Understanding Subscription Plans

Learn about LeadsFollow plans, limits, and features

5 minutes
Beginner

Understanding Subscription Plans

LeadsFollow offers different subscription plans to fit your needs. This guide explains each plan and what's included.

Available Plans

Free Trial

Duration: 14 days
Price: Free

Included:

  • Full access to all features
  • Up to 50 leads
  • Unlimited trips
  • Basic task management
  • Communications tracking
  • Forms and lead capture
  • Team collaboration (limited)

Perfect for:

  • Trying out LeadsFollow
  • Small agencies getting started
  • Testing the system

Pro Plan

Price: $29/month (or save with annual)

Included:

  • Unlimited leads
  • Unlimited trips
  • Full task management
  • Complete communications tracking
  • AI-powered suggestions
  • Advanced forms
  • Full team collaboration
  • Priority support
  • All features

Perfect for:

  • Growing travel agencies
  • Professional travel agents
  • Teams needing full features

Enterprise Plan

Price: Custom pricing

Included:

  • Everything in Pro
  • Custom limits
  • Dedicated support
  • Custom integrations
  • Advanced security
  • Custom training
  • SLA guarantees

Perfect for:

  • Large travel agencies
  • Corporate travel departments
  • High-volume operations

Feature Comparison

Core Features (All Plans)

  • Lead management
  • Trip management
  • Task management
  • Communications tracking
  • Basic forms
  • Pipeline view
  • Mobile access

Pro Features

  • Unlimited leads (trial has 50)
  • AI-powered suggestions
  • Advanced forms
  • Priority support
  • Advanced analytics
  • Email integrations

Enterprise Features

  • Custom everything
  • Dedicated account manager
  • Custom integrations
  • Advanced security features
  • Training and onboarding
  • Custom SLA

Usage Limits

Leads

  • Trial: 50 leads
  • Pro: Unlimited
  • Enterprise: Custom

Trips

  • All plans: Unlimited trips per lead

Team Members

  • Trial: Limited
  • Pro: Unlimited team members
  • Enterprise: Custom limits

Storage

  • All plans: Generous file storage
  • Contact support for more

Free Trial Details

How It Works

  1. Sign up - Create your account
  2. 14 days free - Full access immediately
  3. No credit card required - Sign up without payment
  4. Automatic conversion - Choose plan after trial

During Trial

  • Access all Pro features
  • 50 lead limit
  • Test everything
  • No charges during trial

After Trial

  • Choose to upgrade to Pro
  • Or continue with limited features
  • Trial automatically converts to selected plan

Choosing the Right Plan

Start with Trial

  1. Sign up - Get 14 days free
  2. Test features - Try everything
  3. Import leads - Test with your data
  4. Evaluate - See if it fits

Upgrade to Pro When

  • You exceed 50 leads
  • You need AI suggestions
  • You need advanced features
  • You want priority support

Consider Enterprise When

  • Very large team
  • High lead volume
  • Need custom solutions
  • Require dedicated support

Managing Your Subscription

View Current Plan

  1. Go to Settings → Billing
  2. See current plan
  3. View usage limits
  4. Check billing date

Upgrade Plan

  1. Go to Settings → Billing
  2. Click "Upgrade"
  3. Select new plan
  4. Complete payment
  5. Upgrade takes effect immediately

Change Billing Cycle

Switch between monthly and annual:

  • Annual saves money
  • Pro-rated adjustments
  • Change anytime

Cancel Subscription

  1. Go to Settings → Billing
  2. Click "Cancel Subscription"
  3. Confirm cancellation
  4. Access continues until period end

Note: Your data is preserved even after cancellation.

Billing and Payments

Payment Methods

  • Credit cards
  • Debit cards
  • Bank accounts (if available)

Billing Cycle

  • Monthly - Charged each month
  • Annual - Charged once per year (saves 17%)

Invoices

  • Automatic invoices
  • Email receipts
  • Download PDF invoices
  • View billing history

Usage Monitoring

Check Your Usage

  1. Go to Settings → Billing
  2. View usage metrics:
    • Leads used / limit
    • Storage used
    • Team members

Approaching Limits

  • Get notifications when near limits
  • Options to upgrade
  • Guidance on managing usage

Plan Changes

Upgrading

  • Immediate access to new features
  • Pro-rated billing
  • No downtime

Downgrading

  • Changes take effect at period end
  • Data preserved
  • Feature access adjusts

Support by Plan

Trial

  • Community support
  • Documentation access
  • Email support (standard)

Pro

  • Priority email support
  • Faster response times
  • All documentation

Enterprise

  • Dedicated account manager
  • Phone support
  • Custom training
  • SLA guarantees

Related Guides

Next: Learn about upgrading your subscription →

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