ABSS CRM · Settings

Manage Subscriptions

Manage subscriptions answers three questions: which plan are we on, when does it renew or end, and which limits are we reaching. It also lists the features your plan includes. You read it here. Plans are changed on the plans page of your ABSS account.

Who it's for: Owners and admins who want to check the current plan, its renewal date and how much of each limit has been used
Where to find it: SettingsManage subscriptions
What you need: Nothing to set up

Manage Subscriptions walkthrough

Coming soon

What you can do here

See which plan your company is on and whether it is active.
Check when the plan renews, or when a trial or plan ends, and how many days are left.
See whether Auto-renew is On or Off.
See how much of each plan limit you have used, such as users and leads.
See which limits are shared with your ABSS Books subscription.
See which features your plan includes and which ones need an upgrade.
Open the plans page with View Plans.

Before you start

Where the screen is: Open Settings with the gear icon in the top bar. Then choose Manage subscriptions under Organization, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
Nothing to set up: The screen is for reading. There is nothing to fill in or save.

Check your plan and when it renews

Plan details, at the top of the screen, tells you which plan you are on and the date that matters next.

Plan name: The CRM plan your company is on, with a tag for its status, such as Active. If the plan has a price, it shows underneath with its billing period.
Billing cycle: How often the plan is billed, such as Monthly or Yearly.
Next renewal, Trial ends or Plan ends: One date, with the number of days left in brackets. The label depends on your plan, as shown in the table below.
Plan started: The date your plan began.
Auto-renew: On or Off.
Autopay: The status of automatic payment for the subscription.

Label on the date	When you see it
Next renewal	Auto-renew is On. The plan renews on this date.
Trial ends	You are on a free trial. The trial ends on this date.
Plan ends	Auto-renew is Off on a paid plan. The plan ends on this date.

See how much of each limit you have used

Usage stats compares what your company has used with what your plan allows.

The rings: Your main limits: Users, Leads, Customers, Call Minutes, Campaigns and Items, where your plan includes them. Each one shows how many you have used out of the limit, for example 40 / 100 used. The ring fills as you use the limit. It changes colour when you have used 80% of it, and again when you reach the limit.
Unlimited: A limit with no cap shows a tick in place of a ring, and the count is followed by Unlimited.
Limits reset on: A line at the top right of the section, when some limits start again each billing period. It gives the date they reset.
The information icon: Shows beside a limit that is shared with your ABSS Books subscription. Hover over it to read the note.
Other modules: The rest of your limited modules, each as used out of limit. Modules with no cap are not listed here. They appear under Features.

Limit	What is counted
Users	Everyone in the list on Settings → Users, whatever their status. An invited person counts from the moment you invite them. Removing a person frees a seat.
Call Minutes	The minutes of answered calls.
Customers, Items, Quotes and Sales Orders	The same records you see in ABSS Books, when your company has both products. Quotes are your CRM quotations.

Note: You do not buy add-ons on this screen. The limit you see is your total allowance, including any add-on already on your subscription.

Know which limits are shared with ABSS Books

If your company also has ABSS Books, some limits cover both products. An information icon marks them.

Which limits are shared: Customers, Items, Quotes and Sales Orders. They are the same records in ABSS CRM and ABSS Books, so each has one limit across both products.
Which limits are CRM only: Users, Leads, Campaigns and Call Minutes.
The note on the information icon: Shared with your Books subscription. If the payment for Books is pending, the note says so, and the shared limit is reduced until it is paid.

See which features your plan includes

Features lists the Core features of CRM, grouped by area, such as Leads, Campaigns, Sales, Reports, General, Support and Integrations.

A tick: The feature is included in your plan.
An empty circle with Upgrade: The feature is not in your plan. Upgrade opens the plans page in a new tab.
Show only included: Tick this box to hide the features that are not in your plan.

Refresh the figures or view plans

The two buttons are at the top right of the screen.

Refresh: Reloads the plan, the usage figures and the features. Use it after you have added records and want the latest counts.
View Plans: Opens the plans page of your ABSS account in a new tab. That is where plans are compared and changed.

Note: If the screen shows Could not load subscription details, choose Refresh to try again.

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Where it is	Settings → Organization → Manage subscriptions. The screen title is Manage Subscription.
View, not checkout	Nothing is edited or bought on this screen. Refresh reloads the same subscription. View Plans and Upgrade open the plans page of your ABSS account, and plan changes are made there.
What the figures mean	Used is how much of a limit your company has consumed. The limit is your total allowance, including any add-on already on your subscription. Unlimited shows a tick in place of a ring.
Plan limits	Creating things elsewhere in CRM counts against these limits. When a limit is reached, CRM does not create the record and tells you to upgrade your plan or buy an add-on.
Shared with ABSS Books	Customers, Items, Quotes and Sales Orders have one limit across CRM and Books. Users, Leads, Campaigns and Call Minutes belong to CRM alone.
When a payment is overdue	CRM shows a banner at the top of every screen: You cannot create new documents because your ABSS subscription payment is overdue. You can still open your records.
Features that follow the plan	Some parts of CRM are available only when your plan includes them. Calls, for example, appears in the menu only when the plan includes calling.