Manage your Pipeline CRM subscription — update payment details, download invoices, and understand how billing changes take effect.
Before you start: You need Account Admin permissions to see the Billing tab.
Subscription Plans
Pipeline CRM offers four plans: Start, Develop, Grow, and Enterprise. See Account Plans for what each one includes, or the pricing page for current rates and limits.
- Add or remove users at any time — pay only for what you use.
- Switch between monthly and annual billing.
Tip: Annual subscriptions are discounted compared to monthly. Check the pricing page for the current rate.
Update Your Billing Information
- Sign in as an Admin.
- Click Settings in the lower-left corner.
- Select the Billing tab.
- Click Payment Info.
- To change your card, update Payment method.
- To change your billing details, edit Billing address:
- Company name
- Address
- Phone number
- Additional billing email addresses (optional, for invoice delivery)
- Business Tax ID information
View and Download Invoices
- Sign in as an Admin.
- Click Settings, then the Billing tab.
- Click Payment Info.
- Scroll to the bottom of the page for all available invoices, including PDF downloads.
Payment and Billing Policies
Accepted payments: All major credit cards. We don't accept checks.
Billing cycle
How it works
Monthly
Pay month by month, no long-term commitment
Annual
Pay for a full year at a discounted rate. Annual payments aren't refundable if you cancel mid-term
Important: Make any change — user count, plan type, or cancellation — before your billing date to avoid unwanted charges. Marking a user inactive does not reduce your bill on its own; you also have to lower your license count in Billing. See Remove a User and Free Up Their Seat.
Refunds: We don't offer refunds for payments already processed. Unused months on annual subscriptions are non-refundable because of the upfront discount.
Your billing date: Visit your Billing page or check your invoices to see your account's schedule.
Frequently Asked Questions
Can I change my plan or user count at any time? Yes. Changes can be made anytime and are reflected in your next billing cycle.
How are new users billed on annual plans? Additional users are prorated for the remainder of your subscription period.
What happens if I cancel my subscription? If you cancel before your paid subscription end date, your account stays active until the end of that paid period and no further charges apply. If you don't cancel before your renewal date, the subscription ends on the last day of the renewed period. No refunds are provided for cancellations submitted on or after the renewal date.
Can I have users on different plans at the same time? No. Your subscription plan applies to every user on the account.
Our trial ends today. Will our information be saved? Yes. Your data is retained for 270 days after your account is cancelled. If you subscribe or resume within that window, your data is still there. After 270 days it's permanently deleted.
For more details, see the Terms & Conditions.
Need help? Contact support at customercare@pipelinecrm.com.