Before you start
- You know roughly how many users need access and what tools matter most right now.
What you'll do
Choose a plan that matches how your business actually runs today.
Do this
- 1
Count real users, not wish-list users
Think about who actually needs login access now: office staff, owners, and field users.
- 2
Match the plan to the work
Prioritize the tools you need most, like routing, CRM, automations, or reporting.
- 3
Start with the right fit for this season
Choose the plan that covers current operations and upgrade later if the business grows.
Keep it simple
A clean rollout on the right-sized plan is usually better than buying extra features before the team is ready to use them.
Was this helpful?
Still need help?
Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
Replies by emailLogin, billing, sync, and setup help
Email support