If your business offers several services, packages, memberships, or pricing options, keeping everything organized inside your CRM matters. With higher limits for plans and categories, you now have more room to structure your offers in a way that fits your business today and gives you space to grow.

📌 Why This Matters

As a small business grows, pricing and offers often become more detailed. You may want different packages for different customer types, locations, service levels, or seasonal promotions. A lower limit can make that harder to manage. With more available plan and category slots, you can keep your offers clear, organized, and easier for your team to manage without having to merge or remove options that still serve a purpose.

✨ What’s New

• Up to 99 plans: You can create more service packages, pricing tiers, memberships, or bundled offers to match how you sell.
• Up to 99 categories: You can better organize your plans by service type, customer size, location, product line, or any structure that makes sense for your business.
• More flexibility as you grow: Add new offers over time without feeling boxed in by earlier limits.
• Easier organization: Keep similar offers grouped together so your CRM stays easier to navigate.

🛠️ How to Use It

1. Step 1: Review your current plans, packages, or service options and identify where you need more variety for different customer needs.
2. Step 2: Create categories that match how you already run your business, such as by location, service type, or customer segment.
3. Step 3: Add new plans for specific situations like premium service levels, seasonal offers, or bundled packages.
4. Step 4: Keep your naming clear and consistent so your team can quickly find and use the right option.

💡 Pro Tip

Use the extra plan and category space to create offers for your most profitable customer groups so you can sell more clearly and increase average order value.