Yes, you can upgrade your plan at any time if your needs change. Here’s how it works:
- Assess Your Needs:
- Determine the additional features and services you require. Whether you need more customization, enhanced branding, public access for lead generation, or advanced client tracking, Immigri has a plan to meet your evolving needs.
- Log in to Your Immigri Account:
- Use your credentials to log in to your Immigri account.
- Navigate to the Pricing Page:
- Go to the “Pricing Page” on the Immigri platform where you can view all available plans and their features.
- Choose the New Plan:
- Select the new plan that best fits your updated requirements. Review the details and features of the Firm Brand or Firm Lead plans to determine which one meets your needs.
- Click “Get Started”:
- Click on the “Get Started” button for the chosen plan. This will take you to the checkout process.
- Complete the Checkout Process:
- Follow the prompts to complete the checkout process. You will need to confirm the new plan and provide any additional information required.
- Upgrade Activation:
- The upgrade will be activated within 5 business days. You will then gain access to the enhanced features and services of your new plan, allowing you to better support your clients and achieve your firm’s goals.
Benefits of Upgrading:
- Scalability:
- Upgrading your plan allows your firm to scale its services as it grows, ensuring you can meet the increasing demands of your clients.
- Enhanced Client Experience:
- With more advanced features, you can provide a higher level of service and a more personalized experience for your clients.
- Increased Efficiency:
- Access to additional tools and resources helps streamline your processes, making your firm more efficient and effective in managing client preparations.
- Competitive Advantage:
- By leveraging the advanced features of higher-tier plans, your firm can stand out in the market, attract more clients, and maintain a strong reputation for excellence.
If you have any questions or need assistance with upgrading your plan, our support team is always available to help guide you through the process and ensure a smooth transition.