How To Upgrade Your CRM Subscription – Fern CRM Help Docs

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How To Upgrade Your CRM Subscription

UpdatedMarch 11, 2025

This page is outdated and will be deprecated soon. At this time, all users start their free trial on the top Fern CRM plan (which is already the lowest price that HighLevel allows us to publicly sell it for.) You can change your subscription to the lower-price plan by going to “Billing” in the “Settings” side of your dashboard and clicking “Want to modify / cancel the subscription?” and following the prompts. We’ll add a new help article soon to show you all the steps.

Congrats!! 🎉🎉

Your business is growing and you’re falling in love with Fern CRM. We couldn’t be happier! 🥳

To unlock more contacts, more team members, and the Members Portal (courses, communities, and affiliate manager), you might need to upgrade your current subscription plan.

If you want to switch to an annual plan (and get two months free every year!) without upgrading your current subscription, go here: How To Switch To Annual Billing.

(At this time, downgrading to a smaller plan can’t be done within your dashboard, so just reach out to the Fern Team and we’ll switch your account to the plan you want. No hard feelings and no stress!)

This video literally just follows the steps outlined below, but we included it here for those who learn better from audio/video:

Where to find your subscription status in the Settings

Start inside your Fern CRM dashboard and click over to the Settings side. The click on “Company Billing” in the left sidebar.

Screenshot of the left sidebar in the Main side of your CRM. There's a bright green circle around the Settings link which is the last link at the bottom of the sidebar.
Screenshot of the left sidebar on the Settings side. There's a bright green circle around the "Company Billing" link which is the 2nd link from the top of the Settings sidebar, just below "Business Profile."

This will open your billing info which includes your subscription plan at the very top of the page:

Screenshot of the top of the Company Billing page which shows the current subscription tier, price, and next billing date. Under the billing date is a button labeled, "Click here to modify your subscription."

To upgrade your subscription plan, just click on the words “Click here” where it says “Click here to modify your subscription.” This will open a new popup window with your options:

Screenshot of the window that opens when you click to modify your subscription plan. There are 2 options. "Upgrade" is the first option with a blue button and "Cancel" is the second option with a red outline button.

Click on the blue “Upgrade” button to switch to any tier that’s bigger than your current one.

The next screen will show you which options are available to you, based on your current subscription plan.

Screenshot of the subscription upgrade options that show Sprout as unavailable because that's the example account's current plan. There is a blue toggle button at the top to switch between "Pay Monthly" and "Pay Annually". The Tree and Forest plans each have a green button that says, "Upgrade".

You can toggle between “Pay Monthly” or “Pay Annually” by using the blue button at the top to see the price differences and choose which way you want to pay for any tier that’s bigger than your current one.

(Even if you choose monthly payments now, you can always switch to annual payments later if you want! Just reach out and we’ll flip the switch on our end.)

When you’ve made your decision, click the green “Upgrade” button for the plan you want.

You’ll have one more chance to confirm before the deal is done.

Screenshot of the final upgrade window where you confirm your choice and agree to pay. You still have the option to switch between monthly payments and annual payments before clicking the green button that says, "Confirm & Pay".

On the final screen before committing, you still have a chance to switch between monthly and yearly payments by clicking the blue/white button.

This window shows exactly what you’re switching from and switching to. It shows how much you’ll be charged and how often.

When you’re happy with your choice, click the green button that says, “Confirm & Pay”.

Once you confirm, you’ll get a confirmation window that repeats the details like this:

Screenshot of the crm upgrade confirmation window that says, "Your plan has been upgraded!" It repeats the plan you switched from and to. It also repeats how much you'll pay and how often.

Click the X (or anywhere outside the box) to close this popup window and continue using your Fern CRM account.

Your Company Billing page will immediately show the new subscription plan as your current plan and you’ll be billed at the new price on your next billing date.

Screenshot of the top of the Company Billing page which shows the current subscription tier, price, and next billing date. Under the billing date is a button labeled, "Click here to modify your subscription." This image shows the current tier as "Tree Founder."

Congratulations!! You’re literally taking names and changing the world! 🌲🌲🌲

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