The Starter trial lets a smaller team try the hosted CRM before the first paid billing period begins.
What to test during the trial
- Create a few customers and contacts.
- Add leads and follow-up notes.
- Create sample estimates, invoices, projects, tasks, and tickets.
- Check whether the staff limit and contact limit are enough.
- Review the customer portal from a contact point of view.
Before the trial ends
- Decide whether Starter is enough or a larger plan is needed.
- Make sure payment details and billing contact details are correct.
- Export any test records you need if you decide not to continue.
When to choose another plan
- Choose Professional if you need accounting, bank/cash visibility, templates, roadmap, wiki, or deeper reports.
- Choose Business if you need account planning, purchase orders, delivery notes, appointments, callbacks, automations, higher limits, or custom domain setup.
Good to know: Trial records should still be treated as real business data if they contain customer information.