Can I upgrade my CRM plan later?
Yes, you can upgrade from Starter to Growth at any time. Plan changes take effect in the next billing cycle, while increased templates and workflows are available instantly.
Heffl CRM offers flexible plan upgrades to grow with your business:
Upgrade Process
- Upgrade from Starter to Growth anytime
- Changes apply at next billing cycle
- No setup fees or penalties
- Prorated billing for mid-cycle changes
Instant Benefits
- Additional templates available immediately
- Workflow limits increased instantly
- Dashboard access expanded right away
- Custom fields unlocked immediately
What Stays the Same
- All your existing data and settings
- User accounts and permissions
- Integrations and customizations
- Historical reports and analytics
Downgrade Options
- Downgrade available with 30-day notice
- Data preserved but some features may be limited
- Contact support for downgrade assistance
