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How to Upgrade Your Housing Market CRM Plan

Tutorial 12 of 181 · 44 s

Open the product

When you reach a feature your plan does not include, Housing Market CRM tells you which plan unlocks it and takes you straight to the upgrade. This tutorial starts from a locked feature, opens the upgrade prompt, and continues to Plan and billing, where you move to Pro or Business. Payment happens on our payment provider's page, which opens in the same window; after paying you return to the CRM and the new features are available immediately. Prices are shown in US dollars: Pro is $29 and Business $99 per month.

In this tutorial you will learn

  • How locked features point you to the right plan
  • Where the upgrade buttons are
  • What happens when you click Move to Pro or Move to Business
  • Where payment takes place

Follow along: the steps

  1. Locked features show which plan they belong to.
  2. Here, Deals won is part of the Business plan.
  3. Click Upgrade.
  4. The prompt explains what the plan includes.
  5. Open Plan and billing.
  6. Click Move to Pro ($29/month)…
  7. …or Move to Business ($99/month, 10 users).
  8. our payment provider's opens — enter your card details there.
  9. Back in the CRM, the new features are unlocked at once.