How To Configure The Contacts Limit For SaaS Subaccounts

In SaaS mode, you can control the number of contacts you can add to your subaccounts. The contact limit is not a strict rule, so you can add more contacts even after hitting it. However, a warning message will ask the sub-account users to upgrade when the limit is reached.

Why set a contact Limit?

Setting a contact limit in your system is a strategic decision that helps you manage your contacts efficiently, control costs, and maintain the quality of your customer and lead data. It allows you to align your CRM usage with your business objectives and helps you make more informed decisions about your subscription level.

Configuring Contact Limits for SaaS Plans

Go to the SaaS configurator and select 'Edit Details' for the plan where you want to set a contact limit.

Switch to the Pricing tab and find the “Contact Limit” option.

By default, there's no limit. Turn on the “Contact Limit” toggle and set the limit you want for this plan.

Save your settings. Now, the contact limit is set for this plan, and it will apply to any new subaccounts created or upgraded to this plan.

Updating Contact Limits for Specific Sub-Accounts

Go to the Sub-accounts page at the agency level and select the sub-account where you want to set a contact limit.

Switch to the “Usage Limit” section, where you can change contact limits.

Set or update the limit as needed and click "Save."

Keep in mind that the contact limit you set on the “Manage Client” page takes precedence over the limit of the subscribed plan for that sub-account. If the sub-account decides to upgrade their plan, the limit will be adjusted according to their new plan.