How to upgrade to a Pro plan from a Free Forever plan?

In this article, we'll cover

 


 

Why Pro Plan?

 

Pro plan gives you access to all the Pro features like Mailbox, Calendar sync, Integrations, Meeting scheduler, etc

 

Features available in the Pro plan:

Features

Free Forever Plan

Pro Plan ($19)

Unlimited Leads

✔️

✔️

Unlimited Proposals

✔️

✔️

Unlimited Invoices

✔️

✔️

Recurring Invoices

✔️

Meeting Scheduler

✔️

Calendar Sync

✔️

Mailbox

✔️

Custom Proposal Templates

✔️

Custom Email Templates

✔️

Zapier & related integration

✔️

APIs & Webhooks

✔️

Import Clients

✔️

Client Portal

✔️

✔️

Clients

3

✔️

Team Members

1

3

 


 

How to upgrade to Pro Plan?

You can upgrade to Clientoys' Pro Plan and avail benefits in 2 mins. Just follow 2 simple steps of confirming the plan and making payment.


1. See the plan details and confirm it

Click on Upgrade to Pro from any of the pro features or from the billing page. Here we will take an example when you upgrade from the mailbox page.

This will open a modal window describing the summary of the Pro plan. You can confirm the upgrade by clicking on "Upgrade my Account now" as shown below.

 


2. Make the Payment

On confirmation, you will be redirected to our payment partners and will be asked to add payment details.

You can fillup your payment details and can choose a payment method.

You will get the payment successful message. Click on Continue.

 

Congratulations 🙌 You have been upgraded to the Pro plan of Clientjoy.

 

Image

 

Start using Clientjoy's pro features like Mailbox, Calendar sync, Custom proposal templates, Meeting scheduler, etc to manage your business activities in one place.

 

Note 🗒️: You can add 3 Team members to your Pro plan including the Owner.

 

💡 Tip: You can buy and use Branding plus addon to get your own branding, custom domain, and customizations to your pages visible to your Leads and Clients.

 


 

🎁 Special Offer for new signups


If you are upgrading to the Pro plan within the first 7 days after sign up, you will get access to Branding plus for free in your subscription. You will see this offer on the upgrades modal window, you can get this by clicking on "Add for free" as shown below.

 

It will add the Branding plus to your subscription for Free.

 

 


Frequently Asked Questions

  1. What happens to my billing if I add an additional team member?

    You can add 3 Team members to your Pro plan including the Owner. For any additional Team member you add, it will add an additional 5$/team member/month to your billing amount. To know how to add a team member, click here.


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Do you have questions or feedback? Please feel free to reach Clientjoy support via chat/ email (support@clientjoy.io), or explore Help Center to get information!