A clear path from a CRM we set up for you to a plan you choose

When we build and hand over a CRM, it runs on terms agreed with a person rather than a price list - no card, no subscription, and until now no way for that arrangement to ever end except by suspending the workspace outright.

There is now a date. After the conversation, we set the date your current terms run to, optionally the plan we suggested, and a note of what was actually agreed. All three appear on your own billing screen from that moment - the date, the suggestion, and our words rather than boilerplate.

Nothing changes on the day it is set. You keep working exactly as before, and you can choose a plan whenever suits: the day we speak, the day before the deadline, or any point between. Subscribing clears the date automatically.

If the date passes with no plan chosen, the workspace becomes read-only. Every record, email, report and file stays exactly where it is and stays readable - nothing is deleted, and nothing is deleted later either. Choosing a plan restores editing immediately, with nothing to restore.

You get an email a week before, and one on the day, both of which say the same thing this does and invite a reply if the timing is wrong.