Skip to content

Introductory offer: $0 setup and free migration from your current CRM(for a limited time)See pricing

Ferrylend

Using Ferrylend · Lesson 11 of 12

Your plan and features

Tell which features your organization has, why one is locked, and how to get it switched on.

3 min Updated Owners, Managers

A short walkthrough video is coming. The written steps below cover everything in the meantime.

Reading the page

Open Settings → Plan & features. At the top is your Current plan with its description and seat count, then the public plans side by side, with Current on yours.

Below that, the Features table lists every feature with its Status:

StatusMeaning
OnIncluded in your plan or switched on for you.
Trial until a dateSwitched on for a trial that ends on that date.
LockedNot included. Click it to see what it does and how to get it.
Coming soonOn the roadmap and not available to anyone yet.

The Included in column says which plan includes the feature, or Add-on only; the add-on column shows what an add-on costs.

Locked features around the app

A sidebar item whose feature is locked shows a small lock, and its page explains what the feature does instead of showing data. The deal board, imports, custom fields and commissions are examples of features that a plan can lock.

Changing plans or adding an add-on

Self-serve billing is Coming soon. Until then, email support (the address is on the page) to change plans or unlock an add-on, and we switch it on for your organization. See pricing for what each plan includes.

Features marked Coming soon (for example AI statement parsing, sending from your own mailbox, e-sign, SMS and the dialer) are on the roadmap. They show up in the changelog when they ship.

Try it in the app

Signed in? Open the screen this lesson covers.

Open Plan & features

Finished this lesson?

0 of 12 lessons in Owner and admin setup

Progress is saved in this browser. Sign in to keep it across devices.

Related lessons