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ShineCRM has a Free plan and three self-serve paid plans. Enterprise is available by contacting sales. Subscription management lives in the web dashboard. The mobile app sends owners to the web for billing changes.

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Plans

All plans include unlimited quotes, jobs, and invoices. Your connected payment processor charges its own rates. On a paid plan, ShineCRM adds no platform fee on top of those rates. Only the Free plan carries a 0.4% ShineCRM platform fee on card payments through Stripe, so a paid plan processes those cards 0.4% cheaper. Starter, Pro, and Max include API and MCP server access when those features become available. Business numbers are Canada-only at launch.

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Choosing and changing a plan

New organizations can start on Free without entering a card or choose a paid plan through Stripe Checkout. The organization owner can open Settings then Organization to see the current plan and billing status. Paid-plan billing details and payment methods are managed through the Stripe billing portal. Access to newly included plan features starts after Stripe confirms payment. Metered allowances use Stripe’s exact current subscription period. Confirmed plan changes safely rebase that period without erasing usage already consumed or reserved. Downgrades take effect at the next Stripe billing boundary.

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Keep Your Number

Keep Your Number is a $5/month downgrade option for an organization that already has a ShineCRM business number. It keeps that number reserved so it can be restored after a later upgrade. Calling and texting are paused while the organization is on this option. Its contacts, users, and storage limits match Free. Keep Your Number is not available as a new signup plan and cannot reserve a number the organization does not already have. Eligible owners see Keep my number under Settings then Organization. Confirming schedules the downgrade for the current billing boundary.

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Allowances

Outgoing SMS, outgoing MMS, call minutes, recording and transcription minutes, and AI credits are hard allowances for the current Stripe subscription period. ShineCRM does not automatically bill overages. Each outgoing MMS counts as one message, even when it contains multiple attachments. Incoming MMS remains available and is tracked separately. MMS media counts toward file storage. When an allowance is exhausted, the related outgoing action pauses until the subscription period renews or an authorized upgrade adds capacity. A confirmed plan change preserves usage already consumed or reserved. Credits used by completed AI work vary with its metered size, model, and duration, so longer transcriptions or summaries can use more credits than shorter ones. Starter includes 10,000 credits, Pro includes 20,000 credits, and Max includes 60,000 credits.

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Frequently asked

Who can change the plan? The organization owner. Admins can use other organization settings but cannot change the subscription. Where do I cancel a paid plan? Open Settings then Organization, find Subscription, and choose Manage subscription. Is Free a trial? No. Free has no time limit. What happened to the retired Early Adopter plan? Its three organizations moved to Founding Partner at no charge. They keep Pro allowances and Max support.