Account and team
Trial, Standard, and Ad-free plans
Understand the 14-day trial and the two monthly account options.
Choose a plan
New accounts receive a 14-day trial. Standard is $10 per month with discreet ads. Ad-free is $25 per month with the same CRM features and no ads. These are the intended monthly Kinetic View plan prices.
Open Billing to review the account trial/subscription status and plan options. Billing management requires a company administrator. Provider costs for services such as messaging are separate from the CRM subscription.
Review checkout before submitting
Checkout requires the platform’s Stripe integration to be configured. Confirm the selected plan, displayed recurring price, and trial end shown by checkout before submitting payment details. Existing trial time is used rather than starting another 14-day trial on every checkout.
Saved prices and a Billing screen do not mean payment processing is live. If checkout or the customer portal reports unavailable configuration, ask support; never email card details or Stripe secrets.
Changes and payment issues
Use the Billing management/portal option where available to inspect the subscription and supported changes. The exact effective date, cancellation, proration, and payment handling must be confirmed in the portal; do not assume an immediate refund or plan change.
If payment succeeds but the CRM status is stale, provide the checkout time and non-sensitive receipt reference to support. Subscription updates depend on verified payment-provider webhooks.
Keep going
Sign in, verify an account, and troubleshoot access
Understand account verification, invitation passwords, expired sessions, and safe support requests.
Read guideGet useful support and diagnose common problems
Collect the right details and distinguish account settings from platform service configuration.
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