C11 - Billing & Account

Plans, seats, billing, users, roles, and account administration.

By Andres Miramontes

• 4 articles

11.1 Plans and billing overview

How PersistIQ plans work 13 settings personal PersistIQ is sold as a subscription with per-user seats — each teammate who sends outreach occupies a seat with their own mailbox connection, prospects, and campaigns. What's included at every tier - The full web app: Prospects, Campaigns, Templates, Reporting, Outbox, Triggers. - Mailbox connections (Google, Microsoft, IMAP and others). - The Chrome Extension for prospecting. - Email AI via the Gmail extension. Managing billing Billing administration (plan changes, seats, payment method, invoices) is handled by the account owner in account settings. [CONFIRM: exact plan tiers, prices, seat inclusions, and upgrade/downgrade process — write in the specifics once confirmed]

Last updated on Nov 13, 2026

11.2 Managing users and inviting colleagues

Inviting a teammate 13 settings personal 1. Account admins open the user management area in account settings. 2. Enter the teammate's email address and send the invitation. 3. They accept via the emailed link and set a password. 4. They sign in at https://persistiq.com/app. Setting a new user up for success A new seat isn't productive until: - Their mailbox is connected (Settings → Mailbox) with signature and opt-out statement set. - Daily Sending Limit is configured appropriately for the mailbox's age. - They've been walked through the Getting Started collection — first campaign, templates, prospect import. Removing a user When a teammate leaves: remove their seat, then reassign their prospects and campaigns to active owners so nothing stalls mid-sequence. Check Reporting afterward to confirm nothing is orphaned. [CONFIRM: exact reassignment mechanics in the current UI]

Last updated on Nov 13, 2026

11.3 Roles and permissions

Roles at a glance 13 settings personal PersistIQ accounts distinguish between regular users and account administration: - Users — work their own prospects, campaigns, and templates; connect their own mailbox. - Account admins / owners — manage billing, seats, integrations, and account-wide settings. What's account-wide vs personal - Account-wide (admin): users and seats, billing, integrations, API key. - Personal: mailbox settings, templates, campaigns, prospects, reports. Practical guidance - Keep the number of admins small — billing and integration changes shouldn't be casual. - Everyone who sends should be able to manage their own mailbox settings; deliverability is personal. - Template libraries work best with a light approval norm: team-editable, but big changes get a second pair of eyes. [CONFIRM: exact role names and permission boundaries in the current product]

Last updated on Nov 13, 2026

11.4 Account settings

Where 13 settings personal Sign in at https://persistiq.com/app and open Settings in the top navigation. The checklist 1. Mailbox — every sender connected, with signature, opt-out statement, and Daily Sending Limit set. This is the highest-impact screen in the app. 2. Integrations — CRM connections (Salesforce, Copper, Pipedrive), webhooks, and your API key. Confirm only expected integrations are connected. 3. Users — seats match reality; departed teammates removed. 4. Billing — plan and seats match the team. 5. Opt-out / sending defaults — confirm account-level sending behavior matches your policy. When to revisit - Someone joins or leaves the team. - You add a new sending domain or mailbox. - Quarterly — integration rot is real; dead webhooks and stale CRM connections accumulate silently.

Last updated on Nov 13, 2026