You can upgrade, downgrade, or cancel your subscription at any time.
Upgrade or Downgrade Your Subscription
Go to your Plan & Billing page in Salesmsg, and click on Upgrade plan to view your subscription options.
From there, you can:
Upgrade your Basic plan
Upgrade your Pro plan
Or downgrade either plan to better fit your needs
Only Owners and Admins can change the plan.
Upgrade your plan
Go to Settings > Plan & Billing.
Click Upgrade plan.
Choose monthly or annual billing, then select the plan you want.
Review the order summary. You can also add extra seats and numbers, or turn on Auto-recharge or PhoneCheckr.
Select a card and click Upgrade plan.
An upgrade takes effect right away. You pay a prorated amount, shown as Total due today before you confirm.
Downgrade your plan
Go to Settings > Plan & Billing.
Click Upgrade plan.
Select a lower plan.
Choose a reason for the downgrade. A reason is required.
Click Downgrade plan.
A downgrade takes effect at the end of your billing cycle, so nothing is charged today. Until then, the Plan & Billing overview shows the date of the downgrade. Unused credits from your current plan won't roll over.
If you change your mind during checkout, click Keep my current plan.
Cancel a scheduled downgrade
On the Plan & Billing overview, click Cancel downgrade in the downgrade alert. You stay on your current plan.
See your best plan options right in the app
Salesmsg now proactively surfaces a smarter plan for you when a better fit is available. If your usage has outgrown your current plan, an upgrade banner appears automatically so you can act on it right away without digging through settings.
What you'll see
The banner highlights a suggested plan along with a breakdown of what you'd save by switching. No extra charges, just a better plan that actually fits how you use Salesmsg.
Admins and owners get a one-click Upgrade to the right plan button that takes you straight into the upgrade flow.
Members, managers, and observers will see the recommendation and can pass it along to their admin to take action.
If you run out of message credits
When your account runs out of message credits, a banner appears in the app and sending messages and calling are blocked until credits are added.
Owners and Admins can click Upgrade plan or Enable auto-recharge on the banner.
Other users are asked to contact an Admin.
Message credits and your plan
Your subscription credits refill on your renewal date. For example, if your plan renews on the 22nd, your credits refill on the 22nd.
Unused subscription credits do not roll over to the next billing period.
Credits you buy, either one at a time or through Auto-recharge, stay in your account until you use them.
Buy more credits without changing your plan
Go to Plan & Billing and click Buy credits. You can buy more message credits at any time.
How to Cancel Your Account
Only the Account Owner and Admins can see the Plan & Billing menu. If you're a Member, Manager, or Observer, this option won't appear in your Settings. Ask your Account Owner or Admin to cancel the plan, or to upgrade your role to Admin so you can access it yourself.
Click your Profile in the bottom-left corner of the screen
Select Settings
Go to Plan & Billing
Scroll down to the bottom of the page
Click Cancel subscription
Follow the steps in the cancellation window to confirm. Before you cancel, it may offer options such as pausing your plan, a discount, or a plan change.
If you are on a custom or contract plan, clicking Cancel subscription opens a chat with our support team, who will help you cancel.
Once your cancellation is scheduled, the page shows the date your subscription will be canceled. Until then, you can click Keep my plan to stay on your plan.
Frequently Asked Questions
Can I change my plan later?
Absolutely. You can upgrade, downgrade, or cancel your plan at anytime.
What payment methods do you accept?
We accept all major credit cards, including Visa, Mastercard, American Express, and Discover.
Please note: prepaid cards are not accepted.
What happens when I cancel my account?
When a Salesmsg account is canceled, you will have 30 days to restore access to your account, your contacts, broadcasts, and credits.
After 30 days, all of your contacts and credits will be removed.
When will my plan cancel?
Your subscription will cancel at the end of your billing cycle.
Can I re-activate my canceled subscription before it's closed?
Yes, you can resume your subscription before the account closes by going to your Plan & Billing page in Salesmsg, and clicking "Keep my plan":
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Can I re-activate my canceled subscription after it's closed?
Yes. Log in with your previous email and password. The account Owner can click Restart on the Subscription canceled page, or go to Settings > Add subscription, then choose a plan and confirm:
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Will I lose my contacts and other information if I cancel?
Yes. You will have 30 days to choose an active subscription, or choose the pay as you go plan to keep your contacts, triggers, messages, credits, and everything in your account. After 30 days, we will purge your information.
Why don't I have access to make billing changes?
Only the Account Owner or an Admin can make billing changes. Ask your Admin or Account Owner to make the change, or to upgrade your role to Admin so you have access.
Do my subscription credits roll over?
No. Your subscription credits do not roll over, but credits you buy (Auto-recharge credits or one-time purchases) do. They stay in your account until you use them.
How do I purchase more message credits?
Go to Plan & Billing and click Buy credits. You can buy more credits at any time.