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SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Setup
    • Overview
    • Create your workspace
    • Invite your team
    • Roles and permissions
    • Branding and logos
    • Portal settings
    • Connect your CRM
    • Plans and seats
    • Payment method
    • Invoice access
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On this page
  • The three plans
  • How proration works
  • Annual vs monthly
  • What counts as a seat
  • Two gotchas
  • Related
Setup

Plans and seats

Three plans, per-seat billing, prorated changes. How the math works when you add or remove people.

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Payment method

Built with

Pivotal bills per active seat. A seat is any teammate with an accepted invite, regardless of role. Owner counts. Admins count. Members count. Pending invites do not count until accepted. You add seats by inviting; you remove seats by deactivating from Admin > Team.

Plan and seat management lives under Admin > Billing > Plan. Owner and Admin roles can change plans.

The three plans

PlanPer seatIncludedCaps
SoloFree1 seat, 5 customers, manual data entryNo integrations, no API, no custom domain
Team39/seat/mo,39/seat/mo, 39/seat/mo,32/seat/mo annualAll integrations, API, webhooks, unlimited customersNo SSO, no audit log, no custom domain
Pro79/seat/mo,79/seat/mo, 79/seat/mo,65/seat/mo annualEverything in Team plus SSO (SAML, Google), audit log, custom domain, white-label, priority supportNone

Annual prices billed up-front for the year. Monthly bills on the 1st or on your activation anniversary, your pick during checkout.

How proration works

Add a seat mid-cycle and Pivotal prorates the partial month on the next invoice. If your cycle runs the 1st to the 30th and you invite someone on the 16th, that seat costs roughly half the monthly rate on the next bill. Remove a seat mid-cycle and Pivotal credits the remaining days against the next invoice. Credits don’t expire and don’t refund to your card; they offset future charges.

Switching plans mid-cycle (Team to Pro or vice versa) prorates the same way: credit for the unused portion of the old plan, charge for the matching portion of the new plan.

Annual vs monthly

Switching from monthly to annual takes effect on your next billing date and unlocks the annual rate immediately on the next invoice. Switching from annual back to monthly takes effect at the end of the current annual term; Pivotal does not refund unused annual time.

What counts as a seat

CountsDoesn’t count
Active OwnerPending invite
Active AdminRevoked invite
Active MemberDeactivated teammate
Reactivated teammate (back-billed for current cycle)Customer-portal users (free, unlimited)

Customer-portal users (your customers’ contacts logging into the portal) never count as seats. Invite as many as your customers need.

Two gotchas

Deactivating mid-cycle. Deactivation is immediate. The teammate loses access the moment you confirm. The credit hits the next invoice. To preserve historic activity, deactivate rather than delete; deletion removes the teammate’s name from past comments and replaces it with “Deactivated user.”

Trial workspaces. New workspaces get a 14-day trial of Team. You won’t be charged until the trial ends. If you want to extend, email help@pivotal.app before day 14 with a reason; the team approves most extensions inside a business day.

Related

  • Payment method
  • Invoice access
  • Roles and permissions

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.