Billing, without the guesswork.
Know what you pay, when it renews, and how to manage your subscription.
Your monthly price
| Subscription | Monthly price |
|---|---|
| CRM · first two users | $249 |
| Each additional CRM user | $149 per user |
| DOT Leads · coming soon | $250 |
Three CRM users cost $398/month; five cost $696/month. These examples exclude optional services and applicable taxes. DOT Leads cannot be purchased until the feature is ready.
Choose, verify, then pay
- Choose your subscription and total number of CRM users.
- Create an agency account and verify your email, or sign in.
- Review your monthly total and terms, then continue to Stripe to enter payment details and confirm.
The first payment is prorated; renewals bill on the 1st. Confirm your agency’s local billing time zone before paying. Stripe shows the amount due now and next billing date. Creating an account or opening checkout does not charge you. Paid workspace access opens after Stripe confirms your subscription.
Invoices and payment details
An agency administrator can open Admin in the app and select Manage billing. Stripe’s billing portal provides invoices and payment-method management. Use Cancel subscription in Carrier Base to give cancellation notice or request a first-month refund. If workspace access has ended, sign in and use the billing link on the subscription page.
Cancellation notice
- Sign in as an agency administrator.
- Select Cancel subscription / request a first-month refund in Admin or on the subscription page.
- Review the ending date and confirm your request.
After the 14-day money-back window, cancellation requires at least 30 days’ notice and ends on the first monthly billing date at least 30 days later. You pay for the months you have access. Notice on August 15 means August and September remain billable, and access ends October 1. Save or request needed records before access ends.
A charge doesn’t look right?
Email kmorrissy@carrierbasecrm.com with your agency name, invoice reference if available, and a short explanation. Your first subscription comes with a 14-day money-back guarantee. Request it within 14 days of your first payment; our team issues the refund through Stripe. After that, paid months are non-refundable except where required by law or to correct a billing error. Read the Refund & cancellation policy for full details. Do not email full card details, passwords, or security codes.