Billing & Plans
Subscription Plans
Free Trial
- Duration: 14 days
- Users: Up to 3
- Leads: Unlimited
- Features: All features available
- No credit card required for trial
Starter Plan
- Best for small teams (1-5 users)
- Core CRM features (Leads, Contacts, Deals)
- Basic communication (Email)
- Standard pipeline
- CSV import/export
- Email support
Professional Plan
- Best for growing teams (5-25 users)
- All Starter features plus:
- WhatsApp integration
- Workflow automation
- Custom fields
- Advanced reporting
- Multiple pipelines
- Role-based access
- API access
- Priority support
Enterprise Plan
- Best for large teams (25+ users)
- All Professional features plus:
- Custom integrations
- Advanced security (IP restrictions, audit logs)
- Dedicated account manager
- SLA guarantee
- Custom onboarding
- Phone support
- Multi-org support
Managing Your Subscription
Viewing Current Plan
- Go to Settings → Subscription / Billing
- See: Current plan, Billing cycle, Next renewal date, Users used
Upgrading
- Settings → Billing → Upgrade
- Select the new plan
- Review pricing difference
- Confirm — changes apply immediately
- Prorated charge for remaining billing cycle
Downgrading
- Settings → Billing → Change Plan
- Select lower plan
- Review feature differences (some features will become unavailable)
- Confirm — takes effect at next billing cycle
- No data is deleted (but access to certain features is restricted)
Adding Users
- Check your plan's user limit
- If at limit → Upgrade plan or purchase add-on seats
- Each additional user has a per-seat cost
Billing
Payment Methods
- Credit/Debit Card (Visa, Mastercard, American Express)
- UPI (for Indian businesses)
- Bank Transfer (for annual plans)
- PayPal (select regions)
Billing Cycles
- Monthly — Flexibility, cancel anytime
- Annual — 20% discount, billed yearly
- Quarterly — 10% discount, billed every 3 months
Invoices
- Auto-generated after each payment
- Download from Settings → Billing → Invoices
- Includes GST/Tax details for compliance
- Sent to billing email address
Failed Payments
- Email notification on failed charge
- 3-day grace period
- Retry attempted automatically
- Account suspended after 7 days of unpaid invoice
- No data deleted — reactivated upon payment
Usage Limits
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Users | 5 | 25 | Unlimited |
| Leads | Unlimited | Unlimited | Unlimited |
| Email sends / month | 500 | 5,000 | 50,000 |
| WhatsApp messages | - | 1,000/month | 10,000/month |
| Storage | 5 GB | 25 GB | 100 GB |
| API calls / day | 1,000 | 10,000 | 100,000 |
| Custom fields | 10 | 50 | Unlimited |
| Workflows | 5 | 25 | Unlimited |
| Pipelines | 1 | 5 | Unlimited |
Cancellation
How to Cancel
- Settings → Billing → Cancel Subscription
- Select reason for cancellation
- Confirm cancellation
- Account remains active until end of current billing cycle
- After expiry: Read-only access for 30 days
- After 30 days: Account suspended (data preserved for 90 days)
- After 90 days: Data permanently deleted
Before Cancelling
- Export all your data (Settings → Data Management → Export All)
- Download invoices and reports
- Notify your team members
- Cancel any integrations (WhatsApp, email)
Reactivation
- Within 30 days: Simply re-subscribe, all data intact
- Within 90 days: Contact support to reactivate
- After 90 days: Data may have been deleted
FAQ
Can I switch between monthly and annual billing?
Yes. Go to Settings → Billing → Change Billing Cycle. Annual plans are applied at the next renewal.
Do you offer discounts for nonprofits/education?
Contact sales@zentraq.in for special pricing for NGOs, educational institutions, and startups.
Is there a setup fee?
No. All plans are self-service with no setup fees. Enterprise customers get free onboarding assistance.
What happens to my data if I downgrade?
No data is deleted. You retain all records but lose access to features not available on the lower plan (e.g., workflows, custom fields beyond the limit).
Can I get a refund?
- Monthly: No refunds (cancel anytime, no further charges)
- Annual: Prorated refund within first 30 days if unused
- Contact support for exceptional circumstances