License Check
- Evangeline Cruz
iEnterprise CRM counts the number of active users excluding the Administrator. Free Edition provides usage for two users. If you need iCRM to be used by more than 2 users then you need to Purchase the Unlimited Edition.
If you are using the Unlimited Version then you may request to Purchase Additional Licenses by selecting "$" icon from the Tools bar.
How to Purchase the Unlimited Version
To give you enough time to check out the full feature, you are given first a 14-day Free Trial. To ensure that there will be NO Service Interruption, please select Automatic Payment.
1. Click Billing, "$" from the Toolsbar.
2. License Details page opens, showing details below:
Maximum users allowed
No. of active users
3. Enter number of license to purchase.
4. On the Billing section,
a. Pay Monthly is the default
Monthly is always Automatic billing
b. Toggle the radio button to change to Pay Yearly
5. Notice the computation and Current Payment = 0
6. Read the conditions and check the "I Agree" box.
7. If you have a Discount Code, enter it on the box. Click button Apply Code.
8. On the Payment section, Fill-in your Credit Card details.
Notice the recommended format on the entry boxes, for example date needs to be in MM/YYYY.
Current payment field is updated.
9. Click Purchase Unlimited button. Only if all of the required fields are complete, that this button turns green.
10. Click Close or Goto Billing Dashboard to see your License details and add more licenses if you want.
All the features will now be available for you.
The receipt is printed at the bottom you may also download for your records.
Discount codes are only applicable to first time purchase of however many licenses. Additional new user licenses later will not be eligible for the discount.
How to Purchase Additional Licenses
1. Click Billing, "$" from the Toolsbar.
2. License Details page opens, showing details below:
Maximum users allowed
No. of active users
3. Click on button, Purchase Additional License, to add more licenses.
4. A Purchase Form loads.
5. Enter how many licenses you want to purchase.
6. Note that calculated amount is prorated depending on the term on your original subscription. Payment terms is as is the original subscription as well.
7. If your Billing Type is Manual
Enter some words on the Comments field if you want
Click on Send Request button. A representative will facilitate the request.
8. If your Billing Type is Automatic
Read the conditions and check the "I Agree" box.
Click on the Add License button.
The transaction should get through without any issues.
You may now add new user. Please click Manage Users for more details.
Pricing Details
Click here to see iEnterprise CRM editions and pricing details.
Purchase
Click here to see your subscription details and purchase options.
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