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A tenant can be subscribed to one plan at a time. Each plan has three parts:

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Before you start

A base currency must be configured before a plan can be created. See Currency setup. The Add Plan button stays disabled, with a tooltip explaining why, until a currency exists.
A tenant plan cannot have higher limits than your own plan. If your plan allows 10,000 contacts, a tenant plan can allow up to 10,000 contacts, but not more.Each field shows the maximum allowed value, such as Max 10000. Unlimited is available only when your own plan has an unlimited limit.

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Create a plan

The Add Plan form: plan details and pricing on the left, plan features with their limits on the right

The Add Plan form: plan details and pricing on the left, plan features with their limits on the right

1

Open the plan form

Go to Plans and click Add Plan.
2

Fill in the plan details

On the left side of the form:
3

Choose the plan features

On the right, in Plan features, turn on every feature and limit the plan should include.
4

Save

Click Save.

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Free plans

When Free plan is enabled, the plan does not require a price or billing period. Instead, you set Trial days from 1 to 365 days. Tenants can sign up and use the platform without paying.
A tenant can use a free plan only if they have never used a paid plan or another free plan before.
While any tenant is still on the trial, the Free plan switch is disabled and the plan cannot be made paid. It unlocks once every trial on that plan has ended.

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Editing and removing plans