In SaaS Mode, you can control the number of contacts you can add to your sub-accounts. The contact limit is not a strict rule, so you can add more contacts even after hitting it. However, a warning message will ask the sub-account users to upgrade when the limit is reached.

Why Set a Contact Limit? #

Setting a contact limit in your system is a strategic decision that helps you manage your contacts efficiently, control costs, and maintain the quality of your customer and lead data. It allows you to align your CRM usage with your business objectives and helps you make more informed decisions about your subscription level.

Configuring Contact Limits for SaaS Plans #

Go to the SaaS Configurator and select Edit Details for the plan where you want to set a contact limit.

Switch to the Pricing tab and find the Contact Limit option.

By default, there’s no limit. Turn on the Contact Limit toggle and set the limit you want for this plan.

Save your settings. Now the contact limit is set for this plan, and it will apply to any new sub-accounts created or upgraded to this plan.

Updating Contact Limits for Specific Sub-Accounts #

Go to the Sub-Accounts page at the agency level and select the sub-account where you want to set a contact limit.

Switch to the Usage Limit section, where you can change contact limits.

Set or update the limit as needed and click Save.

Keep in mind that the contact limit you set on the Manage Client page takes precedence over the limit of the subscribed plan for that sub-account. If the sub-account decides to upgrade their plan, the limit will be adjusted according to their new plan.

Frequently Asked Questions #

Is the contact limit a hard cap? #

No. The contact limit is not a strict rule — you can still add more contacts after reaching it. When the limit is hit, sub-account users see a warning prompting them to upgrade.

Why should I set a contact limit? #

A contact limit helps you manage contacts efficiently, control costs, maintain data quality, and align CRM usage with your business and subscription objectives.

How do I set a contact limit for an entire plan? #

In the SaaS Configurator, choose Edit Details for the plan, open the Pricing tab, enable the Contact Limit toggle, set your limit, and save. It applies to new or upgraded sub-accounts on that plan.

How do I set a contact limit for one specific sub-account? #

Open the Sub-Accounts page at the agency level, select the sub-account, go to the Usage Limit section, set or update the limit, and click Save.

Which limit wins — the plan limit or the sub-account limit? #

The limit set on the Manage Client page for a specific sub-account takes precedence over the subscribed plan’s limit.

What happens to the limit if a sub-account upgrades? #

If the sub-account upgrades their plan, the contact limit will be adjusted according to the limit defined for their new plan.