Upgrading Your Plan

2 min read

Ready to unlock the full power of SalesSheet.ai? Upgrading your plan is quick and easy. You'll get immediate access to all the features in your new plan, and all your existing data will automatically be preserved.

Before You Begin

You need an active SalesSheet.ai account (sign up for free at app.salessheets.ai)
You must be the account owner or have billing permissions
Have a valid credit card or debit card ready for payment

Step 1

Billing settings page showing your current plan details and upgrade options

Navigate to Billing Settings

Log in to your SalesSheet.ai account and click on your profile picture in the top-right corner of the screen. From the dropdown menu, select Settings. Once in Settings, click on the Billing tab in the left sidebar.

Alternatively, if you're on the Free plan and have reached your contact limit, you'll see a notification banner at the top of your dashboard with a direct link to upgrade.

Step 2

Click the Upgrade Button

On the Billing page, you'll see your current plan details at the top. Below that, you'll find a comparison of available plans with their features and pricing. Look for the blue Upgrade to Pro or Upgrade to Team button next to the plan you want.

Click the upgrade button for your desired plan. This will open the plan selection modal where you can review the features you're about to unlock.

Step 3

Select Your Plan Options

In the upgrade modal, you'll need to make a few selections:

Billing cycle: Choose between monthly or annual billing. Annual billing saves you 20%.
Number of users: For Pro plans, select how many user seats you need. For Team plans, the minimum is 3 users.
Add-ons (optional): If available, you can add additional features like extra storage or advanced integrations.

As you make selections, you'll see the total price update in real-time on the right side of the modal. The price shown is what you'll pay today (prorated if upgrading mid-cycle) and your ongoing price for future billing periods.

Step 4

Enter Payment Information

Next, you'll be prompted to enter your payment details. SalesSheet.ai accepts all major credit cards (Visa, Mastercard, American Express, Discover) and debit cards.

Fill in the following information:

Cardholder name
Card number
Expiration date (MM/YY)
Security code (CVV)
Billing address and ZIP code

All payment information is encrypted and processed securely through our payment provider. SalesSheet.ai never stores your full card details on our servers.

Step 5

Review and Confirm Your Upgrade

Before finalizing your upgrade, review the summary displayed on the screen:

Selected plan (Pro or Team)
Billing cycle (monthly or annual)
Number of users
Amount to be charged today
Ongoing billing amount
Next billing date

If everything looks correct, check the box to agree to our Terms of Service and Privacy Policy, then click the Confirm Upgrade button.

Your payment will be processed immediately, and you'll see a confirmation message on the screen.

Step 6

Access Your New Features Immediately

Congratulations! Your account has been upgraded. You now have immediate access to all the features included in your new plan. Here's what happens automatically:

Your contact limit is updated (unlimited for Pro and Team plans)
Advanced AI features are now enabled across your account
Email sync and calling features are activated
New menu options appear for features like analytics and team collaboration (Team plan)
You'll receive a welcome email with tips for getting started with your new features

All your existing contacts, deals, and data remain exactly as they were. Nothing is lost or changed during the upgrade process.

You can return to your dashboard and start using your new features right away. Look for the colored badges next to features labeled "Pro" or "Team" - these are now unlocked for you.

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Pro Tip: If you're upgrading from Free to Pro mid-month, you'll only be charged for the remaining days in the current billing cycle. Your next full billing cycle starts on your upgrade date next month. This prorated billing ensures you never pay twice for the same period.

What to Expect After Upgrading

After you upgrade your plan:

You'll receive an email confirmation with your invoice and receipt
Your account dashboard will update to show your new plan type
New features will be highlighted with "New" badges for the first week
You can access the billing page anytime to view your plan details and usage
Your credit card will be automatically charged on your billing date each month or year
You can add more users to your plan at any time from the billing settings

Troubleshooting

My payment was declined. What should I do?

If your payment is declined, first check that you entered the card details correctly (number, expiration date, CVV, billing ZIP code). If the information is correct, contact your bank or card issuer - they may have flagged the transaction as suspicious. Once resolved, try the upgrade process again. If problems persist, contact our support team at andres@salessheets.ai.

I upgraded but don't see the new features yet. Why?

In rare cases, it may take a few minutes for the upgrade to fully propagate across your account. Try refreshing your browser (Cmd+R on Mac, Ctrl+R on Windows). If you still don't see the new features after 5 minutes, log out and log back in. If the issue persists, contact support with your account email and we'll resolve it immediately.

Can I upgrade just for one month to try it out?

Yes! When you upgrade, select monthly billing instead of annual. You can use the upgraded plan for as long as you like, and you're free to downgrade back to the Free plan at any time. There are no long-term commitments or cancellation fees.