Plans and billing for Sessionboard CRM
Sessionboard CRM is free for up to 500 active contacts. Every account saves a card first, but the card is only checked: nothing is charged until you pick a plan and confirm it. Open Plan and billing from the plan card at the bottom of the sidebar.
Every plan has every feature of Sessionboard CRM, including the pipeline and contracts, and unlimited seats. Plans differ only by how many active contacts they include.
| Plan | Active contacts | Monthly | Yearly |
|---|---|---|---|
| Free | Up to 500 | Free | Free |
| Starter | Up to 2,500 | $59 a month | $588 a year |
| Growth | Up to 10,000 | $149 a month | $1,428 a year |
| Scale | Up to 25,000 | $349 a month | $3,348 a year |
| Enterprise CRM | More than 25,000 | Talk to sales | Talk to sales |
You store as many people and groups as you like for free: an active contact is someone you reached in the last 12 months, counted once across Sessionboard CRM and Marketing. Registrants and attendees never count. See Active contacts.
Card on file
Section titled “Card on file”Before you import, add or send, Add a card to start using CRM asks you to save a card. Stripe verifies it and nothing is charged. Prepaid cards aren’t accepted, and one card can hold one free CRM account. If a card is refused, the message says why: prepaid, already on a free CRM account, or couldn’t be verified. Replace card changes it later.
What you use
Section titled “What you use”Home and Plan and billing show your active contacts against your plan, such as “412 of 500 free”.
- Near your limit (80% or more): Sessionboard CRM suggests the plan that fits.
- Over your limit: it asks you to choose a plan. Nothing stops working while you decide: no person, group or feature is removed, hidden or blocked.
Choose a plan
Section titled “Choose a plan”Open Plan and billing
Select the plan card at the bottom of the sidebar.
Choose a plan
Use the Monthly / Yearly toggle, then select Choose on the plan for your active contacts. Sessionboard CRM shows the price and the card it will charge. Select Confirm and pay. You can cancel any time: a monthly plan runs to the end of the month, a yearly one to the end of the year.
Plan and billing shows who accepted Sessionboard’s Terms of Service for this workspace, and when. Sessionboard keeps a record of every acceptance: who, which version, when, and how.
Card, invoices and cancelling
Section titled “Card, invoices and cancelling”Select Manage billing to update your card, download invoices or cancel. After you cancel, Plan and billing says when your plan ends, and everything stays as it is until then.
More than 25,000 active contacts, or the platform
Section titled “More than 25,000 active contacts, or the platform”Enterprise CRM is for more than 25,000 active contacts. Interest forms, Scout, Pathways, Content Gaps and custom fields are part of the Sessionboard platform, not Sessionboard CRM. Each has its own entry at the bottom of the sidebar, where you can book a demo or upgrade. See Interest forms and Scout and Custom fields.