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Upgrading Your Account

Upgrading Your Account

This article will help you understand how the "account upgrade" process works in Recruit CRM.
Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Loving Recruit CRM? 

We're glad you've decided to take things forward with us!

Here's how you can upgrade your free account to the paid:

Step 1: Click on the "Upgrade Your Account" button on the top right of your screen. Or else you can also go to Admin settings --> Plans & Billing --> Upgrade Your Account.


Step 2: Switch the toggle to choose between the Monthly OR Annual plan, price will be automatically adjusted. Then select the desired plan from Team, Business or Enterprise.


Step 3: After selecting the desired plan, choose the required number of users from the "- or +" buttons. And Hit "Proceed to Pay"


Step 4: Next you'll have to-

  1. Add card details (Any Visa/Master/Amex Credit/Debit card would work)

  2. Save Billing information & verify your purchase details.

  3. Check the box to agree with our Terms of Service

  4. Click on the "Pay" button and you're done! :)

Upgrading from Team to Business Plan:

To upgrade from our Team plan to the Business plan, go to Admin Settings > Plans & Billings > Plans :

Select the Business plan from here, and Review your order & proceed to checkout to make the payment:

Note: You will only be charged a pro-rated amount that will be automatically calculated for the remaining period of your billing cycle.

Happy recruiting!

You can always use the chat icon at the bottom right of your screen to connect with us and get any questions clarified.

You can read more about Business Plan here.

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