Understanding Billing and Credits in ClientManager CRM

Welcome to ClientManager CRM! This guide will help you understand how our billing and credit system works, ensuring you get the most out out of your CRM experience.

1. What are CRM Credits?

Think of CRM credits as your in-platform currency within ClientManager. These credits allow you to perform various powerful actions, such as:

• Filling out forms
• Sending SMS messages
• Utilising AI-powered features

Different actions consume different amounts of credits. Every ClientManager package includes a set amount of free CRM credits each month, which reset at the beginning of your billing cycle. If you find you need more, don't worry – you can easily purchase additional credits!

Do Unused Credits Roll Over?

It's important to note that your free monthly credits do not roll over to the next month; they reset with each new billing cycle. So, it's a good idea to make the most of them within the month! However, any additional credits you purchase will indeed roll over for you.

Why Do Certain Actions Cost Credits?

You might be wondering why some actions, like sending an SMS or using AI features, consume credits, while others, like simply logging in or viewing your dashboard, don't. Here's why:

• Free Actions: Basic actions that are handled internally by the platform and don't rely on external services or significant resources (e.g., logging in, viewing your dashboard, managing account settings) are free and won't consume your credits.
• Credit-Consuming Actions: Actions that consume credits involve external resources, advanced technology, or third-party services that incur costs for us. For example:
  • Sending SMS messages: This requires collaboration with telecom providers, who charge fees for each message sent.
  • AI features: These involve intensive computational power, data processing, and access to advanced algorithms, which are resource-intensive and expensive to perform.

While we'd love to offer all features for free, using a credit system allows us to keep the platform affordable for everyone while still providing you with the most powerful tools and features available.

2. Interacting with Your Billing

Managing your billing and credits is straightforward in ClientManager. Here’s how to access your billing information:

1. Click on your username in the top right corner of the CRM.
2. Select 'Billing' from the dropdown menu.

Once you're on the billing page, you'll see a clear overview of your account:

• Current Plan Summary (Top Left): This section shows you:
  • Which plan you're currently on.
  • The cost of your plan.
  • How many credits you've used this month.
• Manage Subscription (Top Right Card): Here you'll find key details about your subscription:
  • Billing cycle: Monthly
  • Account status: Active
  • Renews on: (e.g., July 1, 2025)

Billing Management Options

Within the 'Manage Subscription' section, you'll also find helpful buttons to:

• Buy more credits: Top up your credit balance whenever you need to.
• Change plan: Upgrade or downgrade your ClientManager plan.
• Update payment details: Keep your payment information current.
• Cancel package: Manage your subscription as needed.

3. Credits & Usage Tab

Want to see exactly where your credits are going? Click on the 'Credits & Usage' tab within the billing section. This tab provides a detailed breakdown of your credit consumption, showing you:

• Your overall usage.
• Which specific actions used how many credits.

4. Billing History

The 'Billing History' tab gives you a complete record of all your previous payments. From here, you can also conveniently generate invoices for your records.

Need More Help?

We hope this brief guide has clarified how billing and credits work in ClientManager CRM. If you have any further questions or need more assistance, please don't hesitate to reach out to our support team!