See your plan and what it includes

The Plan and billing section shows the plan your account is on and exactly what the dialer allows on every call block: your line ceiling, your seats, how long recordings are kept, how many caller IDs each agent gets, and what you pay each month.

Checked against the app Oct 12, 2026 Open this in RealDialer →

What it is

The Plan and billing section shows the plan your account is on and exactly what the dialer allows on every call block: your line ceiling, your seats, how long recordings are kept, how many caller IDs each agent gets, and what you pay each month.

Where to find it

Your name in the top right > Plan and billing. You can also go to Settings > Billing > Plan and billing.

Steps

  1. Click your name in the top right and choose Plan and billing.
    Click your name in the top right and choose Plan and billing
    Click your name in the top right and choose Plan and billing
  2. Read the Plan and entitlements list. You will see your account code, dialing lines, seats, recording retention, which RealDialer AI size is on with its AI usage, caller IDs per agent and your monthly price.
    Plan and entitlements lists what your plan includes
    Plan and entitlements lists what your plan includes
  3. Below the list, Change plan shows all three plans with your current one marked Current plan.
    Change plan marks your plan Current plan
    Change plan marks your plan Current plan

Good to know

  • Everyone on the account can see this section. Only the account owner can change the plan.
  • Recording retention reads 2 years, Call Recording upgrade when that upgrade is on. Otherwise it shows the days your plan includes.
  • The monthly price is per agent. With more than one seat, it shows the total and the per agent price.
  • If an upgrade is on a free trial, a line under the plan says how many days are left.
  • Upgrades are turned on and off from the Upgrades page, not here.
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Next in Billing and plans

Upgrade or downgrade your planThe account owner can move the account to any of the three plans from the app. The change takes effect at once and the price difference is prorated to the day oWhen you are billed and how proration worksYour RealDialer plan is billed monthly, starting on the day you signed up. Each paid upgrade is billed on its own, monthly from the day it was turned on. For exWhy a downgrade is blockedEach plan allows a set number of caller IDs per agent: 10 on Foundation, 35 on Operator and 100 on Command. If any one seat holds more caller IDs than the small

Still stuck? Write to support@realdialer.com, or open Support from inside RealDialer.

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