Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Free Plan
Understand included usage and plan limits.
Pro Plan
Use higher limits, Client Portal, reminders, recurring invoices, and branding.
Upgrade
Sign in and move your workspace to Pro.
Downgrade
Understand the effect of returning to Free.
Payment methods
Configure supported customer payment options.
Currency
Use the appropriate document and subscription currency.
Subscription management
Review and maintain your CRM Gem subscription.
Step-by-step
- 1
Compare the plans
Review the Pricing page and identify the limits and workflows your business needs.
- 2
Sign in to your workspace
Use the account that owns the CRM Gem workspace you want to upgrade.
- 3
Open subscription settings
Go to Settings and review the available billing or subscription controls.
- 4
Complete the provider flow
Follow the secure payment approval steps and return to CRM Gem.
- 5
Confirm your plan
Verify that the workspace shows the expected plan before relying on Pro limits.
Helpful tips
- Use the workspace owner account for subscription changes.
- Keep billing contact information current.
- Review the plan before adding recurring client workflows.
Common mistakes
- • Starting an upgrade while signed into the wrong account.
- • Confusing CRM Gem subscription billing with client invoice payments.
- • Closing the payment approval page before returning to CRM Gem.
Frequently asked questions
What is included in Free?
Free includes up to 2 clients, 2 projects, and 15 documents per month.
What does Pro add?
Pro provides higher usage limits and advanced workflows including Client Portal, recurring invoices, reminders, and branding controls.
Is Professional Setup included in Pro?
No. Professional Setup is a separate one-time service and subscriptions are billed separately.
Related guides
Professional Setup
Understand the one-time setup service, delivery process, add-ons, support, and training.
Documents
Work with invoices, quotations, proposals, payments, PDFs, reminders, and recurring invoices.
Getting Started
Set up your account, business profile, branding, first client, and first project.