In this article:
Overview
The Plan & Billing workspace is where you manage your Crossbeam subscription, seats, and payment details. Navigate here to view your current plan, upgrade, or connect with your Account Success Manager or the support team for changes that require additional support.
Plan Availability
Self-serve options are available on Free and Connector plans. For Supernode and Enterprise, reach out to your Account Success Manager. You can also contact support@crossbeam.com at any time with questions about your plan or billing needs.
Plan | Self-Serve Upgrade | Talk to Sales |
Free | ✓ | ✓ |
Connector | ✓ | ✓ |
Supernode | — | ✓ |
Enterprise | — | ✓ |
Navigate to Plan and Billing
From the left-side Navigation menu, click the Settings icon and click on Plan & Billing.
From here you can view your current plan, explore other plans, see the renewal date, see assigned seats (if available), and see billing details.
For more details on the Crossbeam Plans and Pricing, visit Crossbeam.com.
Manage Your Plan
Upgrade your plan
Navigate to Settings > Plan & Billing.
Locate your target plan column.
Upgrading to Connector: Click Upgrade to Connector and complete the prompts
Upgrading to Supernode or Enterprise: Click Talk to Sales. A sales representative will reach out within 24 business hours.
Manage Your Seats
Add seats
(Connector plan only)
Navigate to Settings > Manage seats
Click Invite User if you are at your max; you will be prompted to purchase more seats
Finalize by clicking Pay Now
For seat changes on Supernode or Enterprise plans, contact your Account Success Manager or reach out to the support team.
Cancel Your Plan
To cancel your plan, contact your Account Success Manager or reach out to the support team.
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