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New Client
Create a client and set their plan and billing details.
Back to clients
1
Basics
Contact info & status
2
Plan & Billing
Plan, quotas, pricing
Name
Contact person or main client owner
Company
Optional company name
Email
Billing/contact email
Phone
Optional phone
Notes
Internal notes about the client
Client is active
Plan
Pay as you go
Basic
Pro
Enterprise
Select the billing plan
Monthly lead quota
Included leads per month (0 or blank for none)
Price per lead (cents)
Charge per lead over quota
Monthly subscription (cents)
Recurring monthly amount
Leads used this month
Current usage counter
Billing period start
Date to anchor monthly reset
Plan & billing guidance
PAY_AS_YOU_GO
: leave quotas blank, set price per lead.
BASIC/PRO
: include monthly quota and subscription; price per lead applies after quota.
ENTERPRISE
: fill custom values; quota blank = unlimited.
Billing period start anchors monthly reset for usage counters.
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