Changes to the SendPulse CRM Pricing Policy: Everything You Need to Know

At SendPulse, we always aspire to enhance our CRM capabilities more actively, expanding its functionality and capacity. In light of this, on September 20, SendPulse introduced pricing plans for our CRM system, and starting October 20, it will become paid. Read on to probe deeper into our new CRM pricing plans, choose the one that’s right for you, and explore what will happen to customer data.

Overview of our CRM pricing plans

To meet different businesses’, entrepreneurs’, and marketers’ needs best, we have developed five pricing plans — each with its perks and limitations.

The Free pricing plan is geared toward centralized sales management. It allows for 2 pipelines, an unlimited number of tasks, contacts, and deals, 2 task boards, custom fields, filters, a Google Calendar integration, 5 invited users, 1 GB of storage space, and more.

The Basic pricing plan is an excellent fit for small businesses. It will enable you to accept payments, export data, remove duplicates, use an unlimited number of task boards and pipelines, implement up to 5 GB of storage space, and take advantage of the SendPulse API.

The Standard pricing plan is tailored to small and medium-sized businesses with needs for task delegation and different CRM access levels. You will be able to invite 20 team members and make use of 20 GB of storage space.

The Pro pricing plan enables you to develop sales pipelines and close your deals faster with a team of 50 people, leveraging up to 100 GB of available storage space.

The Enterprise pricing plan offers all the CRM benefits without limitations, which could be a perfect match for a team of up to 100 people.

You can also:

• invite more account users without upgrading your pricing plan;
• get a 6-month subscription with a 10% discount;
• get a yearly subscription with a 20% discount.

Take a closer look at what each CRM pricing plan includes on our pricing page or in your personal account.

Take advantage of CRM software to improve internal communication

Use a CRM system to let your customer service, marketing, and sales teams exchange information between them, see a customer’s journey progress, and coordinate actions.

When will the CRM pricing policy changes take effect?

Our CRM system will become paid on October 20, but our new pricing plans have already entered into force. On September 20, our system automatically assigned a pricing plan to all users.

If your CRM user activity does not fall under any of the paid pricing plans, our free pricing plan will be activated for you. If your CRM user activity falls under one of our paid pricing plans, it will be activated free of charge before October 19 (inclusive). Starting October 20, you will need to pay for your selected pricing plan or activate the free one.

When SendPulse assigns you a suitable CRM pricing plan, you will receive a notification right on the platform or via email.

What will happen to your CRM system after October 20?

Since our CRM system becomes paid on October 20, you might want to make a few adjustments so that it does not come as a surprise to you.

Depending on your future business needs and budget, here are some options for your course of action:

• purchase your assigned pricing plan;
• downgrade your pricing plan if you don’t need as many features;
• switch to the free pricing plan.

If you don’t take any action before October 20, your CRM access will be suspended until you do.

You can switch to our free pricing plan if you’d like to continue using our CRM system for free. Keep in mind that this plan has its own requirements you will need to meet, meaning that you may have to remove some of your pipelines, task boards, and other items.

If you like your assigned pricing plan, everything is simple — you pay and use our CRM system as usual. If you want to upgrade or downgrade your pricing plan or cancel your subscription, you can do it anytime.

How to switch to another CRM pricing plan

Once you single out the features and storage size you need, pick a pricing plan based on these requirements.

Here is how you can switch to another pricing plan:

1. In your personal account, go to the “CRM” tab and then to the “Pricing Plans” section.
2. Select your new pricing plan.
3. Click “Activate.” If your current paid pricing plan has not expired yet, your unused funds will be withdrawn to pay for your new pricing plan.

How to cancel your CRM subscription

You’re also free to cancel your subscription anytime if you no longer wish to continue using our CRM system. Here is how you can cancel your CRM subscription:

1. In your personal account, click your profile picture in the upper right corner and go to the “Payments” section.
2. Select the plan you want to cancel and click “Cancel subscription.”

What’s coming up next from SendPulse?

Our CRM system does not stand still, and neither do other SendPulse services and tools! The future holds a great deal of new features and innovations for our CRM users, including but not limited to:

• Gmail integration;
• ability to create payment links right in your contact cards and deals;
• the “Products” section.

Our platform owes a lot to customer input and requests, so if you have any suggestions on the features you would like to see in our services — don’t hesitate to reach out to our customer support! We always strive to translate our clients’ feedback into valuable features, which is why our customer service team is here for you 24/7.

Thank you for staying with SendPulse!