Billing & Accounts

The Billing & Accounts section helps you manage your subscription, payments, and user access in Drip CRM. This ensures your business runs smoothly without interruptions.

💳 Subscription Management

• Go to Settings → Billing.

• View your current plan details (features, limits, and renewal date).

• Upgrade or downgrade your plan anytime.

• Cancel or pause if needed (access continues until the end of your billing cycle).

🧾 Invoices & Payments

• All invoices are available under Billing → Invoices.

• Download invoices as PDFs for accounting or tax purposes.

• Update payment methods (credit card, debit card, PayFast, or Stripe).

• Set up auto-billing to avoid service disruptions.

👥 User Management

• Add or remove users under Settings → Team Management.

• Assign roles and permissions:

  • Admin – full access.

  • Manager – CRM, pipelines, reports, and campaigns.

  • User – limited to assigned contacts and conversations.

• Deactivate users instead of deleting if you want to preserve their history.

📌 Example Use Case

A digital agency adds a new sales rep:

1. Go to Team Management → Add User.

2. Assign them the User role (restricted to contacts assigned to them).

3. Update the agency’s billing plan to allow for additional users.

✅ Next Step

Your account and billing are now set up. Next, head to Integrations to connect Drip CRM with payment providers, social platforms, and third-party apps.