You can have different types of licences when using Upsales. These offer different functionality for different roles, duties, and use cases. 

This article covers:

• About the Support licence
• About the CRM licence
• How to change a user's licence

About the Support licence

The Upsales Customer Support licence lets you:

• Integrate customer support, customer data and sales history inside Upsales
• Find purchase and churn signals earlier

View all Customer Support features

Dashboard view with Support licence only

Users can click the Support tab to access all Customer Support features, along with companies and contacts:

About the CRM licence

The CRM licence gives you a sales, marketing and analytics suite:

• Manage the sales process end-to-end, from quote to cash
• Attract leads, build pipeline, and run marketing campaigns
• Analyse performance, find opportunities, fix funnel leaks

View all Sales features

View all Marketing features

View all Analytics features

You can also enhance and extend these features with Upsales Products

Dashboard view with marketing licence only

How to change a user's licence

1. This requires admin privileges
2. Go to Settings → Users & roles → Select a user
3. In the screen, you'll find the user licence option, showing which licences are active for that user
4. If you have already activated Customer Support, you can click the toggle to change between
   1. Only Support licence 
   2. Only CRM licence
   3. Both
      

      To activate Customer Support, contact us

      
   4. For other settings related to your Upsales plan, go to the Billing portal