> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Subscription Plans

> Compare SalesOS subscription plans — features, user limits, and pricing for each tier.

# Subscription Plans

SalesOS offers tiered plans to fit organizations of all sizes. Each plan includes progressively more features, users, and storage.

## Plan Comparison

| Feature               |      Starter     |              Professional             |        Enterprise        |
| --------------------- | :--------------: | :-----------------------------------: | :----------------------: |
| **Users**             |     Up to 10     |                Up to 50               |         Unlimited        |
| **Deals**             |     Unlimited    |               Unlimited               |         Unlimited        |
| **Leads**             |     Unlimited    |               Unlimited               |         Unlimited        |
| **Pipeline stages**   |    6 (default)   |            Unlimited custom           |     Unlimited custom     |
| **Custom fields**     |         5        |                   25                  |         Unlimited        |
| **Storage**           |       5 GB       |                 25 GB                 |          100 GB          |
| **Chat**              |        Yes       |                  Yes                  |            Yes           |
| **Gamification**      | Basic (rankings) | Full (rankings + badges + challenges) |   Full + custom badges   |
| **Reports**           |  Personal stats  |            Team dashboards            |    Advanced analytics    |
| **Workflows**         |     3 active     |               25 active               |         Unlimited        |
| **API access**        |     Read-only    |               Full CRUD               |      Full + webhooks     |
| **Integrations**      |         -        |               n8n + ERP               |       All + custom       |
| **Branding**          |     Logo only    |             Logo + colors             |     Full white-label     |
| **Support**           |       Email      |              Email + chat             | Priority + dedicated CSM |
| **SSO**               |         -        |                   -                   |            Yes           |
| **Data export**       |        CSV       |               CSV + PDF               |   CSV + PDF + scheduled  |
| **NFS-e (invoicing)** |         -        |                  Yes                  |            Yes           |

## Plan Details

<Tabs>
  <Tab title="Starter">
    The Starter plan is designed for small teams getting started with sales management.

    **Best for:** Teams of 1-10 people who need a simple, effective CRM with gamification basics.

    **Includes:**

    * Full sales pipeline with 6 default stages
    * Lead management with up to 5 custom fields
    * Team rankings and leaderboard
    * Built-in chat
    * Personal performance statistics
    * 5 GB file storage
    * Email support
  </Tab>

  <Tab title="Professional">
    The Professional plan is for growing teams that need more customization and deeper analytics.

    **Best for:** Teams of 10-50 people who want advanced gamification, automation workflows, and team management tools.

    **Includes everything in Starter, plus:**

    * Unlimited custom pipeline stages
    * Up to 25 custom fields
    * Full gamification: badges, challenges, tier system
    * 25 active automation workflows
    * Team performance dashboards
    * Full API access (CRUD)
    * n8n and ERP integrations
    * Brand colors customization
    * NFS-e invoice generation
    * 25 GB file storage
    * Email and chat support
  </Tab>

  <Tab title="Enterprise">
    The Enterprise plan is for large organizations that need unlimited scale, full customization, and premium support.

    **Best for:** Organizations with 50+ users who need advanced security, white-label branding, and dedicated support.

    **Includes everything in Professional, plus:**

    * Unlimited users
    * Unlimited custom fields and workflows
    * Custom badge creation
    * Advanced analytics and scheduled reports
    * Full white-label branding (custom domain, remove SalesOS branding)
    * SSO / SAML authentication
    * Webhook integrations
    * Custom integrations support
    * 100 GB file storage
    * Priority support with dedicated Customer Success Manager
  </Tab>
</Tabs>

## Changing Plans

<Steps>
  <Step title="Go to Admin > Billing > Plans">
    Open the billing section.
  </Step>

  <Step title="Select a new plan">
    Click **Change Plan** and select the desired tier.
  </Step>

  <Step title="Review changes">
    See what features you gain or lose, and the price difference.
  </Step>

  <Step title="Confirm">
    Click **Confirm Change**. Upgrades take effect immediately; downgrades take effect at the end of the current billing period.
  </Step>
</Steps>

<Note>
  When upgrading, you are charged a prorated amount for the remainder of the current billing period. When downgrading, your current plan stays active until the end of the paid period.
</Note>

### Downgrade Considerations

If you downgrade and exceed the lower plan's limits:

* **Extra users** — You will need to deactivate users to meet the new limit before the downgrade takes effect
* **Extra custom fields** — Existing fields remain but you cannot create new ones until you are under the limit
* **Extra workflows** — Excess workflows are paused (not deleted); reactivate them if you upgrade again

## Billing Cycles

Plans are available in two billing cycles:

* **Monthly** — Pay month-to-month with flexibility to cancel anytime
* **Annual** — Pay upfront for the year and save (typically 15-20% discount)

<Tip>
  Annual billing offers significant savings. If you are committed to SalesOS, switching to annual billing reduces your per-month cost.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Invoices" icon="file-invoice" href="/admin/billing/invoices">
    View your invoice history
  </Card>

  <Card title="NFS-e" icon="file-invoice-dollar" href="/admin/billing/nfse">
    Learn about electronic invoicing
  </Card>
</CardGroup>