Plans & Usage

Articles

Billing Cycle FAQ
Pipeline anchors your cycle to your signup date, resets your quota monthly, and charges you no more than once every 30 days. Answers to the common questions about bill dates, resets, and mid-cycle changes. When does my billing cycle start? On ...
Billing Cycle
Your plan renews on a monthly cycle: your transaction quota resets, and Pipeline charges your card on your bill date. Introduction It's the third of the month, you've added nothing, and Pipeline says your transactions are used up. That's the mo...
Current Usage FAQ
The panel shows your quota, transactions remaining, reset date, next bill date, and plan cost in one place. Answers to the common questions about checking your usage. Where do I check how many transactions I've used? Under Current Usage in Adm...
Current Usage
The Current Usage panel is your at-a-glance meter — transactions used, transactions left, and when the quota resets. Introduction Most people meet Current Usage right after a warning email: you're close to your transaction limit, and the number...
Load Your Back Catalog Without Buying a Bigger Plan
Ten years of closed deals and a plan sized for the ten you do this month. There's a way to get the history in without paying for a year of capacity you'll never use again — and the whole thing turns on timing. Introduction Your plan is a monthl...
Open a New Office — New Location or New Account?
Two offices, one bill or two? Because Pipeline prices on transaction volume rather than headcount, the answer is usually simpler than it looks. Introduction You're opening a second office. Maybe you've bought a book of business, maybe a team ha...
Right-Size Your Plan to Your Season
Deal flow moves in seasons. Your plan can move with it, and most of the savings are in the timing. Introduction Spring gets loud and December goes quiet. If you're paying all year for the volume you only hit in June, you're paying for months yo...
Transaction Overages FAQ
Overages are opt-in and let you exceed your quota at a flat $15 per extra transaction. Answers to the common questions about turning them on, what they cost, and when to use them instead of upgrading. What is a transaction overage? It's a tran...
Transaction Overages
Overages let you go past your monthly quota without a full upgrade — Pipeline bills each extra transaction at a flat rate. Introduction Some months run one or two deals past the plan you're on. It's an awkward size of problem: not enough to jus...
Transaction Plans FAQ
Plans are a monthly ladder you move up and down yourself, and only newly created transactions count against your quota. Answers to the common questions about upgrading, downgrading, and what happens when you hit your limit. What counts against my...
Transaction Plans
Pipeline bills on a simple monthly transaction plan — a ladder you move up or down as your deal volume changes. Introduction The first question most brokers ask about Pipeline's pricing is how many agents it covers. It isn't priced that way. Wh...
Why Can't I Downgrade My Plan?
A blocked or grayed-out downgrade almost always comes down to one thing: how many transactions you've already created this cycle. The Plan You Want Is Grayed Out On the Upgrade / Downgrade page, plans lower than your current one are shown in re...