Feature availability depends on your workspace subscription tier.
Who this is for
Workspace admins reviewing plans, billing contacts, and members checking what their workspace includes.
Key concepts
Foundation Foundation: Dashboard, OKRs, KPIs, Business Plan, Tasks, time tracking, Market Intelligence, BD Log, team management, MFA, referral programme, {{aiName}} AI advisor, and built-in platform documentation.
Business+ Business: Everything in Foundation plus Calendar, Live Dashboards, Integrations, Team Chat, PDF export, workspace automations, and custom task fields.
Professional+ Professional: Everything in Business plus Company Wiki, Process Map, Certifications, Contacts, connected inbox, compliance suite, auto-schedule, duty map, custom roles, and MCP/API integrations.
Enterprise Enterprise: Custom pricing, SSO, SCIM, data residency, and dedicated support. Contact your account manager.
Workspace admins can open Workspace Settings and the Billing tab to view plan, trial status, and AI wallet.
Reseller seat or AI wallet price changes show a banner in Billing after the notify date with current vs new pricing and effective timing.
Seat price changes take effect at subscription renewal on or after the effective date.
Promo codes may apply at signup or checkout when your reseller or agency provides one.
Common questions
How do I upgrade my workspace?
Open Workspace Settings → Billing and choose a higher plan. Billing contacts can complete checkout there.
What happens when a feature needs a higher plan?
The product shows which plan includes the feature. Admins can upgrade from the Billing tab.
Where do I check AI wallet balance?
Open Workspace Settings → Billing when metered AI applies to your workspace.
Do deactivated members count toward billing?
Deactivated members do not count toward seat billing. See User Management for deactivate vs remove.