Is there a free trial?

Yes. Starter is free for 7 days. No card. It ends on its own after 7 days unless you add one.

Every tier is month to month. Annual commitment is optional and takes twenty percent off the monthly.

Content, prospects, scoring runs and refreshes are all inside the number for your tier.

Why is there no price for Command?

It is scoped per engagement after you have seen the product on your own accounts, because it is our team running your account and the scope decides the cost.

Is there a setup fee?

The first month is the whole of it. You pay the first month and setup on your own accounts starts.

Yes. The account owner moves up from the Billing tab at any time, and the new price is shown and confirmed before anything is charged. To move down, write to us.

Do I need TruLata to get a website?

No. The site builder stands on its own: building is free, and going live is $49 a month or $468 a year.

What do I keep if I leave?

Your Drive folder of content, your lead ledger, and your own accounts with our access revoked by you.

Account, team and billing

Upgrade or change your plan

Move up from Billing or from any locked tab. You confirm the new price on a secure page before anything changes.

1 min read · Updated November 2, 2026

#Move up a plan

Pressing the button charges nothing; the change happens only when you confirm on the next page. Only the account owner can change the plan.

Open Billing.
Under Move up, each higher plan lists what it adds and its seats. Press Upgrade to on the one you want.
A secure page opens with the new price and any charge for the rest of this month. Confirm it there.

#Upgrade from a locked tab

A tab that comes with a higher plan sits in the menu with the plan name beside it. Click it and press Upgrade to followed by the plan name, or Compare plans to see them all on Billing.

#Plans set up with a person

Outbound, social media management and a full marketing team are set up with a person, so they end in Talk to us instead of a checkout. Press it, tick what you are interested in, add a message and press Send. A person from TruLata replies, usually the same business day, and you get a ticket number. If you did not buy online, Billing shows Talk to us for anything above your plan.

#Move to a smaller plan

Moving down a plan is done in the secure billing portal: press Manage billing on Billing. If the smaller plan has fewer seats than your team, the extra people are marked suspended on Team until you remove someone. See Seat limit reached.

#Questions

Does upgrading charge me straight away?

The secure page shows the new price and what is charged for the rest of this month before you confirm.

Can an admin upgrade?

No. Only the account owner can change the plan.

The upgrade did not open.

The screen says why. If it does not, email support@trulata.com.

See your plan, update your card and download invoicesBilling shows your plan and seats. Manage billing opens the secure billing portal for your card, invoices and renewal date.Why a tab is missing, dimmed or emptyA tab waits for its source, comes with a higher plan, or sits in a closed menu group. Here is how to tell which, and what to do.Seat limit reached: free a seat or add moreYour plan carries a set number of seats. When Team says Seat limit reached, remove a seat you no longer need or move up a plan.Cancel your planCancel in the secure billing portal behind Manage billing: at the end of your paid month, or right away.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request

#Move up a plan

#Upgrade from a locked tab

#Plans set up with a person

#Move to a smaller plan

#Questions

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