Your workspace

Settings, appearance and billing

Settings (the gear in the top bar) has four sections: General, Team, Email and Integrations. Your plan is under Billing & plan, which you can reach from your avatar menu or from Settings.

See it instead of reading it. Finding your way around: a 2-minute guided tour on a sample board.

Take the tour In my CRM

General

Your account: your name and sign-in email. Contact us to change your email address.
Appearance: Light, Dark, or System to follow your computer. It applies on every device you sign in from.
This workspace: rename it.

Plans

New accounts start with a free trial. Starter covers the CRM itself, including boards, the pipeline, reports and the assistant. Professional adds email from your mailbox and email reports, notes and tasks on records, CSV import, card scanning and LinkedIn capture, scheduling, and more than one workspace. Current prices are on Pricing.

Billing

Billing & plan shows your plan, renewal date and payment history, and lets you change or cancel. Nothing renews by surprise: a banner warns you before your plan runs out.