Plans, trials, seats, invoices, cancellation, and user permissions.
unLocked CRM includes a 14-day free trial with access to the core platform so you can import contacts, run quotes, and test automations before paying. You choose a plan at the end of the trial to keep working in the same account.
Open Settings → Billing → Seats and adjust the count. Added seats are prorated for the remainder of the billing period, and removed seats free up at the next renewal while the user's records stay in the account.
Cancel from Settings → Billing → Cancel subscription. Access continues through the end of the current billing period, and you can export contacts, policies, and commission history at any point before it ends.