Recruit CRM's subscription management lets you update your plan, and seat configuration as your business needs change. Whether you're upgrading from Pro to Business or to Enterprise, switching from monthly to annual billing, or using a combination of both, these settings can be managed directly from your account.
Please note: On the Pro Plan, only the Account Owner can make subscription changes. On the Business and Enterprise plans, other users can be granted this permission through Custom Roles.
The sections below cover the most common subscription changes and explain how to complete each one.
Switching Between the Pro, Business, and Enterprise plans
Log in to your Recruit CRM account.
Go to Admin Settings > Plans & Billing.
Review your current subscription plan and the available Pro, Business, and Enterprise plans.
If required, use the toggle at the top of the page to switch between Monthly and Annual billing to compare the available pricing and plans.
Select the plan you want to switch to and follow the on-screen prompts to complete the change.
How billing works when switching plans?
When switching to a different plan:
Charges for the new plan are calculated on a pro rata basis for the remaining days in your current billing cycle.
The full cost of the new plan is charged when your subscription renews in the next billing cycle.
Please note: If you downgrade your subscription:
Business → Pro: You must remove any teams, custom roles, and custom fields exceeding the 15 custom field limit supported by the Pro Plan. You must also reduce your Sequences and XML Feeds, Custom Hiring Pipelines to 1 each, as the Pro Plan supports only 1 Sequence, 1 XML Feed and 1 Custom Hiring Pipeline. If your account exceeds the new 10,000 records per user limit, purchase Additional Records Limit add-ons or delete excess records.
Enterprise → Business: You must adjust your records to match the 20,000 records per user limit on the Business Plan. If your account exceeds the new limit, purchase Additional Records Limit add-ons or delete excess records.
Enterprise → Pro: You must remove the unsupported teams, custom roles, custom fields exceeding the 15 custom field limit, extra custom hiring pipelines (Pro Plan supports 1 custom hiring pipeline), extra Sequences (Pro Plan supports 1 sequence), and reduce your XML Feeds to 1, as the Pro Plan supports only 1 XML Feed. If your account exceeds the new 10,000 records per user limit, purchase Additional Records Limit add-ons or delete excess records.
Recruit CRM will prompt you to complete these changes before the downgrade can be applied.
Switching from Monthly to Annual plan
Log in to your Recruit CRM account.
Go to Admin Settings > Plans & Billing.
From the left navigation panel, make sure you are on the View Current Plan tab, then select Edit Current Plan.
Choose Annual as your preferred billing cycle.
Review the updated pricing and billing details.
Confirm the change to update your subscription.
Switch from annual to monthly billing
If you want to change your subscription from annual to monthly billing, contact the Recruit CRM Support team using either of the following methods:
Use the chatbot within Recruit CRM.
Email the Support team at support@recruitcrm.io.
Include your account details and mention that you would like to switch from annual to monthly billing. The Support team will guide you through the process and make the necessary changes.
Please note: Your request must be submitted before your annual subscription renewal date. Once your annual subscription has renewed and payment has been processed, the billing cycle cannot be changed until the next renewal period.
Switch some of your seats to annual billing
Just like the option to switch between Monthly and Annual, you can now choose to add some of the seats to Annual while keeping some in Monthly.
Login to your Recruit CRM account > Admin Settings > Plans & Billing > View Current Plan > Click on Edit Current Plan:
Once on the page, ensure that the billing plan is selected to Annual (right-hand side), and choose the division of the seats between Monthly and Annual:
Once you have selected the seats and divided them between Monthly and Annual, click on the review order to move on to the next page and pay for the upgrade.
After each of the steps mentioned, here's how you can make a payment:
Scroll to the bottom of the page and click on the Review order option to check the amount and proceed further with the payment.
On the next page, you'd be asked to put in a card detail if you do not have a card on file, or change it if you wish to; and proceed further with making a payment with the charge being applied on the current transaction being made (as shown in the below image). Click on the Update Plan and Pay button once confirmed.
FAQs
Q1. Can I move from annual to monthly billing by myself?
Q1. Can I move from annual to monthly billing by myself?
No. To move from an annual billing plan to a monthly billing plan, you must contact Recruit CRM support via chatbot or email. The request must be made before your annual subscription renewal date.
Conclusion:
Updating your Recruit CRM subscription plan, whether changing plan levels, or splitting seats between monthly and annual is managed from your account with clear prompts and pro-rata billing. If anything is unclear or you need help with a specific change, reach out through the in-app chat box and the support team will guide you through the process.