Team and Billing

Subscription tiers

Leadmeister has four subscription tiers. Each seat in a team is on one of these tiers.

Initiate (entry tier)

The free starting plan. Most outreach features are visible but locked behind an upgrade prompt:

• Dashboard: LinkedIn Connects, InMail, Channel Mix, and Pipeline cards are locked.
• Navigation: LinkedIn and Team pages are locked.
• Connections: LinkedIn connection is locked.
• Email: Scheduled runs and AI prompt customisation are locked; maximum email word count is 120; only 1 reference URL allowed.
• Prospecting: CRM push is locked — contacts can only be exported as CSV.

To unlock features, go to Subscription in the left sidebar and upgrade.

Apprentice (starter tier)

Unlocks most features. Remaining restrictions:

• Navigation: Team page is locked.
• Email: Scheduled runs are locked (manual "Run once" is available).

Journeyman

Full feature access. Suitable for individual reps running active outreach.

Master

Full feature access with highest usage quotas. Intended for power users and large teams.

Monthly vs annual billing

When subscribing or upgrading, you choose between monthly and annual billing:

• Monthly billing — charged each month. You can cancel at any time.
• Annual billing — paid upfront for the full year. The standard discount is 15% off the monthly price, though the exact figure is shown on the Subscription page (it can be adjusted by the team). For example, a £149/month plan becomes approximately £127/month when billed annually (£1,524/year).

To switch between monthly and annual, use the billing period toggle at the top of the Subscription page before selecting a plan. Switching from monthly to annual takes effect at your next renewal.

The per-seat model

Each user in an org is an independent "seat" on the organisation's Stripe subscription. Different team members can be on different plans (e.g. 2× Journeyman + 1× Master). Billing aggregates all seats onto one invoice.

Team page

Left sidebar → Team. Admins see a table of all members with:

• Name / email
• Plan — dropdown for changing their tier (admins only)
• Role — Admin / Member
• Status — Active / Suspended badge
• Per-row Suspend and Remove buttons

Pending invitations (sent but not accepted) show in a separate table with the plan they were invited on and a Revoke action.

Inviting a member

• Click ◥ Invite member.
• Modal asks for email, plan, and role.
• Plan dropdown lists paying tiers only — free tiers cannot be assigned as seats.
• When the invitee accepts, the plan's Stripe item is created on the org's subscription (prorated to the current billing period).

Changing a member's plan

Admin clicks the plan dropdown on the member row → picks new plan. Triggers a Stripe subscription-item price change with proration_behavior: 'always_invoice' — the prorated difference appears on the org's next invoice.

Suspending a seat

• Suspend button on the row.
• Confirmation dialog explains: the user is signed out, their seat stops billing (prorated credit), their data is preserved.
• Restoring (Reactivate button) creates a fresh Stripe item at the user's existing plan.

Suspended users hitting any action endpoint (prospecting, runs, settings, zoho, connections) get 403 SEAT_SUSPENDED. Read-only endpoints (billing, dashboard) remain accessible.

Removing a member

• Remove button → confirmation.
• Stripe item is cancelled (prorated credit).
• User is removed from the Clerk org.
• User's data remains in the DB but is orphaned (no orgId).

Staff users (@icentric.co.uk)

Internal Leadmeister staff. Detected by email domain:

• Marked is_staff = true on creation.
• Don't consume seats — no Stripe item, no plan required.
• Bypass all quota checks (unlimited).
• Can see cross-tenant data for support (admin + platform admin routes).
• Cannot be suspended.
• Render as a purple "Staff" badge on the Team page.

Billing

Billing page shows:

• Current plan (for the org's initial subscription, pre-Phase-2 model) or blended total (post-Phase-2).
• Next invoice estimate.
• Past invoices with PDF download links.
• Billing portal link for payment-method changes (Stripe-hosted).

Owner role is required to open the billing portal or change the plan.