Upgrade or downgrade your Convo subscription anytime through the Stripe Customer Portal. Changes take effect immediately, with prorated charges applied to your next billing cycle.
Available Plans
Convo offers subscription tiers designed for different needs:
Starter - $14.99/month (annual) or $19.99/month
For individuals who want real-time help in meetings and basic memory.
- 7-day free trial
- Real-time insights
- Post-call summaries
- Basic "Ask AI" function
- Basic usage limits
- Calendar integration
- Monthly or annual billing (save 25% annually)
Professional - $37.99/month (annual) or $49.99/month
For professionals who live in meetings and want deeper context and customization.
- 7-day free trial
- Real-time insights
- Post-call summaries + feedback
- Notetaker joins meetings and takes notes
- Enhanced "Ask AI" functions
- Increased usage limits
- Extended history & context
- Connect your docs to Convo
- Priority access to new features
- Monthly or annual billing (save 25% annually)
Enterprise - Custom Pricing
For organizations that need broader customization and dedicated support.
- Everything in Professional, plus:
- Enterprise-grade security & compliance
- Centralized admin & team management
- Advanced customization & integration
- Dedicated account manager for support
- Custom pricing and billing
How to Change Your Plan
All plan changes happen through the secure Stripe Customer Portal:
- Open the Convo dashboard (click the menu bar icon)
- Click Settings in the left sidebar
- Select Billing from the Workspace section
- Click the Manage button
- Your browser opens to the Stripe Customer Portal
- Find the Update plan or Change plan section
- Select your new plan tier
- Choose monthly or annual billing (if applicable)
- Review the prorated charges and click Confirm
Changes take effect immediately: Your new plan limits and features are available as soon as you confirm the change. You'll see updated usage limits in the app without needing to restart.
Upgrading Your Plan
When you upgrade to a higher tier, here's what happens:
Immediate Benefits
- Instant access to higher usage limits
- New features available immediately
- No waiting period or app restart required
Billing and Prorated Charges
Stripe automatically calculates prorated charges:
Example: You're on Starter monthly ($19.99/month) and upgrade to Professional monthly ($49.99/month) on day 15 of your billing cycle.
- Credit for unused Starter time: $10 (15 days remaining)
- Charge for Professional time: $25 (15 days at new rate)
- Net charge today: $15
- Next billing cycle: Full $49.99 for Professional plan
Starting a New Subscription
Both Starter and Professional plans include a 7-day free trial:
- Select your plan in the Customer Portal
- Enter payment information
- Start your 7-day trial immediately
- Full plan features available during trial
- First charge occurs after trial ends
- Cancel anytime during trial with no charge
Downgrading Your Plan
You can switch to a lower tier through the Customer Portal:
How Downgrades Work
- Changes apply at the end of your current billing period
- You keep current plan features until the period ends
- No immediate charges or refunds
- Credit for unused time applied to future charges
Example: You're on Professional monthly ($49.99/month) and downgrade to Starter monthly ($19.99/month) on day 10 of your billing cycle.
- Professional features remain active for 20 more days
- Starter plan begins at the start of next billing cycle
- Next charge: $19.99 for Starter plan
- You receive credit for the difference ($30) applied to next billing cycle
Impact on Features
When you downgrade, some features may become restricted:
- Usage limits: Reduced daily API call limits
- Conversation history: Older conversations may become read-only
- Advanced features: Premium AI features may be disabled
- Support: Priority support access ends
Switching Billing Cycles
You can switch between monthly and annual billing:
Monthly to Annual
- Save 25% with annual billing
- Prorated credit applied from current monthly cycle
- Next charge is for full year at annual rate
- Annual renewal date set to today
Annual to Monthly
- Credit for unused annual time applied to monthly charges
- Switch takes effect at end of annual period
- Monthly billing begins after annual period ends
- No immediate charges
Upgrading to Enterprise
Enterprise plans require custom configuration and pricing:
- Visit www.itsconvo.com/book-a-demo to schedule a call
- Discuss your organization's specific needs
- Receive custom pricing quote
- Sales team handles migration from current plan
- No data loss or service interruption during migration
Enterprise features: Everything in Professional, plus enterprise-grade security & compliance, centralized admin & team management, advanced customization & integration, and a dedicated account manager for support.
Understanding Plan Changes
When do changes take effect?
Upgrades: Immediately. New features and limits available right away.
Downgrades: At the end of your current billing period. You keep current features until then.
How is billing calculated?
Stripe calculates prorated charges based on:
- Number of days remaining in your billing period
- Difference in plan prices
- Any existing credits on your account
Can I change plans multiple times?
Yes. You can change plans as often as needed. Each change is prorated accurately, and there are no penalties for switching.
What happens to my data?
All your conversation history, settings, and preferences are preserved during plan changes. Only usage limits and feature access change.
Troubleshooting
Plan change not showing in app
- Wait 1-2 minutes for changes to sync
- Restart the Convo app
- Check your internet connection
- Verify the change in Stripe Customer Portal
Payment failed during upgrade
- Update your payment method in the Customer Portal
- Check your card has sufficient funds
- Contact your bank if the card is being declined
- Try a different payment method
Unexpected charge amount
Review your invoice in the Customer Portal. Look for:
- Prorated charges for mid-cycle upgrades
- Credits from previous downgrades
- Tax amounts based on billing address
- Annual vs monthly pricing differences
Can't access Customer Portal
- Ensure you're signed in to the Convo app
- Check that your browser isn't blocking pop-ups
- Try manually opening the portal link from your email
- Contact support if the portal link expired
Next Steps
Ready to change your plan? Here's what to do:
- Managing your subscription - Access the Customer Portal
- Viewing billing and invoices - Review charges after plan changes
- Compare plans and pricing at www.itsconvo.com/pricing
- Open Settings → Billing → Manage to change your plan now
Need help choosing?
Contact our team at ivan@itsconvo.com for personalized recommendations based on your usage patterns and needs.