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Buy seats in a few clicks and change them later without writing to support. Self-serve billing runs through a secure checkout and a billing portal, so your card details never touch Salesfinity.
Only the team owner or someone with an Admin seat can buy, change or cancel a plan. Members can see seat counts and the subscription status, but not change them.

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Buy your first seats

1

Open the Plans page

A team without a plan is taken to the Select your plan page when it signs in.
2

Pick monthly or annual

Use the Monthly and Annual toggle at the top. Annual billing saves 17%.
3

Choose seats and add-ons

Set the number of Gold seats, from 1 to 5. Tick + SmartEnrich if you want each seat to get 200 enrichment credits a month. The card shows your total before you pay.
4

Pay in checkout

Select Get started to open checkout. When it finishes, your seats appear on the People tab within a few seconds, and you can invite your team.
Need more than 5 seats, international dialing, or a custom credit amount? Those plans go through sales. Use Need 6+ seats? Contact sales on the Plans page.
If you leave checkout before paying, you come back to the Plans page with a note that no charge was made.

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Change seats, plan or card

Once your team has a subscription, every change happens in the billing portal.
1

Open Settings › People

Your seat pools show at the top, with Total licenses and Licenses in use for each plan.
2

Select Manage Subscription

The billing portal opens in the same browser tab.
3

Make your change

Add or remove seats, switch plans, update the card on file, or cancel.
The Plans page shows Current plan on the plan you have, and Switch in billing portal on the other. You cannot start a second subscription on top of a live one, so you are never billed twice.

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If a payment fails

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Enterprise billing

Enterprise and Enterprise Plus teams are billed through their contract, not through self-serve checkout. Their seat cards show Contact Sales to Upgrade. To add seats or change your plan, talk to your account team.

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Next steps

Invite your team

Put your new seats to work.

Choose the right plan

Compare what each plan includes.