Upgrade or Change Plan

Only account owners can upgrade an account. If you do not see the Upgrade or Change Plan option, make sure you are in the correct account.

Topics Covered In This Article

Annual upgrades are prorated for the entire year. If you upgrade during an annual plan, you’ll pay a prorated fee for the remaining period in your current billing cycle.
Downgrades become effective at the start of your next billing cycle. When you downgrade, your new, lower-tier plan will start on your renewal date. This policy applies to both monthly and annual subscriptions, and no refunds are provided for any unused time.

To upgrade or change your plan, see the steps below.

Click on your account avatar.
1. If you are on a free plan, you will see the Upgrade To Pro option.
Select Account Settings, then click Plans and Billing.
Here you'll see your account's subscription plan, details such as contact limit, send limit, your usage, and billing cycle.
Select Upgrade to Pro if you're on a Pro plan, or select Change Plan.
To the right, you will see the option to select a contact limit. Click the dropdown to see the list of available plans.
Select your billing cycle (monthly or annual), contact plan, and confirm your choice by clicking Upgrade to Pro or Select Plan.
Review your plan details and select and add your payment method.
Last, confirm your plan changes.

Can I upgrade or downgrade in the middle of my billing cycle?

Yes, you can upgrade in the middle of your billing cycle. You can also downgrade, as long as your contact limit fits into a lower plan.

Why are some plans greyed out?

What happens when I switch from monthly to annual billing?

You’ll be charged for the full year upfront (with a 15% discount), and any unused time from your current month will be prorated.

What happens when I switch from annual to monthly billing?

Your plan will continue as annual until the end of your billing cycle, then renew monthly. No immediate refunds are issued.