Plan Details & Usage
Understanding your plan and usage helps you get the most out of your CRM. Here's how to check everything.
Viewing Your Plan Detailsโ
Your plan details are visible in your CRM dashboard. You'll see a SaaS Tenant section that shows everything about your subscription:
Your plan details โ see your limits (e.g., 0/50 Customers) and subscription status
Understanding Usage Countersโ
Each plan has limits on how many items you can create. The counters show your current usage / maximum allowed:
| Counter | Example | Meaning |
|---|---|---|
| Customers | 12/50 | You've created 12 customers out of 50 allowed |
| Invoices | 45/100 | You've created 45 invoices out of 100 allowed |
| Projects | 3/5 | You've created 3 projects out of 5 allowed |
| Staff | 2/2 | You have 2 staff members and the limit is 2 |
What Happens When You Hit a Limit?โ
When you reach the maximum for any resource:
- You'll see a notification telling you the limit has been reached
- You won't be able to create more of that resource
- Your existing data is not affected โ nothing gets deleted
- You can either delete unused items to free up space or upgrade your plan for higher limits
Running out of room? Consider upgrading your plan for higher limits. Contact your platform administrator to discuss upgrade options.
Subscription Informationโ
| Field | What It Shows |
|---|---|
| Selected Plan | The name of your current plan |
| Created at | When your account was created |
| Plan Expiry Date | When your current billing period ends |
| Next Invoice Date | When your next payment will be due |
| Company's Domain | Your CRM URL |
Subscription details โ your plan, dates, and domain information
Upgrading Your Planโ
Want more features or higher limits? Contact your platform administrator to upgrade to a higher-tier plan. When you upgrade:
- Your new limits take effect immediately
- All your existing data is preserved
- You may get access to new modules (depending on the plan)
- Billing is adjusted for the remainder of your current cycle
Tip: Many platforms offer annual plans at a discount. Ask about annual pricing to save money!