Manage Your SalesRobot Plan and Billing

How to Check Your Current Plan

• Open SalesRobot and go to the Accounts page.

• At the top, look for a button that shows Your Plan.

• Hover over it to see your current plan.

• Click the button for more details.

How to Upgrade or Downgrade Your Plan

If you're on a free trial:

• Go to the Accounts page.

• Click Buy Subscriptions.

• Choose your plan and quantity.

• Click Pay to start your subscription.

If you're already on a plan:

• Head to the Accounts page.

• Click on the Your Plan button at the top.

• You’ll see your current plan and options to upgrade or downgrade.

How to Find Invoices & Edit Payment Info

• Go to the Accounts page.

• Click the three dots (⋯) beside your account.

• Select Invoice from the menu.

• A popup will appear—click the link to open your billing portal.

• In the portal, you can download invoices or update your card details.

How to Transfer Billing to Someone Else

• Add the new person's account to your system.

• Make sure their account is in Trial Expired mode.

• Go to the Accounts page and click the three dots next to the old account.

• Choose Transfer Billing from the menu.

• Select the new account from the list and click Transfer.

• The old account will disconnect—go ahead and delete it if no longer needed.

Note: Make sure both accounts are in the same system for this to work.

How to Cancel Your Subscription

• Open the Accounts page.

• Click the three dots (⋯) beside your account.

• Choose Cancel Subscription.

• A 3-step window will appear on the right.

• Review and confirm, pick a reason, and decide if you want to proceed.

Note: You will still have access until your billing period ends.

Updated on: 10/04/2025