Agency, Billing & Account
4 min
Use Agency Mode
Operate a multi-client portfolio from one agency subscription—own client accounts, accept delegated mandates, and switch companies without mixing data.
Topic
Agency, Billing & Account
Plans, subscriptions, agency mode, and account settings.
Agency, Billing & Account
3 min
Manage Delegated Companies
Handle delegation requests, active mandates, and revocations when a Business client shares account management with your agency.
Agency, Billing & Account
3 min
Manage Your Trial and Subscription
Start your 30-day trial, convert to a paid plan, update payment details, and adjust seats without losing company data.
Agency, Billing & Account
3 min
Cancel or Delete Your Account
End a subscription responsibly, understand data impact, and remove users or companies without trapping delegated clients or teammates.
Agency, Billing & Account
5 min
Understand Plans, Subscriptions and Billing
Learn how CntX plans, trials, Stripe subscriptions, seats, and usage quotas map to your company—and what changes when you upgrade, invite users,…