Managing your Revian subscription is straightforward. This guide covers everything from viewing your current plan to changing user tiers and downloading invoices. Only users with the Owner role can access billing settings.
Viewing your current plan and usage
To see your subscription details, go to Settings > Billing. The billing overview shows:
- Your current plan and billing cycle (monthly or annual)
- Number of users on each tier
- Current month's usage for metered features like e-signatures
- Next billing date and estimated charge
The usage section updates in real-time, so you always know where you stand before your next invoice.
User tiers
Revian offers three user tiers, each with different feature sets. Contact your account manager for pricing details.
Base
- Full CRM functionality (contacts, deals, companies)
- Email integration and tracking
- Basic reporting and dashboards
- Mobile app access
Plus
- Everything in Base
- AI assistant with voice and text
- Call recording and transcription
- Sequences and automation
- 5 e-signatures per month included
Ultimate
- Everything in Plus
- Advanced AI coaching and deal insights
- Custom integrations and API access
- Priority support
- Unlimited e-signatures
Mixed tier pricing
You can assign different tiers to different users on your team. This lets you match feature access to each person's needs and budget accordingly.
For example, you might have your sales reps on the Plus tier for AI assistance and call recording, while putting support staff on the Base tier. Your total monthly bill is calculated by adding up each user's tier cost.
To change a user's tier:
- Go to Settings > Billing > User Tiers
- Find the user in the list
- Select their new tier from the dropdown
- Confirm the change
Tier changes take effect immediately. If you upgrade mid-cycle, you will be charged a prorated amount. Downgrades take effect at the start of your next billing cycle.
Invoice history and downloading
All your past invoices are available in Settings > Billing > Invoices. For each invoice, you can:
- View the full invoice details online
- Download a PDF for your records
- See the payment status and method used
Invoices are generated on your billing date each month (or year for annual plans). They include a line-item breakdown of users by tier plus any overage charges.
Payment method management
You can add, update, or remove payment methods in Settings > Billing > Payment Methods. Revian accepts major credit cards and can invoice larger organizations for payment via ACH or wire transfer.
To add a new payment method:
- Click Add Payment Method
- Enter your card details
- Optionally set it as your default method
Note: We recommend keeping a backup payment method on file. If your primary card fails, we will automatically try your backup to avoid service interruption.
Annual vs monthly billing
Annual billing gives you two months free compared to paying monthly. When you switch to annual billing, you will be charged for the full year upfront at the discounted rate.
To switch billing cycles:
- Go to Settings > Billing > Plan
- Click Change to Annual (or Monthly)
- Review the pricing difference
- Confirm the change
If you switch from monthly to annual mid-cycle, any unused days are credited toward your annual payment.
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