Watch: How to upgrade, downgrade or cancel your SalesThumb plan (0:52)
Where to find it
From the left sidebar, open Settings, then click the Plans & Billing tile (it's described there as "Subscription tier, payment method, invoices"). The Plans & Billing page shows your Current plan at the top before anything else.
Plan changes aren't self-serve. There's no checkout or payment page here. You pick a plan and send a request, and the SalesThumb team sets it up with you. Your current plan and billing stay as they are until then.
The plan cards
There are four base plans, each billed monthly: Basic ($99/mo), Starter ($199/mo), Growth ($399/mo, marked "MOST POPULAR") and Pro ($599/mo). Every card also notes "+ sales tax where applicable."
Your plan is marked Active, and its button reads Current plan and can't be clicked.
Requesting a different plan
Owners and admins can request a plan change:
- Click Request this plan on the plan you want.
- In the Request [plan] window, add anything we should know in the optional box.
- Click Send request.
You'll see "We got your request for [plan] — we'll be in touch." That plan's card now shows Requested, and a note at the top says your request is with our team.
Your shop has one open request at a time. If you request a different plan later, it replaces the earlier request, and the window tells you so.
Other team members see Request this plan greyed out with the note "Your shop owner or an admin can request a plan change."
Starting a 30-day free trial
If your shop is on the Free plan and hasn't had a free trial before, each plan card shows Start 30-day free trial instead. Clicking it puts your shop on that plan for 30 days, with no credit card. Only owners and admins can start a trial. If you picked a plan on the pricing page when you signed up, your trial may already have started when your shop was created.
Before a trial can start, you need a verified email and a verified shop phone number. If either is missing, the page walks you through it:
- Verify your email: click Send verification email and follow the link.
- Verify your shop's phone number: we text a 6-digit code to it.
Until both are done, the trial buttons stay greyed out with the hint "Verify your email and phone above first."
A few rules:
- Trials cover Basic, Starter, Growth and Pro only, not the add-ons.
- You get one trial per shop and one per person, and a phone number can only be used for one trial. If the phone was already used, the page tells you and asks you to request a plan instead.
- A trial can only start from the Free plan.
While a trial runs, the current-plan box shows "Free trial until [date]." The shop's owners get an email three days before it ends. When it ends, your shop moves back to the Free plan and all your data stays. To keep the plan, click request it in the current-plan box, or ask your shop owner to request it.
Add-ons: + HQ and + CRM/Franchise Sales
Below the plans are two add-ons that stack on top of any plan:
- + HQ ($599/mo): multi-location tools, including an aggregate dashboard, royalty and ACH payouts, a centralized catalog and cross-shop reporting. The first 5 shops are included, then $35/shop, with custom pricing for larger chains.
- + CRM/Franchise Sales ($799/mo): pipeline, sequences, validation calls, an AI assistant and a document library for franchisors selling new units. It can be used on its own.
If your organization already has one, its card shows Active. Otherwise it shows Talk to sales, which opens the contact form.
Payment method, invoices and renewal
Billing is handled by the SalesThumb team. To update your payment method, get invoices, or ask about renewal dates, email support at hello@salesthumb.com. The Questions? Email support link at the bottom of the page does the same.
Canceling or pausing
To cancel, close your shop in the app, email hello@salesthumb.com, or use the contact page. Closing a shop cancels its SalesThumb subscription. Cancelling needs 30 days' notice before your next billing date (counted in calendar days in your shop's time zone):
- 30 or more days before your next billing date: no further charge. Your subscription ends on that billing date.
- Less than 30 days before it, or while a payment is overdue: one more billing period is charged, then your subscription ends.
- Nothing scheduled to be charged (Free plan, a $0 plan, or a trial you were never charged for): no charge.
When you close a shop, the confirmation shows the date and amount of your last charge, or "No further charges", before you confirm. There are no refunds or proration for unused time. If you reopen the shop before your subscription ends, billing continues as before.
Your records stay in place and exportable until you reactivate or ask for them to be deleted.
Frequently asked questions
Q: Does clicking Request this plan change my plan right away?
A: No. It sends a request to the SalesThumb team, who will get in touch to set it up. Your current plan and billing stay the same until then.
Q: Why is Request this plan greyed out for me?
A: Only owners and admins can request a plan change. Ask your shop owner or an admin.
Q: Why can't I start a free trial?
A: Trials need a verified email and a verified shop phone number, and they only start from the Free plan. Each shop, person and phone number gets one trial.
Q: What happens when my trial ends?
A: Your shop moves back to the Free plan and all your data stays. To keep the plan, request it on the Plans & Billing page.
Q: How do I update my card or get an invoice?
A: Email hello@salesthumb.com. Billing is handled by the SalesThumb team.