Managing your subscription

Understanding Funneler Plans

Funneler offers flexible plans to fit businesses of all sizes:

Plan	Best For	Key Features
Free	Testing & personal projects	1 funnel, limited quotas
Starter	A starter plan with core features perfect for individual landing pages.	1 Chatbot Funnels 1 Call Agent Funnel 1 User Account
Pro	Access to premium features suitable for SMBs and local services.	3 Chatbot Funnels 2 Call Agent Funnels 2 User Accounts
Business	Ideal for growing businesses, online stores, and high-traffic websites.	10 Chatbot Funnels 5 Call Agent Funnels 5 User Accounts
Agency	Perfect for marketing agencies, multi-tier businesses, affiliate stores, and more!	Unlimited Chatbot Funnels Unlimited Call Agent Funnels Unlimited User Accounts

All paid plans include:

• AI-powered chat and call agents
• Lead capture and management
• Email notifications
• Calendar integrations
• Analytics dashboard
• Support access

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Viewing Your Current Plan

1. Click your profile picture (top right)
2. Select “Plans & Billing”
3. View your current plan details:

• Plan name and features
• Billing cycle (monthly/annual)
• Next billing date
• Current usage vs quotas

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Upgrading Your Plan

To upgrade to a higher plan:

1. Go to Plans & Billing
2. Click “Change Plan” or “Upgrade”
3. Select your new plan
4. Choose billing cycle:

• Monthly: Pay monthly, cancel anytime
• Annual: Save 20%, pay yearly

1. Click “Upgrade Now”
2. Complete payment via Stripe
3. Your plan updates immediately after payment

What happens to my data?

• All your funnels, leads, and settings remain intact
• New features unlock immediately
• Quotas increase right away
• No interruption to your service

Prorated Billing:

• If upgrading mid-cycle, you’re charged the difference
• Credit is applied for remaining days on old plan
• New billing cycle starts on upgrade date

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Downgrading Your Plan

To switch to a lower plan:

1. Go to Plans & Billing
2. Click “Change Plan”
3. Select a lower-tier plan
4. Review what features you’ll lose
5. Click “Downgrade”
6. Confirm your choice

Important notes:

• Downgrade takes effect at end of current billing period
• You keep current features until then
• If you exceed new plan’s limits, you’ll need to adjust:
• Delete extra funnels
• Reduce active agents
• Clear usage before downgrade date

Can’t downgrade?
You may need to:

• Archive or delete extra funnels
• Reduce team members
• Wait for quota reset

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Canceling Your Subscription

To cancel:

1. Go to Plans & Billing
2. Click “Cancel Subscription”
3. Select a reason (helps us improve)
4. Optional: Accept retention offer (special discount)
5. Confirm cancellation

What happens after cancellation:

• Service continues until end of billing period
• No further charges
• Account converts to Free plan
• Data retained for 90 days
• Can reactivate anytime

Retention Offers:
We may offer a discount to stay:

• One-time offer only
• Significant savings for loyal customers
• Can accept or decline

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Pausing Your Subscription

Need a break? Pause instead of canceling:

1. Go to Plans & Billing
2. Click “Pause Subscription”
3. Select pause duration (1-3 months)
4. Confirm pause

During pause:

• No charges
• Funnels remain but are inactive
• Data preserved
• Can resume anytime

To resume:

1. Go to Plans & Billing
2. Click “Resume Subscription”
3. Billing restarts immediately

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Managing Payment Methods

Update credit card:

1. Go to Plans & Billing
2. Click “Payment Method”
3. Click “Update Card”
4. Enter new card details
5. Click “Save”

Payment methods accepted:

• Credit cards (Visa, Mastercard, Amex, Discover)
• Debit cards
• Apple Pay / Google Pay (via Stripe)

Security:

• All payments processed by Stripe (PCI-DSS compliant)
• We don’t store your card details
• Industry-standard encryption

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