# Upgrade or downgrade plan

Fluid CRM plan changes are handled through **Stripe**, not directly inside the app.

To upgrade or downgrade your plan, you must open the Stripe customer portal via the **Manage subscription** page.

***

### How to upgrade or downgrade your plan

To change your plan:

1. Go to **Settings**
2. Open **Account**
3. Click **Manage subscription**
4. You are redirected to the Stripe customer portal
5. Select a new plan and confirm the change

All plan changes are completed inside Stripe.

***

### Upgrading your plan

When you upgrade your plan:

* The new plan takes effect immediately
* Access to paid features is updated right away
* Stripe handles any prorated charges automatically

No data is lost during an upgrade.

***

### Downgrading your plan

When you downgrade your plan:

* The change applies at the end of the current billing period
* You keep access to your current plan until the period ends
* Stripe schedules the downgrade automatically

Your data remains unchanged after the downgrade.

***

### Plan changes and data safety

Changing plans does not:

* Delete deals or contacts
* Remove pipelines
* Erase notes or history
* Affect existing data integrity

Only feature availability may change based on the selected plan.

***

### What Upgrade or downgrade plan does not control

This page does not:

* Manage invoices or receipts
* Add or remove team seats
* Cancel your subscription
* Update payment methods

Those actions are available elsewhere in the Stripe portal.

***

### What to read next

* **Manage subscription** – open Stripe and manage billing
* **Billing and invoices** – view invoices and receipts
* **Seats and pricing** – understand seat-based billing


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/upgrade-or-downgrade-plan.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.