View Categories

Upgrading or Downgrading Plans

0:00 2:09
Table of Contents

LeadSpheres makes it simple to upgrade or downgrade your subscription whenever your business needs change. You can manage everything directly from the Client Portal without contacting support.

1. Accessing Your Subscription Settings #

  1. Login to your LeadSpheres Client Portal.
  2. From the left-hand menu, go to the Billing tab.
  3. Here, you’ll see details about your current plan, billing cycle, and available upgrade or downgrade options.

2. Upgrading Your Plan #

If you need access to more features, higher limits, or additional resources, upgrading is seamless:

  1. Go to the Billing tab.
  2. Select the new plan you’d like to upgrade to.
  3. A pro-rated invoice will be automatically generated based on your current billing cycle.
  4. Go to the Invoices tab and pay the upgrade invoice using any available payment method.
  5. Your account will be instantly upgraded, and you can start using the new features immediately.

Tip: You can also use your affiliate balance, if available, to partially or fully pay the upgrade invoice.

3. Downgrading Your Plan #

If you no longer need higher-tier resources, you can downgrade to a smaller plan — but there’s an important condition:

Important: Your active resources (websites, CRM usage, eCommerce stores, blog posts, etc.) must align with the limits of the downgraded plan.

For example:

  • If your current plan allows 5 websites but the downgraded plan allows only 2, you’ll need to delete or unpublish 3 websites before downgrading.
  • Similarly, if your CRM users, pipeline limits, storage usage, or product listings exceed the downgraded plan, you must adjust them accordingly.

Steps to downgrade:

  1. Go to the Billing tab.
  2. Select the lower-tier plan you’d like to switch to.
  3. If your resources comply with the downgraded plan’s limits, an updated invoice (if applicable) will be generated.
  4. Go to the Invoices tab and complete payment (if required).
  5. Your account will be updated to the new plan immediately.

4. Viewing Available Plan Features #

Before upgrading or downgrading, review the Subscription Plans & Pricing page to compare plan limits and features to ensure you pick the right one.

5. Summary #

  • Upgrading → Choose a higher plan, pay the pro-rated invoice, and enjoy instant access to new features.
  • Downgrading → Ensure your active resources fit within the downgraded plan limits before switching.
  • Billing Tab → Manage plans and subscriptions.
  • Invoices Tab → Pay upgrade or downgrade invoices.
  • Affiliate Balance → Can be used toward payment if available.
What are your Feelings