Managing Your Pricing Plans

CallRail offers three different products in addition to Call Tracking, each of which can be bundled together to unlock a suite of features. These products include Lead Center, Form Tracking, and Conversation Intelligence. Any administrator on your account can upgrade, downgrade, and subscribe to add-ons for your CallRail pricing plan. 

For our current pricing and product bundles, visit our Pricing page.


Viewing Your Current Plan

If you're an administrator on your CallRail account, use these instructions to see which plan your account is currently using. 

  1. Click the Account icon in the top left to open the My Account panel, then click Account Settings.

  2. Choose Billing from within the Manage list in the left menu.

  3. View the plan(s) and add-ons you're currently subscribed to for this account.

Changing Your Calls & Texts Plan 

Use these instructions to update your pricing plan and add-ons for your Calls & Texts plan. 

  1. Click the Account icon in the top left to open the My Account panel, then click Account Settings.

  2. Choose Billing from within the Manage list in the left menu.

  3. Click the Change Plan button above the plan and payments selections section.

    Screen_Shot_2021-01-05_at_4.34.01_PM.png

  4. Choose the plan you'd like to use in the drop-down. If you're upgrading your plan, you'll be charged the prorated amount for the new plan you pick on your next invoice. Click Add-Ons at the bottom of the page when you're ready to see add-ons.

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  5. Choose any add-ons you'd like to use or remove. If you're upgrading your plan, you'll be charged the prorated amount for the new plan you pick on your next invoice.

  6. Click Review at the bottom of the page when you're ready to change your plan.

  7. Review your changes on the final screen. The new options you've picked will be immediately available to you once you save your changes. Click Finish when done. 

Updating Your Form Tracking Plan

Use these instructions to add or remove Form Tracking from your plan. Any update you make here will reflect in your account immediately. If you'd no longer like to track forms, you can safely remove Form Tracking from your account without impacting your Call Tracking plan. 

  1. Click the Account icon in the top left to open the My Account panel, then click Account Settings.

  2. Choose Billing from within the Manage list in the left menu.

  3. Click the Change Plan button above the plan and payments selections section.

    Screen_Shot_2021-01-05_at_4.34.01_PM.png

  4. To add Form Tracking to your account, click Form Tracking in the drop-down. If you'd like to remove Form Tracking from your plan, click No Plan. Click Add-Ons at the bottom of the page when you're ready to see add-ons.

    Screen_Shot_2021-01-05_at_4.43.55_PM.png

  5. Choose any add-ons you'd like to use or remove. If you're upgrading your plan, you'll be charged the prorated amount for the new plan you pick on your next invoice.

  6. Click Review at the bottom of the page when you're ready to change your plan.

  7. Review your changes on the final screen. The new options you've picked will be immediately available to you once you save your changes. Click Finish when done. 

Updating Your Conversation Intelligence Plan

Use these instructions to add or remove Conversation Intelligence from your plan. Any update you make here will reflect in your account immediately. If you'd no longer like to use Conversation Intelligence, you can safely remove it from your account without impacting your Call Tracking plan. 

  1. Click the Account icon in the top left to open the My Account panel, then click Account Settings.

  2. Choose Billing from within the Manage list in the left menu.

  3. Click the Change Plan button above the plan and payments selections section.

    Screen_Shot_2021-01-05_at_4.34.01_PM.png

  4. To add Conversation Intelligence to your account, click Conversation Intelligence in the drop-down. If you'd like to remove Conversation Intelligence from your plan, click No Plan. Click Add-Ons at the bottom of the page when you're ready to see add-ons.

    Screen_Shot_2021-01-05_at_4.44.07_PM.png

  5. Choose any add-ons you'd like to use or remove. If you're upgrading your plan, you'll be charged the prorated amount for the new plan you pick on your next invoice.

  6. Click Review at the bottom of the page when you're ready to change your plan.

  7. Review your changes on the final screen. The new options you've picked will be immediately available to you once you save your changes. Click Finish when done. 

Updating Add-Ons

Each add-on we offer is available for your Call Tracking plan. Available add-ons include Agency Tools and Advanced Call Flows. Use these instructions to add or remove an add-on from your Calls & Texts plan.

  1. Click the Account icon in the top left to open the My Account panel, then click Account Settings.

  2. Choose Billing from within the Manage list in the left menu.

  3. Click the Change Plan button above the plan and payments selections section. Then make your desired plan changes on the next screen. Click Add-Ons at the bottom of that page when ready.

  4. Select the add-ons you'd like to use or remove. If you're upgrading your plan, you'll be charged the prorated amount for the new plan you pick on your next invoice.

    Screen_Shot_2021-01-05_at_4.54.43_PM.png

  5. Click Review at the bottom of the page when you're ready to save your changes.

  6. Review your changes on the final screen. The new options you've picked will be immediately available to you once you save your changes. Click Finish when done. 

FAQs

How soon will I be able to use my new features when I upgrade?
Features and add-ons you've selected when changing your pricing plan will be available immediately.

What happens if I remove Lead Center, Form Tracking, or Conversation Intelligence?
If you remove one of these products from your pricing plan, we'll disable tracking for those channels. If you decide you'd like to sign up for one of these products at a later date, we'll restore your prior data and reports and resume tracking those channels for all new interactions going forward.