Billing and plans

Apexium runs on a 3-tier subscription model. Each plan has different feature access + usage caps. Choose based on workspace size + integration needs.

Heads up: Self-serve plan changes (upgrade/downgrade via the app), payment method management, and invoice history are coming soon. Today's billing surface displays your current plan + period; tier changes require a support email (support@apexium.team). The pricing tiers below are stable + final.

Plan tiers

| Tier | Monthly | Annual (per mo) | Best for | |---------|---------|-----------------|---------------------------------------------------| | Starter | $69 | $57.50 | Solo operators + small teams getting started | | Pro | $199 | $165.83 | Growing teams that need AI, API, and white-label | | Agency | $349 | $290.83 | Agencies reselling sub-accounts with SSO + cloning|

Annual billing is 10× monthly (two months free). The "Annual (per mo)" column above is the effective monthly cost when paid annually.

All tiers include the Apexium Lead Harvester extension (no separate purchase) and unlimited contacts + unlimited workflows — we monetize usage and agency features, never CRM size.

What each tier unlocks

Starter ($69/mo)

• Unlimited contacts + unlimited workflows
• 5 users
• 1 sub-account
• 1 custom domain
• 1,000,000 AI tokens/month (BYO key)
• $25/month of platform SMS credit (or bring your own Twilio — uncapped)
• 15,000 outbound emails/month
• 2,000 Lead Harvester credits/month
• 25 GB media storage
• Memberships / course module
• Email support

Pro ($199/mo)

Everything in Starter, plus:

• Unlimited users
• 5 sub-accounts
• 5 custom domains
• 5,000,000 AI tokens/month
• $150/month of platform SMS credit
• 75,000 outbound emails/month
• 5,000 Lead Harvester credits/month
• 100 GB media storage
• REST API access for your own integrations
• White-label on a custom domain
• AI Body — a single Conversation AI persona that handles inbound SMS + web chat (book appointments, create/update contacts, tag leads, escalate to a human)
• AI deliverability dashboard
• Revenue attribution reporting (multi-touch, 5 attribution models, conversion paths)
• Marketplace install — install Apexium-curated snapshots into your workspace

Agency ($349/mo)

Everything in Pro, plus:

• Unlimited users, sub-accounts, custom domains, and storage
• 25,000,000 AI tokens/month
• $500/month of platform SMS credit
• 250,000 outbound emails/month
• 15,000 Lead Harvester credits/month
• Agency billing — resell sub-accounts to your own clients
• Snapshot cloning — copy a sub-account configuration into N new sub-accounts
• Multiple AI Bodies — configure N personas (e.g., "Sales bot", "Support bot", "Lead qualifier") with distinct capability allowlists, white-labelable to sub-tenants
• Per-tenant SSO (SAML or OIDC)
• White-glove onboarding + custom contract terms available

A hidden Basic entitlement floor (and bespoke/legacy plans) exist for accounts without a paid subscription; they aren't part of the three plans above. For custom or legacy arrangements, contact sales@apexium.team.

Usage limits

Each plan has caps on a few load-bearing resources:

• Contacts + workflows — unlimited on every tier. CRM size is never a paywall.
• Users (members) — active members of the workspace (Starter caps at 5; Pro and Agency are unlimited). Invited-but-not-accepted memberships count.
• Sub-accounts — Starter gets 1, Pro gets 5, Agency is unlimited. Reselling sub-accounts to clients (agency billing) is an Agency-only feature.
• Custom domains — Starter 1, Pro 5, Agency unlimited.
• AI tokens — a soft fair-use ceiling (AI is bring-your-own-key, so going slightly over costs nothing); we warn at the cap and only hard-block far above it.
• SMS / email — finite per-tier ceilings on the platform-provided send path (a real provider cost). Bring your own Twilio/SES and the cap doesn't apply.
• Harvester credits / storage — usage-metered; credits reset monthly with your billing cycle, storage is cumulative.

Hitting a hard cap surfaces an inline error at the action site (e.g., "Workspace at 5/5 users; upgrade your plan to add more"). Upgrades take effect immediately; the new cap applies on the next operation.

Upgrading and downgrading

(Self-serve in-app is coming soon; today via support email.)

Upgrade: takes effect immediately. New limits + features unlock on confirmation. We bill the prorated difference for the remainder of your current cycle.

Downgrade: takes effect at the end of your current cycle. You keep the higher tier's access through the cycle, then drop to the lower tier on renewal. We don't refund the unused portion (industry standard).

Annual vs monthly: annual is 10× monthly — two months free (~17% off). Switch billing cadence anytime; the change applies at the next renewal.

Billing cycle

• Trial: 14 days, no card required.
• Billing date: anchored to your signup date or first paid date, whichever is later.
• Payment methods (coming soon): credit/debit cards via Stripe. ACH for the Agency tier on request.
• Invoice receipts: emailed automatically on charge.
• Failed payments: 3-day grace period with automatic retry; after that, workspace enters past_due status (read-only access until resolved).

Canceling

You can cancel anytime from Settings → Billing → Cancel subscription (coming soon) or via support email. Cancellation:

1. Stops billing at the end of the current cycle.
2. Workspace stays active through the cycle.
3. On expiry, workspace enters canceled status (read-only access for 30 days for export).
4. After 30 days, workspace is queued for deletion (a self-serve restore flow is coming soon).

Export your data before cancellation: Contacts → Export (CSV). For full workspace data export, contact support.

What to do next

• If you're approaching a usage cap, check Settings → Usage (coming soon) for live numbers.
• For Agency inquiries (reselling sub-accounts + SSO + custom contracts), email sales@apexium.team.
• For billing questions or invoice corrections: billing@apexium.team.