Billing Details
Use the Billing Details page to upgrade your CRM subscription or change your subscription's payment card.
Step 1: Go to Subscription Settings
From the main menu, select 'Settings' > 'Subscription'.
Step 2: Upgrade Subscription
In the Billing Details page, select the 'Upgrade subscription' drop-down in the top right and select 'Uprgade subscription'. If you have the appropriate CRM Admin rights, you will now be able to choose your new subscription.
Step 3: Change Card Details
In the Billing Details page, select the 'Upgrade subscription' drop-down in the top right and select 'Change Card Details'.
An email will then be sent to our CRM Accounts team, and a dedicated member from the team will reach out to assist you further as soon as possible.
Account Support
Should you have any queries or requests regarding your subscription for CRM, visit the Account Support Help Centre. From there, you will have access to:
Dedicated support from our Finance and Accounts team
Make requests for changes to your subscription
For invoice-related queries, you can directly contact our Finance team at ProspectSoft.Finance@TheAccessgroup.com.
For more details, see Our Account Support Experience.
Important: The CRM Support team are unable to assist in queries regarding your CRM subscription. Please contact the Account Support team directly from the Account Support Help Centre for any subscription or payment assistance.