Overview
If you're an Apollo admin, you can manage and upgrade your team's plan, add additional seats, and customize the number of credits that your team can access each billing cycle.
Refer to the sections below for the steps to access and manage your Apollo plan.
Access Your Plan Overview and Settings
If you're an Apollo admin, you can review and manage your team's Apollo plan from Settings. To do this:
- Launch Apollo and click Admin Settings > Plan overview.
- On the Plan Overview page, you can:
- Access a full breakdown of what's included in your plan.
- View your team's usage of Apollo credits, dialer minutes, conversation minutes, AI research usage, and AI words for the current billing cycle.
- Upgrade plans, add or remove seats, and customize add-on credits by clicking Manage Subscription.
Check out the FAQs below to learn how to purchase add-on credits or access additional minutes and words.
- Click Billing to update your credit card, edit your billing information, and review and download your invoices. For more information, refer to Manage Your Billing Information in Apollo.
- Click License Settings to configure domain and seat management preferences, create an invite link for your team, assign a default permission profile for new users, and request a domain change.
Refer to the steps in the following sections if you want to upgrade or customize your existing plan.
Upgrade or Customize Your Current Plan
If you opened your Apollo account with the help of the Apollo sales team, you’ll need to reach out to the sales team to customize or upgrade your existing plan.
To change or customize your team's current Apollo plan, go to Admin settings > Plan overview and click Manage Subscription.
From the plan upgrade page, you can take any of the following actions to update your plan:
Add Seats
Free plans are limited to 1 seat after 100 days of active use. If you have a free plan, upgrade to a paid plan to access more seats.
Next to How many users do you have?, click + or - to increase or decrease the number of seats on your plan. Apollo previews the cost for your seat customization at the bottom of the page.
Apollo prevents you from purchasing additional seats or upgrading your plan when you're close to your plan's renewal date. If you see a Due Today too low error, wait until the start of your next billing cycle to purchase more seats or upgrade your plan.
Switch Plans
Review Apollo's plan options to choose the right plan for your business needs. Click Show plan comparison for a more comprehensive breakdown of plan differences and available features.
If your team is currently on a Free plan, you can access a 14-day free trial of Apollo's Basic or Professional plan before buying. Learn more.
When you're ready, click Select Plan under the plan of your choice. Apollo provides a cost preview at the bottom of the page.
Be aware that plan downgrades take immediate effect. If your team opts to downgrade to a lower plan option, you lose access to features from your current plan that aren't available on the lower plan. If you switch from a paid plan to a free plan, you'll be limited to 1 seat and lose all other seats 10 days after downgrading. Review and compare plans to make sure you can continue accessing the features you need before downgrading.
Downgrades do not count as an account cancellation in Apollo. If you're interested in canceling your Apollo plan, follow the steps outlined here.
Buy Add-On Credits
You can only customize your credit allowance if you're on a paid Apollo plan. If you are on a free plan, upgrade to a paid plan to purchase additional credits.
Under Customize Credits, drag the slider to select the number of additional credits per billing cycle you want to add to your plan. Apollo previews the additional cost you'll pay to access these add-on credits at the bottom of the page.
Add-on credits are a recurring charge. When you add credits to your plan, Apollo charges you for these credits at the time of upgrade and at the start of every subsequent billing cycle.
Charges for add-on credits take immediate effect and are not prorated. If you purchase add-on credits in the middle of your current billing cycle, Apollo still charges the full amount and deposits all the credits to your account.
Per our terms of service, unused credits expire at the end of your billing cycle and do not roll over to the next billing cycle. Learn more about Apollo credits here.
Complete Your Plan Upgrade
Once you've added seats, switched plans, or customized your credits, review and confirm your changes to complete the transaction.
Before you finalize your plan upgrade, review your current billing information in Apollo to ensure your payment method, company address, and other billing details are up-to-date.
To finalize your purchase:
- Click See Price Breakdown in the Summary bar at the bottom of the page to access a detailed overview of the changes to your plan.
- Click the X to close the price breakdown.
- Click Upgrade to confirm your purchase.
Please note, if you want to upgrade to a Custom or Organization plan, you'll need a helping hand to tailor your plan according to your team's needs. Click Talk to Sales to finalize the changes with a friendly Apollo human!
- If you're buying add-on credits in the middle of your billing cycle, confirm you'd like to proceed with your purchase. Apollo charges you in full for add-on credits at the time of purchase, and these credits expire at the end of your billing cycle. You will be charged again for these credits at the start of each subsequent billing cycle.
- If you upgrade from a free plan or need to update your billing details, Apollo asks for your payment information. Confirm your credit card details and fill in your information. Then, click Upgrade to complete your plan upgrade.
- Once Apollo verifies your payment information, you can access your new plan and any add-ons you purchased.
Cancel Your Apollo Plan
If you're an admin, follow the steps below to cancel your team's Apollo plan:
- Launch Apollo and go to Admin Settings > Plan overview.
- Scroll to the bottom of your plan overview and click Cancel Plan.
If you opened your Apollo account with the help of the Apollo sales team, you’ll need to reach out to Apollo support or your account manager to cancel your plan.
- In the pop-up, select a reason for your cancellation from the dropdown. Click Keep current plan to exit the cancellation process if you change your mind about cancelling.
- Next, review and confirm your plan cancellation. When you cancel, you agree that you may not be able to rejoin Apollo at your current plan price.
Apollo places your account on pending cancellation status and processes your cancellation at the end of your current billing cycle. While your cancellation is pending, you can continue using your Apollo account and credits.
If you need further assistance with cancellation, reach out to Apollo support.
FAQs
Do I need to contact sales to purchase add-on credits?
No. If your team needs more Apollo credits, you can purchase add-on credits right away without reaching out to the Apollo sales team. Click Manage Subscription, then use the slider under Customize Credits to select how many add-on credits you want to purchase.
Can I adjust my team's amount of add-on credits?
Yes! If you're an admin, follow the steps here to adjust your team's number of add-on credits at any time. You can increase or reduce your team’s number of add-on credits to fit your needs.
If you opt to reduce your add-on credits, your changes will take effect at the start of your next billing cycle.
How do I access more dialer minutes?
Your team's allotment of dialer minutes depends on your plan and whether you've enabled international dialing:
- With international dialing: 3 minutes per dollar spent.
- Without international dialing: 10 minutes per dollar spent.
You can access additional dialer minutes by upgrading your plan, purchasing extra seats, or purchasing add-on credits.
How do I access more conversation minutes or AI words?
Your team's supply of conversation minutes and AI words depends on your Apollo plan. To access more, upgrade your plan or purchase additional seats.
Can I change my plan renewal date or billing cycle?
No. Your billing cycle is determined by the date you purchase or upgrade your Apollo plan and takes effect starting on this date. Plan renewals occur based on your purchase date and the billing schedule you selected (annual or monthly).
Why can't I see the option to cancel my plan?
Only select teams have the option for self-serve cancellation. If you don’t see the option to cancel, you need to reach out to Apollo support to cancel your plan.
Hop into Apollo to learn more about credits and review your team's current credit usage. For additional support upgrading or amending your plan, reach out to the Apollo sales team. And if you've made it this far but couldn't find the answers you're looking for, reach out to the Apollo support team for more help.