Plan Availability | All plan types |
Permissions | Administrators: Can manage billing and workspace settings |
Related Reading |
SmartSuite’s billing system is designed to be simple and efficient. This guide explains billing basics, plan options, and how to manage subscriptions.
Converting to a Paid Plan
SmartSuite offers free and paid plans with different features and limits. Paid plans provide increased:
Automations and API usage.
Storage and record counts.
Additional advanced features.
How to Upgrade
Navigate to Plans & Billing in Workspace Administration.
Click Choose a Plan (for free or trial accounts) or Change Plan (for paid plans).
Upgrades from Free or Trial accounts, or between paid plans, are billed immediately for the prorated amount based on your licensed user quantity.
For more details, see Upgrade or Downgrade Your Plan.
Workspaces
Billing is Workspace-Specific: Each SmartSuite workspace is billed separately.
User Profiles in Multiple Workspaces: If you belong to multiple workspaces, each workspace incurs separate charges.
Admin Permissions Required: Only Administrators can manage workspaces, subscription plans, and invite users that affect billing.
Subscription Plans
SmartSuite offers four plans:
Plan | Features |
Free | Basic functionality with limited resources. |
Team | Expanded usage and collaboration features. |
Professional | Advanced features for larger teams. |
Enterprise | Premium capabilities and custom solutions. |
Plan Pricing: Each plan sets a price per user, varying by billing interval (monthly or annual).
Upgrades: Moving to a higher plan takes effect immediately, with prorated billing.
Downgrades: Applied at the start of the next billing cycle.
Billing Interval
SmartSuite offers monthly and annual billing options.
Start of Billing Interval: Billing occurs at the beginning of each interval for the current licensed user quantity.
User Changes During Interval:
Adding Users: New users are billed prorated for the current cycle.
Removing Users: Reductions affect billing at the start of the next interval.
Managing Members
Active Members: Billing applies to active members at the start of each interval.
Non-Logged-In Users: Members who are invited but haven’t logged in are not billed. Members are billed at the time of their acceptance of the invite and first login.
Adding Members: Adding users above your licensed count incurs prorated charges.
Removing Members: Reducing members below your licensed count does not immediately impact your billing. At the start of each billing cycle, you will be billed for the then-current number of active users. Unused seats can be assigned to other Members any time during the billing period, without additional charge.
Guest Members
Free Role: Guest Members have limited access and are not billed.
Permissions: Guests can view and comment on Solutions and Tables but cannot edit records.
Conversion to Paid Roles: Upgrading a Guest to a General, Creator, or Administrator role adds them to your Active Member count, incurring prorated charges.
Permitted Number of Guest Users
In SmartSuite, the number of Guest users you can have depends on your subscription plan:
Free Plan: Allows for 1 Guest user.
Team Plan: Permits up to 1 Guest user per paid Team user.
Professional Plan: Allows up to 3 Guest users per paid Professional user.
Enterprise Plan: Permits up to 5 Guest users per paid Enterprise user.
Practical Scenarios and Use Cases
1. Adding Users Mid-Cycle
Scenario: Your team grows, and you add new members mid-cycle.
Solution: Prorated charges for the additional users are applied to the current billing period.
2. Reducing Team Size
Scenario: A project ends, and several members are removed.
Solution: The licensed user count is adjusted at the start of the next billing interval, reducing costs.
3. Maximizing Guest Users
Scenario: You want external collaborators without increasing costs.
Solution: Assign external users the Guest role to give them limited, free access.
For further details, visit the SmartSuite Pricing Page.