Everything plan-related lives in Settings → Billing — your current plan, renewal date, and next billing amount.
Upgrading
- In Billing, click Upgrade Plan.
- Pick the plan and confirm.
Upgrades take effect immediately.
Downgrading
- In Billing, click Change Plan and select the lower tier.
- The downgrade applies at the end of your current billing period — you keep your current features until then.
Downgrading from a team plan deactivates team cards other than your own. Export your lead data before downgrading.
Cancelling
- In Billing, click Cancel Subscription and confirm.
- Paid features stay active until the end of the billing period, after which your account moves to the free plan. Your card stays live with free-plan features.
Payment details and invoices
- Updating your card: in Billing, click Update Payment Method and enter the new details.
- Invoices: past invoices can be downloaded from your billing history, and a receipt is emailed automatically after each payment.
Payments are processed securely by our payment provider — card details are never stored on Umbel's servers.