Plans & Billing
Choose the plan for your team and understand the wallet, allowances and carrier costs behind your campaigns.
In the CRM: Account balance → Plans & billing
Start with an active paid plan
Before launching the business workflow, open Plans & billing and review the current account status. Complete the plan review so your Marketing OS account is ready for ongoing campaign work.
The page shows the current plan and the shared Mango9 wallet. Custom accounts have a separate presentation, with their included access and account-balance link.
Choose the right team size
An agent works with your business’s enquiries and customers. A buyer purchases leads, calls or appointments from you. Pro suits a business building a buyer network; Max supports a larger network.
Use the current plan card for the subscription price, included usage credit and features. The confirmation screen provides the terms for the plan you select.
| Plan | Agents | Buyers |
|---|---|---|
| Pro | Unlimited agents | Up to 5 buyers |
| Max | Unlimited agents | Unlimited buyers |
Review or change the plan
- Open Plans & billing and read Current plan.
- Review the available plan cards and their included credit and features.
- Select Review beside the plan you want, or Manage plan & monthly renewal for the current subscription.
- Read the secure confirmation, including the amount, credit and renewal terms, before completing the change.
- Return to Mango9 and wait for the confirmed plan status.
Understand how monthly credit works
The current plan terms state that the first payment adds the plan credit to your remaining welcome credit. Later renewals restore the total wallet, including purchased top-ups, to the plan amount. Review that renewal behavior before adding extra funds near a renewal.
Stopping renewal keeps your data and remaining funds; eligible products continue while funds last. A paid plan keeps record access at a zero balance. The plan-review screen shows the current terms and any applicable taxes.
Keep the balances straight
Use Account balance for wallet details and available top-up or automatic-allowance choices. A pending balance update is not a confirmed zero.
Email and Lead Finder bundle controls have their own quantities, prices and caps. Review the offered terms before enabling an automatic purchase.
| Account or balance | What it supports |
|---|---|
| Shared Mango9 wallet | Eligible usage across CRM, Builder and Create. |
| Included allowances | The email or Lead Finder quantities included for the billing period. |
| Buyer balance | The buyer’s separate spending and campaign billing relationship with your business. |
| Telnyx carrier account | Your phone numbers and carrier services when using your Telnyx connection. |
Put the plan to work in a marketing campaign
A home-services campaign can turn an ad enquiry into a call, a qualified lead, a booked visit and a text confirmation. A lead-selling business can route calls or opportunities to the right buyer and track the resulting campaign activity.
- Connect Telnyx as your carrier in Settings → Connections.
- Buy the campaign numbers, create extensions, and assign them to your users or buyers.
- Add the people who will qualify enquiries, receive purchased opportunities or book appointments.
- Configure AI agents with the business information, numbers and booking tools they should use.
- Prepare SMS templates for confirmations and follow-up, then use conversations and reports to track the customer journey.