CRM Pricing for UK Businesses

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Do your prices include VAT?

No. £29 per user per month and £290 per user per year are prices before VAT. VAT is added at checkout, where you can also enter your company's VAT number. Each payment produces an invoice you can download as a PDF from the billing page.

How does per-user billing work?

You pay for each person who has joined your organisation, whatever their role. An invitation costs nothing until the person accepts it. When you add someone, you pay a share for the rest of the current billing period straight away. When you remove someone, you get no credit for the time already paid for. The lower number of users applies from your next renewal.

How much do I save by paying annually?

Annual billing is £290 per user per year, paid upfront. Twelve months of monthly billing costs £348, so annual gives you two months free, a saving of about 17%. Every feature is included whichever you choose.

How long is the free trial, and do I need a card?

The trial lasts 14 days and includes every feature. You don't enter a card to start it. We email your organisation's admins 7 days before it ends, the day before, and on the last day. Before you can add a card we run a quick check on your organisation. You'll see a note on the billing page while that check is under way.

What happens when the trial ends?

If you haven't subscribed, every page sends you to the billing page until you choose a plan. Your data isn't deleted. Subscribe monthly or annually and you carry on where you left off.

Can I cancel at any time?

Yes. An admin can cancel from the billing page. The subscription stops at the end of the current billing period: you keep full access until then, and it doesn't renew. No refund is issued for the time remaining. If you change your mind before that date, you can resume the subscription from the same page.

Can I take my data with me if I leave?

Yes. An admin can request a data export from the organisation settings at any time, including after your trial has ended. You get a ZIP of 14 spreadsheets (CSV files) covering customers, contacts, leads, invoices, quotations, sales orders, tasks, analytics, suppliers, products, projects, service cases, credit notes and invoice payments. The download link is emailed to you and stays valid for 7 days. Request it before you delete the organisation, because a workspace waiting to be deleted can't be opened.

What happens to my data if I delete my organisation?

Your organisation's data isn't removed straight away. If you have a paid subscription, the data is kept until 30 days after the end of the period you've paid for; otherwise it is kept for 14 days. During that time an admin can restore the organisation from your organisations list. A subscription that hasn't ended yet carries on as before; if it has already ended, you'll need to subscribe again. After that, the data and its stored files are permanently deleted.