Here's how Pipeline CRM bills your account: which cycles and payment methods are available, when changes are charged, and what happens at renewal or cancellation.
Billing Cycles
Cycle
How it works
Monthly
Pay month by month with no long-term commitment
Annual
Pay for a full year upfront at a discounted rate
Every 2 years
Pay for two years upfront at a bigger discount
For current rates, see the pricing page. To switch cycles, see Change Your Plan, Licenses, or Billing Cycle.
Payment Methods
- Credit card: All major credit cards. This is how most accounts pay.
- US bank account (ACH): When an invoice is unpaid, click Pay Now next to it in Settings > Billing > Payment info. The Stripe payment page that opens lets you pay from a US bank account. See Update Payment Details and View Invoices.
- Other bank payments: Available only in some cases. Contact support to set this up.
We don't accept checks.
How Changes Are Billed
- Upgrades — adding licenses or moving to a higher plan: You're charged right away, prorated for the rest of your current billing period. This applies on every billing cycle and includes licenses added automatically when you invite a user.
- Switching to a longer billing cycle — for example, monthly to annual on the same plan: You're charged right away, prorated. This changes your cycle, not your plan.
- Switching to a shorter billing cycle — for example, annual to monthly on the same plan: The new cycle starts at your next renewal. The current period isn't refunded.
- Downgrades — removing licenses or moving to a lower plan: The change applies from your next billing cycle. The current period isn't refunded.
- Removing an add-on: The add-on stays active until your next billing cycle. The current period isn't refunded.
- Marking a user inactive: This doesn't change your bill. You keep paying for the license until you lower your license count.
- Plans: Your plan applies to every user on the account. You can't mix plans across users.
Renewals
Your subscription renews automatically on your billing date. To find it, check the Next subscription section of the Subscription tab, or your invoices.
Make any change — fewer licenses, a different plan or a cancellation — before your billing date. Anything left in place renews and is charged for the next period.
Refunds
New subscriptions come with a 30-day money-back guarantee. If Pipeline CRM isn't right for you within the first 30 days, contact support for a refund.
After the first 30 days, we don't refund payments that have already been processed. That includes:
- Unused months on annual and biennial subscriptions, because of the upfront discount
- Licenses that weren't removed before your renewal date
- Early cancellation
Pausing and Canceling
- Pausing is free. Billing stops for 1, 3 or 6 months and restarts automatically when the pause ends.
- Canceling keeps your account active until the end of the period you've paid for, with no further charges. Your data is kept for 270 days, then permanently deleted.
See Pause or Cancel Your Account.
For the full terms, see the Terms & Conditions.
Need help? Contact support at customercare@pipelinecrm.com.