Upgrade or Downgrade Your Plan

Manage my account4 min readUpdated 2026-03-12

Upgrade or Downgrade Your Plan

You can change your JustCall plan at any time. Upgrades take effect immediately. Downgrades take effect at the end of your current billing cycle. This article explains the process and what to expect.

How to Change Your Plan

Go to Settings → Billing → Overview.
Click Change Plan.
Select the plan you want to move to (Essentials, Team, Pro, or Business).
Review the summary showing your new price, prorated charges or credits, and effective date.
Click Confirm Change.

Only account owners and admins can change plans. If you do not see the option, ask your account owner.

How Upgrading Works

Immediate access. New features are available as soon as you confirm the upgrade.
Prorated billing. You are charged the difference between your current plan and the new plan for the remaining days in your billing cycle.
No data loss. All your numbers, recordings, SMS history, and integrations carry over.

Example

You are on Team ($29/month) and upgrade to Pro ($49/month) halfway through your billing cycle. You pay a prorated $10 for the remaining 15 days and then $49 at your next renewal.

How Downgrading Works

End-of-cycle change. You keep access to your current plan features until the billing cycle ends. The lower plan starts at your next renewal.
Feature removal. Features not included in the lower plan become unavailable at renewal. For example, downgrading from Pro to Team removes access to the Power Dialer, Bulk SMS, and call monitoring.
No data deletion. Your call recordings, SMS history, and contacts are preserved. However, you will not be able to use features that created them (e.g., you cannot launch new Bulk SMS campaigns on Team).

What to Check Before Downgrading

Concern	What Happens
Active dialer campaigns	Campaigns pause at renewal. Export results before downgrading.
Bulk SMS campaigns	Scheduled campaigns are canceled. Send or export them first.
SMS Bots	Bots are deactivated. Conversations remain in your inbox.
Skills-based routing	Routing rules are preserved but inactive. Calls use default routing.
Salesforce CTI	The embedded softphone stops working. You can still use JustCall standalone.
SSO	Users must log in with email/password after SSO is removed.

Switching Between Monthly and Annual Billing

Changing your billing cycle is separate from changing your plan. You can do both at the same time or independently.

Go to Settings → Billing → Overview.
Click Change Billing Cycle.
Select Annual or Monthly and confirm.

See Manage Your Subscription and Billing for details on how prorating works for billing cycle changes.

Moving to the Business Plan

The Business plan requires a conversation with JustCall sales because pricing is customized. Click Contact Sales on the plan selection page, or email sales@justcall.io. The team will set up your account with HIPAA compliance, SSO, and a dedicated CSM.

Frequently Asked Questions

Can I upgrade during my free trial? Yes. Upgrading ends the trial and starts your paid subscription immediately.

Will I lose my phone numbers if I downgrade? No. Your numbers are retained on any paid plan. If you move to a plan with a lower number allowance, you keep existing numbers but may be charged an additional per-number fee.

Can I downgrade from Business to a self-serve plan? Yes. Contact your Customer Success Manager to coordinate the transition. Custom configurations (HIPAA, SSO) are removed at the end of your contract term.