What each plan includes

Two limits change between plans. On the free plan you can hold 100 leads and save 3 templates. Both paid plans remove those limits.

You can connect one WhatsApp number for every user on your plan. A workspace with three users can connect three numbers. This is not set by which plan you are on, so moving from Essentials to Intelligence does not change it. Adding a user does.

Every workspace can connect at least one number, including on the free plan, so you can always use the line you signed up with.

You add users in the dashboard, under Settings then Billing. That page shows how many you have and how many are not yet assigned to anyone, and you can add more to the plan you are already on.

When you reach your limit, Syncdo tells you the number you have reached rather than a generic message:

All 5 of your WhatsApp numbers are connected. Disconnect one you no longer use, or reply to your welcome email to add more.

If you have agreed a custom arrangement with us, your limit is whatever was agreed and it overrides the rule above.

You can also have more people in your workspace than you have users. That is normal. Someone can join now and be given a user later.

The free plan does not expire. It holds up to 100 leads and 3 saved templates, with stages, custom fields, filters and the full lead record. You get the CRM itself on every plan.

Two things are worth knowing before you rely on it. Messages you send through Syncdo on the free plan have a short line added to the end:

_Sent via Syncdo_

That stops on any paid plan. And reminders, bulk send, cadences, sequences, deals and business groups are not available on the free plan. You can still see those screens, and they tell you which plan they need when you try to use them.

Essentials removes both limits, so you get unlimited leads and unlimited templates. It also drops the line added to your messages, and turns on the day-to-day sending tools:

• Reminders and follow-ups, with your own reminder types
• Bulk send, including scheduled sends
• Cadences and sequences, for automated multi-step follow-up
• Deals, deal stages and the deal pipeline
• Business groups

Essentials does not include AI. This is the thing people are most often surprised by, so it is worth saying plainly. Draft replies, conversation summaries, intent detection and the Knowledge Base all need Intelligence.

You get everything in Essentials, plus the AI features:

• AI draft replies. A full reply written from the conversation, which you edit before you send it.
• Conversation summaries and intent. Generated when you ask for them, on the conversation you are looking at.
• Knowledge Base. Facts about your business that the AI uses, so drafts match how you actually sell.

Summaries are generated when you ask for one. Syncdo does not write them in the background, so a conversation you have never asked about will not have one.

Both paid plans start with a 15-day trial. It takes a card up front, and you can cancel within the 15 days.

One thing to know, because it explains most “why did this stop working?” questions: while your trial is running you get the Intelligence features, whichever plan you chose. If you signed up for Essentials you will have AI during the trial, and it will switch off when the trial ends. Nothing has broken. The trial was more generous than the plan.

• The contact limit stops you adding new leads. Your existing leads, their messages, notes and history are untouched.
• The template limit only applies when you create a template. Nothing is hidden or deleted, so if you are already over the limit every template still works.
• A feature your plan does not include tells you which plan it needs rather than showing a generic error.
• If Syncdo cannot read your plan at that moment, it says so and asks you to try again. It will not tell you to upgrade because of a temporary glitch.