if needed.