This article provides a step-by-step guide on upgrading your Actionera subscription to a Pro plan. You’ll learn how to navigate the Billing Dashboard, review available plans, and complete the upgrade process seamlessly.
Tip: For more about SAAS Mode and it's setup refer to SaaS Mode - Full Setup Guide + FAQ
TABLE OF CONTENTS
- What is the High-Level Pro Plan?
- Key Benefits of Upgrading to the Pro Plan
- Plan Comparison: Choosing the Right Upgrade
- How to Upgrade to the HighLevel Pro Plan
- Step 2: Select the Upgrade Option
- Step 3: Choose Your Preferred Plan
- Step 4: Confirm Payment and Upgrade
- Frequently Asked Questions
What is the Actionera Pro Plan?
The Actionera Pro Plan is designed for businesses that need advanced automation, SaaS mode, custom objects, and enhanced analytics. Upgrading to this plan provides additional features that help streamline workflows and improve customer management.
Key Features of the Pro Plan:
- SaaS Mode for reselling services.
- Custom objects for advanced data management.
- Enhanced email, phone, and text rebelling.
- AI-powered conversational bots.
- Split testing and advanced reporting.
- Unlimited accounts and users.
Key Benefits of Upgrading to the Pro Plan
Upgrading to the Pro Plan unlocks features that enhance your business's automation, analytics, and scalability.
Top Benefits:
- SaaS Mode Activation: Ability to resell Actionera's platform to clients.
- Advanced Reporting & Analytics: Gain deeper insights into business performance.
- Unlimited Sub-Accounts: Manage multiple clients seamlessly.
- Custom API Access & Objects: Customize workflows with advanced integrations.
- Priority Support: Get faster response times and dedicated assistance.
- White-Labeling Options: Customize client portals with your branding.
Plan Comparison: Choosing the Right Upgrade
Before upgrading, review the key differences between plans. Also please note that the Freelancer Plan includes all features available in the Starter Plan, while the Agency Pro Plan includes everything in the Freelancer Plan plus additional advanced capabilities. Below is a comparison of key features to help you choose the right upgrade. You can also refer to our Pricing Page.
| Feature | Starter | Freelancer | Agency Pro |
|---|---|---|---|
| Unlimited Users | ✅ | ✅ | ✅ |
| Unlimited Accounts | ❌ | ✅ | ✅ |
| SaaS Mode | ❌ | ❌ | ✅ |
| Advanced API Access | ❌ | ❌ | ✅ |
| Custom Objects | ❌ | ❌ | ✅ |
| White-Labeling | ❌ | ✅ | ✅ |
| Split Testing | ❌ | ❌ | ✅ |
| Email / Phone / Text Rebilling | ❌ | ✅ (without markup) | ✅ (without markup) |
| Agent Reporting | ❌ | ❌ | ✅ |
| AI Conversational Bot | ❌ | ❌ | ✅ |
How to Upgrade to the Actionera Pro Plan
Upgrading your Actionera plan is a simple process that allows you to access advanced features and optimize your business operations. Follow the steps below to seamlessly transition to the Pro Plan and take advantage of its powerful capabilities.
Step 1: Access the Billing Dashboard
- Click on Settings from your agency account.
- Click on Billing.
- Click on the "Want to Modify/Cancel Subscription?" button under Subscriptions.
Step 2: Choose Your Preferred Plan
- Select Upgrade Your Plan from the available options.
- Choose between Monthly or Annual billing.
- Select the Agency Pro Plan and click Upgrade Now.
Step 3: Confirm Payment and Upgrade
- Review your payment details.
- Confirm the upgrade and proceed with the payment.
Note: You might receive a Payment Confirmation Mail in order to comply with your bank's security measures.Frequently Asked Questions
Q1. How does upgrading affect my billing cycle?
Your new plan and pricing will take effect immediately, and you will be billed accordingly.
Q2. Can I downgrade after upgrading?
Yes, you can downgrade at any time by navigating to the Billing section and selecting a lower-tier plan.
Q3. What happens to my existing features after upgrading?
All previous features remain, and additional Pro Plan benefits will be added to your account.
Q. Is there a trial for the Pro Plan?
Actionera does not currently offer a free trial for Pro, but you can test features within the first billing cycle.