Select Settings > Subscription from the CRM's main menu for access to the Billing Details page, where you can:
Upgrade your subscription.
Change your subscription's payment card.
However, you will not be able to view details regarding your current subscription from the Billing Details page; see Account Support.
⚠️ Important: Customers subscribed to CRM modules: Sales Growth, Marketing Accelerator or Full CRM can only view their subscription's details from their Unleashed account; see Unleashed Billing.
Upgrade your subscription
In the Billing Details page, select the 'Upgrade subscription' drop-down in the top right and select Upgrade subscription. If you have the appropriate CRM Admin rights, you will now be able to choose your new subscription.
Change your payment 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 member of the team will reach out to assist you further.
Account Support
For any queries or requests regarding your subscription for CRM, visit the Account Support Help Centre.
⚠️ Important: The CRM Support team are unable to assist with queries regarding your CRM subscription. Please contact the Account Support team directly from the Account Support Help Centre for any subscription or payment assistance.
Use the chat feature in the Account Support Help Centre for assistance from our dedicated Account Support team, who can assist with:
Queries regarding your current subscription and plans.
Requests for changes to your subscription and plans.
For more details, see Our Account Support Experience.
🤓 Tip: For invoice-related queries, you can directly contact our Finance team at ProspectSoft.Finance@TheAccessgroup.com.