A simple guide for deciding when the free plan is enough and when Pro protects momentum.
The free plan is ideal when you are validating the workflow, importing a smaller book of clients, or still shaping the way you want to operate day to day.
The 20-client cap is there so the free tier stays useful without turning into an unlimited production account.
Upgrade when the 20-client cap starts forcing awkward cleanup, when automations matter more, or when this becomes part of the way you actually run the business.
Unlimited clients is not just a bigger number. It removes one mental limit while your pipeline and operations are growing.
In the current setup, plan status is enforced from the workspace profile. That means billing automation can update the plan later without changing the rest of the app logic.
This keeps the upgrade path clean now and makes future billing sync easier.
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Keep moving through the help center or jump back into the product and apply the workflow directly.
Keep reading
Uploading your business logo for branded emails
Add your company logo once and reuse it across outbound email so receipts, reports, and saved templates feel more polished.
SupportUsing the support inbox and owner notifications
Keep workspace support conversations organized while sending owner alerts when a new message or signup needs attention.
Getting startedStandalone workspace quick start
Launch without connected billing. Set your business name, import clients, and start managing follow-ups fast.