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Upgrading from the Small Business Plan

Ready to your Connecteam account? Learn how to pick the correct plan based on your current usage.

Gal Klein avatar
Written by Gal Klein
Updated over a week ago

If you are ready to grow your Connectean account beyond the 10-user threshold, you have come to the right place. This article will help you choose the right plan for you, based on the different capabilities you’ve been using so far.

💡Tip Pressed for time? For a quick and personalized recommendation, you can try our new Plan Calculator, which can guide you to the perfect plan in just a few steps.

Let's begin! As part of Connecteam’s Small Business Plan, you've enjoyed comprehensive access to all hubs and capabilities without limitations. If you are considering an upgrade, let's ensure a seamless transition, retaining all the functionalities you've come to rely on while supporting your expanding team needs.

Before we dive into the details, one more thing, Congratulations on your growing team!

At Connecteam we offer three hubs, each with a unique set of features:

You can pick one hub, two hubs, or all three hubs. For each hub, you can choose the plan you want to pay for, to get exactly what you need to run your business.

How to Use the Plan Calculator

If you're not sure which plan supports the way you currently using Connecteam then use our new Plan Calculator to get our personalized recommendation.

The calculator will guide you through selecting the hubs and features that matter most to your business, helping you find the perfect plan.

Then, simply follow these steps:

  1. Visit the Plan Calculator: Click the link above to open the calculator.

  2. Select Your Hubs and Features: Choose the hubs, features, and capabilities you currently use or plan to use.

  3. Get Your Recommendation: The calculator will suggest the most suitable plans based on your input.

  4. Go To Dashboard: Once you’ve identified the right plan, you can proceed to upgrade directly from your dashboard, by clicking on "The Small Business Plan" Button over the dashboard's header, and then clicking on "View plans for larger teams"

  5. Creating Your Bundle: Now, select the exact plans suggested by the calculator and click on "Go To Check"

Understanding Which Hub Fits Your Needs and How to Choose the Right Plan Manually

To choose the right hub for you, the first step would be to understand the different features that you’re currently using and to identify which hub they’re part of:

Operations Hub

The operation hub is one of the three hubs that Connecteam offers with the purpose of simplifying, digitizing, and overseeing your daily operations flawlessly.

The features that are part of the operations hub are:

Communication Hub

This hub contains essential features which enable you and your team to engage with one another in a variety of ways, both digitally, and in person.

The features that are part of the Communication Hub are:

HR Hub

With the help of Connecteam’s HR Hub, you will nurture lasting and engaging relationships with your employees and positively change the way you run your business and manage your employees.

The features that are part of the HR Hub are:

After knowing which hub you were using, it’s time to dive into the different capabilities you’ve been utilizing to understand what plan in which hubs are right for you.

To make your decision-making easier we crafted a comparison table for each feature: you can find it by scrolling down on our pricing page

Here’s a Step-By-Step Guide To Using the Table

Let’s take the Time Clock’s Geo-Fence capability as an example of a capability you are using in your account.

  1. Go to connecteam.com/pricing and click on the correct hub (Operations in the Time Clock case)

  2. Scroll down to the relevant feature (Time clock) and open the comparison table.

  3. Identify Your Feature of Interest: For example, if 'Geo-Fence' is a capability you frequently use, find it on the list.

  4. Check Plan Availability: Look across the row corresponding to 'Geo-Fence' to see which plans include this feature.

  5. Consider Other Essential Features: Repeat this process for other key features you use across the different hubs to ensure the chosen plan covers all your needs.

By following these steps, you can methodically select a plan that retains all your essential features, ensuring a smooth transition from the Small Business Plan to a paid option.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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