New: forecast categories and quota tracking on Scale. See what shipped

July 15, 2026 · Hannah Okoye, Co-founder & CEO

Annual or monthly CRM billing: when to commit

Annual billing saves real money, but only if your team size and your tool choice are settled. A short guide to deciding.

Most CRMs, ours included, charge less per seat when you pay for a year up front. Our Starter plan is $16 per seat a month billed annually against $22 monthly; Growth is $41 against $52. That is real money, so here is how we would decide.

Commit annually when

  • You have used the product for at least a month with your real pipeline, not just a trial with three deals.
  • Your seat count for the next year is predictable. Adding seats mid-term is easy everywhere; removing them usually waits for renewal.
  • You have cash to prepay without squeezing something more important.

Stay monthly when

  • You are still choosing, or still hiring and firing your sales process.
  • Your team might shrink.
  • You are a solo operator whose workload changes month to month.

Watch the renewal terms

An annual contract is only as good as its renewal. Read whether it renews automatically, how much notice you need to give, and whether the renewal price is capped. Ours renews at the then-current list price, which we publish, and you can reduce seats at renewal.

More from the blog