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Upgrade a SmartSuite free trial to a paid plan

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Looking to upgrade from your free trial or free plan of SmartSuite to a paid plan? We're excited to hear that SmartSuite is helping you with the work you do - welcome to our community!

Upgrading to a paid plan couldn't be easier. We've outlined the steps below, but always feel free to reach out to us if you need additional help. You can click the chat icon, in the lower-right corner of the screen, or send us an email.

Who can upgrade a workspace?

  • Any SmartSuite member with the Administrator role can upgrade a free trial or plan to a paid plan.

  • You can pay by credit card, PayPal, and more.

  • Administrators can always see the status of their plan under "Plans & Billing" in Workspace Administration.

SmartSuite subscription plans

Available Plans

There are four types of paid SmartSuite plans available: Free Forever, Team, Pro, and Enterprise. You can learn about each plan's details in this article.

Upgrading to a paid plan

Upgrading from a trial or free workspace is easy! Just follow these simple steps:

  1. Log in as a Member (with the Administrator role).

  2. Click on your user profile icon in the upper-right hand corner of the SmartSuite interface to open your user profile options.

  3. Click Workspace Administration in the menu.

  4. Select the Plans & Billing tab.

  5. Trial workspaces show only the Plan Profile section of this page, displaying information about the status of your trial.

  6. Click the Choose a Plan button to get started!

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