Billing & Account
Manage your plan, billing, team members, and account settings.
4 articles
Billing & Account
Plans, billing, upgrading and cancelling
Free vs Pro comparison, how to upgrade, cancel, request a refund, and discount options.
How to invite team members
How to invite team members to your workspace and give them access to pipelines.
Account access and deletion
Can’t log in, switched Google accounts, or want to delete your account — here’s how to handle it.
How to migrate from Streak
We can migrate your Streak data for free, or you can self-serve with a CSV import.