Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Free plan
USD 0: 2 clients, 2 projects, 15 combined invoices, quotations, and proposals per calendar month, and 25 MB storage.
Pro Monthly
USD 10/month. Pro includes unlimited clients, projects, and documents, 1 GB storage, recurring invoices, automatic recurring delivery, automated and smart reminders, and Client Portal.
Pro Annual
USD 100/year. Annual billing saves two months compared with monthly billing.
Upgrade to Pro
Sign in, open Settings, choose the available monthly or annual billing option, and select Upgrade with PayPal.
Cancel Pro
Pro renews automatically through PayPal until cancelled. Cancelling stops future renewal immediately, while Pro access continues until the end of the verified paid billing period. No automatic prorated refund is provided for unused time.
After cancellation
At the end of the paid period, the account falls back to Free. Existing records remain available, and Free limits apply to new activity after Pro access expires.
Refund and renewal policy
Review the public Refund, Cancellation & Subscription Renewal Policy for refund-review eligibility, renewal treatment, customer invoice payment responsibilities, and Professional Setup rules.
Terms of Service
Review the public Terms of Service for account responsibilities, acceptable use, plans, billing, business communications, public links, and customer invoice responsibilities.
Professional Setup is separate
Professional Setup is an optional USD 79 one-time service. It is purchased separately, does not activate Pro, and is available to Free and Pro users.
Review the Terms of Service. For refund review, cancellation, and automatic-renewal details, read the Refund, Cancellation & Subscription Renewal Policy.
Step-by-step
- 1
Compare limits
Review Free and Pro features and decide whether monthly or annual Pro fits your workflow.
- 2
Open subscription settings
Sign in and open Settings in the workspace you want to upgrade.
- 3
Choose a billing cycle
Select USD 10/month or USD 100/year when that PayPal plan is available.
- 4
Confirm the result
Complete PayPal approval and verify the plan shown after returning to CRM Gem.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Is document email sending Pro-only?
No. Invoice, quotation, and proposal email sending through the app is included in the Free plan. Recurring automatic generation and recurring automatic delivery are Pro features.
What does Pro add?
Pro adds unlimited clients, projects, and documents, 1 GB storage, recurring invoices, automatic recurring generation and delivery, automated payment reminders, smart reminders, and Client Portal.
Does Professional Setup include Pro?
No. Professional Setup and CRM Gem subscriptions are purchased separately. Professional Setup does not activate Pro.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Recurring Invoices
Configure Pro recurring invoice schedules, automatic generation, and optional automatic delivery.
Client Portal
Use the implemented Pro Client Portal and troubleshoot customer access safely.
Professional Setup
Understand the optional one-time service without confusing it with a CRM Gem subscription.