Ready to move beyond the Recruit CRM free trial or upgrade your existing subscription? Recruit CRM makes it easy to upgrade your account, choose the plan that best fits your team's needs, and manage your billing preferences.
Use this feature when:
You are upgrading from a Free Trial to a paid Recruit CRM plan.
You want to upgrade from the Pro Plan to the Business Plan.
The sections below walk through the different upgrade scenarios and explain how to complete each one.
Upgrading from the free trial to a paid plan
Verify your registered email address by completing the verification process in your Recruit CRM account.
Once your email has been verified, start the upgrade process by either:
Clicking the Upgrade Your Account button at the top right of your screen, or
Navigating to Admin Settings → Plans & Billing → Upgrade Your Account.
Choose your preferred billing cycle by switching between Monthly and Annual. The pricing will automatically update based on your selection. Then select the subscription plan you want to purchase (Pro, Business, or Enterprise).
Once the plan type is selected, configure your subscription by:
Selecting the required number of licenses.
Adding Additional Record Limits, if required, using the + and − buttons.
You can also choose to purchase the subscription with a combination of annual and monthly licenses. This article will guide you through the steps.
Once you've finalized your subscription structure, click Review Order from the right-hand panel.
On the payment page:
Enter your payment details. (Recruit CRM accepts both debit and credit cards.)
Save your billing information.
Review your purchase details carefully.
Accept the Recruit CRM Terms of Service by selecting the confirmation checkbox.
Before completing your purchase, review the subscription agreement. All new Recruit CRM customers are required to sign the contract before the subscription can be activated.
Create your signature by choosing one of the available options:
Draw your signature.
Type your signature.
Upload your signature.
Click Create, then Save to complete and store the signed agreement.
Click Pay to complete your purchase and upgrade your account.
Please read the contract and terms of service carefully before proceeding to sign.
Accessing your signed contract
You'll be able to view and download the history of your signed agreements on the tab 'View Current Plan' and in the 'Invoice & Subscription Agreement History' tab.
Upgrading from Pro to Business Plan
Log in to your Recruit CRM account and go to Admin Settings > Plans & Billings.
From the left navigation panel, select Plans.
Choose the Business Plan as your new subscription.
Review your order, including the updated plan details and charges.
Proceed to checkout and complete the payment to finalize the upgrade.
Note:
You will only be charged a pro-rated amount that will be automatically calculated for the remaining period of your billing cycle.
In line with our policies, we don't provide upfront discounts. However, you can save up to 20% by opting for our annual plan.
Troubleshooting
Problem: Cannot start the upgrade from free trial to a paid plan.
Problem: Cannot start the upgrade from free trial to a paid plan.
Likely cause: Registered email address is not verified.
What to check: Confirm that you have completed the email verification steps in Recruit CRM.
Resolution: Verify your email address first, then use the Upgrade Your Account button or go to Admin Settings → Plans and Billings to restart the upgrade process.
Problem: Pricing does not match expectations when changing billing cycle.
Problem: Pricing does not match expectations when changing billing cycle.
Likely cause: Billing toggle is set to the wrong cycle (monthly vs annual).
What to check: Confirm whether the toggle is set to monthly or annual and note that prices update automatically.
Resolution: Switch the toggle to the intended billing cycle and review the updated prices before proceeding.
Problem: Unable to complete the upgrade because the contract is not signed.
Problem: Unable to complete the upgrade because the contract is not signed.
Likely cause: Terms of service and contract have not been accepted and signed.
What to check: Ensure you have checked the box to agree to the terms of service and completed the signature step.
Resolution: Open the contract, read the terms, draw, type, or upload your signature, click Create, then Save, and proceed to payment.
FAQs
Which payment methods are accepted for upgrading my Recruit CRM account?
Which payment methods are accepted for upgrading my Recruit CRM account?
Recruit CRM accepts both debit and credit cards for subscription payments.
Can I choose between monthly and annual billing?
Can I choose between monthly and annual billing?
Yes. You can switch the billing toggle between monthly and annual, and the pricing will automatically adjust according to your selection.
How am I charged when upgrading from Pro to Business mid-cycle?
How am I charged when upgrading from Pro to Business mid-cycle?
When you upgrade from Pro to Business, you are charged a prorated amount that is automatically calculated for the remaining period of your current billing cycle.
Are there upfront discounts available on plans?
Are there upfront discounts available on plans?
In line with the stated policies, Recruit CRM does not provide upfront discounts. However, you can save up to 20% by opting for an annual plan.
Conclusion:
Upgrading your Recruit CRM account involves verifying your email, choosing the right plan and billing cycle, configuring licenses and record limits, completing payment, and signing the required contract.