For businesses that want to cut costs or own a very small sales team, you can try out the Free plan 

To enable the Free plan,

  1. Go to Admin Settings > Account Settings > Plans and Billing. You can find the details of your current plans such as:

    1. Your current plan

    2. Number of Agents

    3. Number of Add Ons

    4. Billing period

    5. Billing Amount

  2. You can also find the details of your Phone credits, active add-ons, and payment information.

  3. Under Plan click Change Plan. Scroll down on the My subscription page and click Continue. A table with all the plans and the related features appears:

  1. Scroll down and click "Buy plan" under Free.

  1. You will receive a pop-up message that shows the features and add-ons that you will lose on downgrade. Click Confirm.

  1. The updated billing information appears.

                                          The new Free plan will be limited to 3 users with the below features

Sales Email Templates: Streamline communication, saving you time and ensuring consistent messaging.

Analytics & Dashboards: Access curated Sales Trends for informed decision-making.

Productivity apps: Seamlessly connect apps like Gmail, Google Calendar/Contacts, Outlook Mail/Contacts, Zoom, and Teams for enhanced efficiency.

CRM Customization: Personalize your CRM with unique fields (up to 5 per module) tailored to your business needs.

Contact/Account/Deal Management - Kanban View: Visualize your pipeline comprehensively with an intuitive Kanban view.

Notification Center: Stay on top of tasks with in-app notifications that drive prompt action and improved performance.