Module: Billing

Pricing & Subscriptions Training Guide

Configure subscription tiers, multi-currency rates, AI search limits, and module feature allowances.

12 min read

Intermediate Level

3 Core Lessons

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What You Will Learn

By the end of this training module, you will be able to:

Create and edit subscription tiers using the Pricing Plan Builder (/pricing-plans/create)

Configure multi-currency monthly and yearly price matrices with annual discount incentives

Set AI Vector Search query limits per subscription tier

Enable and customize module-by-module access, limits, display values, and action allowances

Highlight recommended plans with 'Popular' badges and customized CTA button labels

Key Concepts & Architecture

Pricing Plan Builder

The administrative tool in KineCRM (/pricing-plans/create) for packaging CRM capabilities into commercial subscription tiers.

Plan Module Entitlement

Per-module configuration defining whether a feature (e.g., WhatsApp, Lead Ads Sync, Deals) is enabled, its quota limit, and available user actions.

Vector Search Limit

The maximum number of semantic AI search operations allocated to a tenant on a monthly basis.

Step-by-Step Walkthrough

Training Modules & Workflows

Follow these practical guides to master every capability of Pricing & Subscriptions.

Lesson 1 of 3

1. Creating and Structuring Subscription Tiers

Define tier identifiers, marketing tags, and conversion call-to-actions.

Navigate to Pricing Plans

Go to Pricing Plans (/pricing-plans) and click 'Create Pricing Plan' (/pricing-plans/create).

Set Basic Plan Info

Enter Plan Name (e.g., Starter, Growth, Enterprise), unique URL slug, and a descriptive summary.

Configure Marketing Badges & CTA

Toggle 'Popular' to feature the plan prominently, set display sort order, and customize the CTA button text (e.g., 'Start 14-Day Free Trial').

A prominent 'Popular' badge helps guide prospective buyers to your highest-margin tier.

Lesson 2 of 3

2. Multi-Currency Pricing & AI Limits

Set international currency rates and allocate AI search quotas.

Add Price Tiers

Under Prices, configure monthly and yearly pricing for target currencies (e.g., USD, INR, EUR, GBP).

Set Vector Search Limit

Specify the tier's AI search allowance (e.g., 50 queries/mo for Starter, 500 for Growth, Unlimited for Enterprise).

Offering discounted yearly billing boosts upfront cash flow and reduces customer churn.

Lesson 3 of 3

3. Configuring Module Entitlements & Action Allowances

Control exactly which CRM modules and actions each plan includes.

Toggle Enabled Modules

In the Plan Modules section, enable or disable individual modules (Leads, WhatsApp, Deals, Google Ads, Role Configs).

Set Feature Limits & Display Values

Define numeric quotas (e.g., 5,000 Contacts) and readable marketing labels (e.g., 'Unlimited Email Sync').

Select Allowed Module Actions

Check permitted sub-actions (e.g. Export, Import, WhatsApp Access) included in this tier.

Granular module entitlement allows you to create specialized tiers (e.g., Sales-only vs. Full Marketing Suite).

Frequently Asked Questions

Common inquiries regarding Pricing & Subscriptions in KineCRM.

Yes. Plan updates automatically govern new signups, while existing subscriptions can either remain grandfathered or be migrated upon renewal.

The CRM displays a friendly upgrade prompt encouraging the customer to advance to the next subscription tier for additional AI search capacity.

Yes, you can switch to annual billing anytime to immediately lock in discounted rates.

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