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Help Center / Plans & billing / Plan limits

Plan limits

What's limited on each plan, what counts toward it, and what to do when you reach one.

LimitWhat countsWhat doesn't
ClientsEvery real client, including archived onesSample data, and the contacts at each client
Active projectsProjects that are Active or PausedCompleted and archived projects, and sample projects
Team membersEveryone on the team, including deactivated peopleYour clients' contacts
AppsEach optional app you turn onMessages and the Client Portal welcome page, which are always on

When you reach a limit

  • You're never locked out of data you already have. You can always view and export it.
  • You're only blocked from adding more (a new client, project, team member or app) until you free up room or upgrade.
  • The Billing page shows your usage against each limit.

Ways to free up room

  • Clients: delete archived clients you no longer need.
  • Projects: mark finished projects Completed.
  • Team members: remove people who have left; deactivated people still use a seat.
  • Apps: remove apps you aren't using from the App Library.

The limits for each plan are in Plans compared.

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