Understanding Optional Add-Ons

    CategoryAccount and Billing
    Article typeDocumentation
    Estimated reading time 7 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Optional add-ons are premium features or integrations that you can activate for an additional monthly fee. These are not required to use the core CRM, but they provide advanced capabilities for scaling businesses.

    Who this article is for

    This article is for account owners and billing administrators considering upgrading their workspace capabilities.

    Overview

    While GEVADE CRM includes everything you need to run your business natively, some specialized features require dedicated infrastructure, advanced server resources, or third-party licensing. We offer these as optional add-ons so you only pay for them if your specific business model requires them. Examples of optional add-ons might include dedicated sending IPs for high-volume email marketers, specialized industry integrations, or advanced premium reporting dashboards. By keeping these separate from the core subscription, we ensure that you only pay for what you need.

    Before you begin

    • Review your current business needs to determine if an add-on is truly necessary.
    • Check your billing wallet and primary credit card to ensure funds are available.
    • Understand that add-ons are billed on a recurring monthly basis.

    Step 1: Reviewing Available Add-Ons

    Navigate to Settings > Billing (contact support if this option is not visible) to view the marketplace of available add-ons. Each add-on card will clearly display its monthly cost, billing cycle, and a detailed list of the features it unlocks. Take the time to read the descriptions carefully to ensure the add-on aligns with your operational goals.

    Step 2: Activating an Add-On

    Click 'Activate' on the desired add-on. The prorated cost for the remainder of your current billing cycle will be calculated and charged to your primary credit card on file immediately. Going forward, the add-on cost will be bundled with your subscription plan, meaning you will still only receive one consolidated invoice per month.

    Step 3: Managing Add-On Permissions

    Once activated, you may need to grant specific team members access to the new features. Navigate to Settings > My Staff, edit the relevant user profiles, and toggle the new permissions on. This ensures that only authorized personnel can utilize the premium tools you are paying for.

    Step 4: Canceling an Add-On

    You can turn off an add-on at any time from the Billing page. You will retain access to the premium features until the end of your current paid billing cycle, after which the features will be deactivated. We do not issue prorated refunds for mid-cycle cancellations of add-ons.

    Configuration note

    Canceling an add-on does not delete the data created using that add-on, but you will lose access to view or manage that data until the add-on is reactivated.

    Important clarification

    Activating an add-on without checking if your current card has sufficient funds can cause the activation to fail and temporarily lock your billing profile.

    Resolution guidance

    I activated an add-on but cannot see the feature

    Try refreshing your browser window. If the feature still isn't visible in your sidebar, ensure your specific user role has the necessary permissions enabled under Settings > My Staff.

    Was this article helpful?

    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.