Payment plans

At  PBX.IM  we have multiple payment plans to accommodate all your needs.
As of September 2024 we have the following plans available:

Label
Explanation
Number of Users
In  PBX.IM  you can add 4 types of users:
  • Admin
  • Agent
  • Supervisor
  • Financial
For each plan, except for Core, Advanced and Enterprise you have a limited number of users that you can add to your account.

Learn how to add or edit users in this  Invite Team Members  section.
Basic Phone Features
This features include:
  • Making calls
  • Receiving calls
  • Voicemail
  • Email
  • Ring Groups
  • Class-5 telephone switch
Direct Inward Dialing Channels
The number of channels assigned to a DID number. Each payment plan has a different number of channels.
SIP Desk Phones
A telephone designed to work with SIP (Session Initiation Protocol) technology to make and receive calls. This is available for all payment plans.
Webphone
Making and receiving phone calls directly from the web browser using a dial panel. This is available for all payment plans.
ACD, Auto Attendant, Skill-based routing
Technologies that  PBX.IM  uses to manage incoming calls.
*ACD stands for Automatic Call Distribution.
Chrome/Edge extension
Is an extension  PBX.IM  offers so you can manage calls anywhere in the browser. This is available for all the plans, except the Free one.
MP3 Call Recordings Storage
Each plan has a defined amount of time to storage MP3 Call Recordings. The MP3 Call Recordings will be deleted according to GDPR and our policy. You can download them if you want from CDR.
AI Analytics
This functionality include automatic call transcripts and keyword research. This is not available for the free plan and Essential.
Auto Dialer
This is a module that allows you to upload a list of leads and connect them with an agent. You can also set  Dial Rules . There are 3 types of Auto Dialer:
  • Predictive Dialer: Dials multiple numbers simultaneously, predicting when an agent will be available and only connecting calls that are answered, minimizing idle time for agents.
  • Progressive Dialer: Dials one number at a time only when an agent is available, ensuring that each call is immediately connected to an agent, reducing dropped calls but with slightly less efficiency.
  • Preview Dialer: Allows the agent to view information about the next contact before dialing, giving them time to prepare, and then the system dials the number when the agent is ready.
CRM Integration
Integrate your CRM with  PBX.IM . Currently this can be done on request basis.
Support channels
Each payment has different support channels available. The options available are email, chat or phone.
Support availability
Except for the Free plan, all the plans have a 24/7 support included.


How to change your payment plan

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To access your current  PBX.IM  payment plan go to ''My Company'' and click on the ''Plan'' tab.When you will open your ''Plan'' page you will be able to see:
  • Details about your subscription plan
  • A detailed list with all the plans available, including functionalities and prices

https://slite.com/api/files/SBStaXMP0a8TUI/my%20company%20-%20plan.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiMVNzTVBLZ0Ztb29BZTYiLCJpYXQiOjE3MzQ5MzAxNDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoicUQ3bnBLckdRODM4QXMiLCJleHAiOjE3Mzc1MjIxNDV9.AaycMVY-F-x9a63mmKPovHNoOi2EMGsoYpkP0KeF60c
Here are the subscription details you will be able to see:

https://slite.com/api/files/-UEuH1KF-vkB8F/plan%20details.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiMVNzTVBLZ0Ztb29BZTYiLCJpYXQiOjE3MzQ5MzAxNDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoicUQ3bnBLckdRODM4QXMiLCJleHAiOjE3Mzc1MjIxNDV9.AaycMVY-F-x9a63mmKPovHNoOi2EMGsoYpkP0KeF60c
Field
Explanation
Advanced Plan
This is the name of the plan you have currently activated.
Current users
You will be able to see the number of current users. You will pay only for users that have their status set as Active. Check  Accounts & Users  for more details.
Price/User
You can also see the price per user.
Invoice details
Under invoice details, you can see:
  • The billing period for the current payment plan
  • The next invoice date
  • The total amount due for payment

There are also 2 actions that you can take here:
    .1Upgrade your plan
    .2Cancel your plan

Before being able to make any payment changes make sure you have a valid credit card added to your account. You can add it under the ''Billing'' settings (go to My Company - Billing (third tab)).


How to upgrade your payment plan in  PBX.IM 

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To upgrade your payment plan in  PBX.IM  follow these steps:
  • Log in to your  PBX.IM  account
  • Go to ''My company''
  • Click on ''Plan'' tab
  • Click on ''Upgrade'' button

https://slite.com/api/files/kkPkTQQY7-x1lv/upgrade%20plan.gif?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiMVNzTVBLZ0Ztb29BZTYiLCJpYXQiOjE3MzQ5MzAxNDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoicUQ3bnBLckdRODM4QXMiLCJleHAiOjE3Mzc1MjIxNDV9.AaycMVY-F-x9a63mmKPovHNoOi2EMGsoYpkP0KeF60c

Once you click on ''Upgrade'', you will see a list of all available plans, as well as the current plan.

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After you choose the plan that you want, a pop up will display the next invoice date and the amount you have to pay.

https://slite.com/api/files/KNDdZnRTvbUofW/upgrade%20plan%20-%20review%20modal.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiMVNzTVBLZ0Ztb29BZTYiLCJpYXQiOjE3MzQ5MzAxNDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoicUQ3bnBLckdRODM4QXMiLCJleHAiOjE3Mzc1MjIxNDV9.AaycMVY-F-x9a63mmKPovHNoOi2EMGsoYpkP0KeF60c
Click on ''Finish Purchase'' and if the change was successful you will get a notification.

https://slite.com/api/files/Fuy4GSo45JgTpw/upgrade%20confirmation.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiMVNzTVBLZ0Ztb29BZTYiLCJpYXQiOjE3MzQ5MzAxNDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoicUQ3bnBLckdRODM4QXMiLCJleHAiOjE3Mzc1MjIxNDV9.AaycMVY-F-x9a63mmKPovHNoOi2EMGsoYpkP0KeF60c

You will be able to see the update under subscription plan:


How to cancel your payment plan

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If you want to cancel the current payment plan you have to click on ''Cancel Plan''. A pop up will appear prompting a question.

https://slite.com/api/files/KE__mBeStSYH-j/cancel%20plan%20modal.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiMVNzTVBLZ0Ztb29BZTYiLCJpYXQiOjE3MzQ5MzAxNDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoicUQ3bnBLckdRODM4QXMiLCJleHAiOjE3Mzc1MjIxNDV9.AaycMVY-F-x9a63mmKPovHNoOi2EMGsoYpkP0KeF60c

Warning Important to know: once you Cancel your plan your users profile will be disabled automatically and you will have to go to  Accounts & Users  and make them Active. The number of Active Users must be according to the payment plan.