How Do I Change My Plan?

About

Goliath admins can upgrade or downgrade their organization’s subscription plan to unlock additional features, increase user seats, or adjust included usage credits. Plan changes are managed from the Billing settings page and take effect either immediately (upgrades) or at the next billing cycle (downgrades).

Admin-Only Feature

Only organization administrators can change plans. Non-admin users can view the current plan in Billing settings but cannot modify it.

Step-by-Step Guide

1. Navigate to Billing settings

   From the main navigation, open your account menu and select Settings. Then choose the Billing tab to view your current plan and usage.

2. Click Change Plan

   On the Billing page, locate the Change Plan button near your current subscription details. Click it to open the plan selection view.

3. Review available plan tiers

   A side-by-side comparison will display available plans, showing the monthly or annual price, included features, skip-trace credits, phone numbers, and user seat limits. Higher tiers unlock David AI, Custom Data Pipelines (automatic processing), and additional integrations like Zapier.

4. Select your new plan

   Click the plan tier you want to switch to. Review the confirmation modal to understand when the change takes effect and any prorated billing adjustments.

5. Confirm the change

   Click Continue or Confirm to finalize your plan change. Upgrades activate immediately, unlocking new features and crediting any prorated usage. Downgrades schedule the change for your next renewal date, preserving your current-tier access until the end of the billing cycle.

Pro Tips

• Upgrade immediately, downgrade later: Upgrades take effect right away so you can start using new features. Downgrades wait until renewal to ensure you keep what you paid for.
• Pipeline creation is never blocked: You can request Custom Data Pipelines on any plan. Entry-level plans show a SUBSCRIPTION_UPGRADE_REQUIRED status until you upgrade, while Scale plans move straight to REQUEST_RECEIVED.
• Check your credits: When you downgrade, your current credit balance typically carries through the billing cycle. New credits at the lower tier apply starting the next cycle.

Frequently Asked Questions

Q: What happens to my credits when I downgrade?

Your existing credit balance (skip-trace credits, phone numbers) remains available through the current billing cycle. Starting the next cycle, your credit allotment resets to match the new plan’s included usage.

Q: Can I cancel my subscription entirely?

Yes. Admins will see a Cancel Subscription option in Billing settings. Goliath preserves your data for a retention window after cancellation, allowing you to reactivate if needed.

Q: Who can see the Billing page?

All users can view the Billing page, but only admins see the Change Plan button and can modify the subscription. Non-admin members see plan details in read-only mode.

Q: Will I lose access to features mid-month if I downgrade?

No. Downgrades take effect at your next renewal date. You retain access to current-tier features (like David AI or advanced pipelines) until the billing cycle ends.

Q: What features are gated by plan tier?

Lower-tier plans may not include David AI, automatic Custom Data Pipeline processing, Zapier integration, or higher skip-trace credit allotments. Review the plan comparison view for the full feature breakdown.