Plans and billing

Every agency runs on a plan. The plan sets how many agents and listings the agency can have, and whether it has projects. The plans, their prices and their limits are on the pricing page.

Only the agency admin chooses the plan and pays, from the Plan & billing page. Agents can see the page but not change it: it tells them “Only your agency’s admin can change the plan or pay.”

The free trial

A new agency starts on a 14-day free trial of a paid plan. No card is needed to start. A developer’s trial is always of a plan with projects, and so is the trial of an agency that signs up from an invitation to sell another agency’s project.

• Plan & billing shows the status Trial and “Trial until” with the end date.
• In the last 7 days of the trial, a blue banner on every page reminds the agency admin: “Your free trial ends on {date}. Choose a plan to keep using the CRM.” Agents see that their admin can choose a plan. You can close the banner for the rest of the session.
• You can choose a plan at any time during the trial.

The banner is the only reminder: no email is sent when the trial is about to end.

The Plan & billing page

Open Settings, then Plan & billing (under Account). The page has four parts.

Your plan shows the plan’s name and price, its status, and its next date: “Renews on”, “Trial until”, “Paid until” or “Canceled: ends on”. Two bars show how many Agents and Listings you use against the plan’s limits.

Plans lists the plans you can buy. Switch between Monthly and Yearly at the top. Each card shows the price, the agent and listing limits, and whether it includes projects. Your current plan is marked Current.

Billing email is where SADE sends payment notices. Leave it empty to use your agency’s email. PayPal sends its own receipts to the PayPal account that pays.

Payments lists every payment, newest first: what it was for (Plan or Promotion), the amount, its status, how it was paid, the dates, and PayPal’s reference. The CRM doesn’t produce invoices of its own.

Choose a plan and pay with PayPal

Online payments go through PayPal, as a subscription that renews by itself.

1. Open Plan & billing.
2. Under Plans, choose Monthly or Yearly.
3. Click Choose on the plan you want.
4. The dialog “Subscribe to” the plan shows its price and limits. Approve the subscription with PayPal’s buttons in the dialog. If they don’t load, click Continue to PayPal and approve it on PayPal’s own page.
5. Back in the CRM, wait for “Confirming your subscription with PayPal…”. Then you see “Subscribed. Your agency is on” followed by the plan’s name.

PayPal charges the plan automatically every month or every year until you cancel.

The card or PayPal account you pay with is managed in PayPal. Click Payment method in PayPal to change it.

Change your plan

While you pay with PayPal, each other plan card shows Switch to this plan, and your own plan offers Switch to monthly or Switch to yearly.

1. Click the switch button you need.
2. Approve the new price on PayPal’s page and come back to the CRM.
3. The CRM shows “PayPal approved the change. The new price is charged from your next payment.”

You can’t move to a plan that is too small for what you use today. The card explains why: it shows how many agents and listings your agency has, and how many the plan allows. Remove agents or listings first. Nothing is ever deleted for you.

Cancel your plan

1. Under Your plan, click Cancel plan.
2. Optionally, tell SADE why in Why are you cancelling? (optional).
3. Click Cancel plan to confirm, or Keep my plan to go back.

PayPal stops charging at once. Your plan keeps running until the end of the period you have paid for, and then it ends (see When a plan ends). Nothing is deleted.

Pay by bank transfer

You can also pay SADE by bank transfer, in any currency, including lek. Write to SADE at [email protected]. Once the transfer arrives, SADE records it, and your plan runs until the date you paid for. The payment appears under Payments with the method Bank transfer.

When a payment fails

If PayPal can’t take a renewal, it tries again over the following days.

• The status changes to Payment overdue, and the card says until when the plan keeps running. It runs until 7 days after the end of the last paid period.
• Each agency admin gets a notification and an email, and so does the billing email. They come at most once every 12 hours, with a link to PayPal.
• A banner tells the admin: “The last payment for your plan didn’t go through. Fix it in PayPal by {date} to keep the plan.” with Pay now.

Fix the card or account in PayPal and the plan carries on. If the payment never goes through, the plan ends.

When a plan ends

If the trial or a paid plan ends without payment, most of the CRM closes. Your data is kept: nothing is deleted.

While the plan is ended:

• These still work: signing in and out, Plan & billing, your notifications, and changing your password.
• Everything else (leads, clients, listings, deals, settings) is closed until a plan is paid.
• A red banner on every page says “Your agency’s plan has ended, so most of the CRM is closed.” The admin’s banner has Choose a plan. It can’t be closed.

To open the CRM again, choose a plan and pay with PayPal, or pay by bank transfer. Everything is back as it was.

Where SADE offers a free plan, SADE may move an agency whose plan has ended onto it instead.

Agencies billed through an organization

An agency inside an Enterprise organization doesn’t pay SADE itself. Its Plan & billing page says “Billing is handled by” followed by the organization’s name: “there is no plan to choose or pay for here.” It shows when the organization’s contract runs until, and What your agency uses (agents and listings). See Organizations.

Something unclear or missing? Write to [email protected] or call +355 69 808 0118.