Questions
Common questions
Trial, billing, messaging, your data and the demo.
Getting started
Do I need a credit card to start?
No. The 14-day trial is free and needs no card. You pick a plan before it ends.
What does the demo include?
A made-up coaching business with contacts, deals, a course, bookings, invoices and messages. Changes are not saved, and the demo erases itself when you leave or after two hours.
Who is UpStack CRM for?
People who sell courses, coaching, consulting, classes or memberships and run the business alone or with a small team.
Can I move my contacts over?
Yes. Upload a CSV from your current tool, match the columns and the import skips duplicates.
Billing
How much does it cost?
Plans are Starter at $49, Growth at $99 and Scale at $199 a month. Every plan includes the full app and differs in contacts and team members.
Can I change or cancel my plan?
Yes, any time from the Billing page.
Does UpStack take a cut of my sales?
No. Stripe charges its own processing fees. UpStack's price is the monthly plan.
Messaging and providers
Who pays for email, texts and AI?
You connect your own accounts and pay those providers directly. UpStack does not mark up messages.
Can I use my own domain?
Yes. Your pages and your student portal can run on your own domain.
Your data
Who owns my data?
You do. You can export your contacts at any time.
Is my data separate from other customers?
Yes. Each workspace is separate and the database enforces it. The Security page has details.
