Plans and limits
What each plan costs and includes, how member and active-project limits are counted, and how to upgrade, downgrade or switch between monthly and yearly billing.
Billow has three plans: Solo, Grow and Scale. Each plan sets how many members your workspace can have and how many projects can be active at once. Only the workspace owner can change the plan.
Solo | Grow | Scale | |
|---|---|---|---|
Monthly | $29 | $89 | $179 |
Yearly | $290 | $890 | $1,790 |
Members | 1 | 5 | 15 |
Active projects | 10 | 20 | 60 |
Lead & Pipeline Management | ✓ | ✓ |
Yearly billing charges ten months for twelve months of access. The plan cards show the yearly price per month, marked “/month billed yearly”. Every plan includes unlimited invoices.
Members
The member limit counts everyone who holds a seat in the workspace:
Your own seat counts. Solo has one seat, so you cannot invite anyone on Solo.
A pending invitation holds a seat until someone accepts it or it expires after 7 days.
Cancelling a pending invitation frees its seat straight away.
If every seat is taken, inviting someone fails with “Your plan has reached its member limit. Upgrade to invite more people.” See Team members and roles.
Active projects
A project uses one of your plan’s active-project slots while its status is Draft, Offer Pending or Active. Rejected, Cancelled and Completed projects do not count.
Simple projects start as Active, so they use a slot as soon as you create them.
When every slot is in use, you cannot create a project, convert a lead into a project or reopen a completed or cancelled project. Billow shows, for example:
You’ve reached your plan’s limit of 10 active projects. Complete a project or upgrade your plan to start a new one.
To free a slot, do one of the following:
Complete a project.
Cancel a project.
Delete a Draft or Offer Pending project, or a simple project without invoices. Only owners and admins can delete projects, and a project with invoices cannot be deleted.
Upgrade to a plan with more active projects.
Leads
The lead pipeline is included on Grow and Scale. On Solo, you can view existing leads but cannot create, edit, move or delete them, and the leads page shows “Leads aren’t included in your plan” with an Upgrade button for the owner.
Upgrade your plan
Go to Settings → Plan & Billing.
Choose Pay monthly or Pay yearly with the toggle above the plans.
Click Switch to [plan] [interval] on the plan you want.
Check the new plan and the next invoice amount in the dialog.
Click Confirm switch. Billow shows “Switched to [plan].”
If you’re a founding member and choose Pay monthly, the dialog asks “Switch to monthly and forfeit your founder rate?” and the button reads Switch to [plan] monthly anyway.
The upgrade applies immediately, including the higher limits. Stripe adds the prorated difference for the rest of the current period to your next invoice.
Downgrade your plan
Go to Settings → Plan & Billing.
Choose Pay monthly or Pay yearly with the toggle above the plans.
Click Downgrade to [plan] [interval] on the plan you want.
Check the new plan and the next invoice amount in the dialog.
Click Confirm switch. Billow shows “Switched to [plan].”
If you’re a founding member and choose Pay monthly, the dialog asks “Switch to monthly and forfeit your founder rate?” and the button reads Switch to [plan] monthly anyway.
The downgrade applies immediately. Stripe credits the unused time on your current plan to your next invoice.
You cannot downgrade while your workspace is over the new plan’s limits. Billow tells you what is over:
Over the limit | What to do |
|---|---|
Members | Remove members or cancel pending invitations. The message names how many, for example “Remove 2 members before downgrading to the Solo plan.” |
Active projects | Complete or cancel projects until you are within the new plan’s limit. Billow tells you how many. |
Switch between monthly and yearly
Go to Settings → Plan & Billing.
Set the toggle above the plans to the interval you want.
Click Switch to [interval] billing on your current plan. Billow shows “Switched to [interval] billing.”
The switch applies immediately. There is no confirmation dialog, except for founding members moving from yearly to monthly, who confirm first because the switch gives up the founding rate. Stripe starts a new billing cycle on the new interval and credits the unused time from your current period against it.
When a plan change needs a payment
If Stripe cannot charge your card when you change plan or interval, Billow tells you which of two things happened:
Message | What it means |
|---|---|
“Your plan was changed, but the payment could not be completed. Use Manage billing to update your card or confirm the payment.” | The new plan is active. Only the payment is outstanding. |
“Your subscription has a payment that needs attention before the plan can change. Use Manage billing to complete it, then try again.” | Your plan did not change. Settle the open payment first, then change the plan again. |
In both cases, go to the Billing Information card on Settings → Plan & Billing and click Manage to update your card. See Your trial and your subscription.
Plan changes after cancelling
While a cancelled subscription is running out, you cannot change the plan or the interval. The switch buttons are disabled. Their tooltip says “Resubscribe to change your plan.” on the other plans and “Resubscribe to change your billing interval.” on your current plan. Resume the subscription first.
Who can change the plan
Only the workspace owner can change the plan. Admins and members do not see the Plan & Billing tab in Settings. On a plan without leads, the leads page tells them “Ask your workspace owner to upgrade to use leads.”
