How to upgrade your Apptivo account from Lite to Ultimate?

Updated on November 7, 2022 09:31PM by Admin

You can upgrade your plan to Lite Plan, Premium Plan, or Ultimate Plan at any time to enable the add-on features. Make use of advanced features and elevate your business at the top of the fastening world with Apptivo CRM. You can view the Pricing Plans and the Feature List here.

Steps to Upgrade Account from Lite Plan to Ultimate Plan

  • Log in to your account. Click on the User Menu at the header and select “Manage Your Account” from the dropdown.
Apptivo Account
  • Here, you can see the Billing History and Account Management History.
  • You can find the current plan activated for your account with the Date when it was activated and the number of licenses it contains.
  • To Upgrade your account, click on the Change Plan and select Ultimate Plan.
  • You will be redirected to Ultimate plan details with the selected plan details.
  • Click on the Pay now button.
  • Enter your card details and click on the Make Payment button.
  • Once the payment is processed, you will receive a confirmation message.
  • Then, you will receive a confirmation message once the plan is Upgraded.
Account upgraded
  • The new plan will then reflect on your account.
Plan History