Upgrade or Downgrade Your Plan

A plan change must be submitted through the official Customers Plus upgrade/downgrade form and confirmed by Customers Plus. An informal email, text message, verbal request, or partial discussion does not by itself complete a plan change unless Customers Plus expressly confirms the change in writing.

The customer continues under the current plan until the next scheduled billing date. On that date, the new recurring plan price begins and the upgraded service becomes active for onboarding and delivery. The billing effective date and the launch date of a campaign, website, or content service are not necessarily the same.

Review the applicable setup and service-delivery timelines →

A confirmed downgrade takes effect when the current paid billing period ends. The current plan and managed services remain active through that period. Service-specific functionality, reporting, landing pages, tracking, snapshots, or other infrastructure may be removed after the period ends and the lower plan begins.

• Subscription payments are nonrefundable to the extent permitted by law.
• Plan changes do not create prorated refunds or credits.
• An upgraded price begins on the next billing date.
• A downgraded price begins when the current paid period ends and the next billing cycle starts.
• One-time purchases remain separate from recurring plan pricing.
• Outstanding subscription and usage balances remain payable.
• Phone, SMS, wallet, AI, carrier, and premium-action usage remains separately billed while those features are active.

Review Phone and Usage Cost Terms →

Common upgrade paths include moving from either single-service plan to the combined plan, or moving from an eligible lower CRM plan into Google Ads, SEO Content, or the combined plan.

Adding a service may require updated business information, approvals, budget confirmation, platform access, domain access, payment information, A2P completion, logos, images, offers, service areas, and tracking connections.

• A customer with another website does not automatically qualify for recurring Customers Plus SEO Content.
• Any alternative website arrangement must be approved by Customers Plus in writing.
• SEO content production cannot begin until the required website is ready.
• A separately purchased Customers Plus website belongs to the customer and may transfer with a compatible sub-account.

The removed managed service stops after the current paid period. Customer-owned data may remain in the active CRM account when the new plan includes CRM access, but service-specific management, landing pages, tracking, reporting connections, snapshots, workflows, and other proprietary infrastructure may be removed.

Review the full Google Ads asset terms →

Previously published content is not automatically removed from a separately purchased website. Future content production ends, and Customers Plus does not guarantee that rankings, indexing, traffic, or leads will remain unchanged after service removal.

• Reporting tied to an active service continues through its final paid service period.
• Detailed reporting videos or meetings for a removed service stop when that service ends.
• Live data may remain in customer-owned platforms such as Google Ads.
• Customers Plus dashboards or connections may stop if they rely on removed systems.
• Historical reports should be exported before access or reporting connections change.
• Reporting for services that remain active continues under the Service Terms.

Review the full reporting schedule and limitations →

A downgrade does not necessarily close the Customers Plus account. If the confirmed lower plan includes CRM access, eligible customer-owned data remains available under that plan. The exact retained software feature set depends on the final lower plan, while proprietary components tied to a removed managed service may still be removed.

If the CRM account remains active under a qualifying plan, a separately purchased website may continue to be hosted. If the customer later fully cancels the CRM, a transfer or separate hosting arrangement may be required.

A subscription plan change does not automatically eliminate separately metered usage. Active phone numbers, calls, SMS, carrier charges, optional AI, and premium workflow actions may continue creating wallet charges while enabled and used.

Review all Phone and Usage Cost Terms →

A plan downgrade does not transfer ownership of customer-owned information or separately purchased assets to Customers Plus. Continued access depends on the new active plan and the platform capabilities it includes.

Service access is a limited right to use Customers Plus systems during the applicable active plan. It does not transfer ownership. When a related service is removed, Customers Plus may remove or disconnect the systems used to deliver that service.

Where a removed service supports daily operations or lead generation, arrange replacement systems before the effective date.

Customers Plus may provide reasonable transition information, but transition assistance does not transfer proprietary systems or make Customers Plus responsible for replacement-provider setup.