What each plan includes, how to upgrade, switch or cancel, and exactly what happens to your data when you do.
| Free | Business | Team | |
|---|---|---|---|
| Price | £0 | £5 a month or £48 a year | £12 a month or £120 a year |
| Contacts | up to 25 | unlimited | unlimited |
| Users | 1 | 1 | up to 5 |
| Every feature | ✓ | ✓ | ✓ |
Prices exclude VAT, which is added at checkout where it applies.
"Unlimited" is not open-ended: every account has ceilings, set far above what a small business reaches. They are the same on Business and Team, and the Business and Team ceilings also apply during the 30-day trial.
| Per account | Free | Business and Team |
|---|---|---|
| Contacts | 25 | 10,000 |
| Follow-ups | 200 | 10,000 |
| Notes | 500 | 50,000 |
| Deals | 100 | 5,000 |
Reaching a ceiling never deletes or locks anything: you can still see, edit and export it all, you just cannot add more of that kind until you upgrade or delete some.
Every new account starts with a 30-day trial: the contact limit does not apply, every feature is on, and no card is needed. It is there so you can import your whole customer list and see what "gone quiet" and Work the list do with real history, rather than with 25 people. When it ends the account is simply on the Free plan: everything you added stays readable, editable and exportable, you just cannot add a 26th contact until you upgrade. There is nothing to cancel and nothing is charged. Accounts created before the trial existed can start one once, from Settings.
Settings → Plan shows the buttons: Business or Team, monthly or yearly. You pay on a page run by Stripe. We never see or store your card details. When you come back, the plan updates within a few seconds.
Stripe sends your receipts and VAT invoices by email. Stripe is the seller of record for the sale, which is why its name appears on the receipt and your statement.
Nothing is locked and nothing is lost. You can still see, edit, search and export everything. You just cannot add a 26th contact until you upgrade or delete some. A button to upgrade appears on the Contacts screen when you reach the limit.
Settings → Plan → Manage billing opens Stripe's customer portal, where you can:
Only the account owner sees Manage billing.
Cancel at any time from Manage billing. Your plan runs to the end of the period you have paid for and then does not renew. We do not refund part-used periods, but if something has gone wrong, email support@sheetsmith.co.uk and we will put it right.
When a paid plan ends, for any reason:
If a payment fails, Stripe retries for a while and emails you. Your plan continues during the retries. The account only returns to Free if the payment is never resolved. Settings shows a warning, with the link to update your card, as soon as a payment fails.
We give at least 30 days' notice by email before any price change, and it applies from your next renewal, so you can cancel first. If we ever close the service, the terms promise at least 60 days' notice and a full export of your data. The full wording is in the Terms of Service.
Next: Your data: export, delete and security
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