Free vs. premium

The idea

A new workspace is free and comes pre-loaded with two believable sample pipelines. You can click through the entire app on that sample data — the board, contacts, the agenda, reports, even how alerts and sequences look. Nothing about the experience is a trailer; it's the real app.

What free can't do is write your own real data. The moment you try to add a contact, log a call, schedule a follow-up, create a sequence, or change a setting, the app shows the upgrade modal instead.

What each plan includes

	Free	Premium
Explore the full app on sample data	✅	✅
Reports	✅	✅
Export a follow-up to .ics	✅	✅
Add / edit / delete real contacts	—	✅
Log interactions	—	✅
Schedule and complete follow-ups	—	✅
Live dormancy engine on your data	—	✅
Automated sequences	—	✅
Multi-agent team routing / round-robin	—	✅
Workspace settings (stages, industry, thresholds)	—	✅

Pricing is per seat, shown on the Pricing and Billing screens.

How the upgrade works

Billing → Upgrade starts a Stripe checkout. Once payment succeeds, a webhook flips the workspace to premium and every locked action unlocks — no re-login needed. If Stripe isn't configured in a given deployment, a "Simulate successful payment" button stands in for demos (test card 4242 4242 4242 4242).

Why the gate is server-side

Every write endpoint checks the plan on the server, so the free tier can't be bypassed by editing the page. Locked buttons in the UI are a convenience, not the actual boundary.