Learn how to upgrade your trial to a CloudTalk subscription that fits your business.
User Level:
Admin
Paid Plans
Please choose your currency carefully, as payment currency cannot be changed after upgrading to a paid plan.
You can upgrade your CloudTalk account from a demo to a paid subscription from the dashboard.
Locate the
Update my planbutton in the banner display.
Make sure you have reviewed the available plans. Details on what is included in each plan can be found on the pricing page of our website.
You can choose to be billed in Euro (€) or USD ($). You can choose between monthly or annual billing. Please select your billing cycle carefully, as switching from an annual plan back to monthly is not supported.
Once you have selected the currency, choose the plan you wish to purchase. You will have the opportunity to review how many users will be on the account.
You will see the option to add a Card or PayPal as your payment of choice. After your billing info is entered, you can see how much you'll be charged for a specific day. Future payments will be automatically deducted from the card or account linked here.
Add the billing info attached to your planned method of payment. You can also add or update this info at a later time.
Some actions on the platform, such as outbound calling and SMS, require credit. You can set up credit payments as a one time charge or recurring top ups.
Payment data is securely processed, encrypted and stored by Braintree, a global payment operator owned by PayPal.
If You Are Asked to Verify Your Business (KYC)
In some cases, you may need to complete a short verification before upgrading.
If this is required, you will receive instructions in your dashboard or by email.
To complete the process, send an email to [email protected] from your CloudTalk registered business email. Include:
Your company name and country of registration
A link to your company website
A link to your company profile on LinkedIn or other verified social profile
Verification can take up to one business day. The Support team cannot speed up this process, so make sure to send the email with all required details.
Credit for Outbound Calls and SMS
Some actions, such as outbound calling and SMS, require account credit.
You can set up:
One-time credit top-ups
Automatic recurring top-ups
You can update your credit settings at any time on your Billing page.
If You Do Not See the Upgrade Button
This can happen if:
Your account is already on a paid plan
Your account needs verification
Your trial is not active
You do not have Admin permissions
If you are unsure, open your Billing page or contact Support for help.