What it costs

One simple plan: $200/month platform fee + $39/seat/month. A 3-person team is $200 + 3 × $39 = $317/month. Invoiced monthly in arrears via Stripe. The pricing constants are the same ones surfaced in your Billing settings page so you can always check live.

This page is the customer-facing billing policy for trials, invoicing, failed payments, cancellation, refunds, and data access after cancellation. If a signed order form or enterprise contract says something different, that contract controls.

The free trial

Every new tenant gets a 14-day free trial automatically — full feature access, no card required at signup. No artificial limits during the trial; you can invite the whole team, import data, send live emails, everything.

We send a reminder email at 3 days remaining and the Billing tab shows a countdown banner from the start. To convert, open Billing settings → Manage subscription and add a payment method. If you do nothing, the subscription transitions to past_due at the end of the trial and access pauses after the retry window (see below).

Invoicing

Invoices are monthly in arrears — we bill for the period you just used. The first invoice fires at the end of the trial (or, if you added a card mid-trial, at the end of the first full billing month).
Seat count is reconciled to Stripe nightly and on every add/remove. Mid-cycle changes are prorated.
Receipts arrive from Stripe at your billing email. Past invoices and receipts are always available in the Customer Portal (Billing settings → Manage subscription).

If a payment fails

Stripe will retry the card automatically over the next few weeks. What you see, in order:

past_due — the first charge failed but access continues. Stripe is retrying. Update your card in the Customer Portal as soon as you see this. The Billing tab will show an amber banner.
unpaid — multiple retries have failed. Account suspension is imminent. The banner turns red.
canceled — Stripe’s retry ladder is exhausted. The subscription is canceled and CRM access ends. Your data is held for 30 days after explicit account closure if you need to recover it — contact us to arrange.

Canceling

Open Billing settings → Manage subscription → Cancel subscription. You’ll keep access until the end of the current billing period (no refund for the unused portion of the month you’ve already paid for). The Billing tab will display a “Subscription scheduled to end on [date]” banner during the wind-down so you can renew if you change your mind.

When the period closes, the subscription transitions to canceled and access stops. Re-subscribing later restores your data and team intact.

Refunds

The 14-day trial is free. If you cancel before the trial ends and never add a payment method, there is nothing to refund.

For monthly subscriptions, payments are generally non-refundable once the billing period starts. We do not prorate cash refunds for unused days after you schedule cancellation, because the workspace remains available until the end of the paid period.

We will correct billing mistakes. Contact us if you believe you were charged after cancellation took effect, charged twice, charged for the wrong seat count, or charged incorrectly because of a Stripe or Vanta CRM system error. When we confirm an error, we refund or credit the incorrect amount. We also issue refunds when required by applicable law.

Custom annual contracts, purchase orders, or negotiated discounts follow the refund and cancellation language in the signed order form. If the order form is silent, this policy applies.

What happens to my data?

Canceled accounts are retained for at least 30 days to support recovery. Beyond that we honor explicit deletion requests; see privacy for full retention rules.

Need a different invoice cadence (annual, NET-30 with PO), a different team-size discount, or have an unusual billing requirement? Email us via contact — we work with this regularly for larger teams.