Plans and billing — Help center

Your company's plan decides which features are on and how much of each you can use. This page explains the Your plan page, the free trial, what stops when a plan ends or a limit is reached, and how to buy or renew a plan yourself.

Before you start

Every member can open Your plan in the sidebar and see what the company has.
Only owners and administrators can buy or renew, and only when the platform has set up at least one way to pay. Otherwise there is nothing to buy on the page, and you change your plan by contacting us, as the page says under Features.
Prices and the exact contents of each plan are on the pricing page of https://rutbacrm.com. They can change, so this guide does not repeat them.

What the plan page shows

Open Your plan in the sidebar. The page shows, from top to bottom:

Part	What it tells you
Plan name	Under the title. Core features means no plan is assigned
Company address	Your company's own web address, if it has one
End date	Your package ends on …, or a notice that it has ended
Usage	Each limit as "used / allowed", for example users, contacts, store connections, automation rules, segments, tracked sites, custom fields, connected channels, follow-ups and file storage. `∞` means no limit
Features	Every feature, marked Included or Not included
Buy or renew a package	The plans you can buy, by month or year, with a button for each way to pay. Owners and administrators only
Usage by month	Users, contacts and campaign emails for each of the last 12 months
Payments	Your recent package payments and their status. Owners and administrators only

At the bottom are links to Your AI key, when your plan includes Bring your own AI key, and to Data and policies.

Owners and administrators also see a plan card at the top of Home, with the days left. It is highlighted in the last 7 days and after the plan has ended.

When the plan ends within 14 days, or has ended, every member also sees a notice at the top of every company page: Your package ends on …, or Your package has ended, so only the core features are on. Your data is safe. Contact us to renew. Select it to open Your plan.

The free trial

A company opened through self-service sign-up gets the package it chose for 14 days, counting the sign-up day, with no card. During the trial:

API access, Company sign-in and WhatsApp broadcasts are off.
Campaign emails are capped at 200 a month, and AI credits at 100 a month, or lower if the package itself allows less.
Everything else in the package works.

Paying for a plan lifts these trial limits. If you do not pay, the trial simply ends: see the next section.

When a plan ends

A plan with an end date stops at the end of that day. Then:

Only the core features stay on: contacts, deals, tasks, appointments, notifications, reports and the team. There is no cap on users or contacts.
Every paid feature is paused. Its sidebar entry disappears, or it shows Not in your plan with See your plan when you open it.
Nothing is deleted. Your contacts, conversations, orders, settings and history stay as they were, and everything comes back as soon as the plan is renewed.

Owners and administrators get a notification 7 days before the end date, and another when the plan has ended. From 14 days before the end, the notice at the top of every company page reminds everyone.

Nothing renews by itself. To keep working without a gap, renew before the end date.

When you reach a limit

Each limit is checked when something is added. When you are at the limit, adding one more is refused with a message such as "You have reached the limit of your package: Contacts (2000)". What you already have keeps working.

Monthly limits, like campaign emails and AI credits, count the current month and start again on the first of the next.
Users are counted when someone accepts an invitation or a suspended member is restored.
Owners and administrators get a notification when usage reaches 90% of the users, contacts, AI credits or campaign emails allowed.

To make room, archive or remove what you no longer need, such as old contacts or members who have left, or move to a larger plan.

Buy or renew a plan

Owners and administrators do this from Your plan.

Open Your plan in the sidebar.
Under Buy or renew a package, find the plan you want.
Next to One month or One year, select the way to pay: Pay by card, PayPal or Bank transfer.
Follow the steps for that way of paying below.

You pay once for the period you choose. How the period is counted:

Renewing the same plan adds the period after your current end date, so no days are lost.
Moving to another plan starts it today, for one month or one year from today.
Moving to a smaller plan deletes nothing. Features it does not include are paused, as described above.
A plan with no end date has nothing to renew, and the page says so.

Pay by card

Select Pay by card. The page shows Continue to payment.
Select Continue to payment and pay on the secure card page, run by Stripe.
You return to Your plan. The plan turns on as soon as Stripe confirms the payment, normally within minutes.

Rutba CRM never sees or stores your card number.

PayPal

PayPal appears only when the plan is priced in US dollars, euros or pounds sterling.

Select PayPal, then Continue to payment.
Approve the payment on PayPal.
You return to Your plan with "Payment received. Your package is on." If you see "The payment is not confirmed yet", wait a few minutes: if you paid, it will show.

Bank transfer

A bank transfer turns the plan on only after the platform team has seen the money arrive.

Select Bank transfer. Pay by bank transfer opens. Under 1. Transfer the amount you see the reference to write in the transfer description, the amount, and each of our bank accounts with its Account holder, IBAN, SWIFT / BIC and Account number in separate boxes. Click Copy beside any of them to copy it whole, so nothing is mistyped. These details appear only after you sign in, to the owners and administrators of the company.
Make the transfer from your bank. Paste the reference in the transfer description, so the payment can be matched.
Back on the page, under 2. Tell us, with the receipt, fill in the Name of the account holder who paid and the Date of the transfer. The date cannot be in the future.
Attach the bank's receipt under Receipt (optional): a PDF, JPG or PNG of up to 5 MB. It is optional, but it speeds up the check.
Select Send.

The order then shows Being checked. You get an email when the platform team accepts it, and the plan turns on for the period paid. If the transfer cannot be confirmed, the order shows Not accepted with the reason, and you are told by email.

A bank order waits 14 days for the transfer. After that it shows Expired; start a new one if you still want to pay.
Until you send the details, you can select Cancel this order.
While the order is Being checked, you can correct the details or send a new receipt, which replaces the old one.
To return to an open order later, select Open next to it under Payments.

Payment statuses

Status	Meaning
Waiting for payment	A bank order was created and is waiting for your transfer
Being checked	You told us you paid, and the platform team is checking
Paid	The payment was confirmed and the plan is on
Not accepted	The transfer could not be confirmed. The reason is shown
Cancelled	You cancelled the bank order
Expired	The bank order was not paid within 14 days

Cancelled and expired orders no longer appear under Payments.

Troubleshooting

I don't see "Buy or renew a package". You are not an owner or administrator, or no way to pay has been set up for your company yet. Contact us to change your plan.
"The payment page could not be opened." The card or PayPal page did not answer. Try again in a moment.
I paid by card but the plan is not on yet. Reload Your plan after a few minutes. A payment turns the plan on only when its exact amount is confirmed by the payment provider.
A feature shows "Not in your plan" although the plan includes it. Your custom role may block it. See Roles and access.