How to Access Plans & Billing and Create a New Subscription in HelloLeads CRM

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A step-by-step guide to viewing plan options, configuring user seats, and completing secure checkout via Stripe.

HelloLeads CRM makes it simple to manage your account subscription and scale your team as your business grows. This guide walks you through navigating to the Plans & Billing section from your web dashboard, selecting the right plan and billing frequency (Monthly or Yearly), reviewing your billing details, and completing your payment securely through Stripe Checkout.

Self-Serve Management

Access billing directly from your Settings menu anytime.

Flexible Billing

Choose between convenient Monthly or discounted Yearly cycles.

Custom Seats

Add precisely the number of user licenses your team requires.

Stripe Checkout

Bank-grade encrypted checkout via Card or Cash App Pay.

Log in to Your HelloLeads Account

Begin by opening the web browser and signing in to your HelloLeads account.

1 Access the HelloLeads Web app login page (https://app.helloleads.io/index.php/app/account/login) in your web browser.
2 Enter your HelloLeads CRM login credentials (email and password) to access your HelloLeads CRM account dashboard.

Figure 1: Access the HelloLeads CRM web application login screen and enter your credentials.

Access Settings Screen

Open the global settings menu from your account workspace.

1 After logging in to your HelloLeads account, locate the Gear icon () in the bottom-left corner of the sidebar and click on it to access the Settings page.

Tip: The gear icon is conveniently pinned at the bottom-left navigation rail across all screens in the web app.

Access Settings Screen via Gear Icon in Bottom-Left Navigation

Figure 2: Click the Gear icon (⚙️) located in the bottom-left corner to navigate to the Settings page.

Navigate to Plans and Billing

Locate the subscription and account management options on your Settings screen.

1 Scroll down the Settings page to find the account and billing configuration section.
2 Locate and click on Plans and Billing.

Locate and Click Plans and Billing in Settings

Figure 3: Scroll down the Settings menu and select the "Plans and Billing" option.

Configure Your Subscription Plan

Customize your plan tier, billing cycle frequency, and user seats on the Upgrade or Renew page.

You will be redirected to the Upgrade or Renew Your Account page, where you can view and manage your subscription plan:

1 Select Frequency: Choose your preferred subscription frequency — Monthly or Yearly.
2 Choose Plan: Select your desired plan based on your business requirements and feature needs.
3 Configure User Seats: Choose the required number of users for your account to ensure your entire team has access.
4 Review Billing Details: Review and confirm your billing address, contact details, and order calculation.
5 Proceed: Click the Pay button to proceed with the payment.

Pro Tip: Opting for Yearly Billing offers substantial cost savings compared to month-to-month renewals.

Upgrade or Renew Your Account - Plan, Seats and Billing Address Selection

Figure 4: Select frequency (Monthly/Yearly), choose your plan tier, specify user seats, verify billing address, and click "Pay".

Complete Payment & Activate Subscription

Finalize your transaction securely through Stripe Checkout to activate your subscription.

1 Select Payment Method: Choose your preferred payment option — Card (Credit / Debit Card) or Cash App Pay.
2 Enter Payment Details: Fill in the required details including Card number, Expiration date, CVC, and Cardholder name.
3 Review Summary: Review the payment summary and recurring billing terms to ensure all details are accurate.
4 Subscribe: Click Subscribe to complete the payment and activate your subscription immediately.

Secure Processing: All payments are processed through Stripe, certified PCI Service Provider Level 1 — the highest security standard in the payments industry.