Billing & subscriptions

Guides, permissions, workflows, and company operations.
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  • Companies are billed via Stripe.
  • Plans enforce seat limits and feature gating after the trial period.
  • If a company is unsubscribed after trial, access is limited to dashboard/profile/billing.
  • Starter includes core operations plus marketing blasts (email + SMS/text).
  • Professional adds accounting/reporting, including tax estimate KPI/report features.
Plan highlights (recent)
  • Marketing Email blast: send a campaign email to filtered audiences.
  • Marketing Text blast: queue SMS campaigns to filtered audiences.
  • Tax calculation: enable tax estimate settings to show estimated taxes on dashboard KPIs and the tax estimate report.
  • Real Estate plan: dedicated settlement, commission, and follow-up workflow coverage. See Real Estate plan guide.
Owner/Admin responsibility
Only admins/owners should manage subscription changes, seats, and upgrades. For product requests or issues, use the Dashboard support actions (Bug fix / Upgrade request) to contact support.