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Subscription Details

Required Role

SUBSCRIPTION_MANAGEMENT permission — Organisation role only

The Subscription Details page allows organisation owners to view, manage, and update their Agent Manager subscription.

Current Plan​

Your current plan summary shows:

  • Plan Name — e.g. Starter, Professional, Enterprise
  • Billing Cycle — Monthly or Annual
  • Next Billing Date
  • Payment Method — last 4 digits of card on file
  • Users — current user count vs. plan limit
  • Storage — current storage usage vs. plan limit

Available Plans​

PlanUsersStorageFeatures
StarterUp to 510 GBCore CRM, Visa tracking, Basic reports
ProfessionalUp to 2050 GBAll Starter features + Marketing tools, API access
EnterpriseUnlimitedUnlimitedAll features + Custom integrations, Dedicated support

Upgrading / Downgrading​

  1. Click Change Plan
  2. Review the available plans
  3. Select the new plan
  4. Confirm the change — the new billing takes effect immediately (pro-rated)

Payment Method​

To update your payment details:

  1. Click Update Payment Method
  2. Enter new card details
  3. Click Save — charges will appear on the new card from the next billing cycle

Invoices​

Download past billing invoices for accounting purposes.

Cancellation​

To cancel your subscription, contact the Agent Manager support team. Data is retained for 30 days after cancellation.